WHAT DOES IT DO?
Card Based CRM for Every Team — how the system works.
CardflowPi is a web based CRM developed by DijitalPi. Leads from advertising forms, phone calls and the website gather in one list. Team members work by swiping each card in four directions, and a single gesture records the status, funnel stage and activity at the same time. It runs in the browser with nothing to install. When added to a phone’s home screen, it opens like an app.
CardflowPi brings clarity to sales operations. Lead sources, calls and pending follow ups are recorded instead of being lost across separate lists. Tables and cards use the same data. The sales team works with cards on the phone, while managers use tables and reports on the desktop, so there is no need to update two systems. Follow up scheduling, undo, call history and the appointment book are all available within the same card. Appointments cannot be entered for a time in the past.
The permission layer sits at the heart of CardflowPi. No user role can delete a record. Incorrect actions are reversed instead, leaving their history intact. Role based permissions, row level access, a separate data area for each organisation and encrypted daily backups are included as standard. The Meta Lead Ads connection is available today, and records arrive through regular polling after a short delay. WhatsApp integration and offline conversion feedback to advertising platforms are not yet available.
HIGHLIGHTS
The four building blocks that carry the system.
The Swipe Panel
Four directions and one gesture record the status, funnel stage and activity together. "Call later" removes the card from the list until the scheduled return time, while an incorrect decision is reversed instead of deleted.
Manager Screen and Reports
Column selection, advanced filters and saved segments support daily, weekly and monthly reports. Each report is compared with the equivalent previous period, while missing data and zero are displayed separately.
One List from Advert to Lead
Meta Lead Ads forms and the website form feed directly into the CRM. The channel, campaign, ad set and advert thumbnail appear within the card.
Records That Cannot Be Deleted
Role based permissions, row level access, a separate data area for each organisation and encrypted daily backups keep access controlled. Each role sees and edits only the records and fields within its scope.
WHO IS IT FOR?
Who gets the most out of it?
CardflowPi is live. Try it with your own lead flow.
We handle the setup, including the transfer of existing records, roles and the advertising connection. In a short call, we can discuss your team size and monthly lead volume to define the scope.
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