ARCHITECTURE & ENGINEERING

Lead-to-invoice sales CRM with a permission-scoped AI assistant

A sales workspace, admin dashboard, staff portal and public product website sit on one REST API, following a lead through account, deal, quotation, sales order and invoice. Versioned quotes with approvals, invoice aging with recurring AMC billing, and an AI assistant limited to each user's visible records carry most of the logic.

Designed and built by Nayesh Daggula as part of TechDino.

Engineering highlights

Kanban deal pipeline with win probabilities and rule-based rotting-deal flags
Quotations are versioned, approval-gated and convert into sales orders and invoices
Invoice aging buckets alongside recurring AMC billing and e-invoicing IRN entry
Bring-your-own-key AI with per-user and per-day spend ceilings

Technology

Next.jsDocker ComposeNginx

Screenshots

Product overview

Dino Sales CRM is a white-label sales CRM that covers the whole customer lifecycle in one workspace: lead capture and scoring, accounts with a 360-degree timeline, and a kanban deal pipeline with win probabilities and rotting-deal rules. Quotations with approvals convert to sales orders and invoices with aging buckets, recurring and AMC billing and e-invoicing IRN entry, while forecasts, leaderboards and commissions roll up from the pipeline. Onboarding, SLA-tracked support tickets, assets and renewals stay on the same account the deal was won on. The Dino AI assistant answers questions about a record or the whole pipeline using only the data each user is allowed to see, powered by your own AI provider key.

AI features

Dino AI assistant grounded in your CRM records
Permission-scoped answers from your knowledge base
Bring-your-own key: OpenAI, Anthropic, Google, OpenRouter
Per-user and per-day AI spend ceilings

Who it’s for

B2B sales teams and sales directors
Manufacturing and industrial suppliers
IT, technology and professional services firms
Founders replacing a per-seat CRM subscription

Main modules

Public product website
Sales workspace
Admin dashboard
Staff portal
REST API
Database schema

Key features

Lead capture from forms, campaigns, live chat and site visitors
Lead scoring and assignment rules
Kanban pipeline with win probabilities and rotting-deal flags
Quotations with approvals, versions and sales orders
Invoices with aging, recurring and AMC billing
Forecasts, leaderboards and commissions
Support tickets with SLA clocks, assets and renewals

Business benefits

Removes per-seat CRM fees with a one-time, self-hosted purchase
Stops retyping quotes and invoices across spreadsheets
Flags stalled deals early and builds forecasts straight from the pipeline

White-label & source code

Available for white-label use with your branding, domain and configuration, and can be extended with custom features. Each product includes the source code, database and administration components applicable to the agreed product scope. Mobile applications are included where specifically listed.

Pricing & deployment on techdino.in