Features described may change during development
Intelligent Sales Pipeline Management for Independent Professionals
Visual Kanban pipelines, AI-powered proposal generation, intelligent lead scoring, and seamless M365 integration. Enterprise-grade sales management designed for solo entrepreneurs and small professional services firms - without the enterprise complexity.
Enterprise-grade sales tools without the time and resources to manage complex CRM systems
Track prospective client engagements through discovery, proposal, and contracting stages. Generate customized proposals that incorporate past project experience.
Manage component and licensing sales with appropriate workflows. Generate statements of work with technical specifications and track multiple simultaneous opportunities.
Standardize sales processes across team members. Ensure consistent quality in client-facing documents and track pipeline metrics for business planning.
Focus on client-facing work instead of CRM administration. Intelligent automation that adapts to how you actually work, not the other way around.
Sound familiar?
Hours spent updating CRM systems instead of doing client-facing work. Manual data entry that takes away from what you do best.
Proposals that don't reflect your professional expertise. Starting from scratch every time instead of building on past successes.
Client details spread across emails, calendars, and spreadsheets. No single source of truth for your sales pipeline.
Busy schedules mean forgotten check-ins and delayed responses. Inconsistent sales processes that vary from deal to deal.
AI-assisted workflow from prospect to close
Add contacts and opportunities. Automatic lead scoring based on 15+ configurable factors identifies your best prospects.
Visual Kanban pipeline shows all deals at a glance. Drag-and-drop to move through stages with guided checklists.
AI generates proposals using RAG to incorporate your best past work. Review, edit, and send professional documents.
Built with FastAPI and HTMX for a responsive, real-time experience
We're actively developing SoloStaff SalesFlow. Screenshots and a live demo will be available as we approach the Q1 2026 release.
In the meantime, read our Application Overview for detailed feature descriptions and architecture information.
Enterprise-grade capabilities designed for independent professionals
Intuitive Kanban-style dashboard to view all opportunities across multiple customizable pipelines. Drag-and-drop cards through sales stages.
Automatic lead scoring based on 15+ configurable factors. Duplicate detection with fuzzy matching and smart contact merging with audit trails.
Retrieval-Augmented Generation incorporates relevant content from past successful proposals. Pipeline-specific templates with section-by-section generation.
Generate polished proposals, contracts, statements of work, and client correspondence. Multiple formats (PDF, Word, HTML) with automatic branding.
Automatically summarize meeting notes and transcripts. Extract action items with assignees and due dates. Create follow-up tasks automatically.
Connect with Gmail, Outlook, Google Calendar, and Microsoft 365. Email tracking with open and click visibility. Meeting sync with opportunities.
Win rate analysis, revenue metrics, cycle time analysis, and conversion rates. Trend analysis with period-over-period comparisons. Scheduled reports.
Event-driven triggers for contact creation, stage changes, and activity completion. Automatic follow-up tasks and email sequences.
All data stored locally with SQLite. Self-hosted deployment option with systemd and Nginx. Your sales data stays yours.
AI as your intelligent assistant, not your replacement
You choose which information the AI should consider when generating proposals or summaries. Full control over inputs.
AI-generated content is always reviewed before use. Section-by-section generation with human approval at each step.
Request regeneration with specific guidance. The AI learns from your preferences to improve future suggestions.
Complete history of what was generated and what was edited. Track which source documents influenced each section.
Multi-Model Strategy: Tasks are routed to appropriate AI models based on complexity - research tasks use the most capable models, drafting uses balanced models, and quick validation uses fast, cost-effective models. Automatic failover between providers ensures reliability.
Transparency about scope - so you know if it's right for you
Bottom line: If you're a solo professional or small firm who needs to track sales opportunities, generate professional proposals, and maintain consistent follow-up processes - this is for you. If you need enterprise CRM with marketing automation and support ticketing, look elsewhere.
Modern architecture with flexibility for your deployment needs
One-time purchase. No subscriptions. No hidden fees.
Pricing to be announced
AI features require API keys (Anthropic/OpenAI). Typical usage: $5-20/month depending on proposal volume.
No subscription to the software itself.
Enterprise capabilities at independent professional prices
Actively in development with expected availability Q1 2026
SoloStaff SalesFlow represents a new approach to sales management for independent professionals. By combining intelligent automation with human expertise, it reduces administrative burden while maintaining the personal touch that defines professional services.
Sign up below to be notified when SoloStaff SalesFlow becomes available. Early notification subscribers will receive priority access and special launch pricing.
Be the first to know when SoloStaff SalesFlow launches
Interested in intelligent sales pipeline management for your consulting practice or professional services firm? Sign up to be notified when SoloStaff SalesFlow launches in Q1 2026. Early subscribers receive priority access and special pricing.
Q1 2026