Crafting a Custom WhatsApp CRM My Journey from Concept to Creation[PART 1]

RickRick
2 min read

For over 16 years, I've been developing software across a wide spectrum of technologies. Throughout my career, I've built numerous applications spanning frontend and backend development—from enterprise banking systems to insurance platforms. My technical journey has taken me from Windows Forms to React with Azure and ASP.NET Core, implementing solutions both on-premises and in the cloud.

But I reached a point in my professional life where I wanted to create something with my own signature—a product that would be entirely mine.

I spent considerable time contemplating what would be worth developing. During a period when personal circumstances required me to use WhatsApp extensively, I found myself overwhelmed with messages from many different contacts. It became practically impossible to keep track of these conversations, and I often forgot which messages needed replies or lost track of ongoing discussions.

I began searching for solutions and discovered applications like LeadSales, Kommo, and others. I tried them, but none quite fit my needs—they were either too simplistic or overly complex, sometimes requiring training courses just to understand how to use them.

That's when I identified a niche where my software expertise could create something to solve my own problem while potentially helping others (particularly businesses) facing similar challenges.

This is how the idea for a WhatsApp CRM was born, with plans to eventually support other messaging platforms as well.

I started developing this platform in June, and now, almost a year into the project, I can say it has matured enough to start talking about it. Personally, I've loved working on it, and it has presented a technical challenge worth sharing.

In this series of articles, I'll be sharing with you, dear reader, the progress of this project—what it's like to start developing a SaaS product from scratch.

What I've particularly enjoyed about this niche is that while competition exists, it's not overwhelming. The complexity involved in creating a CRM of this nature is high, which is exactly the challenge I was looking for.

When you look at a market saturated with many apps, it's often because the problem isn't particularly difficult to solve—hence the abundance of options. Note-taking apps are a clear example; there are hundreds, if not thousands of them. I wanted to invest my time in something challenging but potentially rewarding in the long run—both technically and personally, and hopefully financially as well.

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Written by

Rick
Rick

15+ years of experience having fun building apps with .NET I began my professional career in 2006, using Microsoft technologies where C# and Windows Forms and WPF were the first technologies I started working with during that time. I had the opportunity to actively participate in the Windows ecosystem as an MVP and Windows 8/Windows Phone application developer from 2013-2018. Throughout my career, I have used Azure as my default cloud platform and have primarily worked with technologies like ASP.NET Core for multiple companies globally across the US, UK, Korea, Japan, and Latin America. I have extensive experience with frameworks such as: ASP.NET Core Microsoft Orleans WPF UWP React with TypeScript Reactive Extensions Blazor I am an entrepreneur, speaker, and love traveling the world. I created this blog to share my experience with new generations and to publish all the technical resources that I had been writing privately, now made public as a contribution to enrich the ecosystem in which I have developed my career.