Lead Distribution & Team Collaboration Platform

A multi-role SaaS platform for intelligent lead routing and sales team management.

Features

• Role-Based Dashboards: Admin, Warmer, and Closer views
• AI Lead Routing: Intelligent assignment based on tier, score, and team performance
• Real-Time Updates: Live activity tracking and notifications
• Performance Analytics: Comprehensive metrics and leaderboards
• Task Management: Organized workflow for team collaboration
• Integration Ready: API endpoints for CRM and automation tools

Project Structure..

gnosis/
├── server/          # Node.js + Express + MongoDB
├── client/         # React + Tailwind CSS
└── README.md

Tech Stack

Backend

• Node.js + Express
• MongoDB + Mongoose
• JWT Authentication
• bcrypt for password hashing

Frontend

• React 18
• Tailwind CSS
• Recharts for analytics
• Lucide React for icons
• Axios for API calls

Setup Instructions

Prerequisites

• Node.js (v16 or higher)
• MongoDB (local or Atlas)
• npm or yarn

Backend Setup

1. Navigate to backend directory:

cd server

2. Install dependencies:

npm install

3. Create .env file:

cp .env.example .env

4. Configure environment variables in .env:

PORT=5000
MONGODB_URI=mongodb://localhost:27017/sentinelx
JWT_SECRET=your-super-secret-jwt-key-change-this-in-production
JWT_EXPIRE=7d
NODE_ENV=development

5. Start the backend server:

npm start

Backend will run on http://localhost:5000

Frontend Setup

1. Navigate to frontend directory:

cd client

2. Install dependencies:

npm install

3. Create .env file:

REACT_APP_API_URL=http://localhost:5000/api

4. Start the frontend:

npm start

Frontend will run on http://localhost:3000

Default Login Credentials

After running the seed script, use these credentials:

Admin:

• Email: admin@sentinelx.com
• Password: admin123

Warmer:

• Email: maya@sentinelx.com
• Password: warmer123

Closer:

• Email: ivy@sentinelx.com
• Password: closer123

API Endpoints

Authentication

• POST /api/auth/register - Register new user
• POST /api/auth/login - Login user
• GET /api/auth/me - Get current user
• POST /api/auth/logout - Logout user

Leads

• GET /api/leads - Get all leads (with filters)
• POST /api/leads - Create new lead
• GET /api/leads/:id - Get single lead
• PUT /api/leads/:id - Update lead
• DELETE /api/leads/:id - Delete lead
• POST /api/leads/assign - Auto-assign leads

Users (Team Management)

• GET /api/users - Get all users
• GET /api/users/:id - Get single user
• PUT /api/users/:id - Update user
• DELETE /api/users/:id - Delete user

Tasks

• GET /api/tasks - Get all tasks
• POST /api/tasks - Create task
• PUT /api/tasks/:id - Update task
• DELETE /api/tasks/:id - Delete task

Activities

• GET /api/activities - Get activity log
• POST /api/activities - Create activity

Analytics

• GET /api/analytics/dashboard - Dashboard stats
• GET /api/analytics/performance - Performance metrics
• GET /api/analytics/leaderboard - Top performers

Role Permissions

Admin

• Full access to all features
• Manage team members
• Configure AI routing
• View all analytics
• Manage integrations

Warmer

• View assigned leads
• Send messages
• Mark leads as hot/warm/cold
• Schedule closer calls
• View personal performance

Closer

• View scheduled calls
• Manage pipeline
• Close deals
• View personal metrics

Development

Running Tests

# Backend tests
cd backend
npm test

# Frontend tests
cd frontend
npm test

Seeding Database

cd backend
npm run seed

Environment Variables

Backend

• PORT - Server port (default: 5000)
• MONGODB_URI - MongoDB connection string
• JWT_SECRET - Secret key for JWT tokens
• JWT_EXPIRE - Token expiration time
• NODE_ENV - Environment (development/production)

Frontend

• REACT_APP_API_URL - Backend API URL

Deployment

Backend Deployment (Heroku/Railway/Render)

1. Set environment variables
2. Deploy from main branch
3. Ensure MongoDB Atlas is configured

Frontend Deployment (Vercel/Netlify)

1. Connect GitHub repository
2. Set REACT_APP_API_URL to production backend URL
3. Deploy

Contributing

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

License

This project is licensed under the MIT License.

Known Issues

• Dark mode preference not persisted across sessions (coming soon)
• Real-time WebSocket updates not yet implemented
• Integration webhooks in development

Support

For issues and questions, please open a GitHub issue..

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