ClientFlow
A shared workspace for small teams to manage leads, client work, invoices and follow-ups.
Team workspace
The idea
ClientFlow brings the work around a client into one workspace, from an incoming lead through project delivery and billing.
Design
Teams can move between leads, clients, projects and invoices within their organization. Tasks, follow-ups and scheduled reminders surface the next action alongside the underlying records.
Build
A React frontend connects to a Django backend with REST and GraphQL APIs. Celery handles scheduled work, and reporting brings together pipeline and revenue information.