Smart 360 CRM Automation Project
Alessandro Federici
Overview
Smart 360 CRM is an advanced automation project built to showcase the full potential of no-code tools like Airtable, Make.com, Webhooks, APIs, and communication platforms like WhatsApp, Email, and Telegram.
It’s not just a database — it’s a fully automated lead management engine that handles every step of the lead lifecycle: from capture to classification, follow-up, and conversion.
Tools Used / Stack
Make (Integromat) – workflow orchestration
Airtable – central CRM and visual management
Telegram / WhatsApp / Email – input sources
Regex + Text Parser – smart message processing
Google Calendar / Calendly – booking logic
Slack / Discord – notification layer
Google Sheets / Docs – PDF report generation
Key Features
1. Multichannel Lead Acquisition
Capture leads from WhatsApp, Email, Typeform, Telegram, or Social Media.
Automatically parses incoming messages using custom Regex, extracting:
Name, Email, Phone, Budget, Urgency, Sector, and Notes.
All data is structured and stored directly in Airtable.
2. Smart Classification & Prioritization
The system automatically assigns priority levels (High, Medium, Low) based on budget and urgency.
Airtable views are color-coded for instant visual recognition.
3. Real-Time Notifications
Send instant alerts to Slack, Telegram, or Discord.
The sales team receives a complete lead profile and direct links to the CRM.
4. Automatic Booking / Pre-Booking Links
For high-priority leads, a meeting is scheduled directly in Google Calendar.
Alternatively, send a pre-filled Calendly link so the lead can pick their time slot.
5. Lead Status Tracker
When a lead status changes (e.g., “proposal”, “won”, “lost”), the automation reads text messages like
“Lead id: 76 changes status to proposal”,
and updates Airtable in real time, while notifying the team.
6. Reporting & PDF Export
One click generates a filtered Google Sheet report.
The sheet is automatically converted into a clean, downloadable PDF dashboard — no plugins required.
Outcome
Benefits
No premium plugins or external tools required
Fully scalable and adaptable for agencies, freelancers, or sales teams
Clean, visually enhanced Airtable CRM with dynamic logic
Automates 80% of manual lead handling workflows
Extra
Want to collect leads from Instagram DMs or a chatbot on your site?
Smart 360 CRM is modular and ready to be extended to new channels anytime.
Like this project
Posted Jun 1, 2025
Developed Smart 360 CRM using no-code tools for automated lead management.
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