🚀 Introducing DealFlow — Open Source CRM for Lead & Client Management

I’m excited to share my latest project: DealFlow, a full-featured CRM built to simplify lead and client management for agencies and freelancers.

I built this platform from scratch using Next.js, React, Express.js, and MongoDB, focusing on real-world problems I personally faced in managing leads, teams, and client workflows.

💡 What DealFlow offers:

Multi-workspace system (Agency & Freelancer modes)

Team management with role-based access

Lead tracking with statuses (Pending, Follow-up, Converted, etc.)

Auto-generated reminders for follow-ups

Client management with assigned managers

Metadata-based lead customization

Invitation system for team members

Data export, settings, and full workspace control

🔐 Built with a strong focus on:

Role-based access control

Scalable workspace structure

Real-time collaboration flow

This is still an MVP version, but the core system is fully functional and designed to be extended further.

📂 It is completely open-source, and I’ll be sharing the GitHub repository soon. Feel free to explore, customize, and use it for your own workflow or business needs.

I would really appreciate any feedback, suggestions, or improvements from developers and founders. I’m actively improving it based on real use cases.

If you’ve ever struggled with messy lead tracking or client management, this might help you.

💬 Would love to hear your thoughts!

Here is the Demo::https://www.linkedin.com/posts/munib-sajjad_crm-nextjs-react-ugcPost-7463754436868194304-MQ0u/

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