Go Nexus CRM Development Brief
For Freelancers & Developers
🏢 COMPANY OVERVIEW
Go Nexus is a B2B SaaS platform revolutionizing the pre-construction and commercial real
estate (CRE) space. We help deal makers (developers, brokers, franchisors, municipalities)
connect with qualified vendors (GCs, subcontractors, consultants) through:
Smart vendor matchmaking
Streamlined RFP and bidding tools
AI-driven pricing & vendor suggestions
Real-time budget and bid analysis tools
Our vision is to cut 20%+ off the preconstruction timeline while increasing transparency and
deal velocity. Think: LinkedIn + HubSpot + SmartBid for CRE.
🎯 CRM GOALS
The CRM will manage:
Lead generation and conversion
Sales rep performance tracking
Commission logic based on user activation
LinkedIn and [Link] prospecting
Go Nexus platform usage sync
It should empower 1099 sales reps and internal staff to operate efficiently without bloating or
complexity.
💡 CORE FEATURES & DEV BUILD SUGGESTIONS
1. 🔐 User Roles & Permissions
Role Access Scope
Admin Full access, all reps, reports, commissions
Sales Rep View/edit only their leads and commissions
Support View/edit user status but no commissions
✅ Build Suggestion:
Use Firebase Auth or Auth0 for scalable permission logic
Tag users with a role field and enforce role-based access via middleware
2. 📇 Lead Management
Manual or CSV lead input
Assign leads to reps (or auto-assign by referral code)
Pipeline stages: New → Contacted → Demo → Trial → Closed (Won/Lost)
Tasks, notes, tagging, attachments
✅ Build Suggestion:
Use PostgreSQL or Firestore with normalized schema (Leads, Tasks, Activities)
Add assignedTo and sourceType fields for filtering
Use modal forms or inline editable tables for fast UI input
3. 📦 Pipeline View (Kanban)
Drag-and-drop leads across stages
Inline activity tracking
Visual indicators for stale or inactive leads
✅ Build Suggestion:
Use react-beautiful-dnd or Vue Draggable
Each lead is a card component with embedded info, clickable to expand
Store pipeline stage as status field in DB
4. 💸 Commission Tracking
10% of converted user’s paid plan
Track trial → activation → paid
Each rep has unique referral code
Admin payout approval toggle
✅ Build Suggestion:
Create Referrals table linking leads to reps
When a user signs up (via API/webhook), match email/referral code
Calculate commission = plan_price * 0.1 and flag as pending
Include admin override function in UI
🔗 INTEGRATION FEATURES
A. 🔗 LinkedIn Integration
Smart profile lookup from name/company
Store LinkedIn URL per lead
One-click “Connect on LinkedIn”
Log InMail manually or via API tool
✅ Build Suggestion:
Use Google Custom Search API or LinkedIn profile scraper tool (e.g.,
PhantomBuster)
Add a “Search LinkedIn” button in each lead row/card that links:
bash
CopyEdit
[Link]
in+"John+Smith"+"Company+Name"
Optional: build a Chrome extension to automate profile capture
B. 🚀 [Link] Integration
Enrich leads with verified contact info
Auto-fill job title, email, phone, LinkedIn, company data
Log enrichment history
✅ Build Suggestion:
Use [Link] REST API:
[Link]
Backend function to:
1. Accept name + company
2. Call GET /people/enrich
3. Update lead fields in DB
Track number of enrichments per rep
C. 📅 Outlook Integration
Sync meetings and reminders
View sent/received emails per lead
✅ Build Suggestion:
Use Microsoft Graph API
Authenticate user once via OAuth
Store token per user to pull:
o Calendar events tied to CRM leads
o Email subjects for timeline view
Display in each lead’s sidebar panel
D. 🔁 Go Nexus Platform Integration
Link CRM leads to actual Go Nexus users
Update CRM deal stage when user signs up or upgrades
✅ Build Suggestion:
Trigger webhook or API call from Go Nexus platform on:
o Account creation
o Trial start
o Plan purchase
CRM backend checks for matching email/referral ID
Updates CRM lead status and commission trigger
📊 DASHBOARDS
A. 🧑💼 Sales Rep Dashboard
My Leads & Pipeline
Add new lead
Run Apollo enrichment
Track commissions (earned/pending/paid)
Demo calendar (Outlook sync)
View referral link usage
✅ Build Suggestion:
Build with componentized cards
Add commission counter using aggregation of closed leads with payments
B. 🧠 Admin Dashboard
Leaderboards by revenue, conversion rate, activity
Conversion heatmap by lead source
Lead source and enrichment performance
CSV export
Manual lead override and payout approval
✅ Build Suggestion:
Use chart libraries like Recharts or [Link]
Queries that aggregate lead status by rep and source
Filter by date, rep, or plan type
🧰 RECOMMENDED TECH STACK
Layer Tools
Frontend React ([Link]), Tailwind CSS
Backend [Link] + Express or Django
DB PostgreSQL or Firestore
Auth Firebase Auth or Auth0
Hosting Vercel, Heroku, or AWS
[Link], LinkedIn (scraper or API), Go Nexus internal API, Microsoft Graph
APIs
(Outlook)
✅ DELIVERY PLAN
Phase Feature Group
1 Auth, Lead schema, UI layout
2 Pipeline view, Lead forms
3 Apollo & LinkedIn integrations
4 Commission logic + referral links
5 Admin dashboard + analytics
6 Outlook + Go Nexus sync
7 Testing, deployment, onboarding