Prospects and clients
Search, statuses, priorities, records and traceable conversion.
Project 01 · SaaS business software
From prospectto payment.
Mine CRM centralizes the complete sales cycle, management and AI assistance in a secure multi-company application.
STATUSFunctional locally · on hold
SCOPEComplete sales cycle
EVIDENCE5 screenshots · Loom video
CLIENTNone — founder project
Understand in 30 seconds
One source of truth to sell, invoice and decide.
A prospect enters the pipeline, becomes a client, receives a quote and then an invoice, while payment automatically feeds the dashboard. The AI copilot uses only authorized company context to search, summarize and prepare work without silently performing sensitive actions.
CONNECTED FLOW5
business stages, from prospect to management
BUILT SCOPE6
documented functional areas
PUBLISHED EVIDENCE5
original local-application screenshots
Counts verified in the local project — no client commercial gain is claimed.
01 — Business flow
Track.
Convert. Collect.
Each stage feeds the next. Information is no longer scattered across files, messages and isolated tools.
- 01OPPORTUNITYQualify the prospect
Status, priority, contact details and organization structure follow-up.
- 02CONVERSIONCreate the client without losing origin
Atomic conversion preserves prospect traceability.
- 03SALEBuild the quote from the catalogue
Products, services, quantities and historical prices remain consistent.
- 04COLLECTIONInvoice and record payment
Statuses, due dates, balances and payment methods are tracked.
- 05MANAGEMENTRead activity and act
Dashboard, reports and copilot put data back in context.
02 — What is built
A complete CRM, not an isolated interface.
Commercial catalogue
Products, stock, fixed-fee or hourly services and pricing.
Quotes and invoicing
Multi-line quotes, invoices, payments, due dates and balances.
Dashboard and reports
Revenue, collections, activity, conversion and six- or twelve-month periods.
AI assistant and copilot
CRM questions, local search, summaries, drafts and page context.
Multi-company isolation
The tenant is derived from the session and checked server-side for every resource.
03 — Verifiable evidence
The screens are real.
So is the documentation.
Original screenshots captured on August 20, 2026 in the local application. Screens containing test contact details were excluded.
Operational dashboard
Commercial indicators and recent activity are centralized.
Controlled AI assistant
Four uses, visible quota and temporary session.
Product catalogue
Prices, stock and quote-ready items.
Invoices and payments
Invoiced, collected, outstanding and invoice details.
Commercial reports
Consolidated performance for the selected period.
04 — Technologies
A documented full-stack architecture.
FRONTEND
React 19 · TypeScript · Vite 8 · Tailwind CSS 4
BACKEND
Python · FastAPI · Pydantic · SQLAlchemy · Uvicorn
DATA
PostgreSQL · psycopg 3 · Alembic
AI & SECURITY
OpenAI Responses or local provider · JWT · Argon2id · CSRF · revocable sessions
Transparency
Mine CRM AI is a founder-built personal project, not a client engagement. It currently runs locally and is not presented as a production product. Screenshot data is demonstration data and no client commercial result is claimed.