Better Gas projectsBetter Gas · CRM & Automation · Project case study
WATI WhatsApp CRM & Contact Organization
I designed the contact-management logic around lead source, lifecycle stage, ownership and data hygiene while protecting customer records from public exposure.
WATIWhatsApp BusinessCRM segmentation
ClientBetter Gas
Evidence period2026 WATI Contacts dashboard snapshot
The engagement
The challenge. The thinking. The delivery.
The WATI setup organized WhatsApp customer records around fields, lifecycle stages, source information and ownership so follow-up could be more structured.
A CRM contact inventory is an operational asset; it should not be misreported as newly acquired leads or conversions.
The WATI setup organized WhatsApp customer records around fields, lifecycle stages, source information and ownership so follow-up could be more structured.
View detailed delivery scope and next improvements
Implementation scope
- Structured contact fields and lead sources
- Planned segments and lifecycle stages
- Defined consent-aware capture/import operations
- Reviewed ownership and handoff logic
- Improved data-hygiene rules
- Designed measurable engagement/reporting logic
- Create lifecycle-stage exit criteria
- Audit duplicate/contact-quality rules
- Connect CRM outcomes to source and campaign reporting
Results & evidence
What the available reporting shows.
These values describe the available platform evidence. They are not presented as proof of independent campaign attribution or causality.
Lifecycle stage visible
2026 captureSource values visible
2026 captureA CRM contact inventory is an operational asset; it should not be misreported as newly acquired leads or conversions.
Platform screenshots and presentation imagery are distinct. Only evidence suitable for public display is shown; private administrative captures remain protected.
Open source evidence and reporting limitations
Contacts visible (948)
Source: WATI Contacts dashboard
Period: 2026 capture
This is CRM inventory, not 948 newly acquired leads or conversions.
Lifecycle stage visible (New Lead)
Source: WATI interface
Period: 2026 capture
A stage label documents structure, not sales outcome.
Source values visible (CTWA / WhatsApp)
Source: WATI interface
Period: 2026 capture
Source fields require consistent governance before attribution.
See supporting evidence records
The original administrative screenshots are not displayed publicly without privacy review and approval.
- Watti contact screen.png
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