crm-lead-management

Meghna Rajawat

Develop a secure, scalable, AI-powered CRM system with customer and lead management, sales pipelines, follow-up automation, AI-driven communication, workflow integrations, reporting, and user management - Implementing basic reporting and analytics. - Setting up a secure database and user management. - Ensuring the system is scalable and can be maintained independently.

Landing

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Project Tasks

168 tasks

Generate system requirement document

1m 12s0.2 cr used

Done

Generate personas & user flows

0m 37s0.2 cr used

Done

Create flow for Sales Representative

0m 35sCredits in parent

Done

Create flow for Sales Manager

0m 35sCredits in parent

Done

Create flow for CRM Administrator

0m 35sCredits in parent

Done

#10

Landing

3m 41sCredits in subtasks

Done

#31

Fix Landing review findings: The hero section index is clipped at the left viewport… (+1 more)

1m 0s0.4 cr used

Done

#27

Landing / Navigation

0m 19s0.85 cr used

Done

#23

Landing / Hero Composition

0m 24s0.85 cr used

Done

#24

Landing / Capability Index

0m 37s0.85 cr used

Done

#25

Landing / Persona Roster

0m 26s0.85 cr used

Done

#26

Landing / Entry Actions

0m 23s0.85 cr used

Done

#28

Landing / Footer

0m 20s0.85 cr used

Done

#29

Navigation

0m 19sCredits in parent

Done

#30

Footer

0m 20sCredits in parent

Done

#11

Login

3m 14sCredits in subtasks

Done

#39

Fix 5 Login files: data is not defined

0m 18s0.4 cr used

Done

#38

Fix Login review findings: frontend/src/components/Login Credential Panel.jsx: this… (+1 more)

0m 23s0.4 cr used

Done

#32

Login / Navigation Slot

0m 0s0.85 cr used

Done

#33

Login / Credential Panel

0m 28s0.85 cr used

Done

#34

Login / Footer Slot

0m 0s0.85 cr used

Done

#12

Sign Up

3m 19sCredits in subtasks

Done

#35

Sign Up / Header Slot

0m 0s0.85 cr used

Done

#36

Sign Up / Enrollment Panel

1m 1s0.85 cr used

Done

#37

Sign Up / Footer Slot

0m 0s0.85 cr used

Done

#13

Dashboard

7m 49sCredits in subtasks

Done

#57

Fix Dashboard review findings: Tablet sidebar is not contained as a left rail and its… (+2 more)

1m 35s0.4 cr used

Done

#40

Dashboard / Navigation

0m 0s0.85 cr used

Done

#41

Dashboard / Work Area Rail

0m 17s0.85 cr used

Done

#42

Dashboard / Summary Ledger

0m 44s0.85 cr used

Done

#43

Dashboard / Recent Records

0m 35s0.85 cr used

Done

#44

Dashboard / Automation Status

0m 54s0.85 cr used

Done

#45

Dashboard / Work Area Routing

0m 22s0.85 cr used

Done

#46

Dashboard / Footer

0m 0s0.85 cr used

Done

#14

Customers

15m 20sCredits in subtasks

Done

#100

Fix Customers review finding: frontend/src/components/Customers Related Records.jsx: the…

0m 30s0.4 cr used

Done

#47

Customers / Work Area Rail

0m 2s0.85 cr used

Done

#48

Customers / Page Header

0m 1s0.85 cr used

Done

#49

Customers / Record Workspace

1m 40s0.85 cr used

Done

#50

Customers / Related Records

1m 15s0.85 cr used

Done

#51

Customers / Footer

0m 0s0.85 cr used

Done

#15

Leads

15m 21sCredits in subtasks

Done

#101

Fix Leads review finding: Related records bleed beneath the desktop sidebar;

0m 19s0.4 cr used

Error

#52

Leads / Work Area Rail

0m 2s0.85 cr used

Done

#53

Leads / Page Header

0m 1s0.85 cr used

Done

#54

Leads / Record Workspace

1m 42s0.85 cr used

Done

#55

Leads / Related Records

1m 39s0.85 cr used

Done

#56

Leads / Footer

0m 0s0.85 cr used

Done

#16

Pipeline

13m 36sCredits in subtasks

Done

#92

Fix Pipeline review findings: The rail does not match the requested fixed left… (+2 more)

1m 39s0.4 cr used

Done

#58

Pipeline / Work Area Rail

0m 1s0.85 cr used

Done

#59

Pipeline / Page Header

0m 0s0.85 cr used

Done

#60

Pipeline / Board Workspace

1m 12s0.85 cr used

Done

#61

Pipeline / Deal Detail Panel

0m 39s0.85 cr used

Done

#62

Pipeline / Work Area Routing

0m 36s0.85 cr used

Done

#63

Pipeline / Page Footer

0m 0s0.85 cr used

Done

#17

Follow-up Automation

51m 15sCredits in subtasks

Done

#108

Fix 9 Follow-up Automation files: Cannot read properties of undefined (reading 'href')

0m 27s0.4 cr used

Done

#107

Fix Follow-up Automation review findings: Q3 as reviewed now: The name-matching and enabled-derived… (+1 more)

0m 27s0.4 cr used

Done

#103

Fix Follow-up Automation review findings: The work-area navigation does not render as the requested… (+1 more)

4m 12s0.4 cr used

Done

#99

Fix Follow-up Automation review findings: The work-area navigation does not render as the requested… (+2 more)

0m 44s0.4 cr used

Done

#64

Follow-up Automation / Follow Up Automation Header

0m 0s0.85 cr used

Backlog

#65

Follow-up Automation / Dashboard Work Area Rail

0m 1s0.85 cr used

Done

#66

Follow-up Automation / Follow Up Automation Rule Workspace

1m 26s0.85 cr used

Done

#67

Follow-up Automation / Follow Up Automation Triggered Results

1m 6s0.85 cr used

Done

#68

Follow-up Automation / Follow Up Automation Work Area Routing

0m 56s0.85 cr used

Done

#69

Follow-up Automation / Follow Up Automation Footer

0m 0s0.85 cr used

Backlog

#18

AI Communication

11m 54sCredits in subtasks

Done

#86

Fix AI Communication review findings: Q1 as reviewed now… (+4 more)

1m 29s0.4 cr used

Done

#70

AI Communication / AICommunication Navigation

0m 0s0.85 cr used

Done

#71

AI Communication / AICommunication Work Area Rail

0m 1s0.85 cr used

Done

#72

AI Communication / AICommunication Draft Workspace

0m 52s0.85 cr used

Done

#73

AI Communication / AICommunication Work Area Routing

0m 53s0.85 cr used

Done

#74

AI Communication / AICommunication Footer

0m 0s0.85 cr used

Done

#19

Integrations

16m 31sCredits in subtasks

Done

#102

Fix Integrations review findings: The work-area rail overlaps and clips the list content on… (+1 more)

0m 39s0.4 cr used

Done

#79

Integrations / Navigation

0m 1s0.85 cr used

Done

#75

Integrations / Work Area Rail

0m 0s0.85 cr used

Done

#76

Integrations / Connection Workspace

0m 38s0.85 cr used

Done

#77

Integrations / Activity Log

0m 32s0.85 cr used

Done

#78

Integrations / Work Area Routing

0m 26s0.85 cr used

Done

#80

Integrations / Footer

0m 0s0.85 cr used

Done

#20

Reports

21m 55sCredits in subtasks

Done

#104

Fix Reports review findings: frontend/src/components/Reports Filter Bar.jsx references an… (+1 more)

0m 58s0.4 cr used

Done

#81

Reports / Shared Header

0m 1s0.85 cr used

Done

#82

Reports / Work Area Rail

0m 0s0.85 cr used

Done

#83

Reports / Filter Bar

0m 51s0.85 cr used

Done

#84

Reports / Work Area Routing

0m 25s0.85 cr used

Done

#85

Reports / Shared Footer

0m 0s0.85 cr used

Done

#21

Users

24m 11sCredits in subtasks

Done

#106

Fix Users review findings: Q1 as reviewed now: frontend/src/pages/Users.jsx: the… (+3 more)

1m 49s0.4 cr used

Done

#87

Users / Page Header

0m 1s0.85 cr used

Done

#88

Users / Work Area Rail

0m 0s0.85 cr used

Done

#89

Users / Access Workspace

0m 56s0.85 cr used

Done

#90

Users / Work Area Routing

0m 29s0.85 cr used

Done

#91

Users / Page Footer

0m 0s0.85 cr used

Done

#22

Database

22m 20sCredits in subtasks

Done

#105

Fix Database review finding: The desktop Work Areas row has a severely collapsed…

0m 21s0.4 cr used

Done

#97

Database / Navigation

0m 0s0.85 cr used

Done

#93

Database / Work Area Rail

0m 0s0.85 cr used

Done

#94

Database / Configuration Workspace

0m 39s0.85 cr used

Done

#95

Database / Status Health Ledger

0m 33s0.85 cr used

Done

#96

Database / Work Area Routing

0m 29s0.85 cr used

Done

#98

Database / Footer

0m 0s0.85 cr used

Done

#109

Retry Failed Pages

1m 41s0.4 cr used

Done

Architecture

2m 40s0.2 cr used

Done

#110

Create backend_modules diagram

1m 54sCredits in parent

Done

#111

Create er_diagram diagram

1m 54sCredits in parent

Done

#112

Create frontend_modules diagram

1m 54sCredits in parent

Done

#113

Create sequence diagram

1m 53sCredits in parent

Done

#114

Create service_network diagram

1m 53sCredits in parent

Done

Workspace task plan

7m 38s0.2 cr used

Done

#115

Returning users verify through Login and reach the Dashboard

120 cr estimated

To Do

#116

Self-service Sign Up creates a first-use account and opens the Dashboard

100 cr estimated

To Do

#117

CRM Administrator configures and maintains the secure database

120 cr estimated

To Do

#118

Sales Manager reviews basic sales activity and pipeline reports

100 cr estimated

To Do

#119

Sales Representative configures and operates follow-up automation

120 cr estimated

To Do

#120

Sales Representative creates and opens customer records

100 cr estimated

To Do

#121

CRM Administrator provisions users and keeps access configured

120 cr estimated

To Do

#122

Sales Representative browses, views, and updates customer records

100 cr estimated

To Do

#123

Provision and manage CRM users and their access

140 cr estimated

To Do

#124

Lead records: browse, view, create, and keep current

120 cr estimated

To Do

#125

AI-assisted communication in CRM work areas

160 cr estimated

To Do

#126

Configure and maintain the secure CRM database

140 cr estimated

To Do

#127

Draft, review, and send AI communication with history

140 cr estimated

To Do

#128

AI outreach drafting, sending, and communication history

140 cr estimated

To Do

#129

Leads work area: list, detail, and progression

120 cr estimated

To Do

#130

Search, update, progress, and automate leads

120 cr estimated

To Do

#131

Load pipeline board and recover from fetch failure; View deal detail; Move deal through pipeline stages

100 cr estimated

To Do

#132

Open related customer or lead; Move deal through pipeline stage; View pipeline board; Filter pipeline by owner or stage; Move a deal through the pipeline; Move deals through pipeli

100 cr estimated

To Do

#133

Recover from user provision failure; Fetch and render users; Show provisioned or invited user with recorded access; Provision or invite users with recorded access; Deactivate user;

100 cr estimated

To Do

#134

Navigate from reports to related records; View reports on sales activity and pipeline visibility with metric values and deltas; Filter reports by period or owner; Review report met

100 cr estimated

To Do

#135

Test connection; Access workflow integrations; Loading state while fetching integrations; Configure integration; Keep integrations configured; Disconnect workflow integrations; Man

100 cr estimated

To Do

#136

Work customers day to day; Retry customer fetch; View customer record; Save customer record; View durable customer record; Create customer

100 cr estimated

To Do

#137

Continue maintenance and operation; Handle component degradation; Operate and maintain the system as usage grows; Execute durable CRM operations; Operate secure database; Execute u

100 cr estimated

To Do

#138

Execute a durable CRM action from a work area; Serve CRM work areas under load; Operate the scalable, independently maintainable CRM; Serve CRM work areas under load without extern

100 cr estimated

To Do

#139

Configure and manage workflow integrations

120 cr estimated

To Do

#140

Render basic team reports with metric deltas

100 cr estimated

To Do

#141

Configure and run follow-up automation rules

120 cr estimated

To Do

#142

Configure and maintain the secure database

120 cr estimated

To Do

#143

Create, browse, and update lead records

100 cr estimated

To Do

#144

View users and manage user access

100 cr estimated

To Do

#145

Run follow-up automation on the backend

140 cr estimated

To Do

#146

Show integration activity and empty integrations state

60 cr estimated

To Do

#147

Dashboard summary and routing hub after sign-in

120 cr estimated

To Do

#148

Customer records: list, search, detail, and create

100 cr estimated

To Do

#149

Administrator user provisioning, invitation, and activity review

120 cr estimated

To Do

#150

Workflow integration connection, testing, and activity

140 cr estimated

To Do

#151

Pipeline board, deal stage moves, and AI-assisted CRM work

140 cr estimated

To Do

#152

Follow-up automation timing, conditions, and status

100 cr estimated

To Do

#153

Integration status, connect, and disconnect lifecycle

120 cr estimated

To Do

#154

Application-owned authentication for CRM access

140 cr estimated

To Do

#155

Enforce application-owned authorization across CRM work areas

160 cr estimated

To Do

#156

Keep CRM work usable when AI assistance is unavailable

120 cr estimated

To Do

#157

Let the CRM Administrator review database health

100 cr estimated

To Do

#170

Landing page reveals hero and routes visitors to Sign Up or Login

80 cr estimated

To Do

#158

Wire the Dashboard to live CRM summary and routing

120 cr estimated

To Do

#159

Wire Login to live identity verification

120 cr estimated

To Do

#160

Wire Sign Up to live self-service enrollment

120 cr estimated

To Do

#161

Wire Follow-up Automation to live rules, status, and results

140 cr estimated

To Do

#162

Wire Users to live provisioning and access management

140 cr estimated

To Do

#163

Reports page shows live sales activity and pipeline metrics

120 cr estimated

To Do

#164

Customers page works live customer records end to end

120 cr estimated

To Do

#165

Integrations page manages live workflow connections

140 cr estimated

To Do

#166

Leads page works live lead records end to end

120 cr estimated

To Do

#167

Pipeline board moves deals through live stages

140 cr estimated

To Do

#168

AI Communication drafts, reviews, and sends outreach

140 cr estimated

To Do

#169

Database page configures and maintains the secure store

120 cr estimated

To Do

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