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Customer Relationship Management — LeadFlow CRM
SaaS & Productivity

Customer Relationship Management — LeadFlow CRM

Pipeline automation, lead scoring, and revenue forecasting in one CRM.

Client / OrganizationNorthPeak Solutions
Development Duration10 Weeks
Primary Metric34% Higher Lead-to-Close Rate
Delivery StandardEnterprise Ready

Executive Overview

A CRM built around how deals actually move: configurable stages with entry criteria, inbound lead capture from web forms and WhatsApp, rule-based scoring, quotes and approvals, and a forecast view managers can trust. Reps get call logs, follow-up reminders, and mailbox sync; leadership gets conversion and velocity analytics.

Measurable Impact & Metrics

34% Higher Lead-to-Close Rate
2.1x Follow-Up Speed
$8M Pipeline Tracked

Key Architectural Features

Configurable pipelines with stage entry/exit rules
Lead capture from web forms, email & WhatsApp
Rule-based lead scoring & round-robin assignment
Quotes, approvals, contracts & e-signature flow
Forecasting, funnel and rep performance analytics

Technology Stack

Next.jsNode.jsPostgreSQLPrismaRedisSendGrid

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