LeadFlow · Micro CRM

A production-grade Lead Management dashboard built for internal sales teams.
Turn your Google Sheets into a real-time command centre — track, assign, follow up, and close every lead in one place.

Developed for CIEL HR · Built by Vijaya Kumar L

What is LeadFlow?

LeadFlow solves a real problem: sales teams drowning in Google Sheets. When leads come in from 10 different sources — SEO forms, WhatsApp chatbots, website chats — they end up scattered across multiple tabs, no one knows who owns what, and follow-ups get missed.

LeadFlow ingests every sheet automatically into a single workspace. Sales reps get a clean CRM view with status tracking, follow-up reminders, analytics, and full-text search — while the original sheets stay untouched as a backup.

Google Sheets (10 sources)
        │
        ▼  (n8n trigger → POST /api/sync)
   LeadFlow Database (PostgreSQL)
        │
        ├─ CRM Layer: status · category · owner · remarks · tasks
        │
        └─ Dashboard (Next.js 16) ← sales team works here

Leads only ever flow IN. LeadFlow never writes back to the sheet.

Screenshots

Dashboard, Workspace, Lead Panel, My Day, Super Admin

Dashboard	Lead Panel	My Day
Real-time sheet stats	Full-field view + follow-up reminders	Today's callbacks queue

Feature Highlights

For Sales Reps

Feature	Details
Workspace	Paginated lead table · search · status / category / date filters · 20 per page
All fields readable	Click any row → full panel with every column · URLs as links · copy buttons · no need to export
Wrap text toggle	Expand all cells inline without opening the panel
Lead annotations	Category (Hot/Warm/Cold) · Status · Owner — saved to DB, never touches the sheet
Remarks thread	Post-it style notes per lead · Ctrl+Enter to submit
Follow-up tasks	Set reminders on any lead with a title + due date
My Day	Daily work queue — Overdue · Today · Upcoming — one-tap complete or snooze
Email leads	Draft outbound emails from within the panel
Bulk assign	Select multiple rows → assign owner in one action
Keyboard nav	Press `j` / `k` to move between rows, `Enter` to open
Export	CSV or Excel · optional annotation columns (status/category/owner)
Global search	Search leads across all sheets with `Ctrl+K`

For Managers

Feature	Details
Overview	All sheets at a glance — totals, counts, sync status
Analytics	Status breakdowns · monthly bar charts · per-sheet comparisons
Incoming	Month/year view of newly arrived leads with real pagination
Multi-workspace	Isolated per team — active workspace persists across all pages
Assigned view	See only leads assigned to you

For Admins (Super Admin Portal at `/superadmin`)

Feature	Details
Control Panel	Platform-wide KPIs: users · workspaces · total leads · logins today
User Access Control	Add users · set roles · assign workspaces · reset passwords · suspend accounts
Workspace Config	Create · edit · delete workspaces with Google Sheet URL
SMTP Config	Outbound email setup · password encrypted with AES-256-GCM at rest
Security & Settings	Cloudflare Turnstile captcha on/off · platform banner text + link (no redeploy)
Action Logs	Full audit trail of every login · annotation · sync · admin action

Tech Stack

Layer	Technology	Why
Frontend	Next.js 16 App Router + React 19	Server components, streaming, App Router
Database	PostgreSQL 15+	Self-hostable, no platform lock-in
Cache	Redis 7 (self-hosted Docker)	Session rate-limiting, API response caching
Google	googleapis (Sheets API v4)	Read sheet rows for ingestion
Auth	JWE-encrypted cookies (jose)	httpOnly, sameSite=lax, 7-day sessions
Captcha	Cloudflare Turnstile (optional)	Free, privacy-preserving login protection
Password	bcryptjs (cost 12)	Secure at-rest hashing
Email	nodemailer	Draft + send from the lead panel
Export	SheetJS (xlsx)	CSV + Excel export
Charts	Recharts	Status + monthly breakdowns
Docker	Multi-stage build	~250 MB final image via standalone output

Architecture

┌─────────────────────────────────────────────────────────────┐
│                         VPS Server                          │
│                                                             │
│  ┌─────────────┐    ┌──────────────────┐    ┌───────────┐  │
│  │  Cloudflare  │───▶│  Nginx Proxy Mgr │───▶│ leadflow  │  │
│  │  (DNS + CDN) │    │  (SSL + routing) │    │ -app:3000 │  │
│  └─────────────┘    └──────────────────┘    └─────┬─────┘  │
│                                                    │        │
│              ┌─────────────────────────────────────┤        │
│              │                                     │        │
│    ┌─────────▼──────┐  ┌─────────────┐  ┌─────────▼──────┐ │
│    │leadflow-postgrest│  │leadflow-redis│  │  kpr_postgres  │ │
│    │ (REST API layer) │  │  (Redis 7)  │  │  (Postgres 15) │ │
│    └─────────────────┘  └─────────────┘  └────────────────┘ │
└─────────────────────────────────────────────────────────────┘

Quick Start (Self-Hosted)

Prerequisites

Docker + Docker Compose on your server
PostgreSQL 15+ (a container or managed instance)
A domain pointed at your server via Cloudflare

1. Create the database

docker exec -it your_postgres_container psql -U postgres -c "
  CREATE DATABASE leadflow;
  CREATE USER leadflow_app WITH PASSWORD 'STRONG_PASSWORD';
  GRANT ALL PRIVILEGES ON DATABASE leadflow TO leadflow_app;
"

# Run the schema (one file, creates everything):
psql "postgresql://leadflow_app:STRONG_PASSWORD@localhost:5432/leadflow" \
     -f migrations/000_complete_schema_postgres.sql

2. Create your first super-admin

# Generate a bcrypt hash:
node -e "console.log(require('bcryptjs').hashSync('YourPassword', 12))"

# Insert the user:
psql "postgresql://leadflow_app:STRONG_PASSWORD@localhost:5432/leadflow" -c "
  INSERT INTO users (email, password_hash, role, status)
  VALUES ('admin@yourcompany.com', 'PASTE_HASH', 'superadmin', 'active');
"

3. Configure environment

cp .env.production.example .env.production
# Fill in all values — see SETUP.md for details

4. Deploy

docker compose up -d --build

5. Proxy + DNS

Add a Proxy Host in Nginx Proxy Manager pointing to leadflow-app:3000
Add an A record in Cloudflare pointing your domain to your server IP
Set Cloudflare SSL/TLS to Full (strict)

Full step-by-step: see DEPLOY.md

Environment Variables

Variable	Required	Description
`SUPABASE_URL`	✅	PostgREST URL — `http://leadflow-postgrest:3000`
`SUPABASE_SERVICE_ROLE_KEY`	✅	JWT for PostgREST auth (generated once)
`REDIS_URL`	✅	`redis://:PASSWORD@leadflow-redis:6379`
`REDIS_PASSWORD`	✅	Redis password (used in docker-compose too)
`POSTGRES_PASSWORD`	✅	Password for `leadflow_app` DB user
`PGRST_JWT_SECRET`	✅	PostgREST JWT signing secret (min 32 chars)
`SESSION_SECRET`	✅	JWE cookie signing key (min 32 chars)
`SYNC_SECRET`	✅	Shared secret for `/api/sync` webhook
`SMTP_ENCRYPTION_KEY`	✅	AES-256 key for SMTP password encryption
`GOOGLE_SERVICE_ACCOUNT_EMAIL`	✅	For Sheets API
`GOOGLE_PRIVATE_KEY`	✅	For Sheets API

Generate secrets: node -e "console.log(require('crypto').randomBytes(32).toString('hex'))"

Google Sheets Live Sync (via n8n)

No Apps Script needed. Use n8n (free, self-hostable):

Google Sheets Trigger — Row Added event on your sheet

Code node — shape the payload:

{
  "secret": "YOUR_SYNC_SECRET",
  "tabName": "Exact Tab Name",
  "rowIndex": 42,
  "rowData": { "Name": "...", "Email": "..." }
}

HTTP Request — POST https://your-domain.com/api/sync

The endpoint upserts on (sheet_id, row_index) — re-sending the same row updates it instead of duplicating.

Security

🔐 JWE-encrypted session cookies (httpOnly, sameSite=lax)
🛡 Rate-limited login (10 attempts / 15 min, Redis-backed — survives multi-instance)
🤖 Cloudflare Turnstile captcha (optional — enabled in UI, no redeploy)
🔒 AES-256-GCM encryption for SMTP passwords at rest
🚫 CSP · HSTS · X-Frame-Options DENY · nosniff · Referrer-Policy
🏠 Workspace isolation enforced at API level (not just UI)
📋 Full audit log of every action
🚷 robots.txt blocks all search engine indexing

Project Structure

leadflow-v5/
├── src/
│   ├── app/
│   │   ├── (dashboard)/       # Main app layout + pages
│   │   │   ├── overview/
│   │   │   ├── workspace/     # Main leads table
│   │   │   ├── my-day/        # Follow-up reminders
│   │   │   ├── incoming/      # Month-filtered leads
│   │   │   ├── analytics/
│   │   │   └── feed-data/     # Sheet ingestion
│   │   ├── superadmin/        # Admin portal + pages
│   │   └── api/               # All API routes
│   ├── components/
│   │   ├── leads/             # LeadPanel, EmailModal
│   │   └── ui/                # Dropdown, DevBanner, TurnstileWidget
│   └── lib/
│       ├── auth/              # JWE session management
│       ├── cache/             # Redis client (ioredis)
│       ├── db/                # Supabase + Postgres clients
│       └── settings/          # Captcha + banner configuration
├── migrations/
│   └── 000_complete_schema_postgres.sql   # Single-file DB setup
├── Dockerfile
├── docker-compose.yml
├── DEPLOY.md                  # Step-by-step VPS deployment
├── SETUP.md                   # Developer setup guide
└── INSTRUCTIONS.md            # End-user guide

Docs

Document	Purpose
`DEPLOY.md`	Step-by-step VPS deployment guide
`SETUP.md`	Developer environment + full schema reference
`INSTRUCTIONS.md`	End-user guide (sales reps + managers)
`POSTGRES_MIGRATION.md`	Moving from Supabase to self-hosted Postgres
`CHANGES.md`	Full changelog and security patches

Roadmap

Pipeline / Kanban board (drag Status columns)
Contact deduplication (collapse same email/phone across sheets)
Activity timeline (unified lead history)
Conversion & source-ROI analytics
Rep leaderboard + stale-lead SLA alerts
WhatsApp click-to-send
CSV direct import (without Google Sheets)
Round-robin lead assignment
Mobile-first field-rep view

About

LeadFlow was designed and developed by Vijaya Kumar L (Rise With VJ) for CIEL HR to replace fragmented Google Sheets-based lead tracking with a single, fast, secure internal CRM.


Author	Vijaya Kumar L
Brand	Rise With VJ
GitHub	@risewithvj
LinkedIn	vijayakumarl
Email	risewithvj@gmail.com
Built for	CIEL HR

License

MicroCRM License — Source-available, attribution required.

You may view, study, and deploy this for internal non-commercial use.
Commercial use, resale, or white-labelling requires written permission.
The original author credit must be retained in all copies and derivative works.

See LICENSE for the full terms.

Made with ❤️ by Vijaya Kumar L for CIEL HR

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Repository files navigation

LeadFlow · Micro CRM

What is LeadFlow?

Screenshots

Feature Highlights

For Sales Reps

For Managers

For Admins (Super Admin Portal at `/superadmin`)

Tech Stack

Architecture

Quick Start (Self-Hosted)

Prerequisites

1. Create the database

2. Create your first super-admin

3. Configure environment

4. Deploy

5. Proxy + DNS

Environment Variables

Google Sheets Live Sync (via n8n)

Security

Project Structure

Docs

Roadmap

About

License

About

Releases

Packages

Contributors

Folders and files

Latest commit

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Repository files navigation

LeadFlow · Micro CRM

What is LeadFlow?

Screenshots

Feature Highlights

For Sales Reps

For Managers

For Admins (Super Admin Portal at /superadmin)

Tech Stack

Architecture

Quick Start (Self-Hosted)

Prerequisites

1. Create the database

2. Create your first super-admin

3. Configure environment

4. Deploy

5. Proxy + DNS

Environment Variables

Google Sheets Live Sync (via n8n)

Security

Project Structure

Docs

Roadmap

About

License

About

Resources

Stars

Watchers

Forks

Releases

Packages

Contributors

For Admins (Super Admin Portal at `/superadmin`)