Commercial operation with Kanban and WhatsApp integration
Send your projectA commercial operation for a B2B company that needs to turn landing traffic into trackable leads. The landing page is live and the next layer brings conversations received through the WhatsApp API into a Kanban admin panel, making each opportunity, sales stage and follow-up action visible in one workflow.
01
Mapped problem
The landing page starts the conversation, but commercial management must continue after the first contact. Without an owned operational layer, opportunities, history and next actions depend on manually reading conversations and on the memory of the person handling them.
02
Designed solution
A connected commercial operation across three layers:
03
Execution method
We started with the diagnosis, design and publication of the landing page. With the entry point technically validated, the project moved on to the operational layer: admin panel, visual Kanban management and WhatsApp API integration. Each part was implemented and tested separately.
The context
The landing page starts the conversation, but commercial management must continue after the first contact. Without an owned operational layer, opportunities, history and next actions depend on manually reading conversations and on the memory of the person handling them.
What we deliver
A connected commercial operation across three layers:
- A responsive landing page already published to present the offer and guide visitors to the first contact.
- An admin panel with Kanban to visualize leads, organize stages and track every opportunity.
- WhatsApp API integration to connect contacts and conversations to the commercial management workflow.
The landing page, the admin panel, Kanban and the WhatsApp API integration are live. This case does not attribute commercial results that have not yet been measured.
How the commercial workflow was designed
The journey connects acquisition and follow-up in four stages:
- The landing page turns interest into a first contact with enough context to begin the conversation.
- The WhatsApp API brings contacts and messages into an operational layer controlled by the company.
- The panel organizes every lead on a Kanban board, making stage, priority and next action visible to the team.
Kanban stages, automations and operational rules are validated through real use. The architecture leaves room to adjust the process without presenting hypotheses as published results.
The operation
- 01Landingacquisition
- 02WhatsApp APImessages and contacts
- 03Admin panelcentral view
- 04Kanbanstage management
API integration and admin panel live
Product and architecture decisions
Landing page as the entry point
The landing page handles acquisition and first-contact context. It remains decoupled from internal management so each layer can evolve and be validated separately.
Kanban as the operational view
Kanban turns a sequence of conversations into visible stages. The goal is to let the team quickly find each lead, its current state and the next required action.
WhatsApp API as the integration boundary
The integration brings the channel where conversations happen closer to the layer where the process is managed. Synchronization, automation and history rules are adjusted through real use.
Current status
- Landing page published to production after automated tests, technical review and QA across different viewport sizes.
- Admin panel with Kanban lead management live.
- WhatsApp API integration live. Operational and commercial metrics will only be presented after real use.
Stack
How we executed this project
We started with the diagnosis, design and publication of the landing page. With the entry point technically validated, the project moved on to the operational layer: admin panel, visual Kanban management and WhatsApp API integration. Each part was implemented and tested separately.
Need to organize your leads from first contact through follow-up?
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