Case study · Consulting
REPUBLIC 593
CRM with WhatsApp API and visible pipeline
×3
team capacity
−45%
time / case
Republic 593 provides financial and legal advisory to people in debt — creditor negotiation, restructuring and debtor defense. Leads come in through WhatsApp at night, from a phone, with skepticism. We deployed a CRM enriched with the WhatsApp API that captures every contact instantly and walks it down the full pipeline, with no paper or Excel.
The challenge
Before the CRM, messages came into a phone shared by the commercial team. Who answered what, when and what was promised — nobody could reconstruct it afterward. Management had no view of the real pipeline: how many leads arrived, what percentage closed, where case files stalled.
What we did
- CRM with automatic intake via the WhatsApp API: every inbound message creates or updates a contact with full history and channel attribution.
- Multi-user operation with per-agent assignment: every conversation has an owner, handoffs are logged and nobody works blind.
- Pipeline visible to management from acquisition to post-sale: per-stage dashboard (acquisition, qualification, proposal, negotiation, close, follow-up) with conversion and time-in-stage.
- Approved templates and quick replies for the recurring legal-service flows — first response in minutes, not hours.
Results
- The team handles 3× more cases with the same headcount thanks to automatic capture and triage.
- Administrative time per case file dropped 45%.
- Management sees the pipeline live and decides where to invest resources without waiting for manual reports.
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