GrowthPilot – Multi-tenant AI CRM & Marketing Automation Platform (Next.js + MongoDB)

GrowthPilot is a self-hosted, multi-tenant CRM and marketing platform for sales teams, built by DEV3 Technologies on Next.js 15 (App Router) and MongoDB. It captures leads from every channel, routes each one to the right rep in seconds, lets the team work them in one inbox, and grows the pipeline with email, SMS and WhatsApp campaigns, visual workflows and social publishing. One installation serves many organisations, each at its own /<org> address.

Try it: the live demo is read-only, with one-click demo logins on the sign-in page (password Demo@1234): admin@acme.test (organization admin), manager@acme.test (sales manager), lead@acme.test (team lead), agent@acme.test (sales agent), marketer@acme.test (marketer) and owner@growthpilot.test (platform super admin). Sends and social posts are simulated there and AI panels show their "connect your AI key" state.

Lead capture from every channel

• Meta: Facebook and Instagram Lead Ads, WhatsApp, and Messenger and Instagram DMs through Meta webhooks.
• Ads and social: Google Ads and TikTok lead forms, and LinkedIn.
• Web forms: hosted and embeddable forms with a field builder, consent checkboxes and UTM capture.
• APIs: a REST API with scoped API keys, signed generic webhooks for Zapier, Make or any website, and API connectors that pull records from any external API on a cron schedule, with auth, pagination, incremental sync and field mapping.
• Imports: spreadsheets, PDFs and business cards through a staging grid with commit and rollback.
• One intake pipeline: every channel goes through the same ingest step, so contacts are de-duplicated across channels, repeat enquiries join the open lead, and every change lands on the lead timeline.

CRM

• A leads table with saved filters, export and bulk actions, a Kanban pipeline board, multiple pipelines and custom fields.
• Lead detail with contact and consent, routing history, the SLA clock, tasks, notes, calls and a full activity timeline.
• Contacts, companies, tasks with reminders, duplicate merging, lost reasons and rule-based lead scoring.

Distribution and team performance

• Lead pools with round robin, weighted, load-balanced, skills/language/territory, performance-weighted or claim-queue strategies, respecting agent availability, capacity and working hours.
• First-response SLAs with business hours, plus reassignment and escalation when they are missed.
• Team scoring: a points ledger for fast responses, wins, missed SLAs and overdue tasks, with leaderboards, nightly snapshots and performance weights that feed routing.

Unified inbox

• Email, SMS, WhatsApp and Facebook and Instagram DMs in one inbox with lead context, templates and internal notes.
• Providers: SMTP, Mailgun, Bird, Twilio, MSG91 (with India DLT) and the WhatsApp Cloud API.
• Every send respects consent, the suppression list, the WhatsApp 24-hour window, quiet hours and frequency caps.

Marketing, social and automations

• Email builder: GrapesJS drag-and-drop with a newsletter preset; SMS and WhatsApp templates with merge tags and versions.
• Campaigns for email, SMS and WhatsApp to dynamic segments: throttled batches, A/B tests that pick a winner by opens or clicks, open and click tracking, one-click unsubscribe, bounce handling and per-campaign reports.
• Social publishing to Facebook Pages, Instagram and LinkedIn member and company pages, with a composer, approvals, comments, versions, a content calendar and scheduled and recurring posts.
• Workflows on a visual canvas: triggers, conditions, waits, A/B splits, sends, assignment, tags, tasks and webhooks, with undo, focus mode and a run history per lead. Auto-reply rules hand over to a human when one replies.

Optional AI (bring your own key)

• Lead qualification with a score, intent and next best action; hand-over summaries and reply drafts.
• Email and SMS writers, subject lines, segments from plain English, field mapping for imports, a social post writer and a daily briefing.
• AI auto-replies are sent only when the model is confident. With no key, AI controls show a "connect your AI key" state and everything else keeps working.

Platform

• Multi-tenant organisations and a Super Admin console for organisations, the audit log and system health.
• Organization Admin, Manager, Team Lead, Agent, Marketer and Viewer roles plus custom roles with scoped grants.
• A public marketing website with a 3D lead-funnel hero, managed by a block-based CMS (pages, navigation, media and inbox).
• Translations with right-to-left support, light and dark themes with a custom accent, a field-level audit trail and session management.
• A read-only demo mode and one-click demo logins.

What's in the package

• Full TypeScript source (76 pages, 42 API routes and 63 Mongoose models) of the web app and the worker, .env.example, README and HTML documentation.
• 28 test files with 213 Vitest tests plus static checks for right-to-left-safe classes, guarded server actions and client/server import boundaries.
• A demo seeder (an acme organisation with about 280 leads, pools, inbox, campaigns, workflows and a social calendar), a Dockerfile, Docker Compose and PM2 configuration.

Requirements

• Node.js 20.9 or newer and npm
• MongoDB as a replica set (transactions)
• The worker process, or a per-minute call to the cron endpoint on serverless hosting
• Your own provider accounts for the channels you use (Meta, Twilio, Mailgun, MSG91, Bird, LinkedIn) and, optionally, an AI API key and Cloudinary

See how we built GrowthPilot for the design decisions behind it.