Sales Intelligence Platform

Every lead. Every action.
One system.

LeadFlow is the complete CRM built for high-velocity sales teams. Manage leads, automate follow-ups, track campaigns, and close more — without the complexity.

No credit card required · Set up in minutes · Full data ownership

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What LeadFlow does

Built for the entire sales cycle

From the first lead to the final invoice — LeadFlow handles every step so your team focuses on selling, not managing tools.

Capture & Qualify

Pull leads from web forms, CSV imports, Meta Lead Ads, or Google Ads. Score them automatically with Health Score and assign to the right agent instantly.

Manage & Move

Track every lead through your custom sales pipeline. Log calls, emails, and meetings. See everything on a single lead timeline.

Automate & Close

Build workflows that trigger follow-ups, send emails, update stages, and enroll leads in sequences — all without touching a thing manually.

Core Features

Everything your sales team needs

37 features built and production-ready. No half-baked modules, no bloatware.

Core

360° Lead Intelligence

Every lead gets a full profile — contact details, multiple phone numbers, multiple email addresses, custom fields, assigned products, pipeline stage, health score, and a complete activity timeline.

  • Multi-phone and multi-email support with default selection
  • Custom fields per tenant — create any data structure
  • AI-driven Health Score updated on demand
  • Bulk CSV import and one-click CSV export
  • Merge duplicate leads without data loss
  • Soft delete with recovery capability
Core
Module
Multi-phone and multi-email support with default selection
Custom fields per tenant — create any data structure
AI-driven Health Score updated on demand
Bulk CSV import and one-click CSV export
Pipeline

Pipeline That Moves With You

Drag leads across your custom sales stages on a visual Kanban board. Each stage has its own win probability setting with instant stage-level analytics.

  • Unlimited custom pipelines and stages
  • Win probability per stage for weighted pipeline value
  • Stage duration analytics — see exactly where leads stall
  • Conversion funnel view with drop-off stats
  • Pipeline health score (0–100 composite metric)
Pipeline
Module
Unlimited custom pipelines and stages
Win probability per stage for weighted pipeline value
Stage duration analytics — see exactly where leads stall
Conversion funnel view with drop-off stats
Automation

Visual Workflow Automation

Build no-code automation workflows using a drag-and-drop node editor. Set triggers based on lead events, stage changes, or time delays.

  • Node-based visual builder (no code required)
  • Triggers: lead created, stage changed, field updated, time-based
  • Actions: email, field update, assignment, ReachFlow enrollment
  • Enable, disable, or manually trigger any workflow
  • Full execution history and per-workflow stats
  • Activate/deactivate without deleting
Automation
Module
Node-based visual builder (no code required)
Triggers: lead created, stage changed, field updated, time-based
Actions: email, field update, assignment, ReachFlow enrollment
Enable, disable, or manually trigger any workflow
Analytics

Analytics That Drive Decisions

Go beyond vanity metrics. Revenue KPIs, weighted pipeline value, team performance leaderboards, campaign ROI, stage conversion funnels — all in one view.

  • Revenue KPIs and weighted pipeline analysis
  • Stage-by-stage conversion funnel with drop-off rates
  • Average days per stage across all leads
  • Team leaderboard (Admin and Manager view)
  • Personal performance dashboard for agents
  • Campaign ROI attribution tied to ad spend
Analytics
Module
Revenue KPIs and weighted pipeline analysis
Stage-by-stage conversion funnel with drop-off rates
Average days per stage across all leads
Team leaderboard (Admin and Manager view)
Tasks

Never Miss a Follow-Up

Create tasks linked directly to leads. Set deadlines, assign to agents, log outcomes, and track completion.

  • Tasks linked to individual leads
  • Outcome and duration tracking on completion
  • Assigned agent and deadline fields
  • Task stats dashboard for managers
  • Activity log created automatically on task completion
Tasks
Module
Tasks linked to individual leads
Outcome and duration tracking on completion
Assigned agent and deadline fields
Task stats dashboard for managers
Campaigns

Know Exactly What Your Ads Return

Connect your Meta and Google ad accounts. Track budget, daily spend, total revenue generated, and leads converted — per campaign.

  • Meta (Facebook/Instagram) and Google Ads integration
  • Per-campaign budget vs. spend tracking
  • Daily spend records for granular reporting
  • Revenue and converted leads per campaign
  • Campaign ROI analytics with attribution
Campaigns
Module
Meta (Facebook/Instagram) and Google Ads integration
Per-campaign budget vs. spend tracking
Daily spend records for granular reporting
Revenue and converted leads per campaign
Email

Email Built Into the CRM

Send emails directly from a lead's profile. Build reusable templates, configure your own SMTP, and track opens and clicks.

  • Send emails from any lead's timeline
  • Reusable email templates with usage tracking
  • Custom SMTP configuration per tenant
  • Open and click tracking per email sent
  • Full email delivery logs
Email
Module
Send emails from any lead's timeline
Reusable email templates with usage tracking
Custom SMTP configuration per tenant
Open and click tracking per email sent
Team

Full Role-Based Access Control

Define exactly who sees what. Create custom roles with granular permissions. Organize users by departments and branches.

  • Four built-in roles: Super Admin, Tenant Admin, Manager, Agent
  • Custom roles with fine-grained permission definitions
  • Departments and branches for organizational grouping
  • Auto-assignment with configurable strategies
  • Full user CRUD with invite flow
Team
Module
Four built-in roles: Super Admin, Tenant Admin, Manager, Agent
Custom roles with fine-grained permission definitions
Departments and branches for organizational grouping
Auto-assignment with configurable strategies
Reports

Scheduled Reports, Delivered Automatically

Build report templates and schedule them to run automatically. Preview before sending. Export per-agent performance breakdowns.

  • Report template builder
  • Scheduled report jobs (daily, weekly, custom)
  • Per-agent report detail page
  • PDF export of any report
  • Preview before scheduling
Reports
Module
Report template builder
Scheduled report jobs (daily, weekly, custom)
Per-agent report detail page
PDF export of any report
Real-time

Real-Time Awareness Across the Team

Live notifications via WebSocket whenever something important happens — new lead assigned, task due, automation triggered, or stage changed.

  • Real-time push notifications via Socket.io
  • Per-user notification scope (no cross-tenant leakage)
  • Mark individual or all notifications as read
  • Recent activity feed on dashboard
  • Priority daily action feed for agents
Real-time
Module
Real-time push notifications via Socket.io
Per-user notification scope (no cross-tenant leakage)
Mark individual or all notifications as read
Recent activity feed on dashboard
Forms

Public Forms That Feed the Pipeline

Build public-facing lead capture forms and embed them anywhere. Every submission lands directly into LeadFlow as a new lead.

  • Visual form builder inside settings
  • Unique public URL per form
  • Unauthenticated submission endpoint
  • Auto-creates lead on submission
  • Multiple forms per tenant
Forms
Module
Visual form builder inside settings
Unique public URL per form
Unauthenticated submission endpoint
Auto-creates lead on submission
Enterprise

Built for Agencies and Multi-Team Orgs

LeadFlow is fully multi-tenant. Each organization gets isolated data, custom configurations, their own pipelines, custom fields, SMTP, and integrations.

  • Complete data isolation per tenant
  • Per-tenant SMTP, WhatsApp, and integration config
  • Plan-based feature limits (Starter / Pro / Enterprise / Custom)
  • Super Admin portal for platform management
  • Billing via Razorpay with manual payment recording
  • Audit log for every system action
Enterprise
Module
Complete data isolation per tenant
Per-tenant SMTP, WhatsApp, and integration config
Plan-based feature limits (Starter / Pro / Enterprise / Custom)
Super Admin portal for platform management
Automation

Build once. Run forever.

LeadFlow's workflow builder lets you design multi-step automation sequences with a visual node editor. Set a trigger. Add conditions. Chain actions. Activate it. Your team never has to think about it again.

Every workflow logs its execution history. You can manually trigger, activate, or deactivate any workflow without deleting it. Full stats per workflow included.

Trigger Types
Lead created
Lead stage changed
Lead field updated
Time delay
Action Types
Send email
Update lead field
Reassign to agent
Enroll in ReachFlow
Log activity
Integrations

Connects with the tools that bring your leads in

Live

Meta Lead Ads

Every Lead Ad form submission is captured automatically via webhook and created as a lead — with source, campaign, and ad set data attached.

Live

Google Ads

Authenticate with your Google account and pull campaign data directly into LeadFlow. Track spend, leads, and ROI per campaign.

Live

WhatsApp

Send WhatsApp messages to leads using Meta-approved templates. Manage and sync your message templates directly inside LeadFlow.

Live

ReachFlow

Enroll leads into ReachFlow drip sequences directly from a lead profile or inside an automation workflow.

How it works

From signup to pipeline in minutes

01

Connect your lead sources

Link your Meta Lead Ads and Google Ads accounts, set up your public lead capture forms, or bulk import your existing leads via CSV.

02

Configure your pipeline and team

Define your sales stages, set win probabilities, create custom roles, and assign your team to departments.

03

Automate, track, and close

Build automation workflows, set up email templates, schedule reports, and monitor analytics.

Pricing

Simple, transparent plans

Every plan includes the core CRM. Upgrade for more leads, more automations, and more power.

For small teams

Starter

Contact us

Everything you need to start managing leads and close your first deals.

  • Lead management (up to plan limit)
  • 1 pipeline
  • Task management
  • Email (SMTP required)
  • Basic analytics
  • Lead capture forms
  • Up to 3 users
Get Started
Most Popular
Most Popular

Professional

Contact us

For growing teams that need automation and deeper visibility.

  • Everything in Starter
  • Unlimited pipelines
  • Automation builder (up to 10 workflows)
  • Campaign tracking (Meta + Google)
  • Advanced analytics
  • Scheduled reports
  • ReachFlow integration
  • Up to 15 users
Get Started
For large organizations

Enterprise

Contact us

Full power, full control. Built for teams that need nothing left out.

  • Everything in Professional
  • Unlimited workflows
  • Custom roles and departments
  • Multi-branch support
  • WhatsApp integration
  • Full audit log
  • Priority support
  • Unlimited users
Contact Sales
For agencies

Custom

Let's talk

You run multiple organizations. We'll build a plan around your exact setup.

  • Multi-tenant management
  • Super Admin portal
  • Custom plan limits per tenant
  • White-label options (on request)
  • Dedicated onboarding
Talk to Us
Built on solid ground

Enterprise-grade infrastructure

without the enterprise price

NestJS + TypeScript
Backend
PostgreSQL 15
Database
Redis + BullMQ
Caching & Queues
Socket.io
Real-time
JWT + Argon2
Auth
Next.js 15 + React 19
Frontend
TailwindCSS v4
Styling
Docker Compose
Deployment
Nginx
Reverse Proxy
Razorpay
Payments

Every tenant's data is isolated. JWT authentication with refresh token rotation. Argon2 password hashing. Encrypted sensitive fields. Full audit log on every system action.

Security you can trust

JWT authentication with auto-refresh
Password hashing with Argon2
Field-level encryption for sensitive data
Complete audit trail on every action
Tenant-level data isolation
Role-based access down to the permission level

Ready to run your sales
on autopilot?

Set up your pipeline, connect your ad accounts, and have your team working inside LeadFlow today. No spreadsheets. No chaos.

No credit card required · Cancel anytime · Full data ownership