WhatsApp, CRM & Automation
Our own CRM: email, WhatsApp and leads in one inbox
The system we run Graaphix on — every enquiry, email and WhatsApp chat in one place, with proposals and projects attached.
- Client
- Graaphix (in-house)
- Sector
- Agency operations
- Year
- 2026
- Service
- WhatsApp, CRM & Automation
The brief
Leads were arriving through the website, email and WhatsApp, and following up depended on memory. We wanted one place to see every conversation and what happens next — without paying per seat for a foreign SaaS.
What we did
We built a CRM on our own server: website enquiries land in it automatically, email and WhatsApp threads sit in a shared inbox, and each lead can become a proposal, a website audit and then a project with tasks. It's the same kind of system we build for clients.
Delivered
- Shared email and WhatsApp inbox
- Lead capture from the website
- Proposals and website audits
- Projects and task boards
Next project
All work 
Websites & SEOA portfolio website for luxury interiors
Need something similar?
Stop copying leads between apps. Connect your forms, WhatsApp, sheets, invoices and CRM so work moves on its own.