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Case study — SaaS product

Agentify CRM: every customer conversation, one operational inbox

A multi-tenant software platform that puts a business's WhatsApp, Instagram and Facebook conversations into one shared team inbox — with AI assistants, campaigns and a contact pipeline. I designed, built and operate it end to end as a one-person studio.

WhatsApp Instagram Facebook AI assistants Built solo, end to end

Illustrative animation — not product footage.

The problem

Customer conversations scattered across personal phones

For many small and mid-size businesses, sales happen in chat: WhatsApp messages, Instagram DMs, Facebook comments. In practice that means conversations live on individual employees' phones — nobody sees the whole picture, replies depend on who is online, follow-ups get forgotten, and when a person leaves, their conversations leave with them.

The businesses I built this for needed what larger companies get from enterprise contact centers, without the enterprise: a shared view of every conversation, a record of every customer, and help answering when the team is asleep.

The product

One platform, many businesses, every channel

Agentify CRM is a multi-tenant platform: each business gets its own isolated workspace, its own team, and its own connected channels. Inside a workspace, the day-to-day works like this:

  • Shared inbox. Messages from WhatsApp, Instagram and Facebook arrive in one place. Any team member can pick up any conversation with the full history in front of them.
  • AI assistants. Configurable bots answer common questions, qualify new contacts and hand the conversation to a human when it matters — including outside business hours.
  • Contacts and pipeline. Every conversation is attached to a contact record, and contacts move through a sales pipeline so the team can see what is in play and what closed.
  • Campaigns. Outbound messaging to segmented contact lists, with delivery tracked per message.
  • Works like an app. The platform installs to a phone's home screen and is usable on mobile, where these teams actually work. The interface ships in English, Spanish and Portuguese.

The build

Designed, built and operated by one person

I own the entire surface: product design, the web application, the backend and data model, the messaging-platform integrations, billing, and the infrastructure it all runs on. It is live software in production with real businesses on it — which means the work also includes the unglamorous parts: monitoring, incident response, migrations and a deploy pipeline that only ships when checks pass.

Two constraints shaped the engineering. First, strict tenant isolation — one business must never see another's data, and that rule is enforced in code and verified automatically. Second, reliability at the messaging boundary — webhook events from the messaging platforms are processed exactly once, so a customer never gets a duplicate reply and a message is never silently dropped.

Honest scopeThis page describes the product factually. No usage metrics or client names are published here — the platform's customers are businesses whose conversations are private by definition.

Capabilities

What the platform does

ChannelsMulti-channel inboxWhatsApp, Instagram and Facebook conversations in one shared team view, full history attached.
AIConfigurable assistantsBots that answer, qualify and escalate to a human — tuned per business, not one-size-fits-all.
CRMContacts & pipelineA record per customer, a stage per deal — the sales state visible to the whole team.
OutboundCampaignsSegmented outbound messaging with per-message delivery tracking.
TeamsMulti-tenant workspacesIsolated workspace per business with its own team, channels and configuration.
ReachMobile-first, 3 languagesInstallable on the home screen; interface in English, Spanish and Portuguese.

The outcome

From personal phones to an operating system for conversations

Businesses on Agentify run their customer conversations as a team instead of as individuals: every message is visible, every customer has a record, and an assistant covers the hours no human does. The platform is live at agentifycrm.io and under active development.

For a prospective client, the relevant part is this: it demonstrates that I can take a product from idea to operated production software — design, build, integrations, billing and operations — alone.