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Projects / Marketing & CRM

PipeLean

Facebook leads, WhatsApp conversations and appointment tracking.

PipeLean imports Facebook advertising leads into a CRM and preserves the campaign behind each enquiry. Sales staff manage WhatsApp messages, calls and appointments in one workspace, with templates for recurring responses and reporting by campaign.

01 / Lead intake

Campaign settings and prepared responses.

Pipelean: Campaigns

Campaigns

Imported campaigns retain their names, aliases and offer descriptions. Search locates a campaign, while its activation switch controls whether it participates in lead processing.

Pipelean: Automations

Automations

Automatic-message templates are organised by scenario. Variables insert details such as the contact’s name and appointment date into a prepared response.

Pipelean: New lead

New lead

The manual-entry form can add a lead directly at the appointment-set stage. It captures contact details, the campaign, date and time, with a separate choice for automatic processing.

02 / Sales conversations

Messages with the contact and appointment in view.

Pipelean: Conversation

Conversation

The conversation opens beside the contact’s campaign, phone number, sales stage and appointment. Tasks, notes and a call-scheduling action give the operator a way to organise the follow-up.

Pipelean: Inbox

Inbox

The inbox groups contacts and recent messages, with filters for conversations that still need attention.

03 / Pipeline and reporting

Lead stages and campaign results in separate views.

Slack and WhatsApp notifications bring new leads and orders to the team’s attention.

Pipelean: Sales pipeline

Sales pipeline

The board separates new leads, chats, phone follow-up and appointments. Cards show the contact, campaign and age of the enquiry; column counts expose the volume at each stage.

Pipelean: Results and conversions

Results and conversions

Period and campaign filters narrow the report to leads, appointments, acquired customers and revenue. Conversion ratios show how the selected enquiries progress through the sales stages.

Technology stack

Technology behind PipeLean.

The React sales interface, .NET services and messaging integrations used in PipeLean.

User interfaces

React and Next.js provide the browser workspace. Redux manages application state, and Material UI supplies interface components.

  • React
  • Next.js
  • Redux
  • Material UI

APIs and application services

C# and ASP.NET Core 7 implement the application API. Entity Framework connects it to Azure SQL, with Azure Blob Storage for files and Azure Redis Cache for caching.

  • C#
  • ASP.NET Core 7
  • Entity Framework
  • Azure SQL
  • Azure Blob Storage
  • Azure Redis Cache

Messages and notifications

Gupshup and SignalR support messaging and live updates, with notifications through WhatsApp and Slack.

  • Gupshup
  • SignalR
  • Facebook Lead Ads
  • WhatsApp Business
  • Slack
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