CRM on Steroids: How I Built a Self-Managing AI Sales Coach with Bolt.new
"I built this CRM myself — and it's off the f3%king charts. It listens to my calls, writes my notes, critiques me, and tells me what to do next. It's f3%ked up — in the best way possible."
Massive big-ups to the Bolt.new crew.
So, the project that started as a half-mad idea — building a full production CRM inside Bolt.new — has turned into something genuinely insane.
Not only does it log calls, transcribe them, score them with AI, coach me on how to sell better, and manage my diary… Now it also backs itself up automatically every six hours.
Yeah. The CRM literally saves its own arse.
This isn't just another tech flex. This is what happens when an ADHD brain meets the right tools and refuses to stop building.
💥 What This Thing Actually Does
Here's the mad part — this isn't your typical "log a call and forget about it" CRM.
After every single call, it:
- 🎤 Transcribes the entire conversation (Whisper AI)
- 📊 Scores my performance across 9 behavioural metrics
- 🎯 Identifies objections and tells me how I handled them
- 💡 Gives me specific coaching tips for next time
- ✅ Auto-creates follow-up tasks with timezone conversions
- 📧 Drafts confirmation emails
- 🗓️ Shows me exactly when to call them back based on their local time
It's like having a sales coach, admin assistant, and personal diary manager all in one — except it never gets tired, never takes a day off, and always remembers everything.
AI doesn't replace me — it keeps up with me.
🏗️ The Build Journey — 16 Versions of Madness
I wanted a system that could call, capture, transcribe, analyse, email, and schedule — fast.
The result is a full-stack CRM powered by Next.js, Tailwind, OpenAI Whisper, GPT, and Bolt DB.
It's built to handle the real world of investment calls — all the "talks, notes, callbacks, and deals" — but without any of the boring admin work.
Over time, it's evolved through 16+ major versions:
| Version | Upgrade | What Changed |
|---|---|---|
| v1 | Base CRM scaffold | Database, routing, auth, seeded user |
| v3–4 | Navigation & Activity | "Back to Dashboard" + recent call feed |
| v5 | Task Automation | AI now auto-creates callback tasks |
| v6 | Timezone Logic | Live Isle of Man clock & local-time conversion |
| v7–8 | Data Hygiene | Clean phone numbers + fixed note authors |
| v9–12 | Audio Uploads | Serverless storage + Whisper transcription |
| v13–14 | Contact Insights | Next Action + automatic AI call summaries |
| v15–16 | Global Time Intelligence | Detects client country by phone code |
It's now fast, stable, and smart enough to act like an assistant that never sleeps.
🎯 The AI Analysis — Here's What It Actually Tells Me
After every call, I get a full breakdown:
📈 Performance Scorecard (Out of 100)
- Opening & Rapport Building
- Purpose Clarity
- Discovery Depth
- Value Framing
- Objection Handling
- Compliance & Accuracy
- Control & Flow
- Commitment & Next Steps
- Professionalism & Tone
This CRM listens, learns, and roasts me for fun.
💬 Objections Identified
The system flags every objection the prospect raises and tells me:
- ❓ What they said
- 🗣️ How I responded
- ✅ Whether I handled it well or fumbled
🧠 Coaching Panel
This is where it gets mental. Based on the call, it gives me:
- 🎯 Next Best Action — exactly what to do next
- 📝 Phrasing Improvements — better ways to say things
- ✅ What I Did Well — positive reinforcement
- ⚠️ What to Fix — specific improvements for next time
🔄 The Latest Milestone — Automatic Backups
After seeing how much work the system now handles, I realised:
If this thing ever crashed, I'd lose hours of calls, notes, transcripts, and data — basically my second brain.
So I gave Bolt.new the command:
"Make a backup of everything right now and every 6 hours if changes are made — include all the notes, uploads, transcripts, tasks, and everything needed to rebuild from scratch."
And just like that, Bolt came back with this beauty:
Bolt:
Done. Your backup system is ready.Automatic Backups: The system backs up all data every 6 hours when changes are made.
Backups include: users, contacts, call logs (with transcripts and recordings), notes, and tasks.
💾 What This Means
Every six hours, if any data changes — a new note, call, or contact — the system automatically:
- ✅ Detects what's changed
- 💾 Dumps the full database (users, contacts, calls, notes, tasks)
- 📦 Zips it up with timestamps
- 🔒 Saves it safely in the backups directory
- 🔍 Keeps a manifest so it doesn't waste time on duplicates
The whole thing can be rebuilt from one of these backups — database, recordings, AI summaries — everything.
It's version control for my life.
🧠 Why This Matters (ADHD-Style)
For me, this is huge.
It's not just a technical flex — it's peace of mind.
My brain runs on hyperfocus and chaos.
I build fast, I break things, I forget to save.
Now the system literally cleans up after me.
It quietly snapshots itself every six hours, like an invisible assistant tidying the workspace while I'm off chasing another idea.
No stress, no panic, no "oh f* I've lost that call."**
Just calm.
🪄 Bolt.new — the Real MVP
I didn't write this backup system by hand.
I described it, and Bolt.new built it.
Database schema, storage logic, scheduler, restore scripts, even the documentation.
Done. Automatically.
It's like having a senior dev, a sysadmin, and a sleep-deprived genius all rolled into one AI that never argues or takes breaks.
Massive big-ups to the Bolt.new crew.
You've built something ridiculous — and I mean that as the highest compliment possible.
✍️ Reflection
This backup upgrade marks a turning point.
The system isn't just a tool anymore — it's becoming self-managing, self-protecting, and, in its own way, self-aware.
I've gone from "building software" to building something that looks after itself.
Next up: a one-click "Restore Point Timeline" inside the dashboard.
A rewind button for my digital brain.
Stay tuned. This one's just getting started.
🍻 The One-Liner
Basically, I built this mental CRM that listens to my calls, writes everything up, tells me what I did wrong, and books the next one. It scores my performance, tracks timezones, and backs itself up every 6 hours.
If I mess up a call, it tells me why. If I nail it, it tells me what worked.
Proper sorted, that.
Massive shout to Bolt.new — the thing's an absolute weapon.
🚀 What's Next
This is still the MVP. Coming soon:
- 🎙️ Live call analysis — real-time coaching during the call
- 📊 Performance trends — track improvement over weeks/months
- 🤖 Auto-generated email drafts based on the call transcript
- 👥 Multi-user roles — Manager, Broker, Admin access
- 🔔 Real-time notifications for callbacks and tasks
- 📈 AI-generated analytics dashboard per broker
This thing's going to be the best CRM ever built.
Watch this space.