A local-first productivity tool for Azure solution engineers and technical sellers. Unified customer views, call notes, revenue trends, milestones, and partner tracking - all in one place, running on your machine.
Download Sales Buddy Installer (Windows)
The MSI installer handles everything: prerequisites (Git, Python, Azure CLI, Node.js), repo clone, environment setup, scheduled tasks, and server startup. Just run it.
- Unified Customer View - notes, engagements, milestones, opportunities, revenue, and partners on one page
- Call Notes - rich text editor with topic/seller/customer tagging, templates, and meeting import
- Revenue Analyzer - CSV import, trend charts, growth alerts, seller/customer/product drill-downs
- Milestone Tracker - visual board with MSX sync, task management, and AI matching from call notes
- AI Assistant - auto-suggest topics, match milestones, analyze calls, generate Connect summaries (Azure OpenAI)
- WorkIQ Integration - import Teams meeting summaries directly into notes
- Partner Management - directory with contacts, specialties, and real-time sharing between instances
- Connect Export - structured self-eval summaries over date ranges with per-customer breakdowns
- Global Search - full-text across notes, customers, sellers, topics, and territories
- Analytics Dashboard - activity heatmap, engagement trends, top topics and customers
- Automatic Updates -
update.batpulls latest code, migrates the database, and restarts - Daily Backups - automatic OneDrive backup with daily/weekly/monthly retention
If you installed via the MSI, skip to First Run.
git clone https://github.com/rablaine/SalesBuddy.git C:\prod\SalesBuddy
cd C:\prod\SalesBuddy
start.batThe launcher checks for prerequisites, offers to install anything missing via winget, creates the venv, and starts the server on http://localhost:5151.
Full manual setup
git clone https://github.com/rablaine/SalesBuddy.git
cd SalesBuddy
python -m venv venv
.\venv\Scripts\Activate.ps1
pip install -r requirements.txt
copy .env.example .env
# Add a secret key to .env:
python -c "import secrets; print(secrets.token_hex(32))"
flask runVisit http://localhost:5151. The database creates itself on first run.
A setup wizard walks you through:
- Welcome - overview and theme selection
- Azure login - authenticate for MSX integration
- Import Accounts - pull customer accounts from MSX
- Import Milestones - sync milestone data from MSX
- Import Revenue - upload an ACR CSV for the Revenue Analyzer
All steps are optional and can be re-run from the Admin Panel.
AI is powered by Azure OpenAI through a shared APIM gateway. No Azure OpenAI resource or env vars needed.
Requirements: Azure CLI + Microsoft corp account (@microsoft.com)
The setup wizard handles authentication. AI features work automatically for any Microsoft corporate account.
Import Teams meeting summaries into notes via WorkIQ.
Requirements: Node.js 18+ (installed automatically by the launcher) and a Microsoft 365 Copilot license.
Two modes: Import from Meeting (summary only) and Auto-fill (summary + AI topic/milestone matching). The summary prompt is customizable globally or per-meeting.
Double-click update.bat. It backs up the database, pulls latest code, installs new dependencies, runs migrations, and restarts. If anything fails, it rolls back automatically.
Automatic daily backups to OneDrive with retention rotation (7 daily, 4 weekly, 3 monthly).
.\scripts\backup.ps1 -Setup # Configure OneDrive path + daily schedule
.\scripts\backup.ps1 -Status # Show backup status
.\scripts\backup.ps1 # Backup nowOr use the Admin Panel for one-click backups.
| File | Purpose |
|---|---|
start.bat |
Launch the server (auto-setup on first run) |
stop.bat |
Stop the server |
update.bat |
Pull updates, migrate, restart |
backup.bat |
Run a backup or configure automatic backups |
restore.bat |
Interactive restore from a backup |
uninstall.bat |
Remove scheduled tasks and stop server |
| Task | Trigger | Purpose |
|---|---|---|
SalesBuddy-AutoStart |
At login | Start the server automatically |
SalesBuddy-DailyBackup |
Daily 11:00 AM | Back up database to OneDrive |
Remove with uninstall.bat or scripts\uninstall.ps1.
If you want to build the installer from source:
# Prerequisites: .NET SDK 8.0+ and WiX v4
dotnet tool install -g wix
cd installer
.\build.ps1
# Output: installer\output\SalesBuddy.msiSee installer/README.md for details.
pytest
pytest --cov=app tests/ # with coverage| Guide | Description |
|---|---|
| MSX Integration | Account imports, milestone sync, API details |
| WorkIQ Integration | Meeting import setup and customization |
| Connect Features | Self-eval export and impact signals |
| App Insights | Telemetry details and opt-out |
| MSX Account Team Roles | Role definitions for account teams |
Anonymous, aggregated feature usage data is sent to Application Insights. No personal data, customer names, or IP addresses are collected. See App Insights for details.
Opt out: Add SALESBUDDY_TELEMETRY_OPT_OUT=true to .env and restart.
The SQLite database is not encrypted at the application level. Encryption at rest is provided by BitLocker on your managed device. Must run on a Microsoft-managed, BitLocker-encrypted device. Do not copy the database to unmanaged or unencrypted storage.
MSI install: Use Add/Remove Programs in Windows Settings. Your database is preserved to %TEMP%.
Manual install: Run uninstall.bat to remove scheduled tasks, then delete the app folder. OneDrive backups are preserved.
MIT - see LICENSE for details.
Built by Alex Blaine (@rablaine).
Thanks to Ben Magazino (@SurfEzBum) for testing, feedback, and helping shape the final product.
For questions or suggestions, please open an issue on GitHub.