MageTech Lead Intelligence
Brand: MageTech Solutions
SKU: MTS-LEAD-INTEL-001
Turn leads into revenue faster and smarter with AI. One elegant workspace to import, enrich, score, engage and convert your leads: AI fit scoring, automated campaigns, reply detection, CRM pipeline, ABM and a grounded knowledge base so your team sells, not scrolls.
MageTech Lead Intelligence
Turn leads into revenue faster and smarter with AI.
What is MageTech Lead Intelligence?
One elegant workspace to import, enrich, score, engage and convert your leads. It replaces the messy stack of spreadsheets + CRM + email tools with one clean, AI-assisted workspace validating emails, scoring leads 0–100, orchestrating campaigns and closing deals inside a single corporate-grade, multi-tenant platform.
Positioning: so your team sells, not scrolls.
Key Capabilities
Import Pipeline
5-stage wizard (upload → map → preview → duplicates → confirm). Parses xlsx/csv (≤50 MB, ≤200k rows), auto-suggests mapping, produces a complete audit trail of imported / merged / ignored / errored rows.
AI Intelligence
Per-lead 0–100 fit score with signals, risk notes, suggested angle and recommended services. LLM path (gpt-4o-mini, strict JSON) with a deterministic rule fallback so scoring always works — even without an API key.
Campaign Engine
Multi-step email campaigns with template sequences and wait days. A 60-second scheduled poll advances each active campaign's due pending leads — start, pause, resume or complete anytime.
Email & Replies
Outbound sends via a provider abstraction (SIMULATED by default). Inbound replies and open/bounce events arrive by webhook: reply → suppress sender, mark campaign/lead REPLIED, optionally auto-create an opportunity.
Knowledge Base (RAG)
Documents embedded (1536-dim, PGVector) with cosine similarity search. “Ask” retrieves top-4 docs and returns a grounded answer with sources — always traceable.
CRM & ABM
Full pipeline: opportunities with stages/value/probability, meetings, proposals with line items, events. ABM tiers target accounts with budgets and AI-ranked suggestions. Win/loss syncs back to the lead.
Technology Stack
| Layer | Technology | Notes |
|---|---|---|
| Presentation | Next.js 16 · React 19 · TypeScript 5 (strict) | SPA on App Router (port 3000), dark corporate theme, ⌘K command palette, pure-CSS charts, 21 routes, 26+ UI primitives (shadcn/Base UI) |
| Application | Java 21 · Spring Boot 3 | REST under /api/v1 (port 8081), JWT security, RBAC in services, Flyway migrations, 24+ controllers, OpenAPI + Actuator |
| Data | PostgreSQL + PGVector | Transactional core (JPA/Hibernate), 1536-dim embeddings, JSONB analysis & step payloads, multi-tenant via organization_id |
| Security | Stateless JWT · BCrypt · RBAC | 60-min access token, 7-day refresh, 5 roles × 14 permission constants (ROLE_ + PERM_ authorities) |
| Import parsing | Apache POI + Commons CSV | xlsx/csv up to 50 MB and 200k rows per file |
| AI | OpenAI gpt-4o-mini · text-embedding-3-small | Optional; deterministic rule fallback guarantees a score without keys |
| Campaign engine | Spring @Scheduled | 60 s poll (app.campaign.poll-millis), initial delay 15 s, advances due pending enrollees |
System Architecture

Three clean tiers. The browser talks only to the Spring Boot API; the API owns all rules; PostgreSQL (with PGVector for AI search) is the single source of truth. Every record belongs to an organization (tenant).
Browser (Next.js SPA, port 3000)
│ GET /api/v1/* + Authorization: Bearer <accessToken>
▼
Spring Security filter chain (stateless, CSRF off, /auth|/webhooks public)
│ JwtAuthenticationFilter: signature + expiry + authorities (ROLE_/PERM_)
▼
@RestController → routing + DTO validation (thin controllers)
▼
Service layer → explicit permission checks + domain rules
▼
Spring Data JPA repositories, scoped by organization_id → PostgreSQL
On a 401, the frontend fetch client (lib/api.ts) transparently refreshes and retries once. The 7-step request lifecycle keeps one end-to-end round trip: browser → security → JWT → controller → service → repository → response DTO.
Business Flows
- Import pipeline: UPLOADED → PARSED → MAPPED → VALIDATED → DUPLICATE_REVIEW → CONFIRMED → COMPLETED (or FAILED / CANCELLED). Duplicate detection order: email → LinkedIn URL → company domain → company + contact.
- Lead lifecycle: IMPORTED → NEW → VALIDATED → CONTACTED → REPLIED → QUALIFIED → MEETING → PROPOSAL → NEGOTIATION → WON / LOST (ARCHIVED). Campaign send → CONTACTED; reply → REPLIED; CRM stages sync QUALIFIED / PROPOSAL / NEGOTIATION / WON / LOST back.
- Campaign pump: every 60 s scan ACTIVE campaigns → due pending enrollees (nextStepAt <= now) → send current step (SENT / FAILED / SKIPPED) → step + 1, nextStepAt = now + waitDays·86400. Missing template/email → FAILED; suppressed/empty recipient → SKIPPED.
- Reply processing: webhook / manually created reply → match outbound message → create Reply → suppress sender → CampaignLead REPLIED → Lead REPLIED → (optional) auto-create Opportunity when no open opportunity exists and auto-create flag is enabled.
- AI scoring: LLM configured → gpt-4o-mini strict JSON parse; else rules (valid email +30, website +10, employees +10, industry +10, country +10, tech +10, SEO +10, commerce tech +10) → score 0–100 → persist AiAnalysis (JSONB) → return result.
- CRM stage → lead sync: NEW 10% → — · QUALIFIED 20% → lead QUALIFIED · PROPOSAL_SENT 40% → lead PROPOSAL · NEGOTIATION 60% → lead NEGOTIATION · WON 100% → lead WON · LOST 0% → lead LOST.
Security & Multi-tenancy
- Stateless JWT (60-min access, 7-day refresh), BCrypt (strength 12) password hashing, deactivated users cannot sign in.
- RBAC enforced in services: 5 roles × 14 permission constants. Only the Owner creates/promotes Owner/Admin; no self-deactivation; the last active owner is always protected.
- Every table carries organization_id (BaseOrgEntity) — records are never shared across tenants.
- One error shape everywhere:
{ error, message, timestamp, status }; responses are DTOs, never entities.
Reference — Status Enums
| Enum | Values |
|---|---|
| LeadStatus | IMPORTED · NEW · VALIDATED · CONTACTED · REPLIED · QUALIFIED · MEETING · PROPOSAL · NEGOTIATION · WON · LOST · ARCHIVED |
| EmailStatus | UNKNOWN · VALID · INVALID · RISK · SUPPRESSED · DUPLICATE · BOUNCED · UNSUBSCRIBED |
| CampaignStatus | DRAFT · ACTIVE · PAUSED · COMPLETED |
| CampaignLeadStatus | PENDING · SENT · OPENED · REPLIED · BOUNCED · UNSUBSCRIBED · FAILED · SKIPPED |
| MessageStatus | SENT · DELIVERED · OPENED · CLICKED · BOUNCED · FAILED |
| ImportStatus | UPLOADED · PARSED · MAPPED · VALIDATED · DUPLICATE_REVIEW · CONFIRMED · COMPLETED · FAILED · CANCELLED |
| OpportunityStage | NEW · QUALIFIED · PROPOSAL_SENT · NEGOTIATION · WON · LOST |
| ProposalStatus | DRAFT · SENT · ACCEPTED · REJECTED |
| MeetingStatus | PENDING · CONFIRMED · CANCELLED · DONE |
| SuppressionSource | MANUAL · BOUNCE · COMPLAINT · UNSUBSCRIBE · IMPORT |
| AbmTier | TARGET · KEY · STRATEGIC |
| Role | OWNER · ADMIN · SALES_MANAGER · SALES_USER · VIEWER |
Roles & Permissions
| Role | Granted permissions |
|---|---|
| OWNER | All (incl. USERS_WRITE, ORG_WRITE, promotes admins) |
| ADMIN | All permissions |
| SALES_MANAGER | LEADS_R/W/D · IMPORTS_R/W · COMPANIES_R/W · SEGMENTS_R/W · USERS_READ · ORG_READ |
| SALES_USER | LEADS_R/W · IMPORTS_READ · COMPANIES_READ · SEGMENTS_R/W · USERS_READ |
| VIEWER | LEADS_READ · IMPORTS_READ · COMPANIES_READ · SEGMENTS_READ · USERS_READ · ORG_READ |
Permission constants: LEADS_READ · LEADS_WRITE · LEADS_DELETE · IMPORTS_READ · IMPORTS_WRITE · COMPANIES_READ · COMPANIES_WRITE · SEGMENTS_READ · SEGMENTS_WRITE · USERS_READ · USERS_WRITE · ORG_READ · ORG_WRITE · AUDIO_READ.
Pricing & Billing Model
Usage-aware workspace plans that bundle capacity — leads, AI analyses, enrichment and campaign contacts — rather than purely per-seat licensing. 14-day free trial (no credit card), add-ons available in three tiers for usage spikes (no forced upgrades).
| Plan | USD / INR monthly | USD / INR annual | Highlights |
|---|---|---|---|
| Starter | $49 / ₹3,999 | $39 / ₹39,990 per year | 2 users · 2.5K leads · 250 AI/mo · import + limited enrichment |
| Growth | $149 / ₹11,999 | $119 / ₹119,990 per year | 5 users · 15K leads · full AI outreach + campaigns + CRM + HubSpot sync |
| Professional | $399 / ₹31,999 | $319 / ₹319,990 per year | 15 users · 50K leads · + Salesforce, API access, ABM |
| Enterprise | Custom | Custom | SSO · dedicated tenant · SLA · custom limits |
Billing module is proposed (subscriptions + usage meter + invoices + hard/soft limit enforcement surfacing as QUOTA_EXCEEDED). Prices in INR subject to GST.
| Platform Type | Multi-tenant SaaS — Lead Data, AI Scoring & Sales Engagement |
| Version | 1.0 (V1) |
| License | Subscription SaaS (usage-aware plans) |
| Backend Runtime | Java 21 · Spring Boot 3 (REST under /api/v1, port 8081) |
| Frontend | Next.js 16 App Router · React 19.2.8 · TypeScript ^5 (strict) · Tailwind CSS v4 |
| UI Primitives | shadcn/ui + @base-ui/react · lucide-react · cmdk (⌘K palette) |
| Database | PostgreSQL + PGVector(1536) · Spring Data JPA (Hibernate) · Flyway V1–V6 · JSONB payloads |
| Multi-tenancy | organization_id on every table (BaseOrgEntity ← BaseEntity) |
| Security | Stateless JWT (60-min access, 7-day refresh) · BCrypt · RBAC enforced in services |
| Roles & Permissions | 5 roles × 14 permission constants (ROLE_ + PERM_ authorities) |
| API Reference | 80+ REST endpoints · OpenAPI / Swagger UI · Actuator |
| Import Parsing | Apache POI (xlsx) + Commons CSV · ≤50 MB · ≤200k rows |
| AI | OpenAI gpt-4o-mini (temperature 0.3, strict JSON) · text-embedding-3-small (1536-dim) · rule fallback |
| Campaign Engine | @Scheduled poll (60s, initial delay 15s) · template sequences · wait days |
| Email Delivery | Provider abstraction (SIMULATED default) · webhooks: emails, emails/open, emails/bounce |
| Integrations | HubSpot · Salesforce · SIMULATED (SPI CrmConnector) · one-click sync |
| Error Contract | { error, message, timestamp, status } · 401 auto token-refresh + retry once |
| Runtime | Backend :8081 (SERVER_PORT) · Frontend dev :3000 · Apache httpd :8080 |
| Configuration | DB_PASSWORD · JWT_SECRET (≥32 bytes) · NEXT_PUBLIC_API_URL · ai.* · app.campaign.poll-millis |
| Pricing | Starter $49 · Growth $149 · Professional $399 · Enterprise custom (+ INR local pricing & add-ons) |
Lead Intelligence — Demo Document
View the complete product documentation below.
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