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CRM Development Roadmap

The CRM Development Roadmap outlines a project timeline from March 23, 2025, to June 14, 2025, detailing initial research and planning steps, followed by four phases of development: Frontend, Backend, Advanced Features, and Testing/Deployment. Each phase includes specific weekly tasks focusing on UI setup, API development, report integration, and security measures. The final weeks involve debugging, deployment, and documentation preparation for the project presentation.

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60 views2 pages

CRM Development Roadmap

The CRM Development Roadmap outlines a project timeline from March 23, 2025, to June 14, 2025, detailing initial research and planning steps, followed by four phases of development: Frontend, Backend, Advanced Features, and Testing/Deployment. Each phase includes specific weekly tasks focusing on UI setup, API development, report integration, and security measures. The final weeks involve debugging, deployment, and documentation preparation for the project presentation.

Uploaded by

2k22.csaiml.2212256
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
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CRM Development Roadmap

Start Date: March 23, 2025 | Estimated Completion: June 14, 2025

Initial Steps (Before March 23, 2025)

Research & Planning


- Define core features (Authentication, Contact Management, Deals, etc.)
- Choose the tech stack (Frontend, Backend, Database, Reporting)
- Design UI wireframes (Figma, Adobe XD, or hand-drawn sketches)

Project Timeline (Starting March 23, 2025)

Phase 1: Frontend Development (Weeks 1-3)

Week 1 (March 23-March 29): Basic UI Setup


- Set up project structure (HTML, CSS, JavaScript)
- Build login/signup pages
- Use a CSS framework (Bootstrap/Tailwind)

Week 2 (March 30-April 5): Dashboard & Navigation


- Design the main dashboard layout
- Implement navigation and sidebar

Week 3 (April 6-April 12): Forms & CRUD UI


- Create Contact, Deals, and Task forms
- Add UI for viewing, adding, and updating records

Phase 2: Backend Development (Weeks 4-6)

Week 4 (April 13-April 19): Node.js & Database Setup


- Set up Express server
- Connect to MongoDB/MySQL
- Create user authentication (JWT-based login/logout)

Week 5 (April 20-April 26): API Development


- Build RESTful APIs for users, contacts, deals, and tasks
- Implement CRUD operations
- Test API with Postman

Week 6 (April 27-May 3): Connect Frontend with Backend


- Use Fetch/Axios to make API calls
- Handle form submissions & data updates
- Implement input validations

Phase 3: Advanced Features & Reporting (Weeks 7-9)

Week 7 (May 4-May 10): Integrate Power BI/Tableau


- Fetch CRM data from the database
- Generate dynamic reports
- Embed Power BI/Tableau dashboards

Week 8 (May 11-May 17): Notifications & Email Integration


- Implement email notifications (Nodemailer)
- Add task reminders

Week 9 (May 18-May 24): Security & Role-Based Access


- Secure API routes
- Implement role-based access (Admin, User)

Phase 4: Testing, Deployment & Documentation (Weeks 10-12)

Week 10 (May 25-May 31): Debugging & Unit Testing


- Test UI functionality
- Fix backend API issues

Week 11 (June 1-June 7): Deployment


- Deploy frontend (Netlify/Vercel)
- Deploy backend (Render/Heroku/VPS)
- Connect database (MongoDB Atlas/MySQL server)

Week 12 (June 8-June 14): Documentation & Final Touches


- Write project documentation
- Create a project demo
- Prepare for presentation

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