How nickjee86/jomkaki-crm works
JomKaki Rider CRM 2.0 is a role-scoped, Sheets-backed operations CRM. Staff and managers use its workspaces to manage leads and applications through document collection, consent, review and LMS readiness, while maintaining product catalogs and loan pricing. WhatsApp carries customer conversations: inbound messages feed CRM records and AI-assisted replies; follow-up automation and the outbox support controlled dispatch and recovery. The README documents reporting, audit, branch/team administration, SharePoint document integration and gated LMSPRO preparation. Sampled source excerpts are partial, so uncertain subsystem wiring is omitted.
Main entry points: crm.js CRM API · whatsapp-webhook.js WhatsApp intake and AI · business-architecture.js Applications and consent · app-v2.js CRM workspaces
Components 20
CRM Workspaces
- CRM workspaces
app-v2.js - Product catalogs
product-business.js - Applications and consent
business-architecture.js - Reports and audit
api/crm.js
Sales Operations
- CRM API
api/crm.js - Session and access
api/_auth.js - Motor and phone loans
second-hand-motor.js - Approved loan pricing
api/crm.js
Messaging Automation
- WhatsApp intake and AI
api/whatsapp-webhook.js - Approved AI knowledge
api/_jomkaki-knowledge.js - Outbox dispatch
api/whatsapp-outbox-send.js - Follow-up scheduler
api/follow-up-dispatch.js
External Systems
- Operations Sheets
- LMSPRO integration
api/_lmspro.js - SharePoint documents
- WhatsApp Cloud API
- Notion knowledge base
Other components
- CRM users
- Customers
- Make dispatcher
Connections 26
- CRM users → CRM workspaces: uses
- CRM workspaces → CRM API: requests CRM data
- CRM API → Session and access: validates sessions
- Session and access → Operations Sheets: reads accounts
- CRM API → Operations Sheets: reads and writes
- Product catalogs → CRM API: manages catalog
- Applications and consent → CRM API: manages cases
- CRM API → SharePoint documents: verifies document writes
- Applications and consent → LMSPRO integration: prepares gated submission
- Applications and consent → Motor and phone loans: supports loan workflows
- CRM API → Approved loan pricing: serves approved pricing
- Approved loan pricing → Operations Sheets: reads pricing records
- Customers → WhatsApp Cloud API: sends messages
- WhatsApp Cloud API → WhatsApp intake and AI: delivers webhook
- WhatsApp intake and AI → Approved AI knowledge: retrieves relevant sections
- WhatsApp intake and AI → Operations Sheets: records conversations
- WhatsApp intake and AI → WhatsApp Cloud API: sends replies
- Make dispatcher → Outbox dispatch: dispatches queued messages
- Outbox dispatch → Operations Sheets: reads queued messages
- Outbox dispatch → WhatsApp Cloud API: sends approved messages
- Make dispatcher → Follow-up scheduler: runs scheduled checks
- Follow-up scheduler → Operations Sheets: reads cases and logs activity
- Follow-up scheduler → WhatsApp Cloud API: sends eligible follow-ups
- CRM workspaces → Reports and audit: views reports
- Reports and audit → Operations Sheets: reads operational records
- Notion knowledge base → Approved AI knowledge: supplies synced content