LeadInsight: Revolutionizing Lead Management with AI

LeadInsight is an AI-driven lead management and tracking tool designed to optimize lead engagement and streamline follow-up processes. The platform processes leads from CSV files, evaluates them using advanced AI models, and provides real-time tracking and automated actions to enhance lead conversion.

Project Overview

LeadInsight aims to simplify and enhance the lead management process by leveraging AI to evaluate leads, generate personalized messages, and automate follow-up actions. The platform is designed to be user-friendly, efficient, and cost-effective, making it an ideal solution for businesses looking to improve their lead conversion rates.

Features

• CSV Upload and Validation:

  • Upload CSV files containing leads and validate them against a predefined structure to ensure data integrity.

• AI-Powered Lead Processing:

  • Utilize advanced AI models to evaluate leads and generate personalized messages, enhancing the chances of conversion.

• Real-Time Tracking:

  • Monitor lead processing in real-time with a comprehensive logging system, providing insights into the status and progress of each lead.

• Leads Dashboard:

  • View, filter, and sort leads using an intuitive dashboard. Download leads as CSV files for further analysis and reporting.

• Automated Follow-Up Actions:

  • Track lead follow-up steps and automate actions like sending messages after a specified delay, ensuring timely and effective communication with potential customers.

• Cost Tracking:

  • Monitor AI processing costs in real-time with an integrated dashboard, helping businesses manage their expenses efficiently.

App Architecture

The platform is built using a modern tech stack to ensure performance, scalability, and security:

• Frontend:
  • React and Next.js: For building dynamic and responsive user interfaces.
  • TailwindCSS: For creating a sleek and customizable design.
• Backend:
  • TypeScript: For robust and type-safe code.
  • Prisma: For efficient database management.
  • AI Models (Undrstnd Labs): For AI-powered lead processing and evaluation.
• Hosting and Services:
  • Vercel: For hosting and performance monitoring.
  • PostgreSQL: For reliable and scalable database solutions.
  • GitHub (Codebase, Issues, PRs, Actions): For version control and collaboration.
  • Sentry (Error Tracking): For monitoring and resolving errors.
  • PostHog (Analytics): For detailed analytics and user insights.
  • GitHub Actions (CI/CD): For continuous integration and deployment.

Getting Started

To get started with LeadInsight, follow these steps:

1. Prerequisites:

   • Ensure you have Node.js and npm installed.
   • Set up a PostgreSQL database.
   • Obtain API keys for AI models from Undrstnd Labs.

2. Usage:

   • Upload CSV: Navigate to the home page and upload your CSV file containing leads.
   • Monitor Processing: View real-time processing status on the lead processing page.
   • Manage Leads: Use the leads dashboard to filter, sort, and download leads.
   • Track Follow-Up: Monitor lead follow-up steps and automate actions on the lead tracking page.

Contributing

Contributions are welcome! Please open an issue or submit a pull request on the GitHub repository.

License

This project is licensed under the MIT License. You can view the license details here.

Contact

For any inquiries, please contact [email protected].