Salesforce CRM — leads, opportunities, and activity logging

Elevator pitch Unified Salesforce CRM hub for managing leads, opportunities, and activity logs in real time.

Industry Sales & Customer Relationship Management

Problem

• Sales teams lose track of lead status across multiple pipelines
• Manual activity logging creates gaps in customer interaction history

Solution

• Centralized dashboard syncing leads and opportunities from Salesforce
• Automatic activity capture and searchable interaction timeline

Tools

• SalesforceQuery: Fetch leads, opportunities, and activity records by filter
• ActivityLogger: Log calls, emails, meetings with timestamps and notes
• PipelineAnalyzer: Calculate win rates and stage conversion metrics
• ContactEnricher: Append company data and engagement scores to leads

Widgets

• /dashboard: Real-time pipeline view with opportunity stages and deal values
• /activities: Searchable activity feed with filtering by contact and date range

Conversation starters

• "Show me all leads in the negotiation stage from the past 30 days"
• "Log a client call and update the opportunity status to closing"