botserver/templates/sales/crm.gbai/README.md

Sales CRM Template (crm.gbai)

A comprehensive General Bots template for sales customer relationship management with lead tracking, opportunity management, and sales pipeline automation.

Overview

The CRM template provides a full-featured sales CRM system with conversational AI capabilities. It enables sales teams to manage leads, track opportunities through the pipeline, generate quotes, send proposals, and forecast revenue—all through natural conversation or automated workflows.

Features

• Lead Management - Capture, qualify, convert, and nurture leads
• Opportunity Pipeline - Track deals through customizable stages
• Account Management - Manage customer accounts and contacts
• Activity Tracking - Log calls, emails, meetings, and tasks
• Quote Generation - Create and send professional quotes
• Proposal Automation - Generate and deliver sales proposals
• Sales Forecasting - Pipeline analysis and revenue projections
• Email Integration - Receive and process emails automatically
• Sentiment Analysis - AI-powered customer sentiment tracking
• Data Enrichment - Automatic lead data enhancement

Package Structure

crm.gbai/
├── README.md
├── crm.gbdialog/
│   ├── lead-management.bas          # Lead lifecycle management
│   ├── opportunity-management.bas   # Opportunity pipeline
│   ├── account-management.bas       # Account/company management
│   ├── activity-tracking.bas        # Activity logging
│   ├── case-management.bas          # Support case handling
│   ├── analyze-customer-sentiment.bas # AI sentiment analysis
│   ├── data-enrichment.bas          # Lead data enhancement
│   ├── send-proposal.bas            # Proposal generation
│   ├── create-lead-from-draft.bas   # Email to lead conversion
│   ├── crm-jobs.bas                 # Scheduled background jobs
│   ├── tables.bas                   # Database schema definitions
│   └── ... (additional scripts)
└── crm.gbot/
    └── config.csv                   # Bot configuration

Scripts

File	Description
lead-management.bas	Complete lead lifecycle: capture, qualify, convert, follow-up, nurture
opportunity-management.bas	Pipeline stages, quotes, products, forecasting
account-management.bas	Account and contact management
activity-tracking.bas	Log and track all sales activities
case-management.bas	Customer support case handling
analyze-customer-sentiment.bas	AI-powered sentiment analysis
data-enrichment.bas	Enrich leads with external data
send-proposal.bas	Generate and send proposals
on-receive-email.bas	Process incoming emails
crm-jobs.bas	Scheduled automation tasks
tables.bas	CRM database schema

Data Schema

Leads Table

Field	Type	Description
id	GUID	Unique identifier
name	String	Lead name
email	Email	Email address
phone	Phone	Phone number
company	String	Company name
source	String	Lead source
status	String	new, qualified, hot, warm, cold, converted
score	Integer	Lead qualification score (0-100)
assigned_to	String	Sales rep ID
created_at	DateTime	Creation timestamp

Opportunities Table

Field	Type	Description
id	GUID	Unique identifier
name	String	Opportunity name
account_id	GUID	Related account
contact_id	GUID	Primary contact
amount	Decimal	Deal value
stage	String	Pipeline stage
probability	Integer	Win probability (0-100)
close_date	Date	Expected close date
owner_id	String	Sales rep ID
lead_source	String	Original lead source

Accounts Table

Field	Type	Description
id	GUID	Unique identifier
name	String	Company name
type	String	prospect, customer, partner
industry	String	Industry vertical
owner_id	String	Account owner
created_from_lead	GUID	Original lead ID

Contacts Table

Field	Type	Description
id	GUID	Unique identifier
account_id	GUID	Parent account
name	String	Full name
email	Email	Email address
phone	Phone	Phone number
title	String	Job title
primary_contact	Boolean	Primary contact flag

Activities Table

Field	Type	Description
id	GUID	Unique identifier
type	String	call, email, meeting, task
subject	String	Activity subject
lead_id	GUID	Related lead
opportunity_id	GUID	Related opportunity
created_at	DateTime	Activity timestamp

Pipeline Stages

Stage	Probability	Description
qualification	10%	Initial qualification
needs_analysis	20%	Understanding requirements
value_proposition	50%	Presenting solution
decision_makers	60%	Engaging decision makers
proposal	75%	Proposal sent
negotiation	90%	Terms negotiation
closed_won	100%	Deal closed - won
closed_lost	0%	Deal closed - lost

Lead Management

Lead Capture

' Capture a new lead
WITH new_lead
    id = FORMAT(GUID())
    name = lead_data.name
    email = lead_data.email
    phone = lead_data.phone
    company = lead_data.company
    source = lead_data.source
    status = "new"
    score = 0
    created_at = NOW()
    assigned_to = user_id
END WITH

SAVE "leads.csv", new_lead

Lead Qualification (BANT)

The qualification process scores leads based on:

• Budget - Revenue range (up to 30 points)
• Authority - Employee count/company size (up to 25 points)
• Need - Timeline urgency (up to 30 points)
• Timeline - Budget allocation (up to 25 points)

Scoring thresholds:

• Hot Lead (≥70): Immediate follow-up
• Warm Lead (50-69): 24-hour response
• Cold Lead (30-49): Nurture campaign
• Unqualified (<30): Archive

Lead Conversion

When converting a lead, the system automatically creates:

1. Account record
2. Contact record
3. Opportunity record

' Convert qualified lead
IF lead.status = "hot" OR lead.status = "warm" THEN
    ' Create account
    SAVE "accounts.csv", account
    
    ' Create contact
    SAVE "contacts.csv", contact
    
    ' Create opportunity
    SAVE "opportunities.csv", opportunity
    
    ' Update lead status
    UPDATE "leads.csv" SET status = "converted"
END IF

Lead Nurturing

Automated nurture campaigns based on lead age:

Days	Content
3	5 Tips to Improve Your Business
7	Case Study: How We Helped Similar Companies
14	Free Consultation Offer
30	Special Limited Time Offer

Opportunity Management

Creating Opportunities

User: Create a new opportunity for Acme Corp
Bot: What should we call this opportunity?
User: Enterprise License Deal
Bot: What is the estimated value of this deal?
User: $50,000
Bot: When do you expect to close this deal?
User: End of Q2
Bot: ✅ Opportunity created: Enterprise License Deal
     Account: Acme Corp
     Value: $50,000
     Close Date: June 30, 2024

Updating Pipeline Stage

User: Update the Acme deal to proposal stage
Bot: Current stage: value_proposition
     
     Select new stage:
     1. Qualification (10%)
     2. Needs Analysis (20%)
     3. Value Proposition (50%)
     4. Decision Makers (60%)
     5. Proposal (75%)
     6. Negotiation (90%)
     7. Closed Won (100%)
     8. Closed Lost (0%)

User: 5
Bot: ✅ Stage updated to proposal (75%)

Quote Generation

' Generate quote from opportunity
quote_content = "QUOTATION\n"
quote_content = quote_content + "Quote #: " + quote.quote_number + "\n"
quote_content = quote_content + "To: " + account.name + "\n\n"
quote_content = quote_content + "ITEMS:\n"

FOR EACH item IN products DO
    quote_content = quote_content + item.product_name + " x " + item.quantity + 
                    " @ $" + item.unit_price + " = $" + item.total + "\n"
END FOR

quote_content = quote_content + "\nSubtotal: $" + quote.subtotal + "\n"
quote_content = quote_content + "Tax (10%): $" + quote.tax_amount + "\n"
quote_content = quote_content + "TOTAL: $" + quote.total + "\n"

Sales Forecasting

User: Show me the sales forecast
Bot: 📊 SALES FORECAST
     ==============
     Total Pipeline: $425,000
     Weighted Pipeline: $187,500
     
     Quarterly Forecast:
     Q1: $45,000
     Q2: $82,500
     Q3: $35,000
     Q4: $25,000

Configuration

Configure in crm.gbot/config.csv:

Parameter	Description	Example
Company Name	Your company name	Acme Sales
Currency	Default currency	USD
Tax Rate	Default tax percentage	10
Quote Validity Days	Quote expiration	30
Pipeline Stages	Custom stage definitions	(JSON)
Lead Sources	Available lead sources	web,referral,event
Admin Email	Notifications email	sales@company.com

Email Integration

Receiving Emails

' on-receive-email.bas
email_from = GET "email.from"
email_subject = GET "email.subject"
email_body = GET "email.body"

' Check if from existing contact
contact = FIND "contacts.csv", "email = '" + email_from + "'"

IF contact THEN
    ' Log activity against contact
    WITH activity
        type = "email"
        subject = email_subject
        contact_id = contact.id
    END WITH
    SAVE "activities.csv", activity
ELSE
    ' Create new lead from email
    CALL "create-lead-from-draft.bas"
END IF

Sending Proposals

' send-proposal.bas
proposal = GENERATE FROM TEMPLATE "proposal_template.docx" WITH {
    "company": account.name,
    "contact": contact.name,
    "products": opportunity_products,
    "total": quote.total,
    "valid_until": quote.valid_until
}

SEND EMAIL contact.email, "Proposal: " + opportunity.name, 
    "Please find attached our proposal.", ATTACHMENT proposal

AI Features

Customer Sentiment Analysis

' analyze-customer-sentiment.bas
SET CONTEXT "Analyze customer communication for sentiment and buying signals."

communications = FIND "activities.csv", "contact_id = '" + contact_id + "'"

analysis = LLM "Analyze these customer communications and provide:
               1. Overall sentiment (positive, neutral, negative)
               2. Buying signals detected
               3. Concerns or objections
               4. Recommended next action
               
               Communications: " + JSON(communications)

TALK analysis

Data Enrichment

' data-enrichment.bas
' Enrich lead with external data
company_info = GET "https://api.enrichment.com/company/" + lead.company

IF company_info THEN
    lead.industry = company_info.industry
    lead.employee_count = company_info.employees
    lead.revenue_range = company_info.revenue
    lead.linkedin_url = company_info.linkedin
    
    UPDATE "leads.csv", lead
END IF

Scheduled Jobs

Job	Schedule	Description
Lead nurturing	Daily	Send nurture emails to cold/warm leads
Follow-up reminders	Hourly	Alert reps of overdue follow-ups
Pipeline cleanup	Weekly	Archive stale opportunities
Forecast update	Daily	Recalculate sales forecast
Activity sync	Real-time	Sync emails and calendar events

Usage Examples

Full Lead Lifecycle

User: I just got a lead from the website
Bot: Great! I'll help you capture it. What's their name?
User: John Smith from TechCorp
Bot: What's their email?
User: john@techcorp.com
Bot: ✅ Lead captured: John Smith (TechCorp)
     ID: LEAD-20240115-4821
     
     Would you like to qualify this lead now?

User: Yes
Bot: I'll ask a few questions to qualify them.
     What is TechCorp's annual revenue range?
     1. Under $1M
     2. $1M - $10M
     3. $10M - $50M
     4. Over $50M

User: 3
Bot: How many employees?
User: About 200
Bot: What's their timeline?
User: This quarter
Bot: Do they have budget allocated?
User: Yes

Bot: 🔥 Hot Lead! Score: 85/100
     This lead is a great fit. I've:
     - Notified sales@company.com
     - Created a follow-up task
     
     Would you like to convert to an opportunity?

User: Yes
Bot: ✅ Lead converted!
     - Account created: TechCorp
     - Contact created: John Smith
     - Opportunity created: Opportunity for TechCorp
     
     What stage should we start at?

Best Practices

1. Qualify early - Use BANT scoring to prioritize leads
2. Track everything - Log all customer interactions
3. Follow up promptly - Hot leads within hours, warm within 24h
4. Use automation - Let nurture campaigns work cold leads
5. Clean pipeline - Archive stale opportunities regularly
6. Forecast accurately - Keep close dates and probabilities updated
7. Segment leads - Use tags and sources for better targeting

Troubleshooting

Issue	Cause	Solution
Lead not found	Search criteria too strict	Use partial match
Stage not updating	Missing opportunity ID	Set opportunity in session
Quote not generating	Missing products	Add products to opportunity first
Email not sending	Missing contact email	Verify contact record
Forecast incorrect	Stale data	Update opportunity amounts

Related Templates

• contacts.gbai - Contact directory management
• marketing.gbai - Marketing automation and campaigns
• analytics.gbai - Sales analytics and reporting
• reminder.gbai - Follow-up reminders

Use Cases

• Inside Sales - Lead qualification and opportunity management
• Field Sales - Account management and activity tracking
• Sales Management - Pipeline visibility and forecasting
• Business Development - Lead generation and nurturing
• Customer Success - Account health and expansion opportunities

Integration Points

• Email - Inbound/outbound email tracking
• Calendar - Meeting scheduling
• ERP - Order and billing sync
• Marketing Automation - Lead handoff
• Support Ticketing - Case management

License

AGPL-3.0 - Part of General Bots Open Source Platform.

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