Freelance CRM & WhatsApp Automation Developer for Clinics Project Description: Hello! I’m looking for an experienced freelancer to build a CRM + automation system for clinics. Our system recovers lost clients, warms up new leads, and allows easy lead status management and KPI tracking. Key Tasks: CRM / Dashboard Lead statuses: New / Hot / Closed / Lost Track old messages → tag “Follow-up needed” KPI metrics: % of returned clients, hot leads, revenue recovered Import old WhatsApp messages (1–3 months back) Filter business-related messages only, ignore personal chats Detect lead status based on message content and date Automated Follow-up Time triggers: 2–14 days after last message Personalized messages for each client Track replies → lead becomes Hot or sends notification to the business owner Animations / Mockup for BASE44 Visual flow of a returning client and a new client Show how the system automatically brings back leads (for website / pitch purposes) Freelancer Requirements: Previous experience with CRM / No-code (Airtable, Bubble, Make/Integromat) Experience with WhatsApp Business API / Twilio / WATI Ability to set up triggers and automated follow-ups Experience in UI/UX and BASE44 – a plus Deliverables: CRM + dashboard with all triggers implemented Import of old messages and automated filtering Fully working automated follow-up Visual animations / mockup ready for the website Notes: We’ll start with a small pilot – 1–2 clinics, to verify lead recovery, then expand. Must show measurable results: % of leads returned, hot leads, revenue recovered