SalesSync

SalesSync is a comprehensive sales automation and lead management platform built with Next.js. It helps sales professionals streamline their workflow by integrating with LinkedIn, providing AI-powered chat capabilities, and managing prospect data efficiently.

🚀 Features

🔗 LinkedIn Integration

• LinkedIn Messaging: View and manage LinkedIn conversations directly within the platform
• Prospect Management: Store and analyze LinkedIn profiles and company data
• Message Tracking: Track conversation history and engagement metrics

🤖 AI-Powered Chat

• Intelligent Chatbot: AI-powered assistant to help with sales strategies and prospect insights
• Conversation Context: Maintains context about prospects including their role, company, and conversation history
• Personalized Responses: Generate tailored responses based on prospect data

📊 Data Management

• Prospect Profiles: Comprehensive storage of prospect information and LinkedIn data
• Company Database: Track company information and relationships
• Analytics: Monitor conversation metrics and engagement patterns

🔄 External Integrations

• Google Calendar: Integration for scheduling and calendar management
• Talk Trails: Meeting journey summarizer for post-meeting insights

🛠️ Tech Stack

• Frontend: Next.js 15, React 19, TypeScript
• Styling: Tailwind CSS 4
• Database: PostgreSQL with Prisma ORM
• AI Integration: OpenAI API
• UI Components: Headless UI

📁 Project Structure

src/
├── app/                    # Next.js app router
│   ├── api/               # API routes
│   │   ├── chat/          # AI chat endpoints
│   │   ├── linkedin/      # LinkedIn integration APIs
│   │   ├── profile/       # Profile management APIs
│   │   └── source/        # Data source APIs
│   ├── components/        # UI components
│   ├── crustdata-copilot/ # Data copilot features
│   ├── profile/           # Profile pages
│   └── source/            # Source management pages
├── components/            # Shared React components
│   ├── ChatBot.tsx        # AI chat interface
│   ├── LinkedInMessages.tsx # LinkedIn messaging UI
│   └── Alert.tsx          # Alert component
└── lib/                   # Utility libraries

🚀 Getting Started

Prerequisites

• Node.js 18+
• PostgreSQL database
• OpenAI API key
• LinkedIn API credentials (for full LinkedIn integration)

Installation

1. Clone the repository

   git clone https://github.com/shivam0110/SalesSync.git
   cd SalesSync

2. Install dependencies

   npm install
   # or
   pnpm install

3. Set up environment variables Create a .env.local file in the root directory:

   DATABASE_URL="postgresql://username:password@localhost:5432/salessync"
   OPENAI_API_KEY="your-openai-api-key"
   NEXTAUTH_SECRET="your-nextauth-secret"
   # Add other environment variables as needed

4. Set up the database

   npx prisma migrate dev
   npx prisma generate

5. Run the development server

   npm run dev
   # or
   pnpm dev

6. Open your browser Navigate to http://localhost:3000

🗄️ Database Schema

The application uses the following main data models:

• Person: Stores prospect information and LinkedIn profiles
• Company: Company data and LinkedIn information
• Chat: AI chat conversation history
• LinkedinMessage: LinkedIn messaging data and conversation tracking

📖 API Routes

Chat API

• POST /api/chat - Send messages to AI chatbot
• GET /api/chat/history - Retrieve chat history

LinkedIn API

• GET /api/linkedin/messages/chats - Get LinkedIn conversations
• GET /api/linkedin/messages/[chatId] - Get specific chat messages
• POST /api/linkedin/messages/send - Send LinkedIn messages

Profile API

• GET /api/profile/[linkedinUrl] - Get prospect profile data
• POST /api/profile - Create or update prospect profiles

🔧 Scripts

• npm run dev - Start development server with Turbopack
• npm run build - Build for production
• npm run start - Start production server
• npm run lint - Run ESLint

🤝 Contributing

1. Fork the repository
2. Create a feature branch (git checkout -b feature/amazing-feature)
3. Commit your changes (git commit -m 'Add some amazing feature')
4. Push to the branch (git push origin feature/amazing-feature)
5. Open a Pull Request

📝 License

This project is licensed under the MIT License - see the LICENSE file for details.

🆘 Support

For support, email [your-email@example.com] or create an issue on GitHub.

🔗 Links

• Live Demo
• Talk Trails Integration
• Documentation

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Built with ❤️ by Shivam