A unified web-based CRM and Telegram bot ecosystem designed to automate currency exchange operations—streamlining the workflow from initial lead capture to automated contract generation.
Request
The client struggled with fragmented data across multiple chat platforms. Manual entry often led to data silos, where inquiries failed to reach final reports, complicating Cash Flow Management (CFM) and financial auditing. The objective was to centralize all inquiries, automate documentation, and implement a robust RBAC (Role-Based Access Control) system - all while maintaining a mobile-first interface via Telegram for field agents.
Implementation
We engineered a dual-interface solution: a comprehensive web dashboard for desktop operations and a high-performance Telegram bot for on-the-go management.
- Omnichannel Integration. Synced leads from 6 different sources into a single pipeline with intelligent lead deduplication.
- Automation. Developed automated Sales & Purchase Agreement (SPA) generation.
- Operations & Security. Implemented a fail-safe role-based access system, employee time-tracking, and granular analytical dashboards.
Results
Manual data migration from chats to spreadsheets is now obsolete. With 100% of inquiries automatically logged, the client achieved complete transparency in their financial reporting. The business now operates on a centralized database that secures transaction history and provides actionable insights into customer engagement across the company’s broader product ecosystem.