Duplicate contacts
Two cards, one person.
The assistant reads contacts for overlapping details and surfaces likely duplicates side by side, with the fields that matched marked for review.
crm-leads
by
Marketing 8080AI
Marketing 8080AIWe’re a growing B2B SaaS company looking to build an AI assistant that helps our sales and operations teams spend less time on repetitive CRM tasks. We manage a growing number of leads and customer records, and keeping everything organized is becoming increasingly time-consuming. We’d like to automate tasks such as identifying duplicate contacts, categorizing incoming leads, summarizing customer interactions, and updating CRM records. What we need: -Build an AI assistant using Python and LLM APIs. -Implement duplicate detection and basic customer data validation. -Automate lead categorization and customer interaction summaries. -Connect the assistant to our existing CRM through REST APIs. -Use FastAPI and PostgreSQL for the backend and data processing. -Deploy the solution to AWS.
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Project Tasks
103 tasks#1
Generate system requirement document
1m 0s0.05 cr used
Done#2
Generate personas & user flows
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Create flow for Sales team member
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Create flow for Operations team member
0m 7sCredits in parent
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Landing
4m 57sCredits in subtasks
Done#27
Fix Landing review finding: Desktop sidebar offset is applied to every section…
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Fix Landing review finding: Desktop navigation rail overlaps the page content because…
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Landing / Navigation
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Landing / Editorial Hero
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Landing / Automation Openers
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Landing / Entry Links
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Landing / Footer
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Fix Landing: Desktop navigation rail overlaps the page content because the main layout has no 220px…
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Fix Landing: Desktop sidebar offset is applied to every section, including the hero and full-width…
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Navigation
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Footer
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Login
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Fix Login review finding: frontend/src/components/Login Credential Form.jsx: this…
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Login / Navigation
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Login / Credential Form
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Login / Footer
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Fix Login: This source owns accepted backend behavior but does not await an injected component…
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Sign Up
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Fix Sign Up review findings: frontend/src/components/Sign Up Enrollment Form.jsx: this… (+1 more)
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Sign Up / Navigation
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Sign Up / Enrollment Form
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Sign Up / Editorial Context
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Sign Up / Footer
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Fix Sign Up: This source owns accepted backend behavior but does not await an injected component…
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Fix Sign Up: Line 117: Date.now is used inside a source that owns accepted backend behavior; remove…
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Done#12
Leads
4m 12sCredits in subtasks
Done#37
Leads / Navigation
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Leads / Page Intro
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Leads / Table
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Leads / Footer
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Summaries
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Summaries / Navigation
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Summaries / Page Intro
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Summaries / Note List
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Summaries / Footer
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Duplicates
5m 59sCredits in subtasks
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Duplicates / Navigation
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Duplicates / Page Intro
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Duplicates / Pair List
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Validation
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Validation / Navigation
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Validation / Page Intro
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Validation / Result List
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Validation / Footer
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CRM Updates
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CRM Updates / Navigation
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CRM Updates / Page Intro
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CRM Updates / List
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CRM Updates / Footer
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Architecture
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Create backend_modules diagram
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Create er_diagram diagram
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Create frontend_modules diagram
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Create sequence diagram
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Create service_network diagram
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Workspace task plan
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Apply CRM updates and show their history on CRM Updates
120 cr estimated
To Do#66
interaction summaries and serve them on Summaries
120 cr estimated
To Do#67
Serve customer data validation results on Validation
100 cr estimated
To Do#68
Self-service enrollment with role-aware routing
120 cr estimated
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Categorize incoming leads and serve them on Leads
120 cr estimated
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Detect duplicate contacts and serve them on Duplicates
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Background AI assistant processing over CRM records
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Login verifies identity and routes members by role
120 cr estimated
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Self-service Sign Up creates identity and routes members by role
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CRM REST read/write pipeline with persisted update records
140 cr estimated
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CRM Updates list with status filter, failure reasons, and detail
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Validation results persisted and served for operations review
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Background duplicate detection and customer data validation
120 cr estimated
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Leads list with AI-assigned categories and resilient failure handling
120 cr estimated
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Interaction summaries generated and served to sales members
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Summary detail with full text and CRM source line
80 cr estimated
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Categorize leads and summarize interactions with the LLM assistant
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Serve working-page data and persist assistant results on Fast API and Postgre SQL
120 cr estimated
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Serve categorized leads with filtering, refresh, and CRM REST access
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Application-owned login and role-aware access to working pages
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Persist automation results and surface CRM or LLM failures with retry
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Detect duplicate contacts and serve them to operations on Duplicates
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Apply CRM record updates and list them with acceptance status
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Connect the assistant to the existing CRM through its REST APIs
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and serve AI interaction summaries for sales review
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Detect duplicate contacts and serve them to operations review
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Serve categorized leads to sales members with resilient CRM reads
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Implement application-owned sign-up and login
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Enforce role-aware access to working pages
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Run CRM automation in the background on the backend
120 cr estimated
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Summarize customer interactions through the LLM API
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Build the Python AI assistant for categorization, summaries, duplicates, and validation
140 cr estimated
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Read CRM records through the external CRM REST APIs
120 cr estimated
To Do#105
Wire Landing entry links, motion, and load-failure retry
80 cr estimated
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Wire Validation page to live validation results
120 cr estimated
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Wire Duplicates page to live duplicate detection results
120 cr estimated
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Wire Login to live identity verification and role routing
120 cr estimated
To Do#101
Wire Summaries page to live interaction summaries
120 cr estimated
To Do#102
Wire Sign Up to live self-service enrollment
120 cr estimated
To Do#103
Wire Leads page to live AI-categorized leads
120 cr estimated
To Do#104
Wire CRM Updates page to live applied update records
120 cr estimated
To Do
crm-leads.
AI assistant for sales & ops
Your CRM,read carefully.
crm-leads is an AI assistant for sales and operations teams. It reads the contacts, leads, and interactions in your existing CRM, then identifies duplicate contacts, categorizes incoming leads, summarizes customer interactions, and updates CRM records — so your team spends less time on repetitive upkeep and more on the work that needs a person.
What the assistant handles
Four repetitive chores, read and written down.
crm-leads works through the upkeep that slows sales and operations teams down. Each result is shown plainly, with its source in view, so you always know what was read and what was written.
Lead categorization
Every incoming lead finds its tray.
Incoming leads are categorized as they arrive, so each one sits with the group it belongs to and carries a marker showing the assistant made the call.
Interaction summaries
A conversation, folded into a note.
Customer interactions are summarized into plain, readable notes with the customer, the date and the interaction type kept beside them, each naming the source it was drawn from.
CRM record updates
Before, after, and a check.
Accepted changes are written back to your existing CRM through its REST APIs, with the previous and updated values shown together so a person can confirm what changed.
Members
Bring the repetitive work to crm-leads.
crm-leads is for the company’s sales and operations teams — a colleague that reads the CRM carefully and writes things down plainly.
crm-leads.
AI assistant for sales & ops
Your CRM,read carefully.
crm-leads is an AI assistant for sales and operations teams. It reads the contacts, leads, and interactions in your existing CRM, then identifies duplicate contacts, categorizes incoming leads, summarizes customer interactions, and updates CRM records — so your team spends less time on repetitive upkeep and more on the work that needs a person.
What the assistant handles
Four repetitive chores, read and written down.
crm-leads works through the upkeep that slows sales and operations teams down. Each result is shown plainly, with its source in view, so you always know what was read and what was written.
Duplicate contacts
Two cards, one person.
The assistant reads contacts for overlapping details and surfaces likely duplicates side by side, with the fields that matched marked for review.
Lead categorization
Every incoming lead finds its tray.
Incoming leads are categorized as they arrive, so each one sits with the group it belongs to and carries a marker showing the assistant made the call.
Interaction summaries
A conversation, folded into a note.
Customer interactions are summarized into plain, readable notes with the customer, the date and the interaction type kept beside them, each naming the source it was drawn from.
CRM record updates
Before, after, and a check.
Accepted changes are written back to your existing CRM through its REST APIs, with the previous and updated values shown together so a person can confirm what changed.
Members
Bring the repetitive work to crm-leads.
crm-leads is for the company’s sales and operations teams — a colleague that reads the CRM carefully and writes things down plainly.
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