Investment platforms often rely on sales teams to follow up with leads, answer questions, and qualify potential investors. The objective of this project was to develop an AI-powered system that automates lead engagement through both text messaging and phone calls while providing administrators with tools to manage leads and investment offers.
The system needed to handle lead engagement across multiple communication channels while maintaining an efficient workflow for administrators. The platform also required a centralized portal where administrators could track leads, manage offers, and initiate follow-ups.
Cloud Infrastructure
Amazon Web Services (AWS)
Frontend
React js, Tailwind, Vite
Backend
Node.js
Integration
GHL CRM
Virstack developed an AI-powered engagement platform that combines automated messaging, outbound dialing, and lead management tools within a single system.
The chatbot engages leads through text conversations, provides investment information, answers questions, and schedules follow-up calls when necessary.
Automated outbound calls allow the system to engage potential investors, qualify leads, and transfer calls to human agents when required.
Administrators can manage leads, investment offers, agents, and users through a centralized dashboard while initiating follow-ups through the chatbot or dialer.
Lead information and engagement activity are synchronized with the CRM system to ensure accurate and up-to-date records.
AI-driven conversations help identify qualified investors and update their lead status within the system.
The platform improved lead engagement and streamlined follow-up processes.
Automated engagement with potential investors through chat and phone interactions
More efficient lead management through a centralized administrative portal
Improved follow-up processes with reduced reliance on manual sales outreach
A cohesive system for managing leads, offers, and communication workflows