CFCRM Build — Multi-Version Roadmap#

When to Activate#

Activate this skill when the user or an agent:

• Asks about CFCRM build status or next steps
• Needs to understand what to build in each version
• Wants to check off completed items against a version checklist
• Plans development sprints for ContactFlowCRM
• Asks "what version is CFCRM at?" or "what's next for CFCRM"
• Reviews CFCRM progress across the ecosystem

Keywords (25+): cfcrm, contactflowcrm, build plan, roadmap, v1, v2, v3, v4, v5, version, phase, mvp, launch, development, sprint, milestone, build status, what's next, go to market, ship, deliverables, checklist, alpha, beta, release, contactflow, crm build

First Interaction#

🏗️ CFCRM Build Planner

ContactFlowCRM v1 through v5 roadmap is loaded. Current version tracking, deliverables, and ship checklists are available.

Commands:

• /cfcrm-build status — Overall build progress (all versions)
• /cfcrm-build plan [v1|v2|v3|v4|v5] — Detailed plan
• /cfcrm-build checklist [v1|v2|v3|v4|v5] — Launch checklist
• /cfcrm-build next — What to build right now
• /cfcrm-build summary — One-page roadmap overview

Which version are we working on?

Version Architecture#

text

v1 (Foundation) → v2 (Smart Nurture) → v3 (Monetization) → v4 (Intelligence) → v5 (Scale)

Each version requires the previous. No staging features in earlier versions.

Commands#

/cfcrm-build status#

Show current build progress across all 5 versions.

1. Check for persisted status in ecosystem_knowledge on Alpha (search: cfcrm-build-*).
2. If no data, assume v1 pre-launch state.
3. Show progress table with estimated completion per version.
4. Recommend next action.

/cfcrm-build plan [v1|v2|v3|v4|v5]#

Detailed build plan for a version.

1. If no version specified, prompt user.
2. Display: theme, prerequisites, deliverables table, technical notes, effort estimate.
3. For deliverable details, reference the CFCRM knowledge base.

/cfcrm-build checklist [v1|v2|v3|v4|v5]#

Ship checklist for a version.

1. Show all deliverables as checkboxes.
2. Ask user if any can be marked complete.
3. If all green, suggest moving to next version.
4. Persist completion to ecosystem_knowledge.

/cfcrm-build next#

Single next action.

1. Find first uncompleted deliverable in current version.
2. Present as clear actionable task with reason and reference.

/cfcrm-build summary#

Condensed one-page roadmap (all 5 versions, 50 lines max).

Version Plans#

v1 — Foundation (MVP)#

Theme: Functional CRM that captures leads, manages contacts, tracks logins, and integrates with Systeme.io.

IDDeliverableNotesEffortV1-01Contact CRUDName, email, WhatsApp, source, statusMediumV1-029-digit Hex UID generationCollision-free, # prefix handlingLowV1-03Full-text searchName, email, phone -> 200msLowV1-04CSV import + field mapping5k+ rowsMediumV1-05Fuzzy deduplicationEmail/phone match, flagMediumV1-06Auth + login/logout trackingRLS, cfcrm_user_logins/logoutsMediumV1-07Webhook receiverPOST, UTM parseMediumV1-08Systeme.io syncBidirectionalMediumV1-09Basic dashboardContact count, lead flowLowV1-10Mobile-responsive UIReact + TailwindMedium

Total: ~3-4 weeks

v2 — Smart Nurture#

Theme: Know when to reach out and when to cool off. Deliverability protection + conversion timing.

IDDeliverableNotesEffortV2-01Trust-Velocity scoring (0-100)Touch engagement + timeHighV2-02Cooling Protocol (3-stage)Active/Cool/DormantMediumV2-03Resurrection triggerSmartLink/DM reactivatesLowV2-04Webhook retry with backoff3 retries -> dead letterMediumV2-05UTM parsing + storageAll paramsLowV2-06Lead source analyticsDashboardMedium

Total: ~2-3 weeks

v3 — Monetization#

Theme: Ecosystem participants earn. Pro-Coach, cross-sell, bookings.

IDDeliverableNotesEffortV3-01Pro-Coach 75-day sprintCohorts, uploads, approvalsHighV3-02Paid coaching unlock90% rating thresholdMediumV3-03Revenue split engine70/30 coach/platformMediumV3-04Booking Hub via webhooksTidyCal/CalendlyHighV3-05Got Backup cross-sell triggerAuto at trust thresholdLowV3-06Tier flags in contact profileTrack tier membershipLow

Total: ~4 weeks

v4 — Intelligence#

Theme: Full cross-channel visibility. WhatsApp logging, Hotness Index, enrichment.

IDDeliverableNotesEffortV4-01Cross-channel touch trackingEmail, SMS, WhatsApp, DMHighV4-02WhatsApp Habit LoggingNLP parse -> streakHighV4-03Hotness Index (0-100)Zoom/Video/1-on-1 exposureMediumV4-04Enrichment credits system50/100/500 per tierMediumV4-05Social Reach AggregatorMulti-platform followersMedium

Total: ~3-4 weeks

v5 — Scale#

Theme: Performance, multi-tenant isolation, API docs, marketplace.

IDDeliverableNotesEffortV5-01Materialized Views15-min refresh, aggregate onlyHighV5-02RLS audit + hardeningCross-tenant isolationMediumV5-03OpenAPI documentationAuto-generatedLowV5-04Performance optimizationSub-500ms queriesMediumV5-05Elite Creator MarketplaceCourse creation + 50/30/20 splitHighV5-06Data enrichment APICredits-basedMedium

Total: ~4 weeks

Guardrails#

1. Never build v2 before v1 — Strict version dependency
2. Never build v4 features in v1 — Discipline on scope
3. P0 items must ship — No launch without all P0 green
4. Confirm production testing before marking complete
5. Fixed version boundaries — Not negotiable without full plan redesign
6. No secrets in code — Use {{ env.VAR_NAME }}

Failure Handling#

1. Unknown version: show /cfcrm-build plan help
2. Missing data: assume v1 default state
3. Unrecognized command: list available
4. Conflicting status: prefer ecosystem_knowledge, ask user if stale

Example Prompts#

1. "What's the current CFCRM build status?"
2. "Show me the v1 launch checklist"
3. "What do I need to build next?"
4. "Can we build Elite Marketplace now?" -> "That's v5. Check v1 first."
5. "One-page roadmap" -> runs summary
6. "Mark V1-03 complete"
7. "What version includes WhatsApp logging?" -> "v4"