Corporate project · Industrial manufacturer · In use

One Flow from Lead to Collection: Process Rules, Task Tracking and Management Reports

The sales process was tied into one flow from lead to collection with event-chain rules, adding a personal work list, tasks with e-mail reminders and reports at personal, team and management level.

Web app
Dashboard
Automation

One flowlead → opportunity → quote → order → collection
3 levelsmy / team / management reports
127countries mapped to sales regions (ISO codes)
One clickfrom lead to customer + opportunity + request

1LeadShared pool via n8n
2OpportunityOne-click conversion
3QuoteStage moves automatically
4OrderOnly from a quote
5CollectionLast step of the flow

Built for an industrial company. For confidentiality, the company name, logo, product/part codes and internal data are not shared; images are cropped accordingly. The flow diagram is illustrative.

The need

Stages were updated by hand and steps were forgotten. Management had no single view of sales activity.

The solution

Automatic stage transitions with a stage bar; orders only from quotes; close reasons are mandatory.
A "My Work" screen and a single customer card with a history tab.
Tasks and status e-mails.
Report screens with region-based visibility, manager notes and a reporting handbook.
A weekly regional activity report is prepared automatically.
Lead pool: leads arrive in a shared pool through automation (n8n), duplicates are blocked, and one click converts them to CRM records.
Mobile-friendly screens with corporate styling.

Delivered

Process rules
My Work and task module
Report screens
Weekly report generator
Reporting handbook
Training video

Technologies

C# / .NET 8
Next.js
SQL Server
Exchange EWS
n8n

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