LeadFlow AI is designed to help businesses manage their sales leads more effectively by combining traditional CRM functionalities with the power of Artificial Intelligence.
Purpose: LeadFlow AI is designed to help businesses manage their sales leads more effectively by combining traditional CRM functionalities with the power of Artificial Intelligence. The core goal is to enhance customer engagement, streamline sales operations, and enable smarter, data-driven business decisions. Key Features: - Lead Management Dashboard: Displays a comprehensive list of leads in a filterable and sortable table. Provides key information at a glance: lead name, company, AI-generated score, status, product interests, and last contact date. - AI-Powered Lead Scoring: Automatically scores leads (0-100) based on their profile and interaction history, indicating their likelihood to convert. Provides a detailed "reason" for each score, outlining positive and negative influencing factors. - AI-Recommended Next Best Actions: Suggests the most appropriate next step to take for each lead based on their data and score. - AI Email Assistant: Generates personalized email drafts for leads, tailored to their profile, product interests, and the AI-recommended next action. - Detailed Lead Insights (Action Dialog): Offers a focused view for each lead, including: AI recommendations and score explanations. Key lead details (company, score, status, product interests). Engagement highlights (creation date, last activity). A scrollable communication log. Ability to add new notes to the communication log (which updates Salesforce). - Data Visualizations & Analytics: Lead Funnel Chart, Score Distribution Chart, Product Interest Chart, Industry Distribution Chart, Lead Source Distribution Chart. - Salesforce Integration (Simplified): Fetches lead data from Salesforce (with a mock data fallback). Updates lead records in Salesforce (e.g., communication history/description). - Interactive Chatbot ("LeadBot"): A floating AI assistant accessible throughout the application. Answers user questions about LeadFlow AI features, CRM concepts, and sales strategies. Maintains conversation history and provides a user-friendly chat interface. - Responsive UI: Built with NextJS, React, ShadCN UI, and Tailwind CSS for a modern and responsive user experience.
Sales teams often struggle to prioritize their efforts, focusing on less promising leads while high-potential ones go stale. They need an intelligent system to score leads, recommend the best next actions, and automate tedious communication tasks.
Solo Project. I built this entire CRM application, focusing on the AI features like lead scoring, next-best-action recommendations, and the AI email assistant, all powered by Genkit. I also handled the simplified Salesforce integration.
Building this project taught me the core principles of CRM systems and sales workflows. The main challenge was designing an AI lead scoring model that was both explainable and actionable. Providing a "reason" for each score was crucial for user trust. Integrating with Salesforce (even in a simplified way) was a great lesson in working with external enterprise APIs.