CrmProposal managementInvoice managementKnowledge-based agentClient management
Built for
Cleaning companiesService businessesAgenciesConsultantsBusiness ownersProposal-driven companies
Tools
Next.jsTypeScriptTailwind CSSSupabasePostgreSQLpgvectorOpenAIVercel
Requirements
Supabase accountOpenAI API keyVercel accountSMTP or Gmail email setup
Overview
This platform is built for service businesses to manage proposals, clients, invoices, employees, and AI-powered document workflows. It includes secure authentication, proposal approval systems, PDF exports, email notifications, and a private RAG knowledge base powered by OpenAI and pgvector.
Included
Complete frontend UI
Supabase database integration
Authentication system
AI knowledge base integration
Proposal PDF generation
Responsive dashboard
Protected API routes
Email workflow integration
Deployment ready setup
Features
Secure email/password authentication
Analytics dashboard with monthly insights
Client management system
Employee directory management
Reusable terms & conditions builder
Proposal creation with live preview
Persistent proposal draft saving
Professional PDF proposal export
Proposal accept/decline workflow
Automatic proposal status updates
Invoice management system
AI knowledge base with RAG
Private document storage
AI chat history management
Quick global search popup
Company branding customization
Email notifications for proposal actions
Note: Built with scalability, clean UX, and automation in mind. Designed for modern businesses that want faster proposal workflows and AI-powered operations.