Smart 360 CRM – Complete Lead Automation System
Smart 360 CRM is an advanced automation project built to showcase the full potential of no-code tools like Airtable, Make.com, Webhooks, APIs, and communication platforms like WhatsApp, Email, and Telegram.
Industry:
Smart 360 CRM is an advanced automation project built to showcase the full potential of no-code tools like Airtable, Make.com, Webhooks, APIs, and communication platforms like WhatsApp, Email, and Telegram.
It’s not just a database — it’s a fully automated lead management engine that handles every step of the lead lifecycle: from capture to classification, follow-up, and conversion.
Make (Integromat) – workflow orchestration
Airtable – central CRM and visual management
Telegram / WhatsApp / Email – input sources
Regex + Text Parser – smart message processing
Google Calendar / Calendly – booking logic
Slack / Discord – notification layer
Google Sheets / Docs – PDF report generation
Key Features
1. Multichannel Lead Acquisition
Capture leads from WhatsApp, Email, Typeform, Telegram, or Social Media.
Automatically parses incoming messages using custom Regex, extracting:
Name, Email, Phone, Budget, Urgency, Sector, and Notes.
All data is structured and stored directly in Airtable.
2. Smart Classification & Prioritization
The system automatically assigns priority levels (High, Medium, Low) based on budget and urgency.
Airtable views are color-coded for instant visual recognition.
3. Real-Time Notifications
Send instant alerts to Slack, Telegram, or Discord.
The sales team receives a complete lead profile and direct links to the CRM.
4. Automatic Booking / Pre-Booking Links
For high-priority leads, a meeting is scheduled directly in Google Calendar.
Alternatively, send a pre-filled Calendly link so the lead can pick their time slot.
5. Lead Status Tracker
When a lead status changes (e.g., “proposal”, “won”, “lost”), the automation reads text messages like
“Lead id: 76 changes status to proposal”,
and updates Airtable in real time, while notifying the team.
6. Reporting & PDF Export
One click generates a filtered Google Sheet report.
The sheet is automatically converted into a clean, downloadable PDF dashboard — no plugins required.
Benefits
No premium plugins or external tools required
Fully scalable and adaptable for agencies, freelancers, or sales teams
Clean, visually enhanced Airtable CRM with dynamic logic
Automates 80% of manual lead handling workflows
Extra
Want to collect leads from Instagram DMs or a chatbot on your site?
Smart 360 CRM is modular and ready to be extended to new channels anytime.
