Develone CRM — Unified, AI-Assisted CRM
Develone CRM brings capture, communication, sales, projects and marketing into one platform, with AI built in. One customer record and a 360° timeline: from the first WhatsApp message to the delivered project.
What it is
A unified CRM on a single database: leads, contacts, companies and deals share their model with communication (WhatsApp, email, Telegram), marketing (campaigns, segments, landings, Newsroom, social) and delivery (post-sale projects). Powered by the Knowledge Base and the TITO agent.
Capture & leads
- Meta Lead Ads (Facebook + Instagram) and LinkedIn unified and received via webhook; site forms; bulk import.
- Lead → contact bridge (source → tag) with automatic CC to sales reps and automatic assignment to the rep with the lightest load.
- Prospecting with enrichment (Apollo, Google Places) and registry cross-referencing (FEPY).
Omnichannel communication
- Multi-account WhatsApp Business: triage inbox, rooms, HSM templates, catalog and profile — all editable from Settings.
- Integrated email (Gmail SMTP + per-user OAuth) with templates, signatures and an AI help-me-write assistant.
- Telegram and calendar: meetings with external participants, closing and auto-task on scheduling.
Sales & projects
- Deal pipeline with opportunities, editable quotes and add-ons (DevOps, cloud instances), stages (BPM), amounts and tracking.
- Projects module for post-sale delivery — from the first message to the delivered project.
- Next-action engine: tasks, follow-ups, auto-cancellation and reminders.
- Per-contact deal room: one link with the proposal, videos, demo access and CTA, with open tracking and an expiry date.
Marketing
- Multichannel campaigns (WhatsApp, Facebook, Instagram, LinkedIn) with free text, templates and fatigue control.
- AI segments (text → filters) and sequences.
- Social publishing from the CRM: cross-post to Facebook + Instagram (image or video / Reels), LinkedIn, TikTok and X (Twitter), each with its own composer.
- Landing builder and Newsroom published to develone.com with a rebuild.
- Video library per app with a trackable link (open and % watched to the contact's timeline).
Analytics
- Unified marketing: GA4, Meta, LinkedIn, TikTok and X (Twitter) in a single view, with deterministic recommendations.
- Executive dashboard company-wide, filterable by rep, with tasks and meetings.
- SEO / Search Console (quick wins, CTR, position).
- API & advertising cost center (AI, Apollo, Places, SES, WhatsApp + Google Ads / Meta / LinkedIn spend) with a per-provider viewer.
AI
- AI engine = Claude (Claude Code) headless, with an admin toggle and cost center.
- TITO operates the CRM over MCP with delegated identity (the user's permissions).
- AI contact intelligence: gathers public info on the person and company, recommends the best-fit products and drafts a personalized campaign. Segments, help-me-write and AI-assisted recommendations.
Governance & operations
- RBAC, profiles, append-only audit and demos with per-app gating and tracking (who watched, whether the email was opened).
- UI-first configuration: integrations from Settings, nothing hardcoded or in `.env`.
- Content-ops: develone.com products, services, industries, case studies and landings are editable from the CRM and published with a rebuild.
How you use it
Available as a multi-tenant SaaS: self-serve signup with a 30-day free trial at app.develone.com, each organization with its own isolated workspace; or deployed bespoke for your operation.
Stack
Next.js + React · Node.js · PostgreSQL · WhatsApp Cloud API · Meta / LinkedIn / GA4 / TikTok / X · Claude (Claude Code) · AWS.