LeadFlow CRM screenshot

Dashboard / Sales / CRM

LeadFlow CRM

A Lightweight CRM Dashboard for Small Sales Teams

Case Study Copy

A Lightweight CRM Dashboard for Small Sales Teams

For many small sales teams, the issue is not a lack of leads but a lack of system for tracking them. Leads arrive from Facebook, websites, referrals, Zalo, email, or events, then get scattered across inboxes, spreadsheets, and personal notes. Without a clear pipeline, follow-ups are forgotten, warm opportunities cool down, and business owners cannot see where potential revenue sits.

LeadFlow CRM was built as a mini CRM for small teams that need more disciplined sales management. The dashboard shows lead volume, pipeline status, potential revenue, and upcoming tasks. The kanban pipeline makes each lead stage visible, while lead detail pages store notes, activity, and follow-up timing.

The design does not try to become an enterprise CRM. It focuses on practical SMB needs: easy lead entry, clear pipeline visibility, simple reminders, and daily action. It fits agencies, small sales teams, consulting businesses, real estate brokers, and B2B service providers.

Key Screens

Designed around the decisions users actually make.

DashboardPipelineLead detailReportsTasksSettings

Live preview

Rendered from the HTML demo so the UI stays sharp on large screens.

Open full demoopen_in_new

Best Fit

Who this direction is for

Agencies
Small sales teams
Consulting businesses
B2B services

Lead Magnet

Use this demo as the starting point for your next website or app.

Download the design file by email, or send the brief to Mikel LTD for a similar build tailored to your business.