Phoenix - Your AI AssistantN8n CRM Automation with 8x8 & WhatsApp Integration
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5 days
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What you get with this Offer
I will build you a fully self-hosted CRM automation system using n8n that centralises your lead management, calling, WhatsApp communication, and sales workflow into one automated system hosted on your own server.
With over 2+ years of experience in workflow automation and CRM integrations, I specialise in building scalable, production-ready systems that replace expensive SaaS tools while giving you full ownership and control.
You will receive a complete lead management automation system where every lead, call, and WhatsApp message is tracked and processed automatically inside your infrastructure without relying on external CRM subscriptions.
This system will allow your sales team to manage leads, communicate with customers, and track performance directly through automated workflows built in n8n.
You will benefit from faster lead response times, improved sales conversion, reduced manual work, and a fully centralised communication system.
I ensure clean architecture, structured workflows, and reliable automation so your system runs smoothly and is easy to scale in the future.
Offer Details:
Self-hosted n8n CRM automation system setup on your server
Centralised lead database using PostgreSQL or Google Sheets (your choice)
Basic CRM pipeline (New → Contacted → Qualified → Closed)
Lead assignment workflow (manual or rule-based)
8x8 click-to-call integration via API or webhook
Call logging workflow (call status, duration tracking where available)
WhatsApp Business API integration (1:1 messaging automation)
WhatsApp lead follow-up automation flows
Lead activity tracking (calls + messages stored per lead)
Basic dashboard workflow view inside n8n
CSV lead import automation workflow
Deployment setup + server configuration
1 revision for workflow adjustments
With over 2+ years of experience in workflow automation and CRM integrations, I specialise in building scalable, production-ready systems that replace expensive SaaS tools while giving you full ownership and control.
You will receive a complete lead management automation system where every lead, call, and WhatsApp message is tracked and processed automatically inside your infrastructure without relying on external CRM subscriptions.
This system will allow your sales team to manage leads, communicate with customers, and track performance directly through automated workflows built in n8n.
You will benefit from faster lead response times, improved sales conversion, reduced manual work, and a fully centralised communication system.
I ensure clean architecture, structured workflows, and reliable automation so your system runs smoothly and is easy to scale in the future.
Offer Details:
Self-hosted n8n CRM automation system setup on your server
Centralised lead database using PostgreSQL or Google Sheets (your choice)
Basic CRM pipeline (New → Contacted → Qualified → Closed)
Lead assignment workflow (manual or rule-based)
8x8 click-to-call integration via API or webhook
Call logging workflow (call status, duration tracking where available)
WhatsApp Business API integration (1:1 messaging automation)
WhatsApp lead follow-up automation flows
Lead activity tracking (calls + messages stored per lead)
Basic dashboard workflow view inside n8n
CSV lead import automation workflow
Deployment setup + server configuration
1 revision for workflow adjustments
What the Freelancer needs to start the work
Server access (VPS or cloud hosting details)
8x8 API credentials or integration access
WhatsApp Business API access (or Facebook Business Manager details)
Lead data sample (CSV or Excel file)
Workflow requirements and sales stages
Branding details (optional)