New New

Step 1: Set up Next.js with Prisma ORM (PostgreSQL)

🔥 Advanced Enhancements

✅ Multi-Tenant Support – Allow multiple agencies to have separate data (schema-based or row-based multi-tenancy).
✅ Database Indexing & Query Optimization – Use PostgreSQL indexing (GIN, BTREE) for faster queries.
✅ Soft Deletes & Data Versioning – Implement soft deletes (deletedAt field) and versioning (audit logs).
✅ Background Workers & Cron Jobs – Use BullMQ (Redis-based queue) or Cron Jobs for periodic cleanups.

🔐 Step 2: Implement Authentication with NextAuth.js

🔥 Advanced Enhancements

✅ OAuth & SSO Support – Integrate Google, Microsoft, and LinkedIn logins.
✅ MFA (Multi-Factor Authentication) – Add OTP-based authentication with Twilio or Authy.
✅ Biometric Authentication – WebAuthn for fingerprint/face login.
✅ Session Expiry & Refresh Tokens – Implement JWT refresh tokens for better security.
✅ Admin Impersonation – Allow admins to log in as any user for debugging.

🏢 Step 3: Develop Advanced Contact Management (People & Companies)

🔥 Advanced Enhancements

✅ Lead Scoring – Use AI to predict how likely a lead will convert.
✅ Dynamic Segmentation – Auto-group contacts based on behavior (e.g., recently engaged, cold leads).
✅ Smart Enrichment – Auto-fill missing contact details from LinkedIn APIs, Clearbit, or Hunter.io.
✅ Tagging System & Filters – Organize contacts with multi-select tags and advanced filtering.
✅ Auto-Merging & Duplicate Detection – Identify and merge duplicate contacts.
✅ Bulk Import & Export – Support CSV, Google Contacts, and Outlook imports.

📊 Step 4: Develop Advanced Deals Pipelines

🔥 Advanced Enhancements

✅ Multiple Pipelines – Separate pipelines for different sales teams or project types.
✅ Drag & Drop Kanban Board – Like Trello for deal progress tracking.
✅ Automated Deal Progression – Move deals forward based on AI-predicted engagement.
✅ Deal Forecasting & Analytics – Predict future revenue based on past deal closure rates.
✅ Email & Call Integration – Log email conversations and calls in the deal timeline.
✅ Customizable Stages & Fields – Allow users to add custom fields dynamically.

💬 Step 5: Implement Real-time Chat (WebSockets)

🔥 Advanced Enhancements

✅ WebSocket-Powered Messaging – Use Socket.io or Supabase Realtime for real-time chat.
✅ AI Smart Replies – Suggest auto-generated responses.
✅ Message Read Receipts & Typing Indicators – Like WhatsApp.
✅ File & Image Sharing – Drag & drop file uploads.
✅ Voice & Video Calls – WebRTC-based in-app calling feature.
✅ Multi-User Group Chats – Support private and team-wide chat rooms.

🏗️ Step 6: Develop Projects & Tasks in Workspaces

🔥 Advanced Enhancements

✅ Multiple Workspaces – Users can have different workspaces with access control.
✅ Kanban & List View – Users can switch between Kanban and table views.
✅ Task Dependencies & Gantt Charts – Visualize project timelines.
✅ Recurring Tasks & Automations – Auto-generate tasks based on schedules.
✅ Time Tracking & Reporting – Track time spent on tasks and generate reports.
✅ AI Task Prioritization – Auto-prioritize tasks based on deadlines and workload.

📅 Step 7: Create an Advanced Events Calendar

🔥 Advanced Enhancements

✅ Google & Outlook Calendar Sync – Bi-directional syncing with external calendars.
✅ Drag & Drop Event Rescheduling – Like Google Calendar.
✅ Recurring Events – Support daily, weekly, monthly recurrences.
✅ Smart Event Suggestions – AI suggests optimal meeting times based on user availability.
✅ Webhook Integration – Notify external systems when events change.

🧾 Step 8: Build Invoices Management (CRUD & Preview)

🔥 Advanced Enhancements

✅ Tax Calculations & Multi-Currency Support – Auto-apply taxes based on region.
✅ Recurring Invoices & Subscriptions – Auto-generate invoices every month.
✅ E-Signatures for Approval – Clients can digitally approve invoices.
✅ Invoice Payment Tracking – Integrate Stripe/PayPal for real-time tracking.
✅ Multi-Template Invoice Builder – Allow users to create branded invoice templates.
✅ AI-Powered Expense Categorization – Auto-categorize transactions and suggest optimizations.

🛡️ Step 9: Add Role-Based Access Control (RBAC)

🔥 Advanced Enhancements

✅ Granular Permissions – Allow access control down to feature-level permissions.
✅ Custom Roles & Permissions – Users can create custom roles.
✅ Audit Logs & User Activity Tracking – Track who changed what.
✅ Security Compliance & Logging – GDPR, SOC2, and HIPAA-ready security logs.
✅ Session Timeout & Device Management – Auto-logout inactive users.

🚀 Step 10: Final Optimizations, Caching, and Deployment

🔥 Advanced Enhancements

✅ Redis & Edge Caching – Use Redis for real-time data sync and Cloudflare caching.
✅ Database Query Optimization – Indexing, query optimization, and background workers.
✅ Load Balancing & Auto-Scaling – Deploy on Vercel for frontend and Docker with Kubernetes for the backend.
✅ AI Chatbot Assistant – Use OpenAI/GPT to provide users with quick insights and automation.
✅ Predictive Analytics & Business Intelligence – AI-driven insights on user behavior and sales trends.
✅ Automated Workflows – Allow users to create if-this-then-that (IFTTT) automation rules.