DesignFlow CRM

Business Overview

CORE METRICS

Pending Proposals

Sent, awaiting response

Outstanding Invoices

Sent but unpaid

Active Projects

In progress

Completed Revenue

Paid project invoices

Marketing Performance

Period:

VISITORS

Website Traffic

FORM SUBMITS

0% of visitors

SUBSCRIBERS

Coming soon

CONVERSION

Visitor → Lead

Leads

Created Date:

TOTAL

All Leads

NEW

This Period

HOT LEAD

High Priority

CONVERTED

To Opportunity

Opportunities

Close Date:

QUALIFIED

PROPOSAL SENT

VERBAL COMMIT

WON

UPCOMING

Expected closes next 30 days

OVERDUE

Past due opportunities needing attention

Active Projects

Action Items 0

Proposals

Open Proposals

Drafts not yet sent • Click to filter

Sent/Pending

Awaiting response • Click to filter

Total Value

Open + Sent proposals

Accepted

Won business • Click to filter

Invoice Management

Need to Create

Completed milestones without invoices

Need to Send

Draft invoices ready to send

Sent/Outstanding

Awaiting payment

Paid

Successfully collected

Lead Management

TOTAL

All Leads

NEW

This Week

HOT LEAD

High Priority

CONVERTED

To Opportunity

Marketing Performance Overview

Timeframe:

Total Leads Generated

0 this month

Website Visitors

0 this month

Conversion Rate

Visitors to leads

Active Channels

Click to see channel status

Leads by Source

Lead source data will appear here once you start generating leads

Lead Generation Trend

Lead generation trend will appear here

Marketing Performance Dashboard

Track your marketing effectiveness and lead generation performance

Website Tracking Status

Website tracking not set up

Connect your website to start capturing leads from visitors automatically.

Website Performance

Track website visitors, traffic sources, and lead generation across all channels

Social Media Performance

Track clicks, engagement, and leads from social media campaigns

Instagram

Visitors

Leads

Conv.

Facebook

Visitors

Leads

Conv.

Visitors

Leads

Conv.

💡 How it works: Track clicks from social media posts using the trackable links generated in Campaign Management. Each platform's clicks and conversions are automatically attributed to your campaigns.

Campaign Management

Create and track multi-channel marketing campaigns

Audience Lists

Manage segmented lists for your email campaigns

0 lists

Total Lists

Total Contacts

Available Segments

Saved Lists

No lists created yet. Click "Create New List" to get started.

Available Contact Segments

Segments are automatically assigned based on CRM activity. Use them to build targeted lists.

Social Media Connections

Not connected

🏢 Company Page Recommended

✓ Follower count & growth
✓ Post impressions & clicks
✓ Page view analytics
✓ Website referral tracking

👤 Personal Profile

✓ Website referral tracking
✗ No follower stats
✗ No post analytics
✗ No profile views

How it works:

Click Connect LinkedIn below
Authorize with your LinkedIn account
If you're a Company Page admin, you'll choose which to connect

Don't have a Company Page? Create one first →

First time connecting?

One-time developer app setup required

Instagram

Not connected

📋 Requirements

Business or Creator account (not Personal)
Linked to a Facebook Page

Most designers already have this - it's the free "Professional" account type.

What you'll get:

Follower count & growth tracking
Post & story engagement stats
Audience demographics

Need to set up a Business account? (2 min)

Converting to a Business/Creator account is free:

Open Instagram app → Go to your Profile
Tap ☰ Menu (top right) → Settings
Tap Account type and tools
Select Switch to professional account
Choose Creator or Business
Connect to a Facebook Page when prompted

After setup, come back here and click "Connect Instagram"

First time connecting?

One-time Meta developer app setup required

Facebook

Not connected

What you'll get:

Page follower count & growth
Post engagement analytics
Page views & reach metrics

Requirements:

You must be an admin of the Facebook Page you want to connect.

First time connecting?

Uses the same Meta app as Instagram

Coming Soon

TikTok

Coming in Phase 2

Track video performance and reach younger audiences.

DesignFlow CRM Pro

Marketing Performance

Leads

Opportunities

All Tasks

Lead Management

Marketing Performance Overview

Marketing Performance Dashboard

Website Performance

Social Media Performance

Campaign Management

Audience Lists

Social Media Connections

Coming Soon

Primary Colors

Accent & Support Colors

Your Company Name

Smart Calendar Sync

DesignFlow CRM

DesignFlow CRM Pro

Marketing Performance

Leads

Opportunities

All Tasks

Lead Management

Marketing Performance Overview

Marketing Performance Dashboard

Website Performance

Social Media Performance

Campaign Management

Audience Lists

Social Media Connections

Coming Soon

Create New Campaign

Campaign Details

Select Recipients

Create New List

Select Recipients

View List

Contacts in List

Add Contacts to List

Create Marketing Campaign

Campaign

Email Content

Recipients

Send Options

Generated Links by Platform:

More Channels Coming Soon

Campaign Details

Performance Metrics

Email Details

Email Preview

Basic Information

Timeline & Status

Pricing & Budget

Fixed Price Line Items

Hourly Line Items

Project Milestones

Additional Information

Project Files

Invoice Details

Project Information

Billing Information

Description & Notes

Generate Invoice

Company/Contact Projects

Opportunities & Quotes

Company/Contact Invoices

Account Tasks

Opportunity Information

Project Timeline

Project Details

Pricing Structure

Fixed Price Line Items

Project Milestones

Hourly Rate Line Items

Proposal Files

Proposal Information

Content

Financial Details

Terms & Conditions

Internal Notes

Brand Identity

Invoice Templates

Preview

Project Completed!

Choose Next Steps:

Deposit Invoice Created!

Send Proposal?

Set Up Website Tracking

Choose your website platform:

WordPress Setup

Squarespace Setup

Webflow Setup

Manual Setup

Form Field Setup Tips

What Happens Next?

How Visitor Tracking Works