LeadFlow CRM
A concept sales CRM — a Kanban pipeline, lead tracking, task follow-ups and revenue reporting in one workspace, built for small sales teams outgrowing spreadsheets.
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Concept Project
Timeline
6–8 Weeks (typical)
Services
The Challenge
Small sales teams typically start in a spreadsheet: one tab of leads, another of deals, updated manually and out of sync the moment more than one person touches it. Nobody has a single, current view of the pipeline.
Follow-ups get missed because there's no reminder system tied to the deal itself, and reporting on monthly performance means someone manually totalling rows before a Monday meeting.
Key Pain Points
Pipeline scattered across spreadsheets, no single source of truth
Follow-ups tracked manually and easy to miss
No visibility into which lead sources actually convert
Manual, after-the-fact reporting instead of a live dashboard
Our Approach
We built LeadFlow around the shape sales teams already think in — a pipeline, not a spreadsheet. Deals move through six stages (New, Contacted, Proposal, Negotiation, Won, Lost) as draggable cards, so the board itself is always the current state of the business.
Everything a rep needs day-to-day — tasks, communication history, templates — lives next to the deal it belongs to, instead of in a separate tool.
Strategic Steps
Six-stage Kanban pipeline with drag-and-drop deal cards
Per-stage deal value and win-probability shown at a glance
Tasks and follow-ups attached directly to each lead
Dashboard aggregates lead source, conversion rate and revenue trend automatically
The Solution
The result is a single workspace covering the full sales cycle: Leads, Contacts & Accounts, a Kanban Sales Pipeline, Tasks & Follow-ups, a Communication Log, and Email/WhatsApp Templates for repeatable outreach.
On top of that sits Automations for repetitive follow-up work, and a Reports & Analytics view with a live revenue trend, pipeline funnel and lead-source breakdown — so a manager sees where the month stands without asking anyone to compile it.
Key Features Delivered
Six-stage drag-and-drop sales pipeline with weighted deal values
Dashboard: leads by source, stage-to-stage funnel, revenue trend
Tasks & Follow-ups, Communication Log and reusable message templates
Team & user management with role-based access, plus a monthly target tracker
Explore Every Screen
The Results
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