WorkFlowDesk CRM
FlowDesk CRM
A session-local CRM for a fictional service business: overview, lead records, a stage board, and follow-ups.
/demo/flowdesk
FlowDesk
Overview
Leads
Pipeline
Tasks
Overview
Open leads
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Pipeline
—
Tasks due
—
Won
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Hypothetical brief
A hypothetical small business tracks prospects across spreadsheets and needs a single view of leads and follow-ups.
Product approach
Organize the workflow around lead stages, practical follow-up tasks, and a concise overview calculated from the demo records.
Main features
Overview
Sample totals update when leads and tasks change. A last-month view stays a fixed snapshot.
Leads
Search, filter, add, edit, restage, and delete records. Deletion asks for confirmation.
Pipeline
Six stages show the same leads. Movement uses a keyboard-friendly control.
Tasks
Follow-ups can be added, completed, and filtered by today, upcoming, or done.
Selected screens
FlowDesk
Overview
Leads
Pipeline
Tasks
Overview
Open leads
—
Pipeline
—
Tasks due
—
Won
—
Overview
A short set of figures, the stage mix, and the next follow-ups.
FlowDesk
Overview
Leads
Pipeline
Tasks
Leads
Leads
A working list with search, filters, and a validated add form.
FlowDesk
Overview
Leads
Pipeline
Tasks
Pipeline
New
Qualified
Proposal
Pipeline
The same records, grouped by stage.
Technology notes
Browser-local demo. There is no authentication, multi-user sync, or live analytics.
- SaaS interface
- Lead workflow
- Dashboard