I built Trax Omni, a CRM for sales teams and real estate agencies, and took it through Meta App Review. Meta approved all four permissions we asked for:
• leads_retrieval
• whatsapp_business_messaging
• pages_show_list
• pages_read_engagement
What it does for users:
→ Facebook & Instagram Lead Ads go straight into the CRM and get assigned on their own, with no CSV downloads
→ WhatsApp Business chats sit inside the CRM, right next to each lead
→ Agents update leads by speaking, in English, Arabic or Urdu
→ An AI Copilot answers questions like "who should I call today?" from live CRM data
Under the hood: Node.js + PostgreSQL on AWS (Docker + Caddy), Meta Graph API and webhooks, WhatsApp Cloud API, encrypted page tokens, and role-based access for owner, manager and employee.
The hard part of App Review isn't the code. It's showing Meta's reviewers clearly and safely how each permission is used. If you need a Meta / WhatsApp integration built, or your app taken through App Review, I can help.
Helix — an all-in-one console to accelerate enterprise voice-agent deployment. I shaped the foundational experience and responsive web application: a smart multi-model prompt bar to attach documentation, switch between leading LLMs and inspect live synthesis previews, plus a dark-canvas dashboard with real-time call volume analytics, agent availability monitors and third-party CRM integration readiness.
Helix: Fast-tracking conversational AI with an intuitive workspace to build, simulate, and deploy autonomous voice agents.
I shaped the foundational experience and responsive web application for Helix, an all-in-one console built to accelerate enterprise voice-agent deployment....
Designed the core dashboard for Property Unison, a US-based real estate CRM, to seamlessly manage high-density metrics, listings, tours, offers, disclosures, and client lists.
AI Lead Generation and CRM Automation | Intelligent Sales Workflow with n8n
Turn Every Lead into an Opportunity with AI-Powered Automation
Businesses lose valuable sales opportunities every day because of slow responses, scattered customer information, manual data entry, and inconsistent follow-ups.
This AI-powered Lead Generation and CRM Automation workflow is designed to solve these challenges by connecting lead capture, intelligent qualification, CRM management, sales notifications, and automated follow-ups into one streamlined system.
How the Automation Works
1. Automated Lead Capture: Collects incoming leads through a connected form or webhook and prepares their information for processing.
2. Email Validation and Duplicate Detection: Checks lead email information and identifies existing records to reduce duplicate entries.
3. Company Data Enrichment: Retrieves additional company information to provide useful context for sales qualification.
4. AI-Powered Lead Qualification: Uses AI to analyze lead and company information, summarize business needs, and support intelligent lead scoring.
5. Smart Lead Routing: Organizes leads into Hot, Warm, and Cold categories so sales teams can prioritize the most promising opportunities.
6. HubSpot CRM Integration: Creates or updates contacts and deals to keep customer information organized.
7. Instant Sales Notifications: Sends Slack alerts to notify the sales team about important leads.