Service
WhatsApp-First AI Sales CRM
A shared sales workspace for teams that sell through conversation.
The business problem
When leads, WhatsApp conversations and follow-ups are split across personal phones and spreadsheets, teams lose context, duplicate work and miss handoffs.
The Tech360 solution
We scope, configure and customize a dedicated WhatsApp-first sales CRM around your pipeline. DeskcommCRM is one open-source, self-hosted candidate—not TECH360’s internal CRM—and is used only if its current features, license notices, WhatsApp connection options, security and hosting fit are verified for your project. The exact deployment and ongoing costs are agreed in writing before work begins.
What is included
Key features
Scope is confirmed in writing before work begins — these are the standards this service is built to.
01Shared team inbox with assignment and human handoff
02Configurable contact records, tags and sales pipelines
03AI-assisted lead qualification with defined escalation rules
04Event-triggered follow-ups and external integrations
05A separately scoped client deployment with access controls
06Documented setup, backups, training and handover plan
How it runs
Engagement workflow
Map the sales process, team roles, locations and messaging use cases
Review the selected release, license, provider requirements and hosting evidence
Agree the isolated architecture, recurring costs, data boundaries and written scope
Prepare a preview or sandbox using non-production data for approval
Configure, integrate and test opt-out, human handoff, delivery failures and backups
Handover client-owned accounts, documentation, access and agreed support
Technology
Built with
Illustrative scenario
Illustrative scenario: a retailer uses a client-owned CRM instance for its sales pipeline and shared inbox; AI handles only approved routine qualification, with uncertain or sensitive cases routed to staff. This is not a verified customer deployment or guaranteed outcome.
Hypothetical example only — not a verified client engagement or measured outcome. Actual scope, integrations, and results require validation.
Start here
Scope this service for your business
One message begins discovery. You receive a written scope, an HTML preview, and a milestone plan — payment only after your preview approval.
Next step
Prefer to talk it through first?
WhatsApp reaches a real engineer who can scope your situation in one conversation — and the written scope still follows.
Every engagement is on-record: Client ID, written scope, verified payments, full handover.