Systems · 01 / 06

Sales CRM

Every lead, call and WhatsApp chat in one place.

Deals pipeline: one column per stage with totals and next steps. Quiet deals are marked, and a deal can be dragged to a new stage or closed as won or lost.
Mobile: each rep's follow-ups for today, with one tap to call or open WhatsApp.

A sales system for teams that sell by phone and WhatsApp. Contacts, deals, follow-ups, quotes and team reports live in one place, so every lead has an owner and a next step, and managers see the full picture.

Made for
Teams that sell by phone and WhatsApp.
Used by
Reps on their phones and managers at the office.
Runs on
The web for the office, Android and iPhone for reps.

The challenge

What needed solving

Many sales teams talk to customers all day on WhatsApp and on the phone, but the details stay in personal chats, call logs and notebooks.

Follow-ups depend on memory, so warm leads go cold and nobody notices. When a rep is away, the rest of the team can't see what was promised. Managers build reports by hand from spreadsheets, and the numbers are old before the meeting starts.

Features

07 parts

What we built

Seven parts that keep every lead moving, from the first message to the team report.

  1. Deals pipeline

    A board with one column for each sales stage. Drag a deal to move it, or drop it on Won or Lost to close it. Each column shows its total value, and deals with no activity for several days are marked in red.

    Deal cards in the Contacted, Site visit and Quote sent columns; one deal is marked red after six days without activity
  2. Contacts and companies

    Each customer has one profile: contact details, tags, the company, open and past deals, and a full timeline of calls, messages, quotes and notes.

  3. WhatsApp inside the CRM

    Messages from your WhatsApp Business numbers appear on the contact's profile. Reps reply from the CRM with templates and quick replies, and leave internal notes that the customer never sees.

    The WhatsApp conversation beside a contact: a quote sent as a PDF, the customer's replies and an internal note
  4. Follow-ups and reminders

    Every call ends with an outcome and a next step. Each task has a time and a reminder, and every rep starts the day with a clear list on their phone. Recorded calls get a written transcript and a short summary on the timeline.

    A rep's phone: today's follow-ups, 4 of 11 done and 2 overdue, and the next call, to confirm payment terms, in 25 minutes
  5. Quotes

    Build a quote from your product list in any currency, send it as a PDF on WhatsApp or email, and see when the customer opens it. Discounts above a set limit go to a manager for approval.

  6. Team reports

    Revenue against target, conversion by stage, activity per rep, WhatsApp reply times and the reasons deals are lost. Filter by period, team and pipeline, or get the report by email every week.

    Conversion by stage: how many deals entered each stage, from new lead to won, and the share that moved on
  7. Mobile app for reps

    Reps call, message and log outcomes from their phone. Calls and notes go to the same timeline the office sees.

    After a call the rep picks the outcome, Interested, adds a note and schedules the next follow-up on WhatsApp

How it works

04 steps

From first click to daily use

  1. 01

    A lead comes in

    From a WhatsApp chat, a phone call, a website form or a referral. The system creates the contact and the deal, and assigns an owner based on rules you set.

    Contact profile: details, the open deal and its next step, the full activity timeline, and the WhatsApp conversation side by side.
  2. 02

    The rep works the deal

    Calls, WhatsApp messages and quotes are saved on the contact automatically. After each call, the rep picks an outcome and schedules the next step.

    Mobile: after a call, the rep picks the outcome, adds a note and schedules the next follow-up.
  3. 03

    Reminders keep deals moving

    The app reminds each rep of today's follow-ups and flags deals that have gone quiet, so follow-ups don't rely on memory alone.

    Mobile: each rep's follow-ups for today, with one tap to call or open WhatsApp.
  4. 04

    Managers see the full picture

    Reports update as the team works. Managers see the pipeline, each rep's activity and why deals are won or lost, without building spreadsheets by hand.

    Team performance: revenue against target, conversion by stage, a rep leaderboard, where won deals come from and why deals are lost.

Built with

The tools behind it

  • Laravel (PHP)
  • React
  • Flutter
  • PostgreSQL
  • Redis (queues and reminders)
  • WebSockets for live updates
  • WhatsApp Business API
  • Cloud phone (VoIP) integration
  • OpenAI / Claude APIs for call transcripts and summaries
  • AWS / DigitalOcean

Next project

02 / 06

Inventory & sales system

All projects

Contact

Want something like this?

Tell us how your business works. We'll suggest what fits, even if that's a ready-made tool. No tech words needed.

What do you need?

// Email
info@qcoders.com
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Systems

Sales CRM

Every lead, call and WhatsApp chat in one place.

Deals pipeline: one column per stage with totals and next steps. Quiet deals are marked, and a deal can be dragged to a new stage or closed as won or lost.
Mobile: each rep's follow-ups for today, with one tap to call or open WhatsApp.

A sales system for teams that sell by phone and WhatsApp. Contacts, deals, follow-ups, quotes and team reports live in one place, so every lead has an owner and a next step, and managers see the full picture.

Made for
Teams that sell by phone and WhatsApp.
Used by
Reps on their phones and managers at the office.
Runs on
The web for the office, Android and iPhone for reps.

The challenge

What needed solving

Many sales teams talk to customers all day on WhatsApp and on the phone, but the details stay in personal chats, call logs and notebooks.

Follow-ups depend on memory, so warm leads go cold and nobody notices. When a rep is away, the rest of the team can't see what was promised. Managers build reports by hand from spreadsheets, and the numbers are old before the meeting starts.

Three colleagues lean over one laptop at a long table in a bright office, one pointing at the screen

Features

What we built

Seven parts that keep every lead moving, from the first message to the team report.

  • Deals pipeline

    A board with one column for each sales stage. Drag a deal to move it, or drop it on Won or Lost to close it. Each column shows its total value, and deals with no activity for several days are marked in red.

    Deal cards in the Contacted, Site visit and Quote sent columns; one deal is marked red after six days without activity
  • Contacts and companies

    Each customer has one profile: contact details, tags, the company, open and past deals, and a full timeline of calls, messages, quotes and notes.

  • WhatsApp inside the CRM

    Messages from your WhatsApp Business numbers appear on the contact's profile. Reps reply from the CRM with templates and quick replies, and leave internal notes that the customer never sees.

    The WhatsApp conversation beside a contact: a quote sent as a PDF, the customer's replies and an internal note
  • Follow-ups and reminders

    Every call ends with an outcome and a next step. Each task has a time and a reminder, and every rep starts the day with a clear list on their phone. Recorded calls get a written transcript and a short summary on the timeline.

    A rep's phone: today's follow-ups, 4 of 11 done and 2 overdue, and the next call, to confirm payment terms, in 25 minutes
  • Quotes

    Build a quote from your product list in any currency, send it as a PDF on WhatsApp or email, and see when the customer opens it. Discounts above a set limit go to a manager for approval.

  • Team reports

    Revenue against target, conversion by stage, activity per rep, WhatsApp reply times and the reasons deals are lost. Filter by period, team and pipeline, or get the report by email every week.

    Conversion by stage: how many deals entered each stage, from new lead to won, and the share that moved on
  • Mobile app for reps

    Reps call, message and log outcomes from their phone. Calls and notes go to the same timeline the office sees.

    After a call the rep picks the outcome, Interested, adds a note and schedules the next follow-up on WhatsApp
  • Built with

    • Laravel (PHP)
    • React
    • Flutter
    • PostgreSQL
    • Redis (queues and reminders)
    • WebSockets for live updates
    • WhatsApp Business API
    • Cloud phone (VoIP) integration
    • OpenAI / Claude APIs for call transcripts and summaries
    • AWS / DigitalOcean

How it works

From first click to daily use

Contact profile: details, the open deal and its next step, the full activity timeline, and the WhatsApp conversation side by side.
Mobile: after a call, the rep picks the outcome, adds a note and schedules the next follow-up.
Mobile: each rep's follow-ups for today, with one tap to call or open WhatsApp.
Team performance: revenue against target, conversion by stage, a rep leaderboard, where won deals come from and why deals are lost.
  1. Contact profile: details, the open deal and its next step, the full activity timeline, and the WhatsApp conversation side by side.
    Contact profile: details, the open deal and its next step, the full activity timeline, and the WhatsApp conversation side by side.

    A lead comes in

    From a WhatsApp chat, a phone call, a website form or a referral. The system creates the contact and the deal, and assigns an owner based on rules you set.

    Contact profile: details, the open deal and its next step, the full activity timeline, and the WhatsApp conversation side by side.

  2. Mobile: after a call, the rep picks the outcome, adds a note and schedules the next follow-up.
    Mobile: after a call, the rep picks the outcome, adds a note and schedules the next follow-up.

    The rep works the deal

    Calls, WhatsApp messages and quotes are saved on the contact automatically. After each call, the rep picks an outcome and schedules the next step.

    Mobile: after a call, the rep picks the outcome, adds a note and schedules the next follow-up.

  3. Mobile: each rep's follow-ups for today, with one tap to call or open WhatsApp.
    Mobile: each rep's follow-ups for today, with one tap to call or open WhatsApp.

    Reminders keep deals moving

    The app reminds each rep of today's follow-ups and flags deals that have gone quiet, so follow-ups don't rely on memory alone.

    Mobile: each rep's follow-ups for today, with one tap to call or open WhatsApp.

  4. Team performance: revenue against target, conversion by stage, a rep leaderboard, where won deals come from and why deals are lost.
    Team performance: revenue against target, conversion by stage, a rep leaderboard, where won deals come from and why deals are lost.

    Managers see the full picture

    Reports update as the team works. Managers see the pipeline, each rep's activity and why deals are won or lost, without building spreadsheets by hand.

    Team performance: revenue against target, conversion by stage, a rep leaderboard, where won deals come from and why deals are lost.

Contact

Want something like this?

Pick what you need and we'll write the first message for you. No tech words needed.

What do you need?
A hand holds up a phone in a bright shop doorway