TrackFlow CRM

A comprehensive Customer Relationship Management system for sales pipeline and order tracking.

🚀 Features

Lead Management

• Kanban-style pipeline view (New → Contacted → Qualified → Proposal → Won/Lost)
• Detailed lead profiles with contact info, company, and notes
• Automated follow-up reminders
• Drag-and-drop stage progression

Order Tracking

• Automatic order creation from Won leads
• 4-stage order workflow (Received → Development → Ready → Dispatched)
• Courier and tracking number management
• Document attachments for orders

Productivity Tools

• Smart reminder system with overdue alerts
• Dashboard with real-time sales metrics
• Document management for leads/orders
• Responsive design for mobile use

Flow-Diagram

🛠️ Setup

Prerequisites

• Python 3.10+
• Node.js 16+
• PostgreSQL (recommended) or SQLite

Backend Setup

# Clone repository
git clone https://github.com/fakubwoy/trackflow.git
cd trackflow/backend

# Install dependencies
pip install -r requirements.txt

# Start server
uvicorn main:app --reload

Frontend Setup

cd ../frontend
npm install

# Start development server
npm run dev

🏗️ Architecture

Tech Stack

• Frontend: React 18 + Vite
• Backend: FastAPI + SQLAlchemy + Pydantic
• Database: SQLite