A visual proposal exploring three distinct directions for the WhatsApp CRM Platform — each covering every module from the brief, each with a different point-of-view on how Optimus X Tech's team will live inside the software.
Every direction includes the same thirteen modules, the same data, the same workflows. What changes is the personality — how it feels to spend eight hours a day inside it. Open each, then choose the one that feels most like Optimus X Tech.
The architecture is identical across all three directions. What you see below is exactly how a lead travels through the system, from the moment IndiaMART forwards an enquiry until you mark the deal won.
Lead enquiries forwarded from your seller account land in the parsing inbox within seconds.
Name, phone, requirement, location and quoted price extracted into structured fields — no manual entry.
New record appears in the Kanban under "Fresh", with auto-created tasks and the source tagged as IndiaMART.
Instant approved-template message + catalogue link sent through WhatsApp Business API. Two-way thread opens.
Follow-up sequences nudge cold leads. Sales team chats from the inbox. Deal closes. Analytics tells you why.
Each of the thirteen modules from the proposal has a designed screen in all three directions. Open any option and use the left-hand navigation to walk through them in sequence.
| Module | 01 · Editorial | 02 · Command | 03 · Atelier | 04 · Operator |
|---|---|---|---|---|
| 01WhatsApp API Setup & Config Phone linking, WABA setup, webhook config, template approval flow | ✓ | ✓ | ✓ | ✓ |
| 02Meta Business Suite Settings Business profile, Instagram/Facebook linking, campaign settings | ✓ | ✓ | ✓ | ✓ |
| 03IndiaMART Lead Extraction Email parsing, key field extraction, auto lead creation | ✓ | ✓ | ✓ | ✓ |
| 04CRM Dashboard with Kanban New → Contacted → Interested → Negotiating → Closed pipeline | ✓ | ✓ | ✓ | ✓ |
| 05WhatsApp Inbox (Messaging) Two-way chat, conversation history, real-time delivery status | ✓ | ✓ | ✓ | ✓ |
| 06Automation & Engagement Welcome messages, follow-up sequences, rule-based triggers | ✓ | ✓ | ✓ | ✓ |
| 07Campaign & Bulk Messaging Bulk send, audience segmentation, campaign performance tracking | ✓ | ✓ | ✓ | ✓ |
| 08Message Scheduling Schedule by date/time, business-hours batch execution | ✓ | ✓ | ✓ | ✓ |
| 09Template Management Create, submit to Meta, track approval, reuse | ✓ | ✓ | ✓ | ✓ |
| 10Contact Management Tagging, segmentation, duplicate detection, opt-out compliance | ✓ | ✓ | ✓ | ✓ |
| 11Catalogue Management Product listings, WhatsApp sharing, pricing updates | ✓ | ✓ | ✓ | ✓ |
| 12Analytics & Reporting Leads, message stats, delivery/read rates, conversion metrics | ✓ | ✓ | ✓ | ✓ |
| 13VPS & Deployment Settings Server provisioning, domain/SSL, monitoring, maintenance | ✓ | ✓ | ✓ | ✓ |
Four directions, one product underneath. The capability set, the data model, the system flow — they don't change between options. What changes is the room you and your team will live in for the next several years. Open each, sit with it for a few minutes, and pick the one that fits how Optimus X Tech actually wants to work.
This design proposal is crafted for a large screen. Please reopen the link on a laptop or desktop to experience the full mockups.