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<h1 class="text-white font-bold text-xl">SimpleCRM</h1> | |
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Team Updates | |
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Proposals | |
<span class="sidebar-badge ml-auto inline-block px-2 text-xs font-medium rounded-full bg-gray-200 text-gray-800">3</span> | |
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Pipeline | |
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Complete Weekly Update | |
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<h2 class="text-lg font-medium text-gray-800">Team Updates</h2> | |
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<input type="text" placeholder="Ask me anything..." class="w-full px-4 py-2 border border-gray-300 rounded-md focus:outline-none focus:ring-2 focus:ring-blue-500 focus:border-transparent"> | |
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<div class="p-3 text-sm text-gray-500">Try: "email syntax for initiative agency" or "last contact with PepsiCo"</div> | |
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<span class="ml-2 text-sm font-medium text-gray-700 hidden md:inline">John Salesman</span> | |
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<!-- Dashboard Summary --> | |
<div class="grid grid-cols-1 md:grid-cols-3 gap-4 mb-6"> | |
<div class="bg-white p-4 rounded-lg shadow-sm border border-gray-200"> | |
<h3 class="text-sm font-medium text-gray-500">Pending Updates</h3> | |
<p class="mt-1 text-2xl font-semibold text-blue-600">3</p> | |
<p class="mt-2 text-xs text-gray-500">From your team</p> | |
</div> | |
<div class="bg-white p-4 rounded-lg shadow-sm border border-gray-200"> | |
<h3 class="text-sm font-medium text-gray-500">Active Deals</h3> | |
<p class="mt-1 text-2xl font-semibold text-green-600">12</p> | |
<p class="mt-2 text-xs text-gray-500">$1.2M potential</p> | |
</div> | |
<div class="bg-white p-4 rounded-lg shadow-sm border border-gray-200"> | |
<h3 class="text-sm font-medium text-gray-500">Overdue Follow-ups</h3> | |
<p class="mt-1 text-2xl font-semibold text-red-600">2</p> | |
<p class="mt-2 text-xs text-gray-500">Needs attention</p> | |
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</div> | |
<!-- Recent Updates --> | |
<div class="bg-white rounded-lg shadow-sm border border-gray-200 mb-6"> | |
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<h3 class="text-sm font-medium text-gray-800">Recent Team Updates</h3> | |
<button id="show-files-btn" class="text-xs font-medium text-blue-600 hover:text-blue-800"> | |
<i class="fas fa-folder-open mr-1"></i> Show Linked Files | |
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<!-- Update Item --> | |
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<img class="h-10 w-10 rounded-full" src="https://images.unsplash.com/photo-1494790108377-be9c29b29330?ixlib=rb-1.2.1&ixid=eyJhcHBfaWQiOjEyMDd9&auto=format&fit=facearea&facepad=2&w=256&h=256&q=80" alt=""> | |
<div class="ml-3 flex-1"> | |
<div class="flex items-center"> | |
<p class="text-sm font-medium text-gray-900">Sarah Dealmaker</p> | |
<span class="ml-auto text-xs text-gray-500">2 hours ago</span> | |
</div> | |
<p class="text-sm text-gray-700 mt-1">Had a meeting with Amazon Prime brand manager at Rufus Initiative today. Presented package, next step is email and revised package for 2Q RFP. Rates must be around $20 CPM.</p> | |
<div class="mt-2 flex space-x-3"> | |
<span class="inline-flex items-center px-2 py-0.5 rounded text-xs font-medium bg-blue-100 text-blue-800">Amazon</span> | |
<span class="inline-flex items-center px-2 py-0.5 rounded text-xs font-medium bg-green-100 text-green-800">Meeting</span> | |
<span class="inline-flex items-center px-2 py-0.5 rounded text-xs font-medium bg-purple-100 text-purple-800">RFP</span> | |
</div> | |
<!-- Linked Files Section (Hidden by default) --> | |
<div id="linked-files-1" class="hidden mt-3 border-t border-gray-200 pt-3"> | |
<p class="text-xs font-medium text-gray-500 mb-2">AUTOMATICALLY FILED DOCUMENTS</p> | |
<div class="grid grid-cols-2 md:grid-cols-3 gap-2"> | |
<div class="border border-gray-200 rounded-md p-2 hover:bg-gray-50 cursor-pointer"> | |
<div class="file-preview bg-gray-100 rounded" style="background-image: url('https://cdn-icons-png.flaticon.com/512/136/136528.png')"></div> | |
<p class="text-xs font-medium text-gray-800 truncate mt-1">Amazon_RFP_2023Q2.docx</p> | |
<div class="flex items-center mt-1"> | |
<img src="https://upload.wikimedia.org/wikipedia/commons/thumb/5/5f/Microsoft_Office_logo_%282019%E2%80%93present%29.svg/1200px-Microsoft_Office_logo_%282019%E2%80%93present%29.svg.png" class="h-3 w-3 mr-1" alt=""> | |
<span class="text-xs text-gray-500">OneDrive</span> | |
</div> | |
</div> | |
<div class="border border-gray-200 rounded-md p-2 hover:bg-gray-50 cursor-pointer"> | |
<div class="file-preview bg-gray-100 rounded" style="background-image: url('https://cdn-icons-png.flaticon.com/512/337/337946.png')"></div> | |
<p class="text-xs font-medium text-gray-800 truncate mt-1">Meeting_Notes_Amazon.pdf</p> | |
<div class="flex items-center mt-1"> | |
<img src="https://upload.wikimedia.org/wikipedia/commons/thumb/a/ab/Google_Drive_icon.svg/1024px-Google_Drive_icon.svg.png" class="h-3 w-3 mr-1" alt=""> | |
<span class="text-xs text-gray-500">Google Drive</span> | |
</div> | |
</div> | |
<div class="border border-gray-200 rounded-md p-2 hover:bg-gray-50 cursor-pointer"> | |
<div class="file-preview bg-gray-100 rounded" style="background-image: url('https://cdn-icons-png.flaticon.com/512/337/337932.png')"></div> | |
<p class="text-xs font-medium text-gray-800 truncate mt-1">Rufus_Initiative_Deck.pptx</p> | |
<div class="flex items-center mt-1"> | |
<img src="https://upload.wikimedia.org/wikipedia/commons/thumb/a/ab/Google_Drive_icon.svg/1024px-Google_Drive_icon.svg.png" class="h-3 w-3 mr-1" alt=""> | |
<span class="text-xs text-gray-500">Google Drive</span> | |
</div> | |
</div> | |
</div> | |
</div> | |
</div> | |
</div> | |
</div> | |
<!-- Update Item --> | |
<div class="p-4"> | |
<div class="flex items-start"> | |
<img class="h-10 w-10 rounded-full" src="https://images.unsplash.com/photo-1519244703995-f4e0f30006d5?ixlib=rb-1.2.1&ixid=eyJhcHBfaWQiOjEyMDd9&auto=format&fit=facearea&facepad=2&w=256&h=256&q=80" alt=""> | |
<div class="ml-3 flex-1"> | |
<div class="flex items-center"> | |
<p class="text-sm font-medium text-gray-900">Mike Closer</p> | |
<span class="ml-auto text-xs text-gray-500">4 hours ago</span> | |
</div> | |
<p class="text-sm text-gray-700 mt-1">Sent final proposal to PepsiCo for their summer campaign. Decision expected by Friday. Budget is $350K, our pricing is competitive at $18 CPM.</p> | |
<div class="mt-2 flex space-x-3"> | |
<span class="inline-flex items-center px-2 py-0.5 rounded text-xs font-medium bg-red-100 text-red-800">PepsiCo</span> | |
<span class="inline-flex items-center px-2 py-0.5 rounded text-xs font-medium bg-yellow-100 text-yellow-800">Proposal</span> | |
</div> | |
<!-- Linked Files Section (Hidden by default) --> | |
<div id="linked-files-2" class="hidden mt-3 border-t border-gray-200 pt-3"> | |
<p class="text-xs font-medium text-gray-500 mb-2">AUTOMATICALLY FILED DOCUMENTS</p> | |
<div class="grid grid-cols-2 md:grid-cols-3 gap-2"> | |
<div class="border border-gray-200 rounded-md p-2 hover:bg-gray-50 cursor-pointer"> | |
<div class="file-preview bg-gray-100 rounded" style="background-image: url('https://cdn-icons-png.flaticon.com/512/136/136528.png')"></div> | |
<p class="text-xs font-medium text-gray-800 truncate mt-1">PepsiCo_Summer_Campaign_Proposal.docx</p> | |
<div class="flex items-center mt-1"> | |
<img src="https://upload.wikimedia.org/wikipedia/commons/thumb/5/5f/Microsoft_Office_logo_%282019%E2%80%93present%29.svg/1200px-Microsoft_Office_logo_%282019%E2%80%93present%29.svg.png" class="h-3 w-3 mr-1" alt=""> | |
<span class="text-xs text-gray-500">OneDrive</span> | |
</div> | |
</div> | |
<div class="border border-gray-200 rounded-md p-2 hover:bg-gray-50 cursor-pointer"> | |
<div class="file-preview bg-gray-100 rounded" style="background-image: url('https://cdn-icons-png.flaticon.com/512/337/337946.png')"></div> | |
<p class="text-xs font-medium text-gray-800 truncate mt-1">PepsiCo_Contract_Terms.pdf</p> | |
<div class="flex items-center mt-1"> | |
<img src="https://upload.wikimedia.org/wikipedia/commons/thumb/a/ab/Google_Drive_icon.svg/1024px-Google_Drive_icon.svg.png" class="h-3 w-3 mr-1" alt=""> | |
<span class="text-xs text-gray-500">Google Drive</span> | |
</div> | |
</div> | |
</div> | |
</div> | |
</div> | |
</div> | |
</div> | |
<!-- Update Item --> | |
<div class="p-4"> | |
<div class="flex items-start"> | |
<img class="h-10 w-10 rounded-full" src="https://images.unsplash.com/photo-1506794778202-cad84cf45f1d?ixlib=rb-1.2.1&ixid=eyJhcHBfaWQiOjEyMDd9&auto=format&fit=facearea&facepad=2&w=256&h=256&q=80" alt=""> | |
<div class="ml-3 flex-1"> | |
<div class="flex items-center"> | |
<p class="text-sm font-medium text-gray-900">John Salesman</p> | |
<span class="ml-auto text-xs text-gray-500">Yesterday</span> | |
</div> | |
<p class="text-sm text-gray-700 mt-1">Followed up with Hyundai on Q2 media plan. They're reviewing with procurement. Shared case studies from our work with Kia.</p> | |
<div class="mt-2 flex space-x-3"> | |
<span class="inline-flex items-center px-2 py-0.5 rounded text-xs font-medium bg-blue-100 text-blue-800">Hyundai</span> | |
<span class="inline-flex items-center px-2 py-0.5 rounded text-xs font-medium bg-indigo-100 text-indigo-800">Follow-up</span> | |
</div> | |
<div class="mt-3 bg-gray-50 p-3 rounded-md text-xs"> | |
<p class="font-medium text-gray-700">SimpleCRM Assistant:</p> | |
<p class="mt-1 text-gray-600">When do you plan to follow up again? Would you like me to set a reminder?</p> | |
<button class="mt-2 text-blue-600 text-xs font-medium">Set reminder</button> | |
</div> | |
<!-- Linked Files Section (Hidden by default) --> | |
<div id="linked-files-3" class="hidden mt-3 border-t border-gray-200 pt-3"> | |
<p class="text-xs font-medium text-gray-500 mb-2">AUTOMATICALLY FILED DOCUMENTS</p> | |
<div class="grid grid-cols-2 md:grid-cols-3 gap-2"> | |
<div class="border border-gray-200 rounded-md p-2 hover:bg-gray-50 cursor-pointer"> | |
<div class="file-preview bg-gray-100 rounded" style="background-image: url('https://cdn-icons-png.flaticon.com/512/136/136528.png')"></div> | |
<p class="text-xs font-medium text-gray-800 truncate mt-1">Hyundai_Q2_Media_Plan.docx</p> | |
<div class="flex items-center mt-1"> | |
<img src="https://upload.wikimedia.org/wikipedia/commons/thumb/5/5f/Microsoft_Office_logo_%282019%E2%80%93present%29.svg/1200px-Microsoft_Office_logo_%282019%E2%80%93present%29.svg.png" class="h-3 w-3 mr-1" alt=""> | |
<span class="text-xs text-gray-500">OneDrive</span> | |
</div> | |
</div> | |
<div class="border border-gray-200 rounded-md p-2 hover:bg-gray-50 cursor-pointer"> | |
<div class="file-preview bg-gray-100 rounded" style="background-image: url('https://cdn-icons-png.flaticon.com/512/337/337946.png')"></div> | |
<p class="text-xs font-medium text-gray-800 truncate mt-1">Kia_Case_Study.pdf</p> | |
<div class="flex items-center mt-1"> | |
<img src="https://upload.wikimedia.org/wikipedia/commons/thumb/a/ab/Google_Drive_icon.svg/1024px-Google_Drive_icon.svg.png" class="h-3 w-3 mr-1" alt=""> | |
<span class="text-xs text-gray-500">Google Drive</span> | |
</div> | |
</div> | |
<div class="border border-gray-200 rounded-md p-2 hover:bg-gray-50 cursor-pointer"> | |
<div class="file-preview bg-gray-100 rounded" style="background-image: url('https://cdn-icons-png.flaticon.com/512/337/337932.png')"></div> | |
<p class="text-xs font-medium text-gray-800 truncate mt-1">Procurement_Checklist.pptx</p> | |
<div class="flex items-center mt-1"> | |
<img src="https://upload.wikimedia.org/wikipedia/commons/thumb/a/ab/Google_Drive_icon.svg/1024px-Google_Drive_icon.svg.png" class="h-3 w-3 mr-1" alt=""> | |
<span class="text-xs text-gray-500">Google Drive</span> | |
</div> | |
</div> | |
<div class="border border-gray-200 rounded-md p-2 hover:bg-gray-50 cursor-pointer"> | |
<div class="file-preview bg-gray-100 rounded" style="background-image: url('https://cdn-icons-png.flaticon.com/512/136/136528.png')"></div> | |
<p class="text-xs font-medium text-gray-800 truncate mt-1">Follow-up_Email_Template.docx</p> | |
<div class="flex items-center mt-1"> | |
<img src="https://upload.wikimedia.org/wikipedia/commons/thumb/5/5f/Microsoft_Office_logo_%282019%E2%80%93present%29.svg/1200px-Microsoft_Office_logo_%282019%E2%80%93present%29.svg.png" class="h-3 w-3 mr-1" alt=""> | |
<span class="text-xs text-gray-500">OneDrive</span> | |
</div> | |
</div> | |
</div> | |
</div> | |
</div> | |
</div> | |
</div> | |
</div> | |
</div> | |
<!-- Team Templates Section --> | |
<div class="bg-white rounded-lg shadow-sm border border-gray-200 mb-6"> | |
<div class="px-4 py-3 border-b border-gray-200"> | |
<h3 class="text-sm font-medium text-gray-800">Team Templates & Formatting Rules</h3> | |
</div> | |
<div class="p-4"> | |
<div class="mb-4"> | |
<h4 class="text-xs font-medium text-gray-500 uppercase tracking-wider mb-2">Document Organization</h4> | |
<div class="space-y-2"> | |
<div class="flex items-start"> | |
<div class="flex-shrink-0 h-5 w-5 text-green-500 mt-0.5"> | |
<i class="fas fa-check-circle"></i> | |
</div> | |
<p class="ml-2 text-sm text-gray-700">All client documents automatically filed under: <span class="font-medium">Clients/[Client Name]/[Year]/[Project Type]</span></p> | |
</div> | |
<div class="flex items-start"> | |
<div class="flex-shrink-0 h-5 w-5 text-green-500 mt-0.5"> | |
<i class="fas fa-check-circle"></i> | |
</div> | |
<p class="ml-2 text-sm text-gray-700">File naming convention: <span class="font-medium">[Client]_[Project]_[YYYYMMDD]_[Version].ext</span></p> | |
</div> | |
</div> | |
</div> | |
<div class="mb-4"> | |
<h4 class="text-xs font-medium text-gray-500 uppercase tracking-wider mb-2">Standard Templates</h4> | |
<div class="grid grid-cols-2 md:grid-cols-4 gap-3"> | |
<div class="border border-gray-200 rounded-md p-3 hover:bg-gray-50 cursor-pointer"> | |
<div class="h-10 w-10 bg-blue-100 rounded-full flex items-center justify-center mx-auto"> | |
<i class="fas fa-file-word text-blue-600"></i> | |
</div> | |
<p class="text-xs font-medium text-gray-800 text-center mt-2">Proposal</p> | |
</div> | |
<div class="border border-gray-200 rounded-md p-3 hover:bg-gray-50 cursor-pointer"> | |
<div class="h-10 w-10 bg-red-100 rounded-full flex items-center justify-center mx-auto"> | |
<i class="fas fa-file-powerpoint text-red-600"></i> | |
</div> | |
<p class="text-xs font-medium text-gray-800 text-center mt-2">Pitch Deck</p> | |
</div> | |
<div class="border border-gray-200 rounded-md p-3 hover:bg-gray-50 cursor-pointer"> | |
<div class="h-10 w-10 bg-green-100 rounded-full flex items-center justify-center mx-auto"> | |
<i class="fas fa-file-excel text-green-600"></i> | |
</div> | |
<p class="text-xs font-medium text-gray-800 text-center mt-2">Media Plan</p> | |
</div> | |
<div class="border border-gray-200 rounded-md p-3 hover:bg-gray-50 cursor-pointer"> | |
<div class="h-10 w-10 bg-purple-100 rounded-full flex items-center justify-center mx-auto"> | |
<i class="fas fa-file-pdf text-purple-600"></i> | |
</div> | |
<p class="text-xs font-medium text-gray-800 text-center mt-2">Case Study</p> | |
</div> | |
</div> | |
</div> | |
<div> | |
<h4 class="text-xs font-medium text-gray-500 uppercase tracking-wider mb-2">Cloud Integrations</h4> | |
<div class="space-y-3"> | |
<div class="flex items-center p-3 bg-gray-50 rounded-md"> | |
<img src="https://upload.wikimedia.org/wikipedia/commons/thumb/a/ab/Google_Drive_icon.svg/1024px-Google_Drive_icon.svg.png" class="h-5 w-5 mr-3" alt=""> | |
<div class="flex-1"> | |
<p class="text-sm font-medium text-gray-800">Google Drive</p> | |
<p class="text-xs text-gray-500">Connected to team folder "Sales - Shared"</p> | |
</div> | |
<button class="text-blue-600 text-xs font-medium">Manage</button> | |
</div> | |
<div class="flex items-center p-3 bg-gray-50 rounded-md"> | |
<img src="https://upload.wikimedia.org/wikipedia/commons/thumb/5/5f/Microsoft_Office_logo_%282019%E2%80%93present%29.svg/1200px-Microsoft_Office_logo_%282019%E2%80%93present%29.svg.png" class="h-5 w-5 mr-3" alt=""> | |
<div class="flex-1"> | |
<p class="text-sm font-medium text-gray-800">Microsoft 365</p> | |
<p class="text-xs text-gray-500">Connected to "Sales Team" SharePoint</p> | |
</div> | |
<button class="text-blue-600 text-xs font-medium">Manage</button> | |
</div> | |
</div> | |
</div> | |
</div> | |
</div> | |
</div> | |
</div> | |
<!-- Chat Input --> | |
<div class="border-t border-gray-200 bg-white p-4"> | |
<div class="max-w-4xl mx-auto"> | |
<div class="relative"> | |
<textarea id="chat-input" rows="2" class="w-full px-4 py-3 border border-gray-300 rounded-lg focus:outline-none focus:ring-2 focus:ring-blue-500 focus:border-transparent resize-none" placeholder="Type your update here... Had a meeting with [company], discussed [topic], next steps are..."></textarea> | |
<div class="absolute bottom-3 right-3 flex space-x-2"> | |
<button id="attach-file-btn" class="p-1 text-gray-400 hover:text-gray-600"> | |
<i class="fas fa-paperclip"></i> | |
</button> | |
<button id="send-btn" class="p-2 bg-blue-600 text-white rounded-full hover:bg-blue-700"> | |
<i class="fas fa-paper-plane"></i> | |
</button> | |
</div> | |
</div> | |
<div id="assistant-prompt" class="mt-2 bg-blue-50 p-3 rounded-md text-sm hidden fade-in"> | |
<p class="text-blue-700">I noticed you mentioned a meeting. Would you like me to:</p> | |
<div class="mt-2 flex space-x-2"> | |
<button class="px-3 py-1 bg-blue-100 text-blue-700 rounded-full text-xs font-medium hover:bg-blue-200">Log meeting notes</button> | |
<button class="px-3 py-1 bg-blue-100 text-blue-700 rounded-full text-xs font-medium hover:bg-blue-200">Set next steps</button> | |
<button class="px-3 py-1 bg-blue-100 text-blue-700 rounded-full text-xs font-medium hover:bg-blue-200">Add to calendar</button> | |
<button class="px-3 py-1 bg-blue-100 text-blue-700 rounded-full text-xs font-medium hover:bg-blue-200">File documents</button> | |
</div> | |
</div> | |
<!-- File Attachment Modal --> | |
<div id="file-modal" class="hidden mt-3 bg-white border border-gray-200 rounded-lg shadow-sm p-4 fade-in"> | |
<div class="flex items-center justify-between mb-3"> | |
<h4 class="text-sm font-medium text-gray-800">Attach Files</h4> | |
<button id="close-file-modal" class="text-gray-400 hover:text-gray-600"> | |
<i class="fas fa-times"></i> | |
</button> | |
</div> | |
<div class="grid grid-cols-2 gap-3 mb-3"> | |
<button class="flex items-center justify-center p-3 border border-gray-200 rounded-md hover:bg-gray-50"> | |
<img src="https://upload.wikimedia.org/wikipedia/commons/thumb/a/ab/Google_Drive_icon.svg/1024px-Google_Drive_icon.svg.png" class="h-5 w-5 mr-2" alt=""> | |
<span class="text-sm">Google Drive</span> | |
</button> | |
<button class="flex items-center justify-center p-3 border border-gray-200 rounded-md hover:bg-gray-50"> | |
<img src="https://upload.wikimedia.org/wikipedia/commons/thumb/5/5f/Microsoft_Office_logo_%282019%E2%80%93present%29.svg/1200px-Microsoft_Office_logo_%282019%E2%80%93present%29.svg.png" class="h-5 w-5 mr-2" alt=""> | |
<span class="text-sm">OneDrive</span> | |
</button> | |
</div> | |
<div class="border-t border-gray-200 pt-3"> | |
<label class="block text-sm font-medium text-gray-700 mb-1">Or upload from device</label> | |
<div class="mt-1 flex justify-center px-6 pt-5 pb-6 border-2 border-gray-300 border-dashed rounded-md"> | |
<div class="space-y-1 text-center"> | |
<div class="flex text-sm text-gray-600"> | |
<label class="relative cursor-pointer bg-white rounded-md font-medium text-blue-600 hover:text-blue-500 focus-within:outline-none"> | |
<span>Upload a file</span> | |
<input type="file" class="sr-only"> | |
</label> | |
<p class="pl-1">or drag and drop</p> | |
</div> | |
<p class="text-xs text-gray-500">PDF, DOCX, PPTX up to 10MB</p> | |
</div> | |
</div> | |
</div> | |
</div> | |
</div> | |
</div> | |
</div> | |
</div> | |
<script> | |
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