Client work / Rok Šped Plus Doo / 2026

Freight Company - Sales CRM with AI automation

Freight Company - Sales CRM with AI automation project screenshot

About the project

A sales CRM that Rok Šped Plus uses every working day, built around the way their team actually sells. It replaced spreadsheets and scattered correspondence with a single flow that shows where each company stands and what the next step is: regional search, saved lead, analysis, prospect, client.

AI does three jobs inside that flow. It finds companies by the selected region and line of business, assembles a company dossier from public sources so that every claim carries its source, and scores how well a company matches the freight forwarder's ideal client profile. The score is not left to the model's free judgement: the model classifies the data against written criteria, and the application computes the result from versioned rules, so the salesperson sees why a lead scored the way it did and which data is missing.

An offer is written from the dossier, rendered into a branded PDF on the server and sent by email, with replies flowing back into a shared sales inbox so the entire conversation with a company sits in one place. Long analyses run in background workers under a monthly spending limit, which keeps the cost per analysis predictable.

The backend is plain PHP with MySQL; the frontend is React, Vite and Tailwind. Data access is enforced server-side, deletion is soft so history, dossiers and email records survive it, and external service failures are translated into stable messages that never leak keys or internal detail. The system has been in production since August 2026, with automated deployment to the client's infrastructure.

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