VetFlow Prospect — B2B CRM & WhatsApp - Sell Project

VetFlow Prospect is not a WhatsApp blaster. It's a full B2B prospecting CRM with workflow automation, lead scoring, and active lead capture — built for the Brazilian veterinary market and architected to scale across Latin America. This is a production-ready system actively used internally to prospect veterinary clinics and convert them into institutional partners. The architecture is multi-tenant, secure, and internationalized — ready for a buyer to white-label and sell to any B2B niche. Live demo: https://saasprospect-five.vercel.app/ Login: demo@saasprospect.com / Demo@2026 Isolated sandbox — demo data only, no access to real tenants. What's Inside — 8 Production Modules 1. Secure Multi-Tenant Architecture Every lead, template, workflow, and partner belongs exclusively to a tenantId. Firestore security rules validate tenant claims at the database level — users from one tenant cannot read, write, or delete data from another. Built to serve multiple clients from a single codebase. 2. Active Lead Capture via Google Maps API No spreadsheet imports needed. Users search terms like "Veterinary Clinic in Curitiba" directly inside the platform. The system queries Google Places, pulls names, phone numbers, addresses, and Google ratings — and converts everything into CRM leads automatically. 3. Full CRM with 360° Lead Profiles Each lead has a complete profile including: Interaction logs Internal notes Funnel status management (Discovery → Nurturing → Qualified → Partner → Discarded) Integrated email sending from the lead profile screen (native SMTP) 4. Workflow Engine with Delay Logic The heart of the system. Build automated outreach journeys with time-based steps: SENDWHATSAPP — text and rich media (Evolution API) SENDEMAIL — via native SMTP ADDTAG — segment leads inside the CRM The background motor (workflow-motor.js) calculates delays in hours/days, respects business hours (8am–8pm), and skips nights and holidays. Bulk trigger option forces the next workflow step for all enrolled leads simultaneously. 5. Rich Messaging Hub with Dynamic Variables Central repository for messages carrying media hosted on public URLs — conversion videos, PDF proposals, audio, images. Variables like {name} and {city} are replaced in real time. Manual and bulk dispatch for both WhatsApp and email from a single interface. 6. Automatic Lead Scoring Engine Prospects are automatically scored A, B, or C based on: Academic profile (graduation year, specialization gap) "Clinical Plateau" detection (5+ years without specialization — high conversion signal) Business signals (clinic owner? Google rating > 4.5?) Score determines priority in the consultant's conversion queue. 7. B2B Partner Hub Once a lead converts: Contract status management (Active, In Negotiation) Technical Manager and Cluster Manager registration Isolated access role (role: partner) for future partner portal Maps the institutional extension network 8. ROI Simulator Interactive calculator used during B2B sales negotiations. The consultant inputs the prospect's average ticket and the partnership transfer value — the platform simulates how many procedures per month the clinic would need to cover the partnership cost. Closes deals faster. Tech Stack Layer Technology FrontendNext.js App Router, React, Tailwind CSS BackendFirebase Auth, Firestore, Cloud Functions MessagingEvolution API (WhatsApp), Native SMTP (Email) Lead CaptureGoogle Places API ArchitectureMulti-tenant with Firestore security rules i18nPortuguese 🇧🇷, English 🇺🇸, Spanish 🇪🇸 HostingVercel (active deployment) Why This Niche 80,000+ registered veterinarians in Brazil 22,000+ veterinary clinics — all potential B2B prospects No direct competitor combining CRM + WhatsApp automation + Google Maps capture in this vertical Architecture is niche-agnostic: the same system works for dental, medical, legal, or any B2B health services market What the Buyer Receives ✅ Complete source code (Next.js + Firebase) ✅ Git repository with full commit history ✅ Active Vercel deployment (transferred on day 1) ✅ Firebase project with Firestore security rules configured ✅ Evolution API integration fully documented ✅ Google Places API integration configured ✅ Multi-tenant architecture ready to onboard multiple clients ✅ i18n support (PT/EN/ES) ✅ Background workflow motor script ✅ 2-hour handoff session via Google Meet with the original developer ✅ Demo tenant pre-configured and isolated (demo-tenant) ✅ In-memory sorting optimization (no composite index required) ✅ Bulk workflow trigger (force-execute for all eligible leads) ✅ Hydration fix for production stability (no white screen errors) Live Demo Live demo available upon request. Contact me to schedule a 15-minute walkthrough via Google Meet. Built by a licensed veterinarian and software developer — the domain expertise is embedded in every feature decision.