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CRM & Sales Platform

WB CRM

A complete sales CRM: lead, contact and deal management on a kanban pipeline, cadences and activities, email (with warming) and WhatsApp campaigns, GoTo telephony with transcription, AI-agent call and meeting analysis, automations and proposals — on an enterprise architecture.

Next.jsNestJSTypeScriptPostgreSQLPrismaGoogle APIsAWS S3dnd-kitReact FlowRecharts

Some details omitted under NDA

WB CRM

99

Data models

30

Domain modules

215

Test files

5+

Integrations

What the CRM does

Leads & contacts

Capture, import, deduplication and ICP-based qualification.

Pipeline & deals

Draggable kanban funnel with stages and deal management.

Cadences & activities

Automated sequences of tasks and follow-ups.

Email campaigns

Bulk sending with domain warming.

WhatsApp campaigns

Messages and campaigns at scale.

GoTo telephony

Integrated calls with recording and transcription.

AI agents

Lead agents and call/meeting analysis.

Bot-flows

Visual builder for flows and automations.

Documents & proposals

Storage (S3) and proposal generation.

The engineering behind it

  • Modular domain-driven architecture (NestJS) with around 30 business domains.
  • 99 data models (Prisma/PostgreSQL) — a very rich CRM domain.
  • 215 automated test files.
  • Integrations: Google (Gmail/Calendar/Meet), GoTo (telephony), WhatsApp and AWS S3.
  • AI transcription and analysis of calls and meetings.
  • Scheduled automation (jobs/cron) and real-time events.
  • Next.js front: kanban pipeline (dnd-kit), visual flows (React Flow) and dashboards (Recharts).

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