Incue
Lead capture, appointment booking, and WhatsApp follow-ups in one workflow.
The Client
Incue needed a unified system to manage inbound inquiries, appointments, and sales follow-ups across a growing operations team.
!The Challenge
Website leads, appointment requests, and WhatsApp conversations were scattered across multiple tools. The team needed faster assignment, clearer ownership, and reliable customer reminders.
Our Solution
We built a custom operations platform with automated lead capture, sales assignment, appointment booking, status tracking, and WhatsApp template notifications. Admins can monitor activity, repair unsynced records, and keep customer communication consistent from one dashboard.
Key Features Delivered
Development Process
Workflow Mapping
Mapped lead sources, assignment rules, and appointment stages.
Automation Build
Connected CRM actions with WhatsApp and booking notifications.
Operational QA
Tested lead syncing, reminders, permissions, and recovery flows.
Business Impact & Results
Tech Stack Used
The platform created one clear place to manage leads, appointments, and follow-ups without losing context.
Project Feedback
Custom Software Case Study
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