Druv CRM — WhatsApp Lead Capture with AI-Assisted Sales Pipelines
A WhatsApp-native CRM that turns template campaigns and replies into an automatic, role-scoped sales pipeline with optional AI routing.
- Faster Checkout
- Accurate Billing
- Actionable Insights
Zero Manual Entry
Every WhatsApp reply opens a stage-tracked lead automatically — no copying between phone and sheet.
Role-Scoped Visibility
Executives see only their own pipeline; managers see the floor. Enforced at the database layer.
Full Conversation Audit
Every message, assignment and stage change is timestamped and attributable to a user.
1. The Operational Challenge
Pre-Existing Bottlenecks & Friction
Sales teams running outreach on WhatsApp were losing leads between the phone and the spreadsheet. Template messages went out from personal handsets, replies sat unread in a shared inbox, and nobody could say which enquiry belonged to which executive — or whether it had been followed up at all. Reporting meant reconstructing a week of conversations by hand.
Business Requirement
A CRM that treats WhatsApp as a first-class lead channel: send approved message templates at scale, capture every reply automatically, and open a stage-tracked deal the moment a prospect responds — with role-based visibility so executives see their own pipeline and managers see the whole floor.
2. Algora Systems Solution
Modular Architecture & Delivery
Algora Systems built Druv CRM around the WhatsApp Business Cloud API. Outbound template campaigns, inbound replies and delivery receipts flow into one pipeline engine that creates and advances deals without manual entry. A multi-role permission layer separates executive, team-lead and administrator views, while an analytics layer reports lead source, response time, conversion stage and per-employee performance. Where clients opt into the AI module, incoming leads are auto-assigned by workload and territory, reply drafts are generated for review, and prospects who share an email address receive a matching follow-up — keeping a human in the approval loop by default.
Key Modules Delivered
- WhatsApp Template Campaign Engine
- Automatic Lead Capture & Pipeline Creation
- Multi-Role Access Control (Executive, Team Lead, Admin)
- Employee Performance & Activity Tracking
- Lead Source & Conversion Analytics
- Optional AI Lead Routing & Reply Drafting
- AI Email Follow-Up for Email-Bearing Leads
Deployed Technical Stack & Architecture
WhatsApp Business Cloud API with webhook-driven inbound capture
Event-sourced pipeline engine so every stage change is auditable
Row-level security enforcing role scope at the database, not the UI
Queue-backed retries and dead-letter handling for message delivery
Opt-in AI layer with human-in-the-loop review before any send
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