Enterprise Lead Management

firmflow. includes a built-in CRM lite for Super Admins to manage high-value leads and enterprise inquiries captured from the public landing page.

Lead Capture Flow

1. Submission: Prospects fill out the contact form on the home page.
2. Persistence: The request is validated and saved to the Lead table.
3. Notification: An automated email is sent to the sales team (configured via SALES_EMAIL) using the Resend API.

Management Dashboard

Super Admins can access the management interface at: [System URL]/dashboard/admin/leads

Features

• Prospect Overview: View name, email, firm name, and staff size.
• Status Lifecycle: Transition leads between the following states:
  • NEW: Fresh inquiries awaiting first contact.
  • CONTACTED: Discovery call or email initiated.
  • DEMO_SCHEDULED: Technical walk-through booked.
  • CONVERTED: Lead has signed and is ready for activation.
  • CLOSED: Lead did not progress.
• Real-time Updates: Status changes are reflected instantly without page reloads.

Configuration

Ensure the following environment variables are set to enable lead notifications:

RESEND_API_KEY=re_...
SALES_EMAIL=sales@yourfirm.com

Security Access

Only users with the SUPER_ADMIN role can access the leads dashboard. This role is typically reserved for the firm's primary system administrator or the authorized software vendor.