TrendIQ CRM (Beauty Leads)

TrendIQ CRM is a unified, analytics-driven CRM for managing the full commercial lifecycle — leads → prospects → accounts/contacts → opportunities → activities, with integrated dashboards and campaign + competitor intelligence.

Live preview (screenshots)

Below is a guided walkthrough of the core CRM flows, in sequence.

1) CRM dashboard — KPIs at a glance

High-level operational visibility across pipeline, accounts, activities, and performance indicators.

2) CRM dashboard — analytics overview

Drill into key metrics and trends to prioritize actions and identify opportunities.

3) Lead management

Capture, qualify, and track inbound/outbound leads through the pipeline with structured status and scoring fields.

4) Lead conversion

Convert qualified leads into downstream records to continue the sales motion seamlessly.

5) Prospects list

Manage qualified prospects with discovery context and prioritization fields for sales follow-up.

6) Prospect creation

Create prospects with structured discovery source, business type, and scoring to support consistent qualification.

7) Accounts management

Centralize account data, relationships, and operational signals for ongoing customer management.

8) Accounts status & health

Track account health/risk indicators and operational status to drive proactive retention and growth.

9) Opportunity management

Manage deals through stages with ownership, value, probability, and planning fields.

10) Deal outlook

Understand deal trajectory and next steps with a focused opportunity view.

11) Marketing campaigns

Plan and execute campaigns with structured targeting and lifecycle management.

12) Marketing analytics

Measure campaign performance and effectiveness using analytics views.

13) Competitor analytics

Monitor competitive signals and insights to support differentiated positioning.

Quick start

npm install
npm run watch

• Runs the CAP server at http://localhost:4004
• Initializes the local SQLite database (db.sqlite) and loads seed data from db/data/*.csv

Applications (UI)

• CRM Dashboard: http://localhost:4004/ey-beauty-1/webapp/index.html
• Lead Management: http://localhost:4004/leads/webapp/index.html
• Prospects: http://localhost:4004/prospects/webapp/index.html
• Accounts: http://localhost:4004/accounts/webapp/index.html
• Opportunities: http://localhost:4004/opportunities/webapp/index.html
• Marketing Campaigns: http://localhost:4004/campaigns/webapp/index.html
• Competitor Analytics: http://localhost:4004/competitor-analytics/webapp/index.html

Services (OData V4)

• Lead Service: http://localhost:4004/lead/
• Account Service: http://localhost:4004/account/
• Opportunity Service: http://localhost:4004/opportunity/
• Activity Service: http://localhost:4004/activity/
• Product Service: http://localhost:4004/product/
• Workflow Service: http://localhost:4004/workflow/
• Prospect Service: http://localhost:4004/prospect/
• Marketing Service: http://localhost:4004/marketing/
• Dashboard Service: http://localhost:4004/dashboard/

Development commands

# Start the dev server (auto-initializes SQLite in db.sqlite)
npm run watch

# Open specific apps
npm run watch-dashboard
npm run watch-leads
npm run watch-accounts
npm run watch-opportunities

# Database utilities
npm run db:deploy   # deploy schema + load db/data/*.csv into db.sqlite
npm run db:reset    # delete db.sqlite (+ wal/shm), then redeploy + reload

Troubleshooting

• If you see errors like no such table: <Service>_<Entity>, run npm run db:deploy.

Project docs

For deeper implementation notes, see PROJECT_STATUS.md and docs/.