CRM App
See Reddit post below for more details (WIP)
Functional Requirements
The main objective is to create an offline-first desktop application that uses a local database for a one-time purchase (pay to upgrade) model. I want to create workarounds for needing to integrate with other systems having good import and export features. I also wanted to test simply copying email templates to a clipboard rather than sending them directly to the client from within the app (at least for an MVP).
- CRUD all relevant tables
- Import and Export CSV data
- Convert Contacts to Customers
- Invoice - Generate invoice text (not actualy document, unless I want to do PDF generation) based on client data
- File attachments - upload files to associate with client (could use a headless CMS)
- Email Template Easy-Copy - Copy email templates to past into a new email. Generated from user data
- AI LLM integration
- Kanban View
See Reddit post below for more details
Non Functional Requirements
In general I wanted to focus on UX to make the app "feel good". This is what took the longest.
See Reddit post below for more details
Technical Requirements
- Tauri
- Vue
- Pinia
- Tailwind CSS
- Prismic CMS
- SQlite 3 (Tauri SQL plugin)
- Tauri Store
MVP
These are the must-have features for me.
- CRUD all relevant tables
- Email Template Easy-Copy
- Import & Export CSV, JSON, XML
- AI LLM Integration
- Convert Contacts to Customers
Wireframes
A while ago I built a health CRM and thought I'd use the same layout but with a more modern feel. These were the initial wireframes for that application. Since that time I've updated the look of the app.
Mockup
For this project I started with designing each component to a certain style. Then I added all the components to the page (some repeat). From there I can build the UI up with the components.
Database Schema
I'm mostly focused on the UI/UX of the application, so I didn't need an official schema until later. If data was most important, then I may have started with the schema.