Feature Summary

App Overview: Multi-Tenant B2B Outreach & Management System 1. TENANT MANAGEMENT (Admin Panel) - Multi-tenant architecture supporting multiple companies with separate databases - Tenant configuration including company name, branding (logo), email sender identity, and primary color - Tenant activation/deactivation for managing active accounts - Full CRUD operations for managing tenant accounts 2. SHOP DATABASE & MANAGEMENT - Comprehensive shop profiles capturing: - Business info (name, email, phone, website, address, owner) - Business type classification (Retail vs. Service provider with categories) - Specialties tracking (products or services they specialize in) - Outreach status tracking (not_contacted → contacted → responded → client/declined/follow_up) - AI-powered shop enrichment that: - Verifies website existence - Auto-discovers social media handles (Twitter, Instagram, Facebook, TikTok, LinkedIn) - Suggests relevant specialties based on shop name and location - Adds findings to activity logs - AI Shop Intelligence (Website Scrape & Executive Summary): - Scrapes shop website using AI web search - Generates structured executive summary including: - Business Overview (what they do, scale, focus) - Brand Voice & Culture (tone, community presence) - Key Selling Points (what makes them unique) - Pain Points / Opportunities (gaps our services can fill) - 3 personalized Messaging Hooks for cold outreach (email, DM, call) - Summary persisted to shop record for reuse across all AI tools - Used as context by Email Assistant, DM Script Generator, and Mass Outreach - Advanced filtering & search: - Search by name, email, phone, location, owner, specialties, etc. - Filter by status, state, business type, lead score range - Exclude recently contacted shops - Filter shops with/without email 3. AI LEAD SCORING & INSIGHTS - Lead score generation (0-100) using AI that evaluates: - Outreach status weight - Contact info completeness - Specialty alignment - Engagement signals in notes - Business type fit - Social media presence - Detailed lead segmentation: - Top Prospects (80+ score) - Warm Leads (50-79) - Cold Leads (<50) - Churn Risks (previously engaged, gone silent) 4. EMAIL CAMPAIGN MANAGEMENT - Campaign types: - Lead nurturing (educational sequences) - Re-engagement (win-back campaigns) - Member onboarding (new customer education) - Campaign builder with: - AI-generated email sequences (subject + body) - Target criteria (status, lead score, states, specialties) - Scheduled start dates - Draft/active/paused/completed statuses - Mass email functionality: - Send to selected shops - Bulk email type selection (outreach, follow-up, last call) - LLM-generated personalized email content - Email tracking (opens, clicks) - Mass DM Script Generator: - Generates personalized social media DM scripts for selected shops in bulk - Supports Instagram, Facebook, LinkedIn, Twitter/X - Platform-specific tone and character limits - Copy individual scripts or export all as .txt file - Personalized using shop name, location, owner, and specialties - Campaign analytics: - Track total emails sent - Monitor open rates and click rates - Count conversions to clients - Generate AI insights for optimization 5. OUTREACH AUTOMATION & WORKFLOWS - Individual email assistant for one-off outreach with LLM-generated templates - Sales workflow assistant that: - Analyzes shop profile and engagement history - Recommends next best action (call, email, nurture, meeting, proposal) - Assigns priority levels (urgent, high, medium, low) - Provides suggested talking points/messaging - Quick follow-up scheduler for setting reminder dates and custom messages - Scheduled follow-ups - Queue follow-ups for specific dates with custom messaging 6. ENGAGEMENT TRACKING & ANALYTICS - Shop activity logging capturing: - Email sent/opened/clicked events - Status changes (with before/after values) - Notes added by team members - Who performed each action - Lead analytics dashboard showing: - Lead score distribution (histogram) - Segment breakdown (pie chart) - Score vs. engagement correlation (scatter plot) - Pipeline status breakdown (not contacted → contacted → responded → client) - Top prospects and churn risks lists 7. AI-POWERED STRATEGY GENERATION - Segment-specific strategies - Analyzes shops by lead score and generates tailored outreach approaches - Global pipeline strategy - Provides high-level assessment of entire shop database health and priorities - Contextual recommendations based on shop type, location, specialties, and engagement 8. FOLLOW-UP MANAGEMENT - Follow-up reminder system triggered by: - No response after X days - Engagement spike detection - High potential leads - Custom reminders - Priority-based filtering (high/medium/low) - Completion tracking with ability to mark reminders as actioned - Follow-up reminders widget on dashboard showing pending actions 9. SALES ACTIONS & TASK MANAGEMENT - AI-recommended sales actions with: - Action type (call, email, nurture, meeting, proposal, check-in) - Priority assignment - Reason for recommendation - Suggested timing - Draft messaging/talking points - Status tracking (pending → in progress → completed/skipped) 10. AI SEARCH & LEAD DISCOVERY - AI-powered business discovery to find target businesses in your market - Search by criteria (location, specialty, business type) - Batch import of discovered businesses into the database - Auto-population of discovered shop details 11. DATA & AUTHENTICATION - Role-based access (admin vs. user/team member) - Tenant isolation - Each company sees only their own data - Activity audit trail - Track who did what and when - Built-in Base44 authentication (no custom login needed) 12. REVENUE DASHBOARD - Monthly Recurring Revenue (MRR) and Annual Recurring Revenue (ARR) tracking - Average deal value per client - Pipeline value (responded + follow-up shops with deal values) - New client revenue trend by month (line chart) - Revenue by state breakdown (bar chart) - Top clients by deal value - Pipeline deals list (responded & follow-up with assigned values) 13. ACTIVATE NICK - DAILY AI AUTOMATION - Daily automated discovery finding 10-15 new qualified leads in your existing states - Automatic lead scoring (up to 50 shops/day) - Hot lead campaigns auto-launched for leads scoring 75+ - Engagement spike detection - flags opened/clicked emails as high-priority follow-ups - No-response follow-ups scheduled automatically (for leads contacted 5+ days ago) - Runs on daily cron schedule (9 AM CT) or manual trigger - Real-time dashboard stats showing leads found, scored, campaigns launched, hot replies, follow-ups scheduled 14. WEBSITE VISITOR TRACKING - Identifies companies visiting your website in real-time via IP geolocation + AI - Auto-adds new companies as leads to your database - Triggers instant outreach emails to visitors automatically - Tracks unique companies, pages visited, visit duration, and referrer source - Displays visitor activity dashboard with match status and outreach history - Copy-paste tracking script installation for your website 15. UNIFIED CONVERSATION INBOX - Centralized inbox for all email replies, DM responses, and SMS threads - Unified message view with full conversation history - Thread types differentiated (email, DM, SMS) with visual indicators - Filter conversations by status (all, unread, needs reply) - Search conversations by shop name or subject - AI-powered suggested replies to streamline response workflow - One-click reply sending with automatic shop activity logging - Mark conversations as resolved or archive for later - Message count and engagement tracking per conversation 16. SMART INSIGHTS - AI analyzes your best-performing leads and identifies why they convert - Identifies highest-converting message angles with expected ROI improvement - Recommends priority segments to focus on with target counts and next actions - Data-driven recommendations based on your actual lead scores, engagement patterns, and campaign performance - One-click insight generation with color-coded actionable cards 17. MEETING SCHEDULER & REMINDERS - Schedule meetings with shops manually or via AI suggestions - Automatic email invites with Google Calendar links - 24-hour automated reminder emails before meetings - Meeting status tracking (proposed → invited → confirmed → completed/cancelled) - Scheduled reminder processing every 30 minutes 18. CONTACT MANAGEMENT - Multi-contact support per shop (decision makers, influencers, champions, gatekeepers, end users) - Contact-level engagement tracking: - Job titles and personas - Preferred communication channels (email, phone, DM, text) - Relationship scores - Last contact timestamps - Contact-specific activity logs and notes - Social media handle tracking for DM outreach - Primary contact designation - Custom tags for organizing contacts - AI-powered decision maker discovery: searches for Owners, Founders, Managers, Directors at a company domain and auto-creates Contact records - Per-contact email finder: finds and auto-saves email addresses by name + domain for contacts missing email - Email verification: validates any shop email address via Snov.io SMTP check — returns valid/invalid/risky status before sending 19. DEAL PIPELINE MANAGEMENT - Deal tracking with status stages (qualified → discovery → proposal sent → negotiation → won/lost) - Deal opportunity creation and forecasting - Contract value estimation and win/loss probability - Expected close date tracking - Win/loss reason documentation - Deal-level notes and timeline - Pipeline value analysis and opportunity prioritization 20. CLIENT ONBOARDING WORKFLOW - Onboarding status tracking (not started → in progress → waiting on client → completed/stalled) - Kickoff email automation for new clients - Customizable onboarding checklist with: - Task categories and assignments - Completion tracking with timestamps - Team member responsibility assignment - Target go-live date and actual go-live tracking - Contract value and implementation notes - Handoff notes from sales to onboarding team 21. FOLLOW-UP REMINDERS (ENHANCED) - Automated reminder system with multiple trigger types: - No response tracking (triggered after N days) - Engagement spike detection (email opens/clicks) - High potential identification (lead score threshold) - Custom manual reminders - Priority-based filtering (high/medium/low) - Reason documentation for each reminder - Scheduled follow-up date suggestions - Completion status and action tracking - Reminder dashboard widget with at-risk deal value calculation 22. CALL PREPARATION & MANAGEMENT - Pre-call briefing with: - AI-generated talking points based on shop profile - Recent activity and engagement summary - Deal stage and next action recommendations - Objection handling suggestions - Call script generation - Call outcome logging with: - Call date/time tracking - Notes and discussion summary - Outcome classification (positive, neutral, negative, no answer) - Next step scheduling 23. B2C CONSUMER SEARCH & MANAGEMENT - Discover B2C consumers interested in your offerings - Search by demographics, interests, spending patterns - Consumer engagement status tracking (new → contacted → engaged → converted) - Estimated annual spend analysis - Consumer-level notes and interest tagging - Batch import and bulk action support - Consumer targeting for separate marketing campaigns 24. EMAIL DELIVERABILITY CENTER - Real-time email health metrics: - Sending reputation score (0-100) - Daily send limits and recommendations - Bounce and spam complaint tracking - Email warmup schedule (30-day gradual increase) - Current warmup day tracking - Daily send recommendations per warmup phase - Domain suppression list management (suppress problematic domains) - Open rate and click rate analytics - Bounce analysis with hard/soft bounce tracking - Spam complaint ratio monitoring - Last health calculation timestamp 25. DATA HYGIENE & CLEANUP - Duplicate detection and merging - Invalid email/phone number identification - Missing critical fields (email, phone) reporting - Data quality scoring by shop - Bulk data correction tools - Validation rules and cleanup recommendations - Data quality dashboard with trending metrics - Audit trail for all data corrections 26. BUSINESS INTELLIGENCE PANEL - Company website analysis and profiling - Marketing material upload and analysis - AI-generated business profile including: - Company overview and market position - Deal value projections - Industry analysis - Competitive positioning - Growth opportunities - Custom business context input - Intelligence refresh and reanalysis capabilities 27. HULK MODE - 8X DAILY AUTOMATION - Turbo-charged NICK AI running 8x per day instead of once daily - Dramatically increased lead discovery (80-120+ new leads daily) - Accelerated lead scoring and campaign launches - Rapid follow-up scheduling - Hot prospect flagging on shorter intervals - Designed for aggressive growth periods - Toggle activation with real-time statistics 28. LINKEDIN ENRICHMENT & AI RE-SCORING - Automatic LinkedIn company profile discovery via domain lookup (Snov.io) - URL sanitization to fix corrupted LinkedIn URLs from external data sources - Manual LinkedIn URL entry with company slug input for easy correction - After LinkedIn is found or saved, NICK AI automatically re-scores and re-enriches the lead - AI-generated LinkedIn company summary for personalized outreach context - Broken/missing LinkedIn URLs surface the manual entry field automatically - Automated daily LinkedIn polling for hot prospects (score 80+) to keep profiles current - LinkedIn hot prospects dashboard card showing found profiles and re-scored leads 29. GOOGLE BUSINESS PROFILE ENRICHMENT - Automatic Google Business Profile lookup by shop name, city, and state - Extraction of business ratings (0-5 stars), review counts, and profile URLs - Manual Google Business URL entry with fallback to web search - AI-powered Google reviews summarization for sales intelligence - Rating and review data persisted to shop profile for outreach personalization 30. PREVIOUS DAY ACTIVITY REPORTS - Dashboard modal showing comprehensive daily metrics: - Emails sent (from EmailHealth tracking) - Email opens and clicks (from shop engagement data) - Status changes and notes added - New leads added and hot prospects flagged - Follow-ups scheduled - Activity timeline showing recent actions with timestamps - Use for daily team standups and performance review - Accessible from dashboard on page load with previous day filter 31. MULTI-STATE CITY SELECTION - Enhanced AI Search page with city dropdown for all 50 US states - Pre-populated major cities (50-80 per state) for quick filtering - Multi-select support with "All Cities" option - City search date tracking to avoid duplicate searches - Works seamlessly with state selection for targeted discovery - Supports B2B, retail, and service provider search types KEY INTEGRATION & TECH HIGHLIGHTS - LLM-powered (uses Claude Sonnet for complex reasoning, Gemini Flash for web search) - Snov.io integration for LinkedIn discovery, prospect search (decision makers by title), and email finder by name + domain - Real-time data syncing via React Query - Email service integration (Resend for sending outreach emails) - IP geolocation + AI company identification for website visitor tracking - Automated meeting reminder scheduling (30-min cron intervals) - Responsive design for desktop and mobile - Data enrichment via web search to supplement shop data - Website scraping via AI internet search for shop intelligence AUTOMATION STACK - Daily NICK AI discovery (9 AM cron) - Meeting reminder processor (every 30 minutes) - Entity-triggered automations (shop creation, status changes, etc.) - Real-time webhook processing for external integrations - Backend function invocation from frontend with React Query This is a complete autonomous B2B lead generation and nurture platform. It combines database management, AI intelligence, email campaigns, unified conversation inbox, real-time visitor tracking, daily lead discovery automation, smart prioritization, workflow automation, revenue tracking, and social media outreach into one unified system.