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№ 013Sales & marketingPhase 1 local prototype

Sales Follow-Up Engine

Finds the Salesforce leads that went quiet and drafts the nudge, for a rep to approve.

A local prototype that identifies Salesforce leads needing attention and drafts follow-ups for a representative to approve. Includes configurable cadence, manager queues, Gmail and SMS integrations, and activity logging.

  • Next.js
  • Convex
  • Salesforce
  • Gmail API
  • Twilio
The rep's queue: who has gone quiet and what to do next. Sample leads.
The rep's queue: who has gone quiet and what to do next. Sample leads.

The problem

A lead says "interested", the rep gets busy, and nobody notices for three weeks.

Who it is for

Sales reps, their managers, and the admin who sets the rules.

What it does

  1. 01

    The queue

    Days since contact, last message, suggested next step.

    The rep's queue: who has gone quiet and what to do next. Sample leads.
    The rep's queue: who has gone quiet and what to do next. Sample leads.

  2. 02

    Draft, review, send

    Claude writes the follow-up from the lead's history. Nothing sends without the rep.

    A drafted follow-up waiting for the rep, beside the message it answers.
    A drafted follow-up waiting for the rep, beside the message it answers.

  3. 03

    Manager view

    Team queue, reassign, skip, vacation cover.

    Manager view: reassign or skip while a rep is away.
    Manager view: reassign or skip while a rep is away.

  4. 04

    Rules

    Cadence thresholds per lead type.

    Cadence rules per lead type.
    Cadence rules per lead type.

  5. 05

    Logged back

    Every send becomes a Salesforce task.

How it works

A Next.js app on Convex with scheduled jobs. Salesforce through jsforce, Gmail and Twilio for sending, Claude for drafts. The whole UI runs with no external credentials, using a stub draft and no-op sends.

  • Next.js 15
  • Convex
  • Claude
  • Salesforce
  • Gmail API
  • Twilio
Role
Built by Vas.
Status
Phase 1 local prototype. No auth, not deployed.

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