Flowdesk
Flowdesk is a modern CRM platform designed to organize the daily workflow of sales teams. It combines lead pipeline management, project workspaces, manager performance tracking, internal communication, and telephony. Team leaders can instantly review conversion rates, scheduled calls, revenue, team availability, and monthly target progress, while sales representatives can manage leads through a clear Kanban workflow without losing conversation context.
Challenge
Fragmented lead management: customer data, calls, projects, and messages are often spread across separate tools. Limited sales visibility: it is difficult to quickly assess pipeline health, conversion, manager workload, and team performance. Lost customer context: agreements and follow-ups can remain in chats, phone systems, or personal notes. Complex team oversight: leaders need a fast overview of employee availability, assigned leads, and individual results. Inefficient communication: without a shared communication environment, teams spend more time coordinating work.
Solution
Unified sales workspace: bring dashboards, projects, leads, team management, messages, and telephony into one CRM platform. Visual lead pipeline: provide a Kanban-style workflow with New, In Progress, and Proposal stages for clearer sales management. Real-time analytics: deliver key KPIs through a dashboard covering new leads, conversion, calls, revenue, and goal progress. Team performance management: show manager profiles, availability, active lead counts, and individual conversion metrics. Built-in communications: support team chat and telephony with line monitoring, operator availability, and answered or missed call statistics.
Tech Stack
Backend
.Net Core
С#
Websoket
REST APIFrontend
React
TypeScript
Redux ToolkitDatabase
EF Core
PostgreSQLTools
Git
Docker
CI/CD
