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CRM with AI

A full-stack CRM built to centralize Planet Pizza's commercial operation. The product combines pipeline, tasks, campaigns, idempotent import and a support layer that can run on WhatsApp Cloud API and AI with controlled providers.

AIClient: Planet PizzaFood service · commercial operations

How the system works

  1. WhatsApp message
  2. BullMQ job
  3. AI checks confirmed data
  4. Replies or hands off to the team
  5. History and audit trail

4 screens from the system. Select an image to enlarge.

Outside the 24 h window only approved templates go out, with consent rechecked before sending.
Leads move between stages by drag or selector, and a loss requires a reason saved to history.
Each attempt goes through outbox and queue, is rechecked before sending and logs every status.

The problem

The commercial operation lived across spreadsheets, personal WhatsApp and team memory. Leads went cold without follow-up, campaigns had no tracking, and nobody knew which stage each client was in.

What I built

A custom CRM, built on top of the real operation: a staged pipeline, tasks and follow-ups, campaigns with idempotent import, official WhatsApp Cloud API support, and an AI layer that answers only from confirmed menu data and hands the conversation to the team whenever it is unsure.

Result

Every commercial conversation now happens in one place, with history, an AI-to-human handoff queue and message-level traceability. Redis queues keep campaigns and imports from taking down support.

The project

Operational CRM with pipeline, follow-ups, campaigns, official WhatsApp and AI-assisted support.

Highlights

  • Pipeline and follow-ups
  • WhatsApp Cloud API
  • AI with controlled providers
  • Redis queues with BullMQ

Need something like this? The first call is free. Written proposal within 48 hours.

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