Commercial operation with Kanban and WhatsApp integration
A commercial operation under construction for a consultancy that needs to turn landing traffic into trackable leads. The landing page is already live; the next layer brings conversations received through the WhatsApp API into a Kanban admin panel, making each opportunity, sales stage and follow-up action visible in one workflow.
The context
The landing page starts the conversation, but commercial management must continue after the first contact. Without an owned operational layer, opportunities, history and next actions depend on manually reading conversations and on the memory of the person handling them.
What we are building
A connected commercial operation across three layers:
- A responsive landing page already published to present the offer and guide visitors to the first contact.
- An admin panel with Kanban to visualize leads, organize stages and track every opportunity.
- WhatsApp API integration to connect contacts and conversations to the commercial management workflow.
The landing page is delivered and live. The admin panel, Kanban and WhatsApp API integration remain in development, so this case does not present the operation as completed or attribute commercial results that have not yet been measured.
How the commercial workflow was designed
The journey connects acquisition and follow-up in four stages:
- The landing page turns interest into a first contact with enough context to begin the conversation.
- The WhatsApp API brings contacts and messages into an operational layer controlled by the company.
- The panel organizes every lead on a Kanban board, making stage, priority and next action visible to the team.
Kanban stages, automations and operational rules will be validated during implementation and real use. The architecture leaves room to adjust the process without presenting hypotheses as published results.
The operation
Product and architecture decisions
Landing page as the entry point
The landing page handles acquisition and first-contact context. It remains decoupled from internal management so each layer can evolve and be validated separately.
Kanban as the operational view
Kanban turns a sequence of conversations into visible stages. The goal is to let the team quickly find each lead, its current state and the next required action.
WhatsApp API as the integration boundary
The integration brings the channel where conversations happen closer to the layer where the process is managed. Synchronization, automation and history rules will be confirmed as implementation progresses.
Current status
- Landing page published to production after automated tests, technical review and QA across different viewport sizes.
- Admin panel with Kanban lead management in development.
- WhatsApp API integration in development. Operational and commercial metrics will only be presented after real use.
Stack
How we are executing this project
We started with the diagnosis, design and publication of the landing page. With the entry point technically validated, the project is advancing into the operational layer: admin panel, visual Kanban management and WhatsApp API integration. Each part is implemented and tested separately before it is presented as complete.