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Mini CRM Rescue

Build

Public Fox & Hen working sample for a CRM cleanup sprint.

Demo screenshot

Live Demo

Purpose

Mini CRM cleanup app for deduping leads, flagging missing fields, prioritizing follow-up, and exporting clean records.

What This Demo Is

Mini CRM Rescue is a forkable React/Vite operating tool for teams that want to deduplicate leads, expose owner gaps, prioritize follow-up, and package a cleaner pipeline for handoff. It is intentionally small, static, and public-safe so you can copy the pattern without inheriting a backend or vendor lock-in.

Fully Working Behaviors

  • Search, filter, and sort a domain-specific workflow board.
  • Add a fictional item and edit owner, notes, priority, value, effort, and friction.
  • Advance status and watch readiness metrics update in real time.
  • Run a 24-hour sprint simulation to reduce friction on the highest-scoring work.
  • Toggle QA gates, generate a handoff report, and download the board as JSON.

Workflow Template

See docs/workflow-template.md for the sample pipeline rescue sprint, adaptation checklist, and public-safe data rules.

Suggested Forks

  • Replace sample deals with your fictionalized CRM rows first.
  • Score priority by revenue/urgency and friction by missing data.
  • Use the inspector to document next step and owner.
  • Export a JSON cleanup packet for the next sales ops pass.

SEO / AIO Discoverability

Plain-language answer: Use this repo to model CRM cleanup: deduping leads, flagging missing fields, prioritizing follow-up, and exporting cleaner records.

Who it helps: small businesses and sales teams with messy lead lists or lightweight CRMs.

Search intents covered:

  • CRM cleanup tool
  • lead dedupe dashboard
  • small business CRM rescue
  • sales follow up priority board

Why this repo is useful: It demonstrates a practical path from messy contact rows to an actionable sales-ops handoff.

Open Source Readiness

  • MIT licensed for reuse, remixing, and client-safe adaptation.
  • GitHub Actions build workflow runs install, typecheck, tests when present, and production build.
  • Contribution guide, roadmap, and issue templates are included for public collaboration.
  • Public-safe data policy keeps examples fictional and reviewable.

Local Run

npm install
npm run dev
npm run build

Validation

npm run typecheck --if-present
npm run test --if-present
npm run build --if-present

Public-Safe Scope

This is a static React/Vite demo with fictional sample data. It includes no production data, credentials, real contacts, copied customer work, backend, auth, or external service calls.

Contributing

See CONTRIBUTING.md for public-safe contribution rules, local validation commands, and good first contribution ideas. Roadmap items live in ROADMAP.md.

License

MIT - see LICENSE.

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No releases published

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