LinkBiz

LinkBiz is a SaaS platform built to help businesses capture, organize, and manage customer enquiries generated through WhatsApp. Instead of customers directly opening a WhatsApp chat, LinkBiz first collects their name, contact number, enquiry, and lead source through a simple form before redirecting them to WhatsApp.

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Project overview

LinkBiz transforms WhatsApp into a complete lead generation and customer management platform. Whenever a customer clicks a LinkBiz business link, they complete a lead form with contact information and enquiry details before WhatsApp opens. Every enquiry becomes a stored lead inside the business dashboard.

Many businesses rely on WhatsApp for customer communication, but WhatsApp alone is not designed to manage leads effectively. Messages get buried, contacts are lost when devices change, there is no centralized database, no lead source tracking, and no reporting. These gaps result in missed opportunities and reduced growth.

LinkBiz solves this by storing every enquiry securely, providing CRM features, campaign tracking, analytics, subscription management, and AI powered business insights. The Growth Package extends the platform with revenue attribution, opportunity dashboards, growth recommendations, and follow up management.

Your role

  • Full Stack Development
  • SaaS Product Development
  • UI/UX Implementation
  • Business Dashboard Development
  • CRM Development
  • WhatsApp Lead Capture Integration
  • Authentication and Authorization
  • Campaign Tracking System
  • Analytics Dashboard
  • Subscription and Billing Integration
  • Admin Panel Development
  • Performance Optimization
  • Deployment

Tech stack used

  • Frontend: React.js, Vite, Tailwind CSS, React Router
  • Backend: Node.js, Express.js, REST APIs
  • Database: MongoDB
  • Authentication: JWT Authentication
  • Payments: Paystack Subscription
  • Integrations: WhatsApp Deep Linking
  • Deployment: Vercel, Render
  • Libraries: Axios, Framer Motion, React Hook Form, Chart.js

Key features

  • Business profile with company info, logo, contact details, and WhatsApp link
  • Lead capture form before WhatsApp opens (name, phone, message, source, timestamp)
  • Lead inbox with search, filters, status updates, notes, tags, and archive
  • CRM dashboard: total leads, converted customers, revenue, conversion rate
  • Campaign tracking: views, clicks, WhatsApp conversions, and lead source analysis
  • Subscription plans: Free, Growth, and Trial with billing management
  • Revenue Attribution Dashboard with lead source breakdown (Facebook, Instagram, referral, website)
  • Opportunity Dashboard: potential revenue, uncontacted leads, inactive customers
  • Growth Recommendations: overdue leads, top platforms, quotation follow ups
  • Follow up management: reminders, overdue alerts, lead aging, scheduled dates
  • Campaign pages with product catalog, posters, and WhatsApp CTA
  • Admin panel for users, businesses, subscriptions, plans, and platform metrics

Platform modules

Authentication

  • Register, login, password recovery
  • Email verification, JWT authentication

Business Profile

  • Company information and logo upload
  • Contact details, WhatsApp number, business description

Lead Management

  • Lead inbox, search, filters, status updates
  • Customer notes, tags, and archive

CRM and Analytics

  • Lead statistics and revenue dashboard
  • Conversion reports, sales pipeline, analytics

Campaigns

  • Campaign builder and tracking
  • Lead source analysis and CTA performance

Follow Up

  • Reminder scheduling and notifications
  • Overdue alerts and lead prioritization

Subscription

  • Pricing plans, trial management, billing
  • Payment history and subscription status

Admin Panel

  • Users, businesses, active subscriptions
  • Revenue reports, plans, platform metrics

User roles

Business Owner

  • Manage profile and capture leads
  • View CRM, analyze revenue, upgrade subscription
  • Run campaigns and follow up workflows

Customer

  • Submit enquiry via business link form
  • Contact business and start WhatsApp conversation

Admin

  • Manage users and monitor platform
  • Manage subscriptions and view reports

Target audience

  • Small and medium sized businesses using WhatsApp for customer communication
  • Business owners who need a centralized lead database and follow up system
  • Marketing teams tracking campaign performance and lead sources

Code structure & architecture

src/
├── components/
│   ├── Navbar
│   ├── Hero
│   ├── Features
│   ├── LeadForm
│   ├── DashboardCards
│   ├── AnalyticsCharts
│   ├── CampaignCard
│   ├── Pricing
│   ├── FAQ
│   └── Footer
├── pages/
│   ├── Home
│   ├── Dashboard
│   ├── Leads
│   ├── Campaigns
│   ├── Analytics
│   ├── Billing
│   ├── Settings
│   └── Admin
├── hooks/
├── services/
├── api/
├── context/
├── utils/
├── assets/
├── layouts/
└── routes/

Performance optimizations

  • Lazy loading and code splitting
  • Optimized API calls with pagination
  • Component reusability and memoization
  • Image optimization
  • Secure JWT authentication
  • Responsive design across devices
  • SEO optimization
  • Lead form gate before WhatsApp deep link redirect
  • Centralized CRM storing every enquiry with source and timestamp
  • Subscription gating for Free vs Growth plan features
  • Campaign pages with views, clicks, and conversion tracking
  • Growth Package analytics layer for revenue attribution and recommendations

Challenges & solutions

  • Businesses were losing customer enquiries inside WhatsApp.

    Implemented a lead capture form before opening WhatsApp so every enquiry is stored in the CRM.

  • Businesses could not identify which marketing channels generated revenue.

    Built a Revenue Attribution Dashboard that tracks lead sources and conversion performance.

  • Poor customer follow up resulted in lost sales.

    Developed reminder scheduling, overdue alerts, and lead prioritization tools.

  • Small businesses lacked actionable sales insights.

    Created Growth Recommendations that analyze business data and suggest next best actions to increase revenue.

  • Managing free and paid users securely.

    Integrated subscription billing, trial management, account gating, and secure payment processing with Paystack.

Results

  • Organized WhatsApp enquiries into a structured CRM.
  • Eliminated lost customer leads through pre chat form capture.
  • Improved follow up efficiency through automated reminders.
  • Provided actionable analytics for better marketing decisions.
  • Enabled businesses to identify high performing marketing channels.
  • Created a scalable SaaS platform with subscription based monetization.
  • Improved lead conversion rates through centralized customer management and business intelligence.
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