Customer Management System

Overview

FlowCRM is a customer management system designed for small businesses and retail stores. It provides centralized management of customer information, interaction history, deal status, and next action tasks, with separation by organization.

Key Features

• Customer Management: Customer registration, editing, deletion, search, compound filtering, sorting, pagination, CSV export
• Interaction History & Task Management: Interaction history per customer, tasks, attachments, audit logs
• Dashboard: KPIs, monthly trends, customer status, and pending tasks at a glance
• User Management: Three-tier permissions (administrator, general user, view-only), user invitations
• Master Management: Customize status, tags, lead sources, interaction types, and organization settings
• Authentication: Email and password authentication, new organization registration, password reset
• Multi-Device Support: PC, tablet, and smartphone compatible, Japanese language UI

How to Try

No registration required—you can operate the in-browser demo from "Try Demo" on the top page. Changes are saved within your browser and not shared with other users. Demo data containing 24 fictional customers can be reset at any time.

By configuring Firebase Authentication / Cloud Firestore / Cloud Storage, you can switch to production mode. Since you can toggle between demo and live data on the same screen, it's convenient for pre-implementation verification.

Technical Features

• Built with Next.js App Router, React, TypeScript, and Tailwind CSS
• Compatible with Firebase (Authentication, Firestore, Cloud Storage, Cloud Functions)
• Strict organization boundary management through tenant separation by organizationId and Firestore / Storage Security Rules
• Quality assurance through Vitest and Testing Library tests, Firebase Rules Unit Testing