✦ AI-Native Lead Intelligence & Routing System

A single-application CRM that unifies lead ingestion across web forms, Telegram, and Google Sheets, using background scrapers and local LLMs to compile instant intelligence briefs.

🏗️ Ingestion & Enrichment Pipeline

The system is architected with a decoupled processing model. FastAPI ingests the incoming contact records instantly, then dispatches non-blocking async tasks to run the enrichment pipeline:

        graph TD
            A[Web Inbound Channels] -->|Webhook| F[FastAPI Backend]
            F -->|Store Record| DB[(PostgreSQL JSONB)]
            F -->|Spawn Asynchronous Process| EP[Enrichment Pipeline]
            
            EP -->|1. Web Search| T[Tavily Search API]
            EP -->|2. Deep Scraper| FC[Firecrawl Scraper]
            EP -->|3. Local LLM Urgency Rating| O[(Local Ollama Server)]
            
            EP -->|Update Intelligence Profile| DB
            EP -->|Route Critical Alert| TG[Telegram Alerts]
        

🔄 Closed-Loop Communication Tracking

The system connects directly to the Gmail API via OAuth, mapping incoming user messages to specific lead profiles based on internal mail thread headers.

  • Auto-Drafting Assistant: Every time a new response is received from a lead, a background worker requests local model suggestions to draft replies, saved under ai_drafts.
  • Single-Click Approval: Operators can review, modify, and dispatch drafts directly from the timeline view.

Performance & Ingestion Metrics

  • 40% Lead Response Reduction: The automated Gmail copilot reduced median lead response times by 40% through contextual auto-drafting.
  • 95% Classification Accuracy: Local Ollama models achieved 95% classification accuracy in parsing unstructured lead briefs and scoring urgencies.
  • Sub-1.2s Sync Latency: Inbound webhook integrations process lead data and sync communications in < 1.2s.

⚡ Technical Implementation Specifications

  • State Storage: Handled in PostgreSQL using native JSONB fields for unstructured crawler data.
  • Inbound Channels: Custom Telegram bot handlers using state-verification decorators to capture email and project details step-by-step.
  • Notification System: Dispatches real-time webhooks to Telegram channels and Slack.

Source Code: github.com/VarunDronamraju/mockai-crm