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AI · CRMExample build

SalesFlow AI

A sales CRM that reads its own pipeline. Leads move through a drag-and-drop board, and the AI reads the deal in front of it to summarise where it stands, draft the follow-up email, and say what to do next.

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app.stackwrights.com/dashboard
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What it does

Drag-and-drop pipeline across five stages
AI deal summaries and next-step suggestions
Drafted follow-up emails from the lead's own history
Pipeline analytics: value, win rate, lead sources
Contacts, tasks, and follow-ups tied to each lead

The challenge

A pipeline board tells you where a deal sits, not what to do about it. The judgment calls, which deal is going cold, what the next email should say, which of forty leads deserves today's attention, stay locked in the head of whoever owns the account.

Our approach

  1. 1

    The pipeline as a working board

    Leads move through New, Qualified, Proposal, Won, and Lost by drag and drop, with deal value and priority visible on every card rather than buried in a record.

  2. 2

    AI that reads the actual deal

    Deal summaries, drafted follow-up emails, and next-step suggestions are generated from the lead's own history, so the output is about this deal rather than generic sales advice.

  3. 3

    Pipeline health at a glance

    Total pipeline, open deals, won value, and win rate are computed from live data, alongside where leads are coming from.

  4. 4

    One click into the product

    The login screen signs a visitor straight into a shared demo workspace with a populated pipeline, so evaluating it needs no signup.

The outcome

A working CRM where the pipeline is the interface and the AI does the reading: open the board, see what is in play, and get a drafted next step on the deal you are looking at.

What you get

  • A pipeline your team actually works out of
  • AI that reads each deal rather than reciting playbooks
  • The analytics to see what is really converting

From the build

The pipeline board, with an AI next-step suggestion on the open deal
The pipeline board, with an AI next-step suggestion on the open deal
Pipeline health computed from live data, with the AI insights panel
Pipeline health computed from live data, with the AI insights panel

Have a project like this in mind?

Tell us what you're trying to build. We'll scope it with you in a 30-minute call.