BusinessFlow
Portfolio demo · fictional business / sample data
Type
Full-stack Web Application
Industry
SaaS / Business Management
Scope
Design · Frontend · Backend · Database
Status
Portfolio Demo
Project overview
BusinessFlow is the flagship portfolio SaaS concept for businesses that want their core operations connected in one system. The workflow links leads and deals to customers, projects, tasks, appointments, invoices, payments and analytics rather than leaving each stage in a separate tool.
What problem does it solve?
Many small and growing businesses manage leads, customers, projects, invoices and reporting across disconnected tools. BusinessFlow brings those operational stages into one connected workspace so information can move from a new lead through delivery, payment and business analytics without losing context.
What was built
- CRM and lead management with sales pipeline and quote workflows
- Customer records, projects, tasks, milestones and appointments
- Invoices, payment tracking and financial workflow management
- Products and inventory with team and administrative management
- Cross-module analytics and reporting across the business workflow
Selected screens
A closer look at the customer and operations experiences built into BusinessFlow.
Click to zoom
Home / Landing
Public-facing overview showing the BusinessFlow value proposition, connected workflow and SaaS-style product experience.
Click to zoom
Leads / CRM
Lead management workspace with pipeline value, stages, priorities, owners, follow-ups and conversion actions.
Click to zoom
Customers
Customer workspace bringing relationship status, lifetime spend, activity and customer records into one view.
Click to zoom
Projects
Project delivery workspace showing active work, budgets, due dates, managers, task progress and status.
Click to zoom
Invoices
Finance workspace for invoice totals, paid and outstanding balances, overdue billing and invoice actions.
Click to zoom
Payments
Payment collection view showing completed payments, methods, customer records and collected revenue.
Click to zoom
Main Dashboard
Executive workspace summarising revenue, outstanding balances, customers, conversion, appointments, tasks and activity.
Click to zoom
Analytics & Reports
Reporting workspace connecting revenue, profit, pipeline, project delivery, service revenue, lead sources and customer spend.
Main workflow
- 01
Lead
Capture and qualify a new opportunity with source, owner, value and follow-up information.
- 02
Deal
Move qualified opportunities through a sales pipeline and track commercial value.
- 03
Quote
Turn an opportunity into a structured quote before work is approved.
- 04
Customer
Convert the relationship into a customer record with history and spend context.
- 05
Project
Create delivery work with budgets, managers, progress and tasks.
- 06
Task
Assign operational work to the team and keep execution visible.
- 07
Invoice
Bill completed work and track outstanding, overdue and paid invoices.
- 08
Payment
Record completed payments and connect collection data back to revenue.
- 09
Analytics
Turn the connected operational data into revenue, pipeline and performance insight.
Implementation highlights
- Connected CRM, customer, project and finance data across one workspace
- Role-oriented operational screens for sales, delivery and financial workflows
- Dashboard KPIs and reporting views derived from the underlying business activity
- Structured tables, filters, status controls and actions designed for day-to-day operations
Key features
- CRM
- Sales pipeline
- Projects & tasks
- Appointments
- Invoicing & payments
- Inventory
- Analytics
Technology & capabilities
- React
- TypeScript
- SaaS-style architecture
- Dashboards
- Role-based workflows
- Data visualisation
Next step
Have an idea? Let's build it.
Tell me what you want to build — a website, online store, web app or business system — and I'll reply with a clear plan and honest next steps.