leadbox.site
AI-ready sales CRM and power dialer platform for managing thousands of leads, assigning them to agents, making tracked calls, saving recordings, and controlling the full sales workflow from one admin dashboard.
Category
CRM / Sales Automation
Client
Private
Start Date
2026
platform
Next.js, React, Firebase, Firestore, Twilio, Vercel
Project Description
project description
Leadbox is a custom CRM and calling workspace built for high-volume sales teams. The platform supports bulk lead imports, smart lead distribution, agent management, call history, Twilio-powered outbound calls, call recordings, custom number dialing, notes, statuses, meeting tracking, and admin-level reporting while keeping Firestore reads optimized for thousands of records.
THE STORY
Leadbox was built to solve a real sales operations problem: thousands of leads, multiple agents, and expensive database reads when every page loads too much data at once.
The system gives admins full control over the sales pipeline. Admins can upload large lead files, keep all leads stored safely in Firestore, assign a specific number of unique leads to each agent, review agent workloads, manage call history, listen to recordings, filter calls by agent or duration, and monitor sales activity without loading the entire database into the browser.
Agents get a focused dialer workspace where only the next assigned lead is loaded. They can call the main lead number, manually dial a custom business owner number, use keypad digits during IVR calls, write notes, choose call outcomes, book meetings, and save everything back into the CRM.
OUR APPROACH
The project was engineered around performance, reliability, and clean sales workflows.
• Scalable lead handling: thousands of leads can be imported and stored, while the UI loads only small paginated batches.
• Optimized Firestore reads: admin pages, call history, CRM lists, agent pages, and dialer views avoid loading unnecessary records.
• Smart distribution: admins can choose agents and assign exact lead counts, sending unique unassigned leads automatically.
• Power dialer: agents can call leads through Twilio, dial custom numbers manually, use keypad input, and save call results.
• Call tracking: every call can be logged with status, duration, recording, agent, lead, and custom call metadata.
• Recording workflow: admins can listen to recordings without browser password prompts and filter recordings by agent or duration.
• Admin control: the dashboard supports agent management, lead assignment, CRM review, call history, recordings, exports, and workload visibility.
• Modern stack: built with Next.js, React, Firebase Authentication, Firestore, Twilio Voice, and deployed on Vercel with automatic HTTPS.