VetFlow Prospect — B2B CRM & WhatsApp

About

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: [email protected] / Demo@2026Isolated sandbox — demo data only, no access to real tenants.What's Inside — 8 Production Modules1. Secure Multi-Tenant ArchitectureEvery 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 APINo 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 ProfilesEach lead has a complete profile including:Interaction logsInternal notesFunnel status management (Discovery → Nurturing → Qualified → Partner → Discarded)Integrated email sending from the lead profile screen (native SMTP)4. Workflow Engine with Delay LogicThe heart of the system. Build automated outreach journeys with time-based steps:SEND_WHATSAPP — text and rich media (Evolution API)SEND_EMAIL — via native SMTPADD_TAG — segment leads inside the CRMThe 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 VariablesCentral 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 EngineProspects 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 HubOnce a lead converts:Contract status management (Active, In Negotiation)Technical Manager and Cluster Manager registrationIsolated access role (role: partner) for future partner portalMaps the institutional extension network8. ROI SimulatorInteractive 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 StackLayer Technology FrontendNext.js App Router, React, Tailwind CSSBackendFirebase Auth, Firestore, Cloud FunctionsMessagingEvolution API (WhatsApp), Native SMTP (Email)Lead CaptureGoogle Places APIArchitectureMulti-tenant with Firestore security rulesi18nPortuguese 🇧🇷, English 🇺🇸, Spanish 🇪🇸HostingVercel (active deployment)Why This Niche80,000+ registered veterinarians in Brazil22,000+ veterinary clinics — all potential B2B prospectsNo direct competitor combining CRM + WhatsApp automation + Google Maps capture in this verticalArchitecture is niche-agnostic: the same system works for dental, medical, legal, or any B2B health services marketWhat 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 DemoLive 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.