AI-Powered WhatsApp CRM — Smart Client Communication
Sagar Gohil
AI-Powered WhatsApp CRM — Smart Client Communication.
TECH STACK - Next.js 15 · TypeScript · Node.js · Tailwind CSS · Framer Motion · Radix UI · NextAuth · RAG AI · Axios · JWT
Built a WhatsApp-first CRM for modern service businesses - combining AI-powered conversation management with full client, invoice, and analytics capabilities.
The Problem:
Service businesses were managing leads across WhatsApp, spreadsheets, and scattered tools - no single source of truth for conversations, payments, or follow-ups.
The Solution:
A unified CRM dashboard built around the WhatsApp conversation flow. Every client thread is enriched with AI-assisted reply suggestions, context-aware prompts, read receipts, and typing indicators - styled after Linear and Intercom's minimal design language.
Key Features:
→ AI reply suggestions using a RAG-based engine for contextual responses
→ Client and lead management with full conversation history
→ Invoice creation and payment tracking
→ Analytics dashboard: conversion rate, message volume, payment completion
→ Dark/light minimal UI with Framer Motion micro-interactions
Stack: Next.js 15.3 · TypeScript · Tailwind CSS · Framer Motion · Radix UI · NextAuth.js · RAG AI Layer · Axios
Role: Full product - UX direction, system architecture, prompt engineering (Lovable AI).
📸 Visual
clean glassmorphic form with brand palette
Dashboard Overview - Real-time business metrics with animated counters, revenue tracking, and growth charts displaying key performance indicators at a glance.
Client Management Interface - Streamlined client list with status indicators, contact details, and tag-based organization for efficient relationship management.
Conversations Hub - Real-time messaging interface featuring AI-powered response suggestions, unread indicators, and seamless client communication.
Analytics Dashboard - Interactive revenue vs expenses visualization with tabbed reports showing business performance trends and insights.
Client Details View - Comprehensive client profile with contact information, status management, and conversation history in a clean, modern layout.
Reports & Analytics - Multi-chart analytics featuring line graphs, bar charts, and pie charts for tracking lead conversion and customer distribution
"Settings & Configuration - User profile management and AI configuration panel with intuitive controls for personalizing the CRM experience.
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Posted Oct 11, 2025
Modern CRM built around WhatsApp-first conversations AI-assisted replies, client tracking, reports, and smart data-driven insights.
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