Crystallize

AI Driven Lead Scoring, Management cum CRM Application

This Application provides a setup to get your CRM & Lead Management working in Vite with HMR and some ESLint rules. Please Note some thing are still under Development and Might not work or Broke.

Features

• Lead Scoring: Uses machine learning (Logistic Regression) to rank leads based on conversion probability, with tailored contact strategies.
• Client Dashboard: Visualizes client data with summary cards, a pie chart for status, a timeline of activities, and a detailed grid.
• Contact Hub: Enables email, WhatsApp messaging, Skype calls, and note-taking for seamless client interactions.
• Unified API: Single Flask backend serving all endpoints (/api/grid-data, /api/lead-scoring, /api/clients) on port 5000.

Tech Stack

• Backend: Flask, Pandas, Scikit-learn, SQLite
• Frontend: React, TypeScript, Material-UI, MUI X-Charts, MUI X-DataGrid
• Tools: Vite, Node.js, Python

Prerequisites

• Python 3.8+
• Node.js 16+
• SQLite (for crm.db)
• Access to Lead Scoring.csv (sample data provided)

Installation

1. Clone the Repository:

   git clone https://github.com/Nimittxo/Crystallize.git
   cd Crystallize

2. Backend Setup:

   cd backend
   python -m venv venv 
   source venv/bin/activate  # On Windows: venv\Scripts\activate
   (If you want Virtual env, can go with simple installation as well)
   
   OR simply do:
   
   pip install -r requirements.txt

3. Frontend Setup:

   cd ../frontend
   npm install

4. Data Setup:

   • Place Lead Scoring.csv in backend/ (or update path in app.py).
   • Ensure crm.db is in backend/ (schema: grid_data table).
   • PLEASE NOTE: crm.db is has mock data if you want your data to be there replace it with your crm.db
   • The app.py will handle if you don't have crm.db willl create It's own.

Running the App

1. Start Backend:

   cd backend
   source venv/bin/activate  # On Windows: venv\Scripts\activate
   
   Or Simply:
   python app.py

   • Runs on http://localhost:5000.

2. Start Frontend:

   cd frontend
   npm run dev

   • Runs on http://localhost:5174 (or as shown in terminal).

3. Access:

   • Open http://localhost:5174 in your browser.
   • Navigate to /leads, /clients, or /contact.

API Endpoints

• GET /api/grid-data: Fetches randomized grid data from SQLite.
• GET /api/lead-scoring: Returns ML-scored leads with conversion probabilities.
• GET /api/clients: Delivers client summaries, status counts, and activities.
• Note Please handle the HTTP request from your end Because Sometimes 2 or more APIs can run or clash over a single request
• Example: api/clients run over 5001 so api/lead-scoring also running on 5001 port

Notes

• Built in 12 hours, prioritizing functionality over polish.
• Lead data uses provided Lead Scoring.csv; automation limited by hackathon constraints.
• Contact page includes Skype calls (ID: live:.cid.1f985563efdb9dcf) and note persistence via localStorage.
• Headover to components/ContactPage.tsx and change or modify things accordingly for the page to work.

License

MIT License

For Linting

You can also install eslint-plugin-react-x and eslint-plugin-react-dom for React-specific lint rules:

// eslint.config.js
import reactX from 'eslint-plugin-react-x'
import reactDom from 'eslint-plugin-react-dom'

export default tseslint.config({
  plugins: {
    // Add the react-x and react-dom plugins
    'react-x': reactX,
    'react-dom': reactDom,
  },
  rules: {
    // other rules...
    // Enable its recommended typescript rules
    ...reactX.configs['recommended-typescript'].rules,
    ...reactDom.configs.recommended.rules,
  },
})