Xponent21 Grow

Dark, premium internal ops platform unifying CRM, guided sales wizard, presentation mode, proposals, and an AI roadmap.

Xponent21 Grow preview

Overview

Xponent21 Grow is an internal sales and delivery operations platform built for Xponent21 to run their entire client lifecycle — from first conversation through signed proposal and into production execution — in a single dark, premium-feeling workspace. At its core it's a CRM + guided sales wizard + proposal builder + product roadmap tool, tightly integrated with HubSpot, Asana, Stripe, and an internal AI layer. 1. CRM & Pipeline Management - Manages organizations, contacts, and deals with two-way HubSpot sync (stage matching, data integrity protections). - Configurable pipeline stages from New Lead → Proposal Sent, with role-based access (admin, sales_rep, viewer) enforced by Supabase RLS. - CSV import, LinkedIn enrichment, and a visual activity timeline that audits every change on a deal. 2. Guided Sales Wizard (the centerpiece) - A multi-session, multi-meeting flow that walks reps through structured client conversations — discovery, current-state stack audit, channel amplification, content production sizing, and pricing. - Built around Xponent21's 6 AIO service pillars with a 3-tier pricing structure, dynamic shadow-team sizing, and ROI calculations that scale with selections. - Meeting-aware visibility rules (e.g., pricing only surfaces in meetings 2 & 3) so reps never accidentally show internal numbers to clients. 3. Client Presentation Mode - Full-bleed, pixel-perfect responsive presentation view that reps drive live with clients — hides all internal pricing/valuation context, shows only what the client should see. - After completion, reps are redirected to a safe internal tab, not the customer-facing overview. 4. Proposal Generation - Standardized 7-part proposal structure auto-generated from wizard inputs, with PDF export, e-signature placeholder, and Stripe BYOK payment scheduling (deposits + milestones). 5. Product Roadmap & AI Co-Pilot - Internal sprint tracking where completed sales discoveries automatically generate roadmap items. - AI-powered task decomposition, completeness scoring, priority suggestion, time estimation, and prompt generation to feed downstream build tools. - Asana sync for engineering execution and a public roadmap view for clients. 6. Analytics - Pipeline health, revenue forecasting, lead sources, and team performance dashboards. 7. Integrations & Infra - HubSpot (CRM sync), Asana (delivery), Stripe (BYOK payments), Mailchimp & Calendly (lifecycle automation), and a Carl AI ecosystem (GROW → Carl Intel → Carl AIO data flow). - Google SSO with silent re-auth, Supabase Auth + RLS, real-time presence indicators. Stack: React 18 + TypeScript, Vite, Tailwind, shadcn/ui, TanStack Query, Supabase (Lovable Cloud), Framer Motion. Dark aesthetic (#0D0D0D bg, #A3E635 accent), Space Grotesk + Inter + JetBrains Mono typography.

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