Case Study
Atlas Lead Desk
A multi-tenant lead management SaaS with WhatsApp capture and automated routing.
Client
Atlas Advisory
Industry
Professional Services
Year
2025
Services
SaaS Development, CRM Systems
Overview
The StartingPoint.
Atlas needed to offer their own branded lead desk to franchise partners, each with isolated data and their own sales rules.
The Challenge
- Every partner needed separate data with a shared product release cycle.
- Leads arrived mostly on WhatsApp and were being handled manually.
- Partners wanted different pipeline stages and assignment rules.
Our approach
How WeWent At It.
Tenant architecture
Row-level isolation with per-tenant configuration from day one.
Channel-first design
WhatsApp treated as the primary capture channel, not an add-on.
Configurable rules
Stages, routing and SLAs editable by each partner admin.
Solution
What WeDelivered.
Multi-tenant SaaS with partner-level branding and configuration.
WhatsApp API capture creating deduplicated leads automatically.
Rule-based assignment with overdue follow-up escalation.
Key Features
- Tenant onboarding flow
- WhatsApp and web form capture
- Custom pipeline stages
- Round-robin assignment
- Follow-up reminders
- Conversion analytics
- Subscription billing
- Partner admin console
Technology
- Next.js
- TypeScript
- Node.js
- PostgreSQL
- Redis
- WhatsApp Cloud API
UI Screens
Outcome
Where ItLanded.
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