One panel
Messaging, customer records, and pipeline
All case studies
01 02 03
Energy and B2B sales
WhatsApp API Based Customer Tracking and Operations Panel
Prosis built B2B Enerji a customer tracking panel connected to the official WhatsApp Business API, with pipeline and workflow modules customized to the company's own operating model.
WhatsApp Business API setupCustom CRM and pipeline moduleOperational workflow automation
B2B Energy
Case Study
Custom workflow
Modules built around company operations
End-to-end
Customer history from first contact to sale
Starting Point
The Need
- Customer conversations were scattered across individual sales reps' devices.
- Deal stages could not be tracked from a single place.
- The company's operating flow did not fit the standard pipeline of off-the-shelf CRM tools.
System Design
Approach
- Set up the official WhatsApp Business API with unlimited agents on one number.
- Built company, contact, conversation history, document, and quote modules around the company's data needs.
- Customized pipeline stages, task assignment, and workflow steps to the company's operating model.
Measured Outputs
Results
- WhatsApp conversations are written to customer records automatically and became institutional memory.
- The sales team can track every opportunity by stage on a single pipeline screen.
- Quotes, tasks, and follow-up steps were unified in one panel aligned with the company's own workflow.
Measurement and Evidence Note
Scope of the results
Measurement scope
The outputs described are based on the delivered modules of the panel built within the project and the company's operational flow.
Evidence note
Because the panel screens contain customer and communication data, they can only be shared within the permitted scope and in anonymized form.
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