Project Overview
BizFlow CRM is a custom sales management platform for a B2B company. It consolidates leads, contacts, deals, and tasks in one place — with automated pipelines and real-time dashboards.
Challenge & Solution
Replacing spreadsheets with a scalable CRM required role-based access and integrations. We built a MERN stack app with MongoDB for flexibility, React for rich dashboards, and REST API for future integrations.
Key Features
- Lead & contact management
- Sales pipeline & deal stages
- Task & activity tracking
- Custom reports & dashboards
- Role-based permissions
- Email integration