Case study

A CRM that automates your entire sales follow-up

We designed and built a sales CRM with a fully automated stage-based pipeline, lead cards auto-filled from WhatsApp, chatbot or web forms, built-in AI for follow-up, and a real-time dashboard. Now available as a white-label product for other companies.

ALORA CRMArgentina, with white-label deployment across 4 clientsSaaS Product / White-Label CRM

The challenge

Leads scattered across WhatsApp, chatbot and web, with follow-up lost between stages.

Many sales teams manage their leads across WhatsApp, spreadsheets and scattered messages: leads arriving from different sources with nothing centralized, follow-ups falling through the cracks between stages, and no real dashboard to know what's actually working. What was missing was a tool that organized the entire commercial process end to end, without depending on someone remembering to update a spreadsheet.

Leads coming in through WhatsApp, chatbot and web forms with nothing centralized in one place

Manual stage-by-stage follow-up, with leads falling through between first reply and close

No real dashboard to see closed deals, profitability and sales performance in one place

The goal wasn't a generic CRM, but a tool that automates the entire pipeline management

The solution

A CRM with an automated pipeline, WhatsApp with built-in AI, and a real-time commercial dashboard.

A sales CRM designed end to end: from the moment a lead comes in to the moment the sale closes, everything automated and visible in one place.

Fully automated stage pipeline

Every lead moves automatically between stages — contacted, meeting, proposal, close — with no card ever moved by hand.

Built with

WhatsApp Business APIOfficial channel verified by Meta, with no risk of being blocked, integrated directly into the sales pipeline.

IA de seguimientoAI engine that replies, books and follows up inside the CRM.

Google CalendarMeetings booked and synced automatically with the team's calendar.

In production

This is what the platform looks like

Stage-based lead pipeline in Kanban format

WhatsApp integrated with AI inside the CRM

Auto-filled lead card with history and process dates

Conversion funnel and time between stages

Sales performance by country and by source

Outcome

A CRM built to automate commercial management

A pipeline that manages itself, now available as a platform we license white-label to other companies.

Development timeOngoing use and constant evolution

A complete sales CRM, running the sales pipeline end to end

Fully automated stage pipeline, with tasks and reminders that keep leads from going cold

Auto-filled lead card based on source: WhatsApp, chatbot, web form and more

WhatsApp on the official API: answered right from the CRM, no physical phone and no risk of being blocked

Built-in AI to reply, book and follow up over WhatsApp with no manual intervention

Real-time commercial dashboard with closed deals, profitability, sales cycle and performance by country and by source

Deployed as a white-label product across 4 clients, each with their own process and their own data

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