顧客管理システム

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.

Main Features

• Customer Management: Customer registration, editing, deletion, search, complex filtering, sorting, pagination, CSV export
• Interaction History & Task Management: Interaction history per customer, tasks, attachments, audit logs
• Dashboard: KPIs, monthly trends, customer status, pending tasks at a glance
• User Management: Three-tier permissions (admin, general user, view-only), user invitations
• Master Management: Customize status, tags, lead sources, interaction types, organization settings
• Authentication: Email and password authentication, new organization registration, password reset
• Multi-device Support: PC, tablet, 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 the 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 switch 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, 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, Testing Library tests, and Firebase Rules Unit Testing