Nalia
Smart CRM for independent life insurance brokers: lead prospecting, WhatsApp outreach, controlled campaigns, meeting scheduling and AI support across the sales relationship.
Operational Dashboard
Project Overview
The Challenge
Independent life insurance brokers need to organize prospecting, outreach and follow-ups, but end up relying on scattered tools and manual processes.
Our Solution
AzeLabs built Nalia, a SaaS platform that brings lead prospecting and enrichment, WhatsApp Business outreach, rate-controlled campaigns, an AI knowledge base, human handoff and meeting scheduling together in one place.
Impact
Each broker operates with their own client base and their own business WhatsApp number, keeping control over relationships, history and follow-ups within an organized sales operation.
Key Points
- Unified sales operation in a single platform
- Each broker's own WhatsApp Business number
- Rate-controlled campaigns with reputation protection
- AI agent with knowledge base and human handoff
- Google Calendar integration for meetings
Features
- Lead prospecting and enrichment via Apollo and CSV import
- Each broker connects their own WhatsApp Business number
- CRM inbox for conversations, history and case management
- Campaigns with templates, controlled cadence and daily contact limits
- Re-contact blocking, opt-out and number reputation protection
- AI agent with knowledge base, human handoff and support
- Google Calendar integration to suggest and confirm meetings
- Operational dashboard with metrics for leads, campaigns, messages and failures
Technologies Used
Web AppSaaSCRMWhatsApp APIAINext.jsNode.jsPostgreSQL