← Selected work
Case study 01 · ICT & Security Integration
Business Operations Platform
Leads, clients, quotes and WhatsApp unified in a single system for an ICT firm.
The problem
Leads came in through WhatsApp, phone and email. Quotes were kept in spreadsheets and client history was scattered. As a result, follow-ups were missed and no one had a single view of the pipeline.
The solution
- One system for leads, clients and quotes
- WhatsApp conversations captured against each client
- Quote builder with status tracking from draft to won
