AI CRM System

An advanced Customer Relationship Management (CRM) system with multi-channel communication, role-based access, and AI-powered automation. Manage customer queries, track sales, and handle appointments efficiently, all in one platform.
At @infinitywaves while working I built this.

Features

• 🤖 AI-Powered Insights

  • Customer behavior analysis
  • Predictive sales forecasting
  • Task automation recommendations

• 💬 Multi-Channel Communication

  • Seamlessly integrate with Instagram, WhatsApp, Facebook, and chat platforms
  • Unified inbox for managing customer interactions

• 📊 Interactive Dashboard

  • Real-time analytics
  • Performance metrics
  • Customer activity tracking

• 👥 Role-Based Access

  • Admin: Manage users, roles, and settings
  • Manager: Oversee agents and analyze reports
  • Agent: Handle customer queries and interactions

• 📈 Sales Pipeline Management

  • Track deals and progress
  • Revenue forecasting
  • Sales performance metrics

• 📅 Appointment Scheduling

  • AI-assisted scheduling
  • Automated follow-ups

• 🔍 Query Management

  • Track and prioritize customer queries
  • Resolve tickets efficiently

• 🔒 Secure Authentication

  • NextAuth.js integration

Tech Stack

• Frontend: Next.js 14 with App Router
• Styling: Tailwind CSS + Shadcn/ui
• Backend: Node.js (Express.js) + Heroku
• Database: Vercel Postgres
• Authentication: NextAuth.js
• AI Integration: OpenAI API
• Deployment: Vercel (frontend) and Heroku (backend)

Getting Started

Prerequisites

• Node.js 18+
• npm/pnpm/yarn
• PostgreSQL database

Installation

1. Clone the repository:

git clone https://github.com/ahkamboh/ai-crm-system.git  
cd ai-crm-system  

2. Install dependencies:

npm install  
# or  
pnpm install  

3. Set up environment variables:

cp .env.example .env  

Fill in your .env file with:

# Database  
POSTGRES_URL=your_database_url  

# Authentication  
NEXTAUTH_URL=http://localhost:3000  
NEXTAUTH_SECRET=your_secret  

# OpenAI  
OPENAI_API_KEY=your_api_key  

# Social Media API Keys  
INSTAGRAM_API_KEY=your_instagram_api_key  
WHATSAPP_API_KEY=your_whatsapp_api_key  
FACEBOOK_API_KEY=your_facebook_api_key  

4. Run the development server:

npm run dev  
# or  
pnpm dev  

Visit http://localhost:3000 to see your application.

Project Structure

ai-crm-system/  
├── app/  
│   ├── (auth)/  
│   ├── (dashboard)/  
│   ├── api/  
│   └── layout.tsx  
├── components/  
│   ├── ui/  
│   └── shared/  
├── lib/  
│   ├── utils.ts  
│   └── db.ts  
├── public/  
└── styles/  

Key Features Explained

Multi-Channel Communication

• Manage Instagram, WhatsApp, Facebook, and other chat interactions on a single platform.
• Unified query tracking and resolution.

Role-Based Access

• Admin: Full control over users, roles, and platform settings.
• Manager: Supervises agents, monitors performance, and generates reports.
• Agent: Handles customer interactions and resolves tickets.

Query Management

• Automate query assignment based on priority.
• Monitor response times and query status.

Development Guidelines

• Follow the Next.js best practices.
• Use TypeScript for type safety.
• Implement responsive design.
• Write unit tests for critical functions.
• Follow Conventional Commits.

Deployment

Frontend (Vercel)

1. Push your code to GitHub.
2. Connect your repository to Vercel.
3. Configure environment variables.
4. Deploy!

Backend (Heroku)

1. Create a new Heroku app.
2. Set up environment variables.
3. Push your backend code to Heroku.
4. Deploy!

Contributing

1. Fork the repository.
2. Create your feature branch (git checkout -b feature/amazing-feature).
3. Commit your changes (git commit -m 'Add some amazing feature').
4. Push to the branch (git push origin feature/amazing-feature).
5. Open a Pull Request.

License

This project is licensed under the MIT License - see the LICENSE file for details.

Support

For support, please:

• Open an issue
• Contact: [[email protected]]

Acknowledgments

• Next.js
• Tailwind CSS
• Shadcn/ui
• OpenAI

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Built with ❤️ by ahkamboh

Let me know if you’d like any additional refinements! 🚀