SaaS

TaskFlow CRM

A lightweight CRM and project management tool built for small sales teams.

Project Overview

TaskFlow is a simple, powerful CRM that combines deal tracking, task management, and team collaboration in one clean interface — built for growing sales teams.

The Challenge

Small sales teams were using a combination of spreadsheets, email threads, and generic to-do apps to manage their pipeline. Nothing was connected, and leads were falling through the cracks.

Our Solution

We built a unified CRM with pipeline kanban boards, contact management, task assignment, email logging, and reporting — all in a single, intuitive tool.

Technology Stack

ReactNode.jsPostgreSQLRedisSendGridStripe

Key Features

Visual pipeline (Kanban)
Contact & company management
Task & activity tracking
Email integration
Deal forecasting
Team performance reports

Technical Challenges

Building real-time collaborative kanban boards that sync across users without conflicts required careful WebSocket state management and optimistic UI updates.

Results & Impact

Used by 500+ sales professionals across 80 companies
Average deal close time reduced by 18%
Customer rated 4.8/5 on product satisfaction

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