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OnlyDialer CRM
Web AppAbout This Project
The CRM is the second of the three OnlyDialer apps, deployed as its own Next.js app and Vercel project at crm.onlydialer.com. It manages leads and pipeline stages, routes new leads to agents with a round-robin engine, records TCPA consent per lead, encrypts sensitive fields such as Medicare numbers at rest, and owns the organization's prepaid balance and Stripe billing pages. It is also the integration hub. Leads arrive from vendor webhooks, CSV import, a lead-vendor token API, and manual entry, and every real-time lead with consent on file is pushed to the SMS app's new-lead webhook for instant text follow-up. Buying a phone number from the CRM provisions it in Twilio with the dialer's voice webhooks and the SMS app's inbound webhook. Scheduled jobs run spam checks against the texting API, and click-to-call and text buttons deep-link into the dialer and SMS apps with the lead preloaded.
Security & Compliance
- Encrypted storage for Medicare numbers, never echoed to the client
- Internal secret header on every cross-app webhook call
- Role-based access for agents and admins
Key Features
- Lead pipeline with stage tracking and round-robin agent routing
- Lead intake from vendor webhooks, token API, CSV import, and manual entry
- Pushes consented real-time leads to the SMS app for instant follow-up
- Provisions Twilio numbers wired to the dialer and SMS webhooks
- Prepaid balance and Stripe billing that the dialer reads over the API
- TCPA consent tracking and field-level encryption for sensitive data
- Role-based admin and agent dashboards