ClientPilot AI

A modern CRM platform for managing leads, deals, activities, and sales workflows — built with Laravel, React, and Inertia.js.

ClientPilot AI is a full-stack Customer Relationship Management system designed to help teams organize leads, track sales opportunities, manage customer interactions, and monitor the progress of deals through a visual sales pipeline.

The project is being developed as a practical CRM application with a focus on clean workflows, role-based access, modern UI, and future AI-assisted features.

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✨ Features

Lead Management

• Create, view, edit, and manage leads
• Search and paginate lead records
• Track lead source and status
• Assign leads to users
• Store contact and company information
• Maintain notes and related records

Deal Pipeline

• Create deals associated with leads
• Visual Kanban-style sales pipeline
• Move deals through different sales stages
• Track deal value
• Expected closing dates
• Deal notes and details

Current pipeline stages:

New → Contacted → Qualified → Proposal Sent → Negotiation → Won / Lost

Activities

Track interactions associated with leads and deals, including:

• Phone Calls
• Meetings
• Proposal Sent
• Follow-up Emails
• Inquiries

Activities are displayed through a timeline for easier customer interaction tracking.

Task Management

• Create and manage CRM tasks
• Associate work with CRM workflows
• Archive completed or inactive tasks
• Delete tasks when necessary

Role-Based Access Control

ClientPilot AI includes role-based permissions for controlling access to CRM functionality.

This allows different users to interact with the system according to their responsibilities.

Authentication

Secure Laravel session-based authentication integrated with the React/Inertia frontend.

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🤖 AI Roadmap

ClientPilot AI is designed with AI-assisted CRM functionality in mind.

Planned capabilities include:

• AI-generated lead summaries
• Lead qualification assistance
• Follow-up recommendations
• Sales activity summaries
• Deal insights
• Suggested next actions
• AI-assisted customer communication

AI functionality is part of the project's development roadmap and should not be considered fully implemented unless marked otherwise.

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🛠 Tech Stack

Backend

• Laravel 12
• PHP 8.2+

Frontend

• React
• Inertia.js
• JavaScript
• Vite

Database

• MySQL

Authentication & Authorization

• Laravel Session Authentication
• Role-Based Access Control

Development Tools

• Composer
• npm
• Git
• GitHub

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🏗 Architecture

ClientPilot AI uses Laravel and React through Inertia.js.

This allows the application to maintain Laravel's traditional backend architecture while providing a modern React frontend without requiring a completely separate REST API.

React UI
    │
    ▼
Inertia.js
    │
    ▼
Laravel
    │
    ├── Controllers
    ├── Authorization
    ├── Business Logic
    └── Eloquent ORM
            │
            ▼
          MySQL

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📦 Core Modules

ClientPilot AI
│
├── Authentication
│
├── Leads
│   ├── Lead Management
│   ├── Assignment
│   ├── Search
│   └── Lead Details
│
├── Deals
│   ├── Deal Management
│   ├── Sales Pipeline
│   ├── Deal Stages
│   └── Deal Details
│
├── Activities
│   └── Activity Timeline
│
├── Tasks
│   ├── Task Management
│   └── Archive
│
└── AI Features
    └── Planned / In Development

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🚀 Installation

Prerequisites

Make sure you have installed:

• PHP 8.2+
• Composer
• Node.js
• npm
• MySQL

1. Clone the repository

git clone https://github.com/dev-kins/clientpilot-ai.git
cd clientpilot-ai

2. Install PHP dependencies

composer install

3. Install frontend dependencies

npm install

4. Create the environment file

cp .env.example .env

For Windows PowerShell:

Copy-Item .env.example .env

5. Generate the application key

php artisan key:generate

6. Configure the database

Update the database configuration inside .env.

DB_CONNECTION=mysql
DB_HOST=127.0.0.1
DB_PORT=3306
DB_DATABASE=clientpilot_ai
DB_USERNAME=root
DB_PASSWORD=

7. Run migrations

php artisan migrate

8. Start Vite

npm run dev

9. Start Laravel

In another terminal:

php artisan serve

Then open the local URL shown by Laravel.

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📸 Screenshots

Project screenshots will be added as development progresses.

Planned showcase screens include:

• Dashboard
• Leads
• Lead Details
• Deal Pipeline
• Deal Details
• Activities
• Tasks

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🚧 Project Status

Active Development

Core CRM functionality currently focuses on:

• Lead management
• Deal management
• Sales pipeline
• Activities
• Tasks
• Authentication
• Authorization

Additional dashboard, analytics, UI refinement, and AI-assisted features are planned as development continues.

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🎯 Project Goals

ClientPilot AI is being built to explore how a traditional CRM can combine:

• Practical sales workflows
• Modern full-stack development
• Clean user experience
• Role-based security
• Data-driven dashboards
• AI-assisted productivity

The project also serves as an opportunity to expand beyond traditional Laravel Blade applications by working with React and Inertia.js in a full-stack Laravel environment.

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👨‍💻 Developer

Kian Morgan Hill

Junior Full-Stack Developer

• GitHub: dev-kins

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📄 License

This project is currently intended for portfolio, educational, and development purposes.