Case study · CRM
Doso
Multi-tenant CRM for leads and service contracts, with WhatsApp Business and Meta messaging automation.
- Role
- Backend & integrations
- Company
- Matamix International
- Category
- CRM
- Deliverables
- API · Web app · Super-admin console
01Overview
Doso is a multi-tenant business platform — organisations and branches — for running a sales pipeline, renewing annual maintenance contracts, and talking to customers over WhatsApp Business and Meta, including an AI auto-reply bot and automatic lead import from Facebook Lead Ads.
02Context
Sales and service teams juggle leads from ads, WhatsApp and Instagram alongside long-running maintenance contracts — usually across several tools.
03Problem
Leads arrive in many channels and get lost between them; contract renewals slip; and every organisation using the platform must only ever see its own data.
04Solution
An Organization → Branch tenancy model underpins a lead pipeline with sources, statuses, quotes and follow-ups, plus AMC tracking and renewals. WhatsApp Business and a Meta (Instagram/Facebook) inbox bring conversations in; an AI auto-reply bot and campaign templates handle outbound; a Facebook Lead Ads webhook imports leads automatically. Background work runs on BullMQ queues.
05Architecture
- 1
Channels
WhatsApp Business, Instagram/Facebook inbox, Lead Ads webhook
- WhatsApp Business API
- Meta Graph API
- 2
Web & super-admin
Pipeline, contracts, inbox; tenant management
- Next.js 15
- 3
CRM API
Tenancy, leads, quotes, follow-ups, AMC, campaigns
- NestJS 11
- Prisma
- 4
Async
Messaging jobs, notifications, realtime updates
- BullMQ
- Redis
- Socket.IO
- FCM
- 5
Data
Tenant-scoped relational model
- MySQL
06Engineering decisions
- A
Tenancy in the data model
Organization → Branch scoping is built into the model, with a super-admin console managing tenants platform-wide.
- B
Queues for messaging
Outbound messaging and automation run through BullMQ on Redis, so API requests stay fast and retries are handled centrally.
- C
Leads that import themselves
A Facebook Lead Ads webhook lands new leads directly in the pipeline — no CSV exports.
07Key features
- Multi-tenant lead pipeline: sources, statuses, quotes and follow-ups
- Annual maintenance contract tracking and renewals
- WhatsApp Business integration with AI auto-reply and campaign templates
- Instagram/Facebook inbox and Facebook Lead Ads auto-import
- Super-admin console for organisation and branch management
08Technology
- NestJS 11
- Prisma
- MySQL
- BullMQ
- Redis
- Socket.IO
- Firebase FCM
- Next.js 15
- WhatsApp Business API
- Meta Graph API
09Screens
Screenshots for this project are being prepared. A live walkthrough is available on request.
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