🏥 Doctor Acquisition CRM

A modern Customer Relationship Management (CRM) system designed specifically for medical application sales teams to streamline the process of acquiring doctors as users.

🌟 Features

Lead Management

• Full lead lifecycle management from initial contact to conversion
• Customizable lead status tracking with 6-level progression system
• Detailed doctor and clinic profile management
• Activity logging for calls, emails, WhatsApp messages, and in-person meetings

AI-Powered Tools

• Deal Coach: Get AI-suggested next steps to improve close probability
• Customer Persona Builder: Auto-generate behavioral profiles based on interactions
• Objection Handler: Receive AI-suggested responses to common objections
• Win-Loss Explainer: AI-powered analysis of deal outcomes and patterns

Task Management

• Create and track follow-up tasks
• Priority-based task organization
• Team-wide task visibility for admins

Reporting & Analytics

• Conversion funnel visualization
• Performance metrics by sales representative
• Source-wise lead analytics
• AI-powered win/loss analysis

🛠️ Tech Stack

Backend

• Node.js + Express.js
• MySQL with Sequelize ORM
• JWT Authentication
• OpenAI API Integration

Frontend

• React with Next.js
• Tailwind CSS + shadcn/ui Components
• Lucide Icons
• Charts and Data Visualization

🔧 Installation

1. Clone the repository:

git clone https://github.com/yourusername/doctor-acquisition-crm.git

2. Install backend dependencies:

cd backend
npm install

3. Install frontend dependencies:

cd frontend
npm install

4. Configure environment variables:

• Create .env files in both backend and frontend directories
• Set up necessary environment variables (database, OpenAI API, etc.)

5. Initialize the database:

cd backend
npm run create:admin
npm run seed:users

🚀 Usage

1. Start the backend server:

cd backend
npm run dev

2. Start the frontend development server:

cd frontend
npm run dev

3. Access the application at http://localhost:3000

👥 User Roles

Sales Representative

• Manage assigned leads
• Log interactions and activities
• Use AI tools for better conversion
• Track personal tasks

Sales Admin

• Overview of entire sales funnel
• Assign leads to sales representatives
• Access comprehensive reports
• Monitor team performance

🤝 Contributing

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

📜 License

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

🙏 Acknowledgments

• shadcn/ui for the beautiful UI components
• OpenAI for the AI capabilities
• Lucide Icons for the icon system