AI CRM

Cost-efficient marketing automation platform with lead capture, CRM, email automation, WhatsApp integration, and AI-powered engagement.

Client: Seven Star Elevator
Industry: AI & Automation
Timeline: 4 months
Technologies: React Dashboard, Node.js, Express.js, PostgreSQL, OpenAI API, WhatsApp API, Google Apps Script

Project Overview

A cost-efficient marketing automation platform for Seven Star Elevators.

Planned features include lead capture, automated follow-ups, WhatsApp integration, email marketing, CRM functionality, analytics, and AI-powered customer engagement — starting with free tools and scaling later.

Your Role

System architecture and feature planning
React dashboard for CRM and analytics views
Node.js API for lead and customer workflows
Email automation and WhatsApp integration setup
OpenAI-powered customer engagement flows
Google Sheets and Apps Script automation

Tech Stack Used

Frontend: React Dashboard
Backend: Node.js, Express.js, PostgreSQL
AI & Automation: OpenAI API, WhatsApp API, Google Apps Script, Email Automation

Key Features

Lead capture and CRM pipeline management
Automated email follow-up sequences
WhatsApp messaging integration
AI-powered customer engagement workflows
Analytics and reporting dashboard
Cost-efficient stack starting with free-tier tools

Code Structure & Architecture

apps/
  dashboard/
  api/
    routes/
    services/
    models/
automation/
  email/
  whatsapp/
  apps-script/

Phased rollout from free tools to scalable paid services
Unified CRM view across email, WhatsApp, and web leads
AI-assisted follow-ups to reduce manual sales overhead

Challenges & Solutions

Challenge: Building enterprise-like automation on a minimal budget.
Solution: Started with free-tier tools (Google Sheets, Apps Script) and designed clear upgrade paths.
Challenge: Coordinating multi-channel customer follow-ups without duplicate messaging.
Solution: Centralized lead state in PostgreSQL with channel-specific automation rules.

Takeaways

Showcases real-world business value — practical CRM and AI automation tailored to a client's growth stage.

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