Desktop · 1/4

Pipeline dashboard — Deal stages, forecast and today's actions in one view.

SaaS Platform · PROJECT #011

SalesFlow CRM

Pipeline CRM with AI lead scoring and follow-up drafting

SalesFlow is a focused CRM for small sales teams. Deals move across a visual pipeline, every conversation is logged in one place, and the AI layer proposes the next action rather than replacing the salesperson.

Starting from

$2,900

6 pages · Clickable prototype in 2 weeks, first production release 8–12 weeks

See price breakup

Project overview

What it does

Tracks deals from first contact to close and prompts the next best action.

Target customers

Sales teams of 2–50 people who have outgrown spreadsheets.

Problem solved

Deals stall silently because follow-ups live in individual inboxes and memory.

Value proposition

A shared pipeline where nothing quietly goes cold.

Business model

Per-seat monthly subscription with usage-based AI credits.

Suitable for

Small sales teams, Agencies, B2B service businesses

Page structure

Marketing

Homepage
Features
Pricing
Solutions
Industries
Integrations
Customers
Contact

Accounts

Login
Signup
Forgot password
Invite team
Profile
Settings
Billing
Notifications

Product

Pipeline board
Deal detail
Contacts
Activities
Reports
Forecast
Admin dashboard
API keys

Support

Documentation
Knowledge base
Changelog
Status
Privacy
Terms
404

AI automation & workflows

Lead scoring

Trigger

A new lead enters the pipeline

AI processing

Firmographic and behavioural signals are combined into a score

Business logic

Scores are explained with contributing factors, not a black box

Action

High-scoring leads are surfaced at the top of the rep's day

Result

Reps spend their hours on deals that can actually close

Follow-up drafting

Trigger

A deal has had no activity for a set period

AI processing

The conversation history is summarised into a suggested message

Business logic

Nothing sends automatically; the rep edits and approves

Action

The draft waits in the rep's task list

Result

Consistent follow-up without robotic outreach

Call summarisation

Trigger

A call recording or note is uploaded

AI processing

Key points, objections and commitments are extracted

Business logic

Extracted commitments become suggested tasks for confirmation

Action

The deal timeline updates with a structured summary

Result

Accurate records without post-call admin

Technical implementation

Frontend

React
TypeScript
Component library
Data tables and charts
Optimistic UI updates

Backend & data

Server functions and REST endpoints
PostgreSQL
Row-level security
Background queues
Caching layer
Full-text search

Identity

Email and OAuth sign-in
Multi-factor authentication
Role-based permissions
Team and workspace scoping

AI layer

LLM gateway
Retrieval over your own records
Vector index
Prompt and output logging
Human review step

Commerce

Subscriptions and seats
Metered usage
Invoices and dunning

Operations

CI/CD
Structured logging
Error tracking
Audit trail
Automated backups
API documentation

SEO, GEO & AEO

Technical SEO

Semantic HTML with one H1 per page and a logical heading order
Unique title, meta description and canonical URL on every page
Open Graph and Twitter card tags sized for link previews
XML sitemap plus a robots file that allows the public sections
Breadcrumbs and descriptive internal linking between related pages
Image optimisation, lazy loading and modern formats (WebP/AVIF)
Mobile-first layout and Core Web Vitals budgets for each template
Redirect map and handled 404 pages to avoid duplicate or dead URLs
SoftwareApplication schema and dedicated feature and integration pages

GEO — generative engines

Clear entity definition: who the business is, what it sells, where it operates
Structured data so machines can read services, pricing and contact details
First-party facts stated on-page instead of only in images
Topic clusters that cover a subject fully rather than one thin page
Consistent name, address and contact details across every listing
Named authors and sources for any claim that needs backing
Plain statements of what the product does, its limits and its pricing

AEO — answer engines

Question-shaped headings that match how people actually ask
A short direct answer block under each question before the detail
FAQ sections drawn from real sales and support questions
How-to and step-by-step formats for process-led topics
Comparison and alternatives pages written without overstating claims
Glossary entries defining the terms used across the site
'Best CRM for a small team' style comparison pages written honestly

These practices improve discoverability; no ranking or AI-search inclusion is guaranteed.

Content, social & authority

Content & topical authority

Feature pages
Integration pages
Industry pages
Comparison and alternatives
Sales playbooks
Documentation
Knowledge base

Social channels

LinkedIn: Product updates, founder posts and pipeline building
X: Changelog notes, launches and support signals
YouTube: Feature walkthroughs and onboarding tutorials
Reddit: Honest participation in the communities your buyers use
Discord / Slack: Customer community, feedback and early-access programmes
Telegram: Optional alert delivery for customers who prefer it

Ethical backlinks & authority

Verified business listings and consistent local citations
Digital PR and commentary pitched to relevant publications
Partner and supplier pages that earn genuine reciprocal links
Guest contributions on industry sites with real editorial value
Case studies distributed to communities where the audience already is
Original data or survey write-ups that others can cite

Analytics & security

Analytics & BI

Traffic and acquisition by channel, campaign and landing page
Conversion tracking on every enquiry, booking and signup
Funnel drop-off reporting from first visit to completed lead
Search performance: queries, impressions, clicks and positions
Error and uptime monitoring with alerting
Activation and time-to-first-deal
Feature usage
Seat expansion and churn
AI suggestion acceptance rate

Security & compliance

Hashed credentials, secure sessions and optional multi-factor sign-in
Role-based access control checked on the server, never in the browser
Input and output validation on every form and API route
Protection against SQL injection, XSS and CSRF
Rate limiting and abuse prevention on public endpoints
Encrypted data in transit and at rest, with managed secrets
Audit logs, retention rules and tested backups
Cookie consent, privacy notices and accessibility checks
Per-workspace data isolation and exportable audit logs

Price breakup

Product design system

Reusable components, tables, charts and states

$420

Core application

Pipeline, deals, contacts and activity timeline

$980

Accounts and permissions

Teams, roles, invitations and audit logging

$340

AI layer

Scoring, drafting and summarisation with review steps

$460

Billing and subscriptions

Plans, seats, metered usage and invoices

$300

Marketing site and search

Public pages, schema, docs and speed pass

$400