Let’s build CRM for SaaS

What we want too keep track? Money , I means subscription. When we get money, that’s all we want to know and take actions.

First Thing

Customer Information (Especially Contact Info)
Subscription Period ( last period)
Payment List ( history of payment )

Main Sheet should be

Customer

Current Subscription

and then Payment History Sheet customer_id | subscription period | payment amount and status , method etc

Customer Sheet that’s is tracking of current customer journey , like prospect, lead , along with their status , foucs on their communication channel , so we can reach one click away.

Customer Followup History Sheet customer_id | and method of follow up and reaction / feedback

Main Dashboard Sheet should show

current active customer (who paid and running)
prospect / lead count
upcoming payments within this month, next mount

First thing we need to define is architecture

Clean? MVVM etc

normally we used

Presentation Layer

State Managment (Provider)
Screen
Components

Domain Layer

Entity
Repository
Service

Data Layer

Model
Service Implementation

Or, for keep it simple approach,

UI - Provider - Model - Repository that’s also nice.

May be we used Repository and Service or Something to interexchange of Local DB , Remote API etc