A big day today, I finished all the coding that makes Candid CRM usable. This does not mean that Candid CRM is finished, it just means that I can use it as well as my beta-test team. The version I sent live today is the first version that does not have the pre-release warning. This means that the data that is entered by the users is safe, a big step!
Remaining development tasks generally revolve around the dashboard. Charts showing statistics regarding contacts, their status, and the products they are interested in. Other information such as last communication and last viewed date will also be used to encourage the user to keep making contact with their potential customers.
The only other, rather urgent, development task, is the background job that will send emails to users telling them what actions they have for the day as well as birthdays and a list of “neglected” contacts, maybe some some states to help motivate the users, such as actions completed in the last year/month etc. The background job already exists, it handles password resets, welcomes new users and monitors database usage (we don’t want to run out of space!).
There are still a lot of non-coding jobs to do. Setting up Stripe to accept payments, complete with voucher codes to help promote the app.
There is still the privacy policy, terms of service, and the website to update. AI will be assisting here. I have templates that I have used in the past, but letting AI read and update the documents makes sure I am protected. Plus, cheaper than solicitors in this early stage.
My first beta-tester is my 29 year old son. He is starting a security company installing alarms and CCTV later in the year. Let’s see if he can sign up and create his first contact!