DealFlow Pro

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DealFlow Pro is a ready-to-launch SaaS platform for SME consultancies (law firms, digital agencies, compliance advisors) to manage their entire client lifecycle - from lead tracking and service templating to quoting, invoicing, document compliance, cashflow, and a built-in subcontractor marketplace. Think Pipedrive + Practice Panther + a field-job marketplace bundled into one, built specifically for emerging markets where compliance deadlines and document tracking are critical.Key capabilities:- Multi-step Order Wizard that generates quotes, invoices, compliance alerts, and PDFs in one flow- Drag-and-drop Kanban deal pipeline with auto-scoring (0 -100) based on value, probability, urgency, and profit margin- Service template catalog with tiered pricing, add-ons, and versioning- Subcontractor field-job marketplace - post jobs with profit guardrails, collect competitive bids, award to trusted partners- Compliance tracker - auto-generated alerts for domain renewals, tax clearance, annual returns- Cashflow dashboard with 12-month revenue chart and income/expense breakdown- Public quote portal - tokenized URLs for clients to view/accept/decline online- Full REST API with OpenAPI 3.0 docs (20+ endpoints)