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.

About this project
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.
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.
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.
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 - AI Deal Intelligence & Workspace
A unified workspace detailing a single customer entity, featuring interaction timelines and AI engagement insights.
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.
Capabilities
AI conversation sentiment analysis summary, automatic follow-up draft generation, activity timeline review, and instant task scheduling.

Frontend User Panel - B2B Quote Creator & CPQ Studio
A quick quote creation wizard that pulls real-time inventory levels and dynamic enterprise tier pricing.
Workflow
Reps select product SKUs, adjust quantities, apply approved promotional volume discounts, and preview client-facing interactive proposals in real time.
Capabilities
Product search with live inventory tracking, automatic margin safety calculations, dynamic PDF/web proposal generation, and e-signature link dispatching.

Admin Panel - Territory & Sales Team Management
Administrative management console for mapping sales territories, quota targets, and automated lead routing rules.
Workflow
Sales directors assign geographical or account-tier territories to account managers and set round-robin or skill-based automatic lead distribution parameters.
Capabilities
Territory mapping visualizer, rep workload capacity settings, customized lead distribution engine, and individual quota tracking controls.

Admin Panel - AI Model & Lead Rules Configurator
Control dashboard for tuning the machine learning weights and custom lead scoring parameters.
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.
Capabilities
Weight assignment sliders, historical algorithm accuracy backtesting, rule custom builder, and third-party data enrichment integration toggles.

Admin Panel - Enterprise Analytics & Revenue Forecast
Executive reporting suite showing real-time conversion metrics, team performance breakdowns, and AI revenue projections.
Workflow
C-level executives inspect enterprise-wide performance metrics, revenue projections versus targets, sales velocity trends, and channel performance heatmaps.
Capabilities
Quarterly forecast variance modeling, rep performance leaderboard analysis, funnel leak detection reports, and automated scheduled PDF report exports.

Technologies used
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