RocketSales

A comprehensive B2B sales automation CRM built for enterprise sales teams managing government and large-scale clients.

Overview

RocketSales is a modern Customer Relationship Management (CRM) system built for Boxfusion — an enterprise software company selling large-scale digital solutions to government clients. The system manages the full sales lifecycle from initial lead through to signed contract and renewal, with role-based access control for Sales Managers and Sales Representatives.

Tech Stack

Frontend Framework: Next.js 16 (App Router)
UI Library: Ant Design + antd-style (CSS-in-JS)
State Management: React Context API with useReducer
HTTP Client: Axios with JWT interceptors
Language: TypeScript
AI Integration: Groq SDK (llama-3.3-70b-versatile) with agentic tool execution
PDF Generation: jsPDF
Email: Integrated email sending via API

Roles

The application has 4 roles, each with a different experience:

FeatureSales ManagerSales RepFull team dashboard + leaderboard | ✅ | ❌
Reports section | ✅ | ❌
Approve / Reject proposals | ✅ | ❌
Activate / Cancel contracts | ✅ | ❌
Assign opportunities to reps | ✅ | ❌
Assign pricing requests | ✅ | ❌
Pending pricing requests queue | ✅ | ❌
Delete clients / documents | ✅ | ❌
Initiate & complete renewals | ✅ | ❌
Create clients, contacts, opportunities | ✅ | ✅
Submit proposals | ✅ | ✅
Log activities, notes, documents | ✅ | ✅
Personal pipeline & activity views | ✅ | ✅

Features

Authentication

JWT token-based login and registration
Role-based access control (Sales Manager / Sales Rep)
Token expiry detection with automatic logout
HOC-based route protection (withAuth, withManagerAuth, withSalesRepAuth)

Dashboard

Sales Manager: Full team pipeline value, win rate, revenue trend (monthly), sales performance leaderboard, expiring contracts widget, team activities summary
Sales Rep: Personal pipeline, my opportunities by stage, upcoming activities (7 days), overdue activities with inline complete action

Clients

Paginated, searchable client list with industry and status filters
Client detail page with stats row (contacts, opportunities, contracts, total value)
Tabbed detail: Contacts · Opportunities · Contracts · Activities · Notes · Documents
Contacts are managed exclusively within the client — no standalone contacts page

Opportunities (Pipeline)

Stage-based pipeline: Lead → Qualified → Proposal → Negotiation → Closed Won / Closed Lost
Visual stage stepper on detail page — click to advance stage with confirmation
Loss reason required when moving to Closed Lost
Kanban pipeline view with counts and values per stage
Stage history timeline — full audit trail of every stage change
Assign opportunities to reps (manager only)
Tabbed detail: Overview · Stage History · Pricing Requests · Proposals · Activities · Notes · Documents

Pricing Requests

Internal workflow for obtaining pricing from the finance/pricing team
Priority levels: Low, Medium, High, Urgent
Pending queue (manager only) — assign unassigned requests to users
Statuses: Pending → In Progress → Completed

Proposals

Multi-line item proposals with live total calculation
Line item formula: qty × unitPrice × (1 - discount%) × (1 + taxRate%)
Approval workflow: Draft → Submitted → Approved / Rejected
Submit (both roles), Approve/Reject (manager only)
Tabbed detail: Line Items · Notes · Documents

Contracts

Full contract lifecycle: Draft → Active → Expired → Renewed / Cancelled
Expiry alert banner — red if < 30 days, amber if < 90 days
Expiring Soon dedicated view
Renewal management: Initiate → Complete (manager only)
Tabbed detail: Details · Renewals · Activities · Notes · Documents

Activities

Types: Meeting, Call, Email, Task, Presentation, Other
Views: All Activities, My Activities, Upcoming (configurable days), Overdue
Complete activity with outcome notes
Linked to any entity (Client, Opportunity, Proposal, Contract)
Overdue badge count in sidebar

Notes & Documents

Contextual only — accessible as tabs inside entity detail pages, not standalone
Notes support private/public toggle with lock icon indicator
Documents support upload (max 50MB), download, and delete (manager only)
Categories: Contract, Proposal, Presentation, Quote, Report, Other

Reports (Sales Manager only)

Opportunities Report: Filter by date range, stage, owner — bar chart + table + CSV export
Sales by Period: Group by day/month/year — line/bar chart + CSV export

AI Assistant

Floating chatbot powered by Groq (llama-3.3-70b-versatile)
Standard and Agentic modes
Agentic tools: create client, fetch clients, navigate to any page, send email, generate PDF
Business context injection (live dashboard, clients, opportunities data)
Streaming responses
Session management (multiple chat sessions)

Sales Workflow

Client Created
    ↓
Contact Added (inside Client)
    ↓
Opportunity Created → Lead
    ↓
Activities Logged (calls, meetings)
    ↓
Opportunity → Qualified
    ↓
Pricing Request → Assigned → Completed
    ↓
Opportunity → Proposal
    ↓
Proposal Built (line items) → Submitted → Approved
    ↓
Opportunity → Negotiation → Closed Won
    ↓
Contract Created → Activated
    ↓
[~90 days before expiry]
    ↓
Renewal Initiated → Completed
    ↓
Cycle Repeats