ApplicationWebsite

Mutualys

The headline deliverable was an in-house CRM plus a WhatsApp chatbot, built so the Mutualys team stops moving lead information by hand between channels. The website redesign and a custom callback plugin sit around that system and feed it.

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Overview

Mutualys, the parent company of Normandie Santé, was handling health insurance leads across email, phone notes, and spreadsheets. The engagement started with the website, but the work that mattered was the system behind it: a CRM built in-house for the way their team actually qualifies and follows up on a lead, and a WhatsApp chatbot on the channel their clients already use.

Every lead-capture form on the site feeds that system, with the Oggodata API connected for real-time CRM integration, so no inquiry sits in someone's inbox waiting to be transcribed.

Project details

In-House CRM & WhatsApp Chatbot

A CRM built for Mutualys rather than a licensed product bent to fit, shaped around how the team qualifies and follows up on a health insurance lead.
A WhatsApp chatbot on the channel clients already use, so a first exchange does not wait for office hours.
Callback requests captured on the site and pushed into the system in real time through the Oggodata API.
A custom admin dashboard so the team can track and manage requests in one place instead of across inboxes.

Website & Lead Capture

Modernized UI/UX - making it easier for visitors to navigate and explore insurance options.
Clear service presentation - helping users find the best health insurance plans.
Call-to-action optimizations - encouraging users to request personalized health coverage advice.
Fully mobile-responsive design - ensuring seamless accessibility across all devices.
Meta tracking integration, so campaign spend can be tied back to the requests that came from it.

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