Back to Home
CRM & AI Sales Automation · Retail & B2B

SalesBoost CRM

SalesBoost CRM is an enterprise-grade, AI-powered Customer Relationship Management platform engineered specifically for retail and B2B enterprises to supercharge revenue generation. By integrating predictive lead scoring, intelligent opportunity forecasting, and automated omnichannel communication workflows, SalesBoost CRM enables sales teams to prioritize high-value prospects and systematically close deals faster.

SalesBoost CRM dashboard
Overview

About this project

In today's fast-paced Retail & B2B landscape, traditional CRMs often become glorified contact databases rather than proactive revenue engines. SalesBoost CRM addresses this fundamental gap by deploying advanced machine learning algorithms directly into the core sales workflow. It aggregates real-time buyer intent signals across digital touchpoints, historical purchase behaviors, and interaction logs to assign dynamic, dynamic lead quality scores. By automating tedious administrative tasks—such as automated follow-up sequences, meeting scheduling, and contract tracking—SalesBoost CRM allows sales representatives and account managers to focus on relationship building and high-impact negotiation. The platform brings total visibility to executive leadership through predictive revenue modeling, automated sales coaching insights, and unified inventory-aware deal configurations, ultimately driving higher conversion rates and expanding average order values across both direct retail and complex enterprise wholesale channels.
Features

Key capabilities

Predictive AI Lead Scoring Engine

Machine learning system that ranks and prioritizes inbound and outbound leads in real time.

Business Value

Increases sales rep productivity by 35% and boosts overall conversion rates by focusing effort where conversion likelihood is highest.

Dynamic B2B CPQ & Quote Builder

Interactive Configure, Price, Quote tool tailored for complex B2B catalog structures.

Business Value

Reduces quote turnaround time from days to minutes and protects profit margins with automated compliance rules.

Omnichannel Automated Engagement Workflows

Multi-channel automated nurture sequences covering email, SMS, and WhatsApp.

Business Value

Shortens the overall sales cycle length by up to 28% and increases customer engagement response rates across B2B and retail segments.

AI Revenue & Opportunity Forecaster

Predictive analytics dashboard delivering pinpoint revenue projection models.

Business Value

Improves operational planning accuracy and empowers leadership to proactively reallocate sales resources to failing territories before quarter end.

Modules

Core Screens & Workflow

Frontend User Panel - Lead Scoring & Pipeline View

Interactive drag-and-drop visual pipeline displaying lead cards overlaid with real-time AI conversion scores.

1

Workflow

Sales representatives view active deals categorized by funnel stages. Each deal card displays key buyer metrics, dynamic AI win probabilities, and automated recommended next steps.

2

Capabilities

Drag-and-drop deal progression, quick filtering by AI score priority, direct email and phone outreach triggering, and inline note-taking.

Frontend User Panel - Lead Scoring & Pipeline View

Frontend User Panel - AI Deal Intelligence & Workspace

A unified workspace detailing a single customer entity, featuring interaction timelines and AI engagement insights.

1

Workflow

Selecting a prospect opens a comprehensive view showing all historic emails, call recordings with transcriptions, past orders, dynamic purchase intent meters, and AI action items.

2

Capabilities

AI conversation sentiment analysis summary, automatic follow-up draft generation, activity timeline review, and instant task scheduling.

Frontend User Panel - AI Deal Intelligence & Workspace

Frontend User Panel - B2B Quote Creator & CPQ Studio

A quick quote creation wizard that pulls real-time inventory levels and dynamic enterprise tier pricing.

1

Workflow

Reps select product SKUs, adjust quantities, apply approved promotional volume discounts, and preview client-facing interactive proposals in real time.

2

Capabilities

Product search with live inventory tracking, automatic margin safety calculations, dynamic PDF/web proposal generation, and e-signature link dispatching.

Frontend User Panel - B2B Quote Creator & CPQ Studio

Admin Panel - Territory & Sales Team Management

Administrative management console for mapping sales territories, quota targets, and automated lead routing rules.

1

Workflow

Sales directors assign geographical or account-tier territories to account managers and set round-robin or skill-based automatic lead distribution parameters.

2

Capabilities

Territory mapping visualizer, rep workload capacity settings, customized lead distribution engine, and individual quota tracking controls.

Admin Panel - Territory & Sales Team Management

Admin Panel - AI Model & Lead Rules Configurator

Control dashboard for tuning the machine learning weights and custom lead scoring parameters.

1

Workflow

System administrators tweak baseline weights for conversion factors such as company size, email opens, site visits, and budget ranges to align AI scoring with changing market realities.

2

Capabilities

Weight assignment sliders, historical algorithm accuracy backtesting, rule custom builder, and third-party data enrichment integration toggles.

Admin Panel - AI Model & Lead Rules Configurator

Admin Panel - Enterprise Analytics & Revenue Forecast

Executive reporting suite showing real-time conversion metrics, team performance breakdowns, and AI revenue projections.

1

Workflow

C-level executives inspect enterprise-wide performance metrics, revenue projections versus targets, sales velocity trends, and channel performance heatmaps.

2

Capabilities

Quarterly forecast variance modeling, rep performance leaderboard analysis, funnel leak detection reports, and automated scheduled PDF report exports.

Admin Panel - Enterprise Analytics & Revenue Forecast
Stack

Technologies used

ReactTypeScriptNode.jsPythonTensorFlowPostgreSQLRedisGraphQLTailwind CSSDocker

Have a project in mind?

Let's build something powerful together.

Start a project