TextCRM

About this project

TextCRM is an AI-powered revenue operating system that unifies customer conversation threads across SMS, WhatsApp, and voice calls into a single centralized inbox.

The Challenge

Sales and support agents lose deals when communications are scattered across personal phone numbers, business WhatsApp lines, and support emails. Managing these channels without a centralized audit trail leads to lost leads and slow response times.

The Solution

We built a unified communication hub built on WordPress and Elementor, integrated with custom Twilio and WhatsApp Business API endpoints. The system feeds all inbound messages into a single inbox, where an OpenAI-driven assistant drafts replies, analyzes client sentiment, and logs active sales opportunities.

Unified inbox unifying SMS, WhatsApp,

Unified inbox unifying SMS, WhatsApp, and voice recordings.

Automated AI reply suggestions based

Automated AI reply suggestions based on company knowledge databases.

Twilio-powered VoIP calls and click-to-dial

Twilio-powered VoIP calls and click-to-dial functionality inside the browser.

Integrated contact logs sync with

Integrated contact logs sync with sales pipelines and statuses.

AI Intelligence

Inbound client sentiment analysis and automated reply drafts generated via OpenAI GPT-4 API based on conversation context.

System Architecture

WordPress core acting as a database API layer with Elementor components, running custom Node.js webhook listeners for Twilio/WhatsApp message routing.

Database & Caching

MySQL database handles site records and contacts, with Redis caching message logs for faster UI updates.

Messaging

Twilio handles SMS/MMS routing and automated voice calls, and WhatsApp Business API handles template messaging.

Frontend

Backend

Deployment

Hosted on secure AWS EC2 instances with Cloudflare protection and global CDN caching.