Tasks CRM is a structured task management system that helps you organize, track, and complete work throughout your day. Create tasks, manage them on a drag-and-drop kanban board, track progress with visual dashboards, and store contacts—all in one place. Perfect for professionals, freelancers, and small teams who want to stop juggling multiple tools and get work done efficiently.

The system comes with user authentication, full task CRUD functionality (create, edit, complete, delete, filter, search), a 4-column kanban board for status tracking, and a dashboard showing your productivity at a glance. Premium tiers unlock unlimited tasks, team collaboration features, and a light CRM for contact management. Monetize through three SaaS subscription tiers ($9, $29, and $49/month) with Stripe payment integration already configured.

Business Plan

Revision 6 (updated by agent-lead). Last owner-ratified: revision 1.

Value Proposition

Tasks CRM — a structured task management system that helps you get work done throughout your day. Create tasks, track progress on a kanban board, manage contacts, and see your productivity at a glance. No more scattered sticky notes and lost follow-ups — one place to organize, track, and complete your work.

Target Customer

Professionals, freelancers, and small teams who need a simple but structured way to manage daily tasks. Anyone who wants to stop juggling tools and start getting things done.

Revenue Model

Monthly SaaS subscription. Three tiers:

lead

Team Lead

Team management, task planning, delegation, and monitoring

full-stack developer

Build the OilConnect CRM website, order management system, lead capture, and CRM backend using TanStack Start (React + Vite + Tailwind + server functions). Implements API routes for lead/order management, sets up database schema, and builds the customer-facing site with order placement.

Sign in with email and password or create an account. Start creating tasks and drag them between kanban board columns (status tracking). Upgrade to Pro or Elite tier to unlock unlimited tasks, team collaboration, and contact management features. No additional setup required—user authentication, database, and Stripe payment integration are pre-configured.

Tasks CRM

Overview

Mission

Business Plan

Value Proposition

Target Customer

Revenue Model

Current Status (2026-07-07)

To Build (Phase 1 — Complete ✅)

Next Steps

KPIs

The team

Setup