Phase 01
The MVP
Weeks 1 – 4
Working Product
Phase 02
Full Platform
Weeks 5 – 8
Complete SaaS
Phase 03
Polish & Handover
Weeks 9 – 12
Final Delivery
Phase 01
The MVP
All 6 user types · Associate branding · Core CRM · WhatsApp · Billing
Weeks 1–4
By end of Week 4 you have a fully working, demo-ready web product. All 6 user types can log in with correct permissions. The Associate branding system is live — enter an Associate ID once and the entire app transforms to their brand. Core CRM, WhatsApp, and billing are functional.
Week 1
Foundations & User System
Project architecture — multi-tenant database, cloud infra, CI/CD pipeline
All 6 user types: Owner, Admin, Admin Staff (Sales / Support / Marketing), Associate, Associate Client, Client/Sub-User
Role-based permissions — each user type has isolated access scope
Secure login — email/password, 2FA groundwork, session management
Owner Super Admin panel skeleton — SaaS control, subscription management
Week 2
Associate Branding System
Associate Registration Form — Name, Firm Name, Logo, Address, Lat/Long, Timezone, Mobile, Email
Domain/Sub-domain setup + Custom Domain Mapping per Associate
App Branding fields — App Name, App Icon, Loading Screen, Color Theme, Splash Screen
Support contact config per Associate — Support Number, Support Email
Dynamic Push Notification Branding per Associate
Associate ID generation — single app in the store, client enters ID on first launch and the entire app rebrands at runtime to that Associate's logo, colors, name, and support details
Week 3
Core CRM & WhatsApp
Contact Management — Customer Database, Lead Database, Notes & Attachments, Activity Timeline
Lead Management — Capture Forms, Lead Scoring, Duplicate Detection, Auto Assignment, Source Tracking
Sales Pipeline — Deal Stages, Opportunity Tracking, move deals through stages
WhatsApp Business Integration — Send/Receive inside CRM, Chat History, Template Messages, WhatsApp Cloud API
Activity notes and file attachments on contacts and leads
Week 4
Billing, Admin & QA
Subscription Plans — Monthly and Yearly with Trial Period setup
Payment Collection — Razorpay / UPI integration
Owner Dashboard — all companies overview, company health monitoring, revenue dashboard
Admin Panel — CRM Operations, Team Management, User Permissions
Full MVP QA — all user flows, login, branding, pipeline, WhatsApp, billing
✓
MVP Delivered — Founder can demo the full working product
Phase 02
Full Platform
Mobile app · GPS · AI · E-Commerce · Social Media · GST · All modules complete
Weeks 5–8
Week 5
Mobile App (iOS & Android)
Single app published to App Store and Google Play — one listing, one codebase
Client downloads the app, enters their Associate's ID on first launch — app instantly loads that Associate's branding at runtime
Runtime branding: logo, colors, splash screen, app name, support number and email — all per Associate, no separate app submission needed per Associate
Push notifications branded per Associate
Mobile-optimized CRM views — contacts, leads, pipeline
Week 6
Field Sales, GPS & Vehicle Tracking
Offline Working — notes and leads save locally, auto-sync when connection returns
GPS Check-in / Check-out at client locations, GPS Attendance system for field staff
Geo-fence Alerts — notifies rep when near a client location
Route Map — see all day's visits on a map, visit notes and photo upload from mobile
Vehicle GPS Integration — tracking physical vehicles via hardware trackers
Week 7
Marketing, Support, Documents & GST
Marketing Automation — Email Campaigns, SMS Campaigns, WhatsApp Broadcast, Customer Segmentation, Lead Nurturing
Social Media One-Click Posting — WhatsApp, Facebook, Instagram, Telegram, LinkedIn, Twitter/X, YouTube, Snapchat, Pinterest, Threads, Discord, Reddit
Support System — Ticket Management, Helpdesk, Live Chat, Auto Ticket Assignment, Priority System
Document Management — File Upload, Contract Storage, Quotation Management, Digital Signature, Version Control
Associate Wallet — commission per client, earnings dashboard, payout requests
GST Module + Balance Sheet Reporting
Week 8
Automation, AI, E-Commerce & App Store
Workflow Automation — Auto Follow-up, Reminders, Event-based Triggers, Scheduled Automations, Drag-Drop Builder
Reporting & Analytics — Sales, Marketing, Support Reports, KPI Dashboards, Business Intelligence Reports
API System — REST API, Webhook System, OAuth, Rate Limiting, Integration Marketplace
AI Lead Scoring, Sales Predictions, Smart Suggestions, AI Chat Assistant, Predictive Analytics
E-Commerce Module — Product Management, Pricing, Order Tracking, Inventory, Invoice Generation, Order Status Automation
App submitted to App Store and Google Play
✓
Full SaaS Platform Delivered — Mobile App Live · All Modules Complete
Phase 03
Polish & Handover
Testing · Bug fixes · Knowledge Base · Documentation · Final delivery
Weeks 9–12
Week 9
Full Testing
Test every user role end to end — Owner, Admin, Staff, Associate, Client, Sub-User
WhatsApp flow testing — send, receive, broadcast, chatbot, shared team inbox
Branding flow testing — Associate ID entry, runtime branding load, all Associate scenarios
Offline and sync testing — GPS, field sales, data integrity after reconnect
Billing and payment testing — subscriptions, trials, plan switching, Razorpay/UPI
AI, E-Commerce, GST, Vehicle GPS, and Social Media modules tested end to end
Week 10
Fixes & Performance
Fix all issues found in Week 9 testing
Speed improvements — API response times, mobile load times, dashboard rendering
Security audit — data isolation per tenant, penetration testing groundwork, audit logs
Error monitoring setup (Sentry or equivalent), backup system configured
Final regression testing on all fixed items
Week 11
Knowledge Base & Documentation
Knowledge Base — FAQs, Training Materials, User Guides, Internal Knowledge Base, Role-based Access, Category Management
AI Search inside Knowledge Base — Public Knowledge Portal, Team Learning Center
Complete end-to-end sign-off testing
Admin Guide — full platform operations documentation
Associate Onboarding Guide — how to register, brand, and onboard clients
Deployment Instructions — self-hosting, environment setup, DNS, SSL configuration
Week 12
Handover & Support
Full codebase handed over — organized, commented, documented
Production deployment assisted — live environment fully configured
Walkthrough sessions — Owner and Admin training on the platform
✓
Final Delivery Complete — Project Closed, Support Begins