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Sales & CRMv1.0

AI Inbound Lead Conversion System (Calls + WhatsApp + Website)

Business Goal

Lead generation

Est. Impact

Responds to every lead in under 60 seconds

Delivery

7 days

Support

30 days

n8n
OpenAI
Airtable
Python
Google Sheets
whatssap api
retell
vapi

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Most businesses don’t struggle with getting leads, they struggle with handling them properly. Calls go unanswered, WhatsApp replies are delayed, and website visitors leave without taking action. This results in lost opportunities and lower conversion rates. This solution is designed to handle all inbound leads automatically and turn them into booked appointments. What this system does: Answers incoming calls using an AI voice agent that can handle queries and book appointments Responds instantly to WhatsApp messages and follows up automatically Engages website visitors through chat and voice to guide them toward booking Qualifies leads based on your requirements Books appointments directly into your calendar Stores all conversations, call recordings, and transcripts in a structured dashboard Everything is connected into one system, so you don’t have to manage multiple tools. What you get: A complete inbound lead handling system across calls, WhatsApp, and website Automated lead qualification and booking flow CRM integration with full visibility of all leads Call recordings, transcripts, and conversation history What this means for your business: Every lead gets an instant response No missed calls or delayed replies More qualified leads converting into appointments Less manual work for you or your team This is ideal for businesses that rely on inbound leads and want a more efficient and scalable way to handle them. Additional note: This is a one-time implementation. Ongoing usage costs (AI, voice, WhatsApp, etc.) are billed separately based on usage. I will guide you in setting up the most cost-efficient tools. Optional monthly optimization is available if you want continuous improvements and better performance over time.

Skills

The AI behind this solution is trained with these specific skills so it performs better and more reliably for your use case.

Inbound lead handling

AI voice call handling

WhatsApp automation

Website chat automation

Lead qualification

Appointment booking automation

CRM integration

Conversation design

Call transcription & analysis

Key Outcomes

  • Responds to every lead in under 60 seconds
  • Converts inbound calls & messages into bookings
  • Reduces missed leads and manual follow-ups

Project Roadmap

1

Core Logic Engine

€1.000

Setup and configuration of the main automation workflow.

2

Environment Mapping

€700

Customizing fields and triggers to match your specific tools.

3

QA & Handover

€500

Testing and final walkthrough session.

Total project value€2.200

What's included

  • Fully set up AI system (calls, WhatsApp, website)
  • CRM integration with lead data, transcripts & recordings
  • Appointment booking system with automated workflows
  • Video walkthrough + setup documentation
  • 30 days post-delivery support
  • Approval required before funds release

What we'll need from you

  • Access to required tools and platforms (WhatsApp API, CRM, website backend, etc.)
  • Business information including FAQs, services, and lead qualification criteria
  • Access to calendar for appointment booking setup
  • Phone number or calling setup details for AI voice agent
  • Any existing workflows, scripts, or data (if available)
  • Note: Custom features or integrations outside the agreed scope will be handled separately.

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Total Project Price

€2.200

To Start Now

Milestone 1€1.000

Funds held in escrow until approved.

Est. Monthly Tool Costs

€50 – €300 / mo

See this live — €10 demo

15–20 min walkthrough. No access required.

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Escrow Protected

  1. Secure CheckoutYou fund only the first milestone.
  2. Expert DeliversWork is submitted for your review.
  3. You ApproveFunds are released. Next milestone starts.
Umar Mulla
Umar Mulla
0 implementations
Founding Expert
Message ExpertView Full Profile

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