Skip to content

Repository files navigation

NEXUS Sales Automation

AI-assisted B2B sales automation for lead discovery, lead enrichment, personalized outreach, CRM synchronization, follow-ups, and social content workflows.

Python Flask AI CRM

NEXUS is a Python sales automation workspace for B2B prospecting and outreach. It combines lead discovery, enrichment, ICP scoring, AI-assisted email personalization, HubSpot synchronization, follow-up scheduling, and social publishing behind a single master runner and a local Flask dashboard.

Features

Capability Purpose
Lead discovery Collect prospects from supported public sources and startup ecosystems
Lead enrichment Normalize prospect fields and enrich contact information
ICP scoring Rank prospects against configurable ideal-customer criteria
AI personalization Generate prospect-specific outreach using an LLM provider
CRM sync Push qualified contacts and enrichment fields into HubSpot
Email outreach Send initial outreach through SMTP
Follow-up automation Manage scheduled follow-up touches
Social automation Generate and publish LinkedIn/Facebook content
Dashboard Inspect leads, KPIs, configuration, execution status, calendar data, and logs
Dry-run mode Preview automation without sending outreach or publishing posts

Architecture

                         ┌─────────────────────┐
                         │      run.py         │
                         │    Master Runner    │
                         └──────────┬──────────┘
                                    │
          ┌─────────────────────────┼─────────────────────────┐
          │                         │                         │
          ▼                         ▼                         ▼
 ┌─────────────────┐      ┌──────────────────┐      ┌──────────────────┐
 │ Lead Discovery  │      │ Outreach Pipeline│      │ Social / Followup│
 │ lead_scraper.py │      │    pipeline.py   │      │      engines      │
 └────────┬────────┘      └─────────┬────────┘      └────────┬─────────┘
          │                         │                        │
          ▼                         ▼                        ▼
   data/leads.csv          AI + HubSpot + SMTP      calendar / tracker
          │                         │                        │
          └─────────────────────────┼────────────────────────┘
                                    ▼
                         ┌─────────────────────┐
                         │    Flask Dashboard  │
                         │       app.py        │
                         └─────────────────────┘

Project structure

.
├── app.py
├── run.py
├── engine/
│   ├── followup_engine.py
│   ├── lead_scraper.py
│   ├── pipeline.py
│   └── social_manager.py
├── templates/
│   └── index.html
├── data/
│   └── leads.csv
├── NEXUS_SYSTEM_GUIDE.md
├── requirements.txt
├── pyproject.toml
└── README.md

Runtime-generated files such as logs, calendars, trackers, and reports should remain local and are excluded from version control.

Quick start

1. Create a virtual environment

python3 -m venv .venv
source .venv/bin/activate
python -m pip install --upgrade pip
pip install -r requirements.txt

2. Configure environment variables

Create a local .env from the example template:

cp .env.example .env

Never commit real API keys, passwords, access tokens, or SMTP credentials.

3. Validate configuration

Run a safe preview before any external action:

python3 run.py --dry-run

4. Start the dashboard

python3 app.py

Open the local Flask dashboard in your browser.

Automation commands

# Full workflow
python3 run.py

# Individual stages
python3 run.py --scrape-only
python3 run.py --pipeline-only
python3 run.py --social-only
python3 run.py --followup-only

# Social setup
python3 run.py --generate
python3 run.py --clutch
python3 run.py --schedule

# Safe preview
python3 run.py --dry-run

Before using commands that send email, update CRM records, or publish social content, verify credentials, recipients, rate limits, and campaign content.

Environment configuration

The system uses environment variables for integration settings. The exact variables are documented in .env.example.

Typical integrations include:

  • Anthropic API for AI-assisted generation
  • HubSpot API for CRM synchronization
  • SMTP/Gmail for email delivery
  • Hunter.io for email enrichment
  • LinkedIn and Facebook APIs for social publishing
  • Product Hunt and startup/public-source discovery

Security model

This repository is intended to keep credentials out of source control and avoid exposing them through the dashboard.

Security controls include:

  • .env exclusion through .gitignore
  • masked sensitive configuration values in the dashboard
  • dry-run support for operational testing
  • explicit integration configuration
  • exception handling around external API calls

Treat generated prospect and outreach data as business data. Apply appropriate access controls, retention practices, consent requirements, and provider terms before production use.

Operational safeguards

Sales automation can create external side effects. A production deployment should additionally establish:

  • sending limits and rate limits
  • suppression / unsubscribe handling
  • duplicate-lead protection
  • campaign approval before publishing
  • audit trails for externally visible actions
  • retry and idempotency controls
  • secrets management outside developer workstations
  • monitoring and alerting
  • backup and recovery procedures

Responsible AI usage

AI-generated outreach should be reviewed before production use. The model should assist with personalization rather than inventing customer facts, guarantees, testimonials, or claims.

For AI-assisted sales workflows:

  1. Ground personalization in verified lead data.
  2. Do not fabricate company details or customer relationships.
  3. Review generated content before sending.
  4. Keep sensitive data out of prompts unless explicitly required and appropriately protected.
  5. Maintain provider-specific policies and limits.
  6. Record important failures and corrections.

Documentation

Search topics

sales automation, B2B sales automation, AI sales automation, lead generation, lead scraping, lead enrichment, sales outreach, cold email automation, AI email personalization, CRM automation, HubSpot integration, follow-up automation, social media automation, Python sales tools, Flask sales dashboard, startup lead generation, AI-assisted sales, sales pipeline automation.

License

See LICENSE for the applicable licensing terms.


NEXUS Sales Automation is maintained by Acadify Solution as an evolving automation project. Evaluate integrations, compliance requirements, deliverability, and provider policies before production deployment.

About

Automated B2B outreach suite for lead scraping, Claude-powered email personalization, HubSpot CRM sync, and social media posting.

Topics

Resources

Contributing

Security policy

Stars

0 stars

Watchers

0 watching

Forks

Contributors

Languages