Roadmap

A list of plans. I’ll be crossing out the completed items.

Create the project roadmap
Data backup system on the server
Basic end-to-end analytics (ability to track where Norm CRM users came from)
Paid plans and free trials
Promo code discounts
Service uptime monitoring system
Ability to upload files and attach them to any entity (tasks, projects, clients)
Ability to schedule meetings and track them in a calendar
Reminder system for upcoming meetings
Onboarding for new users
Ability to break tasks down into subtasks
Navigation bar indicators showing which sections require attention (possibly a full notification system)
Ability to collect client feedback through a form on the project’s public page
Ability to record commercial proposals and contracts within projects
System to “track whether all projects have received feedback”
System to “track whether all projects are added to the portfolio”
Reminders for recurring project events related to post-delivery maintenance
Note: whether communication with a client is on a formal (“you”) or informal (“you”/“thou”) basis
Counter for how many times a task was overdue or postponed
System that suggests how to clear a backlog of overdue tasks
System that helps focus on tasks by session, by day, and by reward
Project financial tracking — per project, hourly, and subscription-based approaches
Income tracking per month, per year, and monitoring its growth dynamics
Tracking who referred a client or project, with the ability to manage referral payouts
Public freelancer profile (portfolio, reviews, about me, contact info)
Ability to configure project stages and save them as templates
Calendar and reminder/notification system with the option to set planned task duration, not only deadlines
Tools: time tracker
Ability to export all accumulated data on clients, projects, and tasks to your device