P21 NextLevel Leads
CRM purpose-built for Mesh Connector — where Prophet 21 data powers every conversation.
P21 NextLevel Leads sits at the boundary between lead generation and CRM. Prophet 21 is the hunter — it finds contacts, assigns sources, and records orders. This application is the gardener — it owns the relationship from first touch to close, ensuring no lead falls through the cracks after P21 hands it over.
Responsibility Split
| Role | Analogy | System | What it does |
|---|---|---|---|
| Lead Generator | The Hunter | Prophet 21 | Finds and qualifies contacts; sets class_1id = CRM; assigns lead source; creates quotes and orders; records opportunities |
| CRM | The Gardener | This application | Owns the relationship from first touch to close; tracks every call, email, and note; syncs and surfaces P21 opportunities so reps can work them here; keeps the contact from falling through the cracks |
P21 is read-only from this application. All write operations (creating contacts, linking lead sources, generating orders) are performed directly in P21 — this application surfaces that data and adds the full relationship layer P21 does not provide.
CRM Feature Set
| Capability | How this app covers it |
|---|---|
01360° Interaction History | Activity timeline — every call, email, meeting, note, and LinkedIn touch logged per contact |
02Visual Pipeline | Status board across open → contacted → qualified → converted → disqualified; counts and filters on the leads list page |
03Outreach | Email composition and send via SendGrid, logged automatically to the activity timeline |
04Profile Enrichment | Job title, company, social links, what_they_need, product interests — all stored and editable in-app |
05AI Conversation Prep | Claude AI generates tailored talking points before a call by analyzing the contact's history against the product catalog |
06Opportunity Management | P21 quotes and orders synced into app; reps can view, add notes, and track next steps per opportunity without leaving this app |
07Accountability | Every touch is attributed to a rep; next follow-up date is tracked; assigned rep is visible on every lead |
08Data Integrity | If it is not logged here, it did not happen — the activity timeline is the system of record for relationship activity |
09Temporary Contact Capture | Contacts not yet in P21 can be captured here first; the next sync links them automatically |
Version History
current: v0.4.0v0.4.0CurrentLead Generator2026-05-01
- FeatureAI-powered Lead Generator — enter a geographic area and product to discover ranked, qualified prospects
- FeatureApollo.io integration for company search and contact enrichment
- FeatureHunter.io integration for email verification
- FeatureSerpAPI integration for news and hiring signal detection
- FeatureBuiltWith integration for tech-stack fit signals
- FeatureBuyer persona generation via Claude — 3-6 personas per search
- FeatureAI outreach recommendations — messaging hooks, channel strategy, cadence
- FeatureBatch progress tracking with real-time polling UI
- ImprovedLeads table extended with rank, industry segment, fit rationale, confidence level, and source citations
- DesignLead Gen page with sparkle icon in sidebar navigation
v0.3.0AI-Centric Features2026-04-30
- Feature"Draft with AI" button in Compose tab — generates subject + body using Claude Sonnet, past emails, and customer profile
- FeatureCurrent Selling Focus — admin-managed product push with date range, injected into all AI-generated emails and talking points
- Feature"✦ Enhance" button on touch log — Haiku polishes rough call/meeting notes into clean CRM entries
- FeatureLead Intelligence panel in AI tab — buy likelihood score (High/Medium/Low), predicted next purchase, and recommended next action
- FeatureSelling Focus banner on leads list — shows active focus with dismiss button
- ImprovedTalking points and email drafts now include active selling focus context when set
- ImprovedP21 NextLevel external link added to sidebar navigation
v0.2.0UI Modernization2026-04-30
- DesignDark navy sidebar with icon-only rail at medium screens, full panel at large
- DesignKPI strip: six stat cells with colored top-border accents on the leads list
- DesignContact table: initials avatar circles, email sub-line per row, SVG chevron
- ImprovedSlim cobalt top bar replaces tall header on leads page
- ImprovedPill filter chips with colored status dots; filter stays in one line
- ImprovedFully responsive layout — sidebar icon rail at md, full panel at lg
- ImprovedTalking points formatted with Pipeline Gold numbered indicators (01, 02…)
v0.1.1Production fixes2026-04-30
- FixLazy Supabase client init — eliminated build-time crash on Hostinger
- FixProduction env vars wired in via .env.production for runtime resolution
- FixOpportunity sync SQL corrected: requested_date column + SUM subquery for total_price
v0.1.0Initial release2026-04-30
- FeatureP21 contact sync — class_1id = CRM filter, source map, temp contact reconciliation
- FeatureLead source sync from dbo.lead_source into app sources table
- FeatureOpportunity sync from dbo.oe_hdr — quotes and orders linked to leads
- FeatureActivity timeline: call, email, meeting, note, form, LinkedIn, social touches
- FeatureEmail compose and send via SendGrid, auto-logged to timeline and lead_emails
- FeatureAI talking points via Claude Haiku with customer profile as primary context
- FeatureTemporary contact capture with print-and-enter P21 handoff flow
- DesignCommand Cobalt design system with Pipeline Gold accents, Space Grotesk + DM Sans
Stack
| Framework | Next.js 15 / React 19 |
| Styling | Tailwind CSS v4 (OKLCH) |
| Database | Supabase Postgres |
| P21 Source | MSSQL via mssql v12 |
| SendGrid | |
| AI | Claude Haiku (Anthropic) |