lemon-saas

byArchit Suthar

I want to create the saas software for CRM

LoginReportsUsersLeadsDashboardEmailSettingsPipeline
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Project Tasks16

#1

Implement Theme & Color System

To Do

As a Frontend Developer, I want to implement the lemon-saas design system with the defined color palette (Background #F9F9F6, Surface #FFFFFF, Text #333333, Accent #FFD700, Muted #C4C4C4) as global CSS variables and Tailwind/component theme tokens, and remove scaffold pages that are not part of the final design (e.g. welcome page, signup page, ai-assistant page if not in scope), so that all pages reflect a consistent visual identity matching the mock designs. This task must be completed independently before all other page tasks begin.

AI 85%
Human 15%
High Priority
1 day
AI Credits:4
Frontend Developer
#3

Build Login Page

To Do

As a Frontend Developer, I want to implement the Login page based on the existing Login v2 JSX design, applying the theme system so that returning users can authenticate through a visually consistent, branded login experience. Page is linked from Landing and routes to Dashboard on success. Connects to existing authentication backend.

Depends on:#1
Waiting for dependencies
AI 90%
Human 10%
High Priority
1 day
AI Credits:4
Frontend Developer
#2

Build Landing Page

To Do

As a Frontend Developer, I want to implement the Landing page based on the existing Landing v1 JSX design, applying the theme system so that prospective users see a polished, on-brand entry point communicating lemon-saas's CRM value proposition. Implements the interactive lemon grove concept with animations, tooltips, and timezone-based color shifts per the SRD signature design. Links to Login page.

Depends on:#1
Waiting for dependencies
AI 90%
Human 10%
High Priority
2 days
AI Credits:7
Frontend Developer
#4

Build Dashboard Overview Page

To Do

As a Frontend Developer, I want to implement the Dashboard page based on the existing Dashboard v2 JSX design, with summary stats, KPI cards, and activity feed widgets so that logged-in users get an at-a-glance snapshot of their CRM pipeline, leads, and performance metrics. Entry point post-login for all personas; links to Leads, Pipeline, Email, Reports, Users, and Settings.

Depends on:#3#1
Waiting for dependencies
AI 90%
Human 10%
High Priority
2 days
AI Credits:6
Frontend Developer
#8

Build Reports & Analytics Page

To Do

As a Frontend Developer, I want to implement the Reports page based on the existing Reports v2 JSX design, with filterable charts, data tables, and export controls so that managers and admins can generate analytics reports, visualize CRM performance, and export data. Accessible from Dashboard for Admin and Guest personas per user flow.

Depends on:#1#4
Waiting for dependencies
AI 88%
Human 12%
Medium Priority
2 days
AI Credits:6
Frontend Developer
#5

Build Leads Management Page

To Do

As a Frontend Developer, I want to implement the Leads page based on the existing Leads v2 JSX design, with a contact list, add/edit lead forms, lead detail view, and assignment UI so that sales reps can manage contacts, add new leads, view assigned leads, and interact with each lead record. Navigates from Dashboard; supports User and Guest personas per user flow.

Depends on:#1#4
Waiting for dependencies
AI 88%
Human 12%
High Priority
2.5 days
AI Credits:7
Frontend Developer
#10

Build Settings Page

To Do

As a Frontend Developer, I want to implement the Settings page based on the existing Settings v2 JSX design, with workflow customization panels, notification preferences, and integration configuration options so that users can tailor CRM behavior and admins can configure system-wide workflows. Accessible from Dashboard in the Admin flow.

Depends on:#1#4
Waiting for dependencies
AI 88%
Human 12%
Medium Priority
1.5 days
AI Credits:5
Frontend Developer
#6

Build Sales Pipeline Page

To Do

As a Frontend Developer, I want to implement the Pipeline page based on the existing Pipeline v2 JSX design, with a Kanban-style board and drag-and-drop stage transitions so that sales reps can track deals visually, update deal stages, and monitor progression through the sales funnel. Accessible from Dashboard in the User flow.

Depends on:#4#1
Waiting for dependencies
AI 88%
Human 12%
High Priority
2.5 days
AI Credits:7
Frontend Developer
#9

Build Users & Roles Page

To Do

As a Frontend Developer, I want to implement the Users page based on the existing Users v2 JSX design, with a user list, role assignment controls, and permissions matrix UI so that administrators can manage team members, assign roles, and configure access permissions. Accessible from Dashboard in the Admin flow.

Depends on:#1#4
Waiting for dependencies
AI 88%
Human 12%
Medium Priority
2 days
AI Credits:6
Frontend Developer
#7

Build Email Integration Page

To Do

As a Frontend Developer, I want to implement the Email page based on the existing Email v2 JSX design, with account connection flow, inbox view, compose panel, and automation rule configuration so that users can integrate their email account, send messages, and set up automated email sequences for leads. Accessible from Dashboard in the User flow.

Depends on:#4#1
Waiting for dependencies
AI 88%
Human 12%
High Priority
2.5 days
AI Credits:7
Frontend Developer
#15

Build User Roles & Permissions API

To Do

As a Backend Developer, I want to build FastAPI endpoints for managing users, assigning roles (Admin/User/Guest), and enforcing permission scopes on protected resources so that the Users admin page can control access levels across the CRM.

Depends on:#9
Waiting for dependencies
AI 78%
Human 22%
Medium Priority
2 days
AI Credits:6
Backend Developer
#11

Build Leads Management API

To Do

As a Backend Developer, I want to build RESTful FastAPI endpoints for creating, reading, updating, and deleting leads and contacts, including assignment and interaction logging, so that the frontend Leads page can perform full CRUD operations against a persistent MySQL/MongoDB data store.

Depends on:#5
Waiting for dependencies
AI 80%
Human 20%
High Priority
2 days
AI Credits:6
Backend Developer
#13

Build Email Integration API

To Do

As a Backend Developer, I want to build FastAPI endpoints for connecting third-party email accounts via OAuth, sending emails, and configuring automation sequences and triggers so that the Email page can orchestrate email workflows tied to CRM contacts.

Depends on:#7
Waiting for dependencies
AI 75%
Human 25%
Medium Priority
2.5 days
AI Credits:7
Backend Developer
#12

Build Pipeline Tracking API

To Do

As a Backend Developer, I want to build FastAPI endpoints for managing sales pipeline stages, moving deals between stages, and retrieving pipeline summaries so that the Pipeline page can reflect real-time deal progression tied to lead records.

Depends on:#6#11
Waiting for dependencies
AI 80%
Human 20%
High Priority
2 days
AI Credits:6
Backend Developer
#16

Integrate AI Assistant Features

To Do

As an AI Engineer, I want to integrate GPT, Claude, and Gemini models via LiteLLM and Langchain into the AI Assistant dashboard page with context-aware CRM actions such as lead summarization, pipeline recommendations, and email drafting so that users can leverage AI to accelerate their sales workflows.

Depends on:#4#12#11
Waiting for dependencies
AI 70%
Human 30%
Low Priority
3 days
AI Credits:9
AI Engineer
#14

Build Reports & Analytics API

To Do

As a Backend Developer, I want to build FastAPI endpoints that aggregate leads, pipeline, and email data into structured analytics payloads with filtering, grouping, and CSV/PDF export capabilities so that the Reports page can render accurate business intelligence.

Depends on:#11#8#12
Waiting for dependencies
AI 78%
Human 22%
Medium Priority
2 days
AI Credits:6
Backend Developer
Landing: View Info
Login: Sign In
Dashboard: View Stats
Users: Assign Roles
Users: Set Permissions
Reports: Generate Analytics
Reports: Export Data
Settings: Customize Workflows