A 100% complete Next.js implementation of all 33 sections from the AI-Native CRM Developer Specification PDF. Includes Customer 360, WhatsApp Bot, Visual Workflows, AI Agents Hub, and Predictive Forecasting.
Every section from the Developer Specification PDF implemented in code.
System of Action: Capture, Unify, Understand, Decide, Act, Learn.
8 Core Domains categorized into MUST and PHASE 2 priorities.
Master records, relationship mapping, duplicate merge & health scores.
Unified chronological timeline, commercial context & AI summary toolbar.
Lead capture, attribution, AI scoring, round-robin & 1-click conversion.
Multi-stage Kanban, deal risk explanations, blockers & PDF quotes generator.
LinkedIn/X lead capture, conversion attribution & unified inbox sync.
Gmail/M365 sync, merge templates, sequences & AI email drafting.
Official WhatsApp Business API, template manager, AI agent & human handoff.
Omnichannel workspace with AI intent tagging, sentiment & auto-replies.
Trigger → Condition → AI Decision → Action → Approval → Audit engine.
Calendar sync, pre-meeting AI briefs, transcript player & task extraction.
Centralized summary service with Refresh, Copy, Ask AI & View Sources.
Natural language search, metric explanation & approval-gated actions.
Lead (Atlas), Sales (Sentinel), Follow-up (Echo), Support (Aegis) agents.
Tool allowlists, confidence thresholds, spend limits & observable traces.
Speaker call transcription, buying signal detection & sales coaching.
AI lead scoring, deal risk radar & evidence-backed next-best-action.
Weighted vs Commit vs AI forecast models & conversational queries.
Quota attainment leaderboards, call volume metrics & AI coaching.
File hierarchy, version control, AI clause parser & semantic search.
Keyword & semantic search across entities with Cmd+K command palette.
Custom fields/objects builder, custom pipelines & RBAC permissions.
REST API, API keys, Webhooks delivery log replay simulator.
SSO/SAML/MFA, record/field level RBAC, tenant isolation & audit logs.
Customer memory vs Business playbook memory with conflict resolution.
Task precision metrics, agent traces & token cost tracking.
Responsive mobile UI, quick actions & push notification simulator.
5-Layer architecture (Experience, App, Event, AI Platform, Data).
Interconnected data schemas (Account, Contact, Lead, Deal, WorkflowRun).
Performance, reliability, async processing & keyboard accessibility.
Phase 1 Foundation to Phase 6 Intelligence execution roadmap.
Single continuous loop: DATA → AI → WORKFLOW → AGENT → UPDATE → SUMMARIZE.
CRM domain data remains authoritative. AI and automation access it through controlled services, APIs and events.
Web UI (Next.js), Mobile App, Admin Console, Embedded Components
CRM Domain Services, Auth, RBAC, Admin, Search Engine, Files
Event Bus, Visual Workflow Engine, Cron Scheduler, Webhook Gateway
LLM Gateway, Vector Retrieval (RAG), Agent Runtime, Memory Store, Guardrails
Ideal for growing sales teams starting with AI lead scoring & pipeline Kanban.
Launch PanelIncludes Autonomous AI Agents, WhatsApp Business Bot, Visual Workflows & Customer 360°.
Launch Growth PlatformDedicated AWS Mumbai region isolation, custom LLM fine-tuning & 24/7 TAM SLA.
Enterprise Access