Transform your sales team performance through intelligent coaching, real-time insights, and seamless CRM integration
π€ AI-Powered Analytics β’ π Rich Text Notes β’ π CRM Integration β’ π Real-time Transcription
An intelligent sales enablement platform that transforms sales team performance through AI-driven insights, real-time coaching, and comprehensive CRM integration.
- Smart Note Analysis: Automatic extraction of deal stage, pain points, budget, timeline, and stakeholders
- Growth Guide Coaching: Real-time, contextual sales coaching suggestions
- Sentiment Analysis: Understanding client engagement and emotional tone
- Professional Editor: Word/OneNote-like formatting capabilities
- Real-time Formatting: Bold, italic, strikethrough, lists, colors, and highlighting
- Auto-save: Never lose your meeting notes with intelligent auto-save
- Task Lists: Checkbox lists for action items and follow-ups
- Salesforce Sync: Bidirectional synchronization with Salesforce CRM
- Automated Data Flow: Meeting notes and insights automatically sync to CRM records
- Audit Logging: Complete tracking of all CRM sync operations
- Vite: Modern frontend build tool and development server
- Express.js: Backend API server with Vite middleware integration
- Single Port Architecture: Both frontend and backend served on port 5000
- ESBuild: Backend bundling for production deployment
- React 18 with TypeScript
- Vite for fast development and optimized builds
- Tailwind CSS + shadcn/ui components
- TanStack Query for server state management
- TipTap rich text editor
- Wouter for lightweight routing
- Express.js with TypeScript
- Vite Middleware: Integrated for seamless development experience
- Prisma ORM for type-safe database operations
- OpenAI GPT-4o for AI analysis and coaching
- Salesforce jsforce for CRM integration
- Express sessions with PostgreSQL storage
- PostgreSQL database with Neon serverless driver
- Replit hosting and deployment platform
- OpenID Connect authentication via Replit
Quick Setup with Docker:
cd .dev
docker-compose up -d
cp .env.local ../.env
cd ..
npm install
npm run db:push
npm run devOr use the setup script:
cd .dev
./scripts/setup.shThis will start:
- PostgreSQL database (localhost:5432)
- Redis for sessions (localhost:6379)
- Adminer database UI (localhost:8080)
- Redis Commander (localhost:8081)
- Mailhog for email testing (localhost:8025)
- Node.js 18+
- PostgreSQL database
- OpenAI API key
- Salesforce developer account (optional)
DATABASE_URL=your_postgresql_connection_string
OPENAI_API_KEY=your_openai_api_key
SESSION_SECRET=your_session_secret
REPL_ID=your_replit_id
REPLIT_DOMAINS=your_domainnpm install
npm run db:push
npm run dev- Fork the repository
- Create a feature branch (
git checkout -b feature/amazing-feature) - Commit your changes (
git commit -m 'Add amazing feature') - Push to the branch (
git push origin feature/amazing-feature) - Open a Pull Request
For support and questions, please open an issue in the GitHub repository.