LeadFlow Pro - Lead Management System

Overview

A lead, also known as a prospect, is an individual or entity that is not yet your customer but has the potential to become one in the future. You can gather their information, such as contact details, and interact with them to convert them into customers.

While not every lead may ultimately become a customer, skillful lead management can significantly increase conversion rates.

A lead management system efficiently stores all the lead details, providing a streamlined approach to tracking your engagements with them, and their statuses, and ultimately transforming them into paying customers.

That's where our lead management system comes in.

LeadFlow Pro is a web-based lead management system, built in PHP/MySQL and designed to help store and manage leads, assigning them to specific sales reps, and keeping track of all the follow-ups, communications, and progress in a centralized and secure place.

LeadFlow Pro is a secure web app, written in pure PHP and based on Bootstrap 5. It's fully responsive and adapts to look great and perform well across devices of all screen sizes.

It's a comprehensive tool that allows entry of leads generated from different sources manually via a web form, importation of CSV files, and integration with a restful API.

It's very customizable and easy to use based on your requirements, preferences, and branding. It also comprises advanced graphical statistics for data analysis.

It has two user roles which include the admin and the sales reps.

Features

• Secure user login
• Forgot password with email verification - Allows users to reset their passwords when they forget
• User profile update - Users can easily update their profiles
• User password change - Users can update their passwords when logged in
• 2 user roles - Admin and Sales rep
• User management - The admin can add, edit, or delete users
• Products management - The admin can add, edit, or delete products
• Follow-up/contact methods management - Admin can add, edit, or delete them
• Lead status management - Admin can add, edit, or delete lead statuses
• Lead sources management - Admin can add, edit, or delete sources
• Leads data entry
• Manually through a form
• Importation of multiple leads from a CSV file
• One or multiple leads at a time via API
• Asign a lead to a source eg Social media, website form, etc
• Select the product or service the lead is interested in
• Manage lead details - Editing or deletion
• Assign a lead to one or multiple sales reps for follow-ups
• Add the records of all the communications with a lead eg date and time, contact method, and a comment/note
• Update the lead status
• Manage email templates for system notifications and other communications
• Send emails to a lead or other recipients
• Easily customize the company profile and branding
• Easily customize system settings eg. SMTP configurations, API keys, and date & time settings

The system also...

• Has a well-organized file structure and clean self-documenting code that follows PSR2 coding standards
• Has advanced reporting via bar charts and line graphs
• Sends emails using SMTP
• Uses Ajax to submit all forms' data
• Is easy to install
• Has a 100% responsive design
• Has a beautiful and modern design
• Does client side and server side form validations without page refresh
• Allows setting your timezone
• Uses object-oriented programming
• Does password hashing using Bcrypt
• Is secure from SQL Injections and XSS attacks
• Has CSRF protection in place
• Has advanced session security – no Session hijacking and Session fixation
• Have all the scripts frequently updated
• Have all the libraries and plugins used updated to the latest versions
• Has installation guide available

Requirements

• PHP 7.x or Higher
• MySQL 5.x or higher
• MYSQLI PHP Extension
• Apache Mod Rewrite Extension
• random_bytes, file_put .. functions

Tools Used

• Bootstrap 5.3.2
• Font Awesome 6.5.1
• jQuery 3.7.1
• jQuery Cropit 0.5.1
• DataTables
• TinyMCE 6.8.2
• Select2 4.0.13
• Flatpickr 4.6.13
• Google Charts
• PHPMailer 6.9.1

The purchase process is automated. You will get instant access to the download option and installation guide upon completing the payment.

Installation Instructions

After you purchase the script, a well-detailed installation guide will be available in your customer account portal that takes you through everything you need to know.

Support

The support ticket system is available in your account portal. If you experience any trouble with LeadFlow Pro, create a ticket and we will get back to you soonest possible.

Demo Details

Login URL: https://demos.webdevsplanet.com/leadflow/login

Admin email: admin@example.com
Admin password: 12345678

Sales Rep email: salesrep@example.com
Sales Rep password: 12345678