AI-Powered CRM & Broker Management

AI-Powered CRM & Broker Management System for Aladdin Bakers

Designed and developed a comprehensive AI-powered CRM and Broker Management System for Aladdin Bakers to streamline broker operations, program commitment management, budgeting, reporting, and internal communication. The platform centralizes business workflows into a secure, role-based application while integrating advanced AI automation to reduce manual work and improve operational efficiency.

The system includes dedicated dashboards for administrators, brokers, and team members, providing real-time analytics, budgeting insights, commitment tracking, announcements, and performance reports. Built with Laravel and MySQL, it features a scalable REST API architecture and enterprise-level security controls.

Key Features

AI Voice Agent powered by ElevenLabs for voice-assisted submission of long program commitment forms.

n8n automation to streamline workflows and automate repetitive business processes.

AI Chatbot integrated with OpenAI to assist users and provide intelligent data suggestions.

AI Telegram Bot for instant notifications, system updates, and administrator support.

Role-based access control for Admins, Team Members, and Brokers.

Complete Program Commitment Management with approval workflow.

Automatic PDF generation for commitment forms with email delivery to administrators and team members.

Budget Management with automatic calculation of:

Interactive dashboard with analytics, charts, and reporting.

Advanced search, filtering, and record management.

Export reports to Excel, PDF, and printable formats.

Daily automated database backups sent directly to administrator email.

Announcement management and internal communication tools.

User profile and account settings management.

Broker account activation, blocking, and activity monitoring.

API IP restriction for enhanced application security.

AI-powered data validation and correction suggestions using the OpenAI API.

Secure authentication and permission-based access throughout the platform.

Technology Stack

Laravel

PHP

MySQL

REST APIs

OpenAI API

ElevenLabs Voice AI

n8n Automation

Telegram Bot API

JavaScript

HTML5 & CSS3

Bootstrap

PDF & Excel Export Libraries

Project Outcome

This enterprise CRM significantly improved operational efficiency by automating broker management, budgeting, reporting, and document processing while reducing manual administrative work through AI-powered automation. The integration of voice AI, intelligent assistants, automated workflows, and secure role-based access provides a modern, scalable solution for managing business operations and broker relationships.