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SoftwareConcept

FlowDesk CRM

Customer Relationship Management

FlowDesk CRM

Project Overview

FlowDesk is a representative CRM concept showing how we structure lead, pipeline and follow-up management with AI-assisted prioritisation.

Business Problem

Growing teams lose track of leads across inboxes and chats, with no clear view of what to act on next.

Existing Workflow

Leads scattered across email, WhatsApp and spreadsheets with manual follow-up.

Challenges

  • Scattered lead data
  • No pipeline visibility
  • Manual follow-up
  • Weak reporting

Our Solution

A unified pipeline with AI that ranks leads by likelihood to convert and nudges timely follow-ups.

Key Features

Unified lead inbox
Visual pipeline stages
AI lead prioritisation
Automated follow-up reminders
Reporting dashboard

UI / Screenshots

Pipeline View
Pipeline View
Lead Detail
Lead Detail

UI / UX

Dense but calm data views optimised for sales teams moving fast.

Technology

ReactNode.jsAI ranking

AI Integration

AI scores and prioritises leads and drafts follow-up messaging.

Development Process

Concept → data model → pipeline UX → AI layer.

Outcome

A blueprint for a modern, AI-assisted CRM.

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