Converso - The Simplest CRM
WebsiteMobile AppWeb App
SaaSConverso - The Simplest CRM
Converso is a mobile-first lead CRM for small and mid-sized Indian businesses such as clinics, salons, coaching classes, real estate firms and field sales teams. It collects enquiries from website forms, WhatsApp, Google Sheets, Meta Lead Ads, IndiaMART, LinkedIn and scanned business cards into one list. Every lead gets an owner, a stage and a follow-up reminder. I designed and built the whole product myself: - a Flutter app for sales staff in the field - a Next.js dashboard for owners and managers - an Express + TypeScript API that all the apps talk to - an internal admin console for pricing, subscriptions and invoicing - a marketing website It went from first commit to a live product with paid plans in about 10 weeks.
The Problem
Small businesses get enquiries from many places: website forms, WhatsApp chats, phone calls, ad campaigns and visiting cards collected at events. These end up in separate apps, notebooks and phones, which causes four problems:
- Leads get lost. Nobody clearly owns an enquiry, so some are never answered.
- Follow-ups are missed. There's no reminder system, so interested buyers go cold.
- Owners can't see what's happening. They have to ask each salesperson for updates and can't tell which marketing channel actually brings in business.
- Existing CRMs don't fit. Enterprise tools are expensive, desktop-first and too complex for a 3-person team that sells over WhatsApp and works in the field.
The Solution
One sales process across four connected surfaces, all running through a single API:
- Capture from every source: manual entry, business-card scanning with OCR, QR, offline capture that syncs later, a website form webhook, Google Sheets sync, and -Meta Lead Ads. Columns like "Business Name" and "City" map automatically to the right lead fields.
- Follow-up engine: a due-today list, missed follow-up alerts, push notifications and a daily digest, all run by scheduled jobs.
- Simple pipeline: New → Qualified → Deal → Won/Lost. The stages line up with Meta's lead statuses, so status can sync back to Meta.
- WhatsApp built in: one-tap call and WhatsApp with prefilled templates and brochures, plus WhatsApp Cloud integration and automations (a trigger, an optional wait, then an approved template).
- Teams and multiple businesses: Owner, Manager and Staff roles with permissions stored as data and checked on the server. Email invites expire after 24 hours. One login can belong to several businesses, and their data is kept fully separate.
- Dashboard and reports: lead source breakdown, salesperson performance and forecasts, so owners can see which channels pay off.
- Subscriptions: Starter, Growth and Enterprise plans with limits enforced by the API, a 14-day trial, and an internal console for invoicing and activation.
- Engineering choices: no app talks to Supabase, Firebase or Razorpay directly; all business rules live in the API's service layer; login uses JWTs with refresh-token rotation; config is validated with zod; the dashboard updates optimistically and is fully keyboard-driven.
Tech Stack
FlutterDartGetXNext.jsReactTypeScriptNode.jsExpressPostgreSQLSupabaseFirebaseWhatsApp Cloud APIMeta Lead AdsGoogle ML Kit OCRTailwind CSSSaaSMulti-tanantCRMAWS
App Experience
Mobile Interface
System Design
Web Platform
