OperationsWindows app
Customer Lifecycle Tracker
A local sheet that maps "new → active → dormant → lost" and tells you who to contact today.
The problem
Customer lists scatter across Excel and chats. Who to reach, who has gone quiet, who just signed — easy to mix up.
The solution approach
A local app. Import customers; auto-stage by last interaction; each morning, show "Today's follow-ups".
What you will end up with
- One row per customer: name, stage, last contact, notes.
- Four colored stages (new / active / dormant / lost); rules editable.
- "Today's follow-ups" auto-list on open.
- Click a customer to log a note; last-contact auto-updates.
- Export current list and monthly logs.
Ready-to-use prompt
You are a senior engineer building local desktop tools. The user is a community/customer ops person, non-developer.
[Goal]
Turn customer follow-ups from gut feel into a daily rhythm with a local list and an auto "who to reach today".
[Platform & Stack]
- Windows + macOS; Electron + React + TypeScript; local SQLite
[Core Features]
1. Customer list: name, source, stage, last contact, owner, notes.
2. Stage rules (editable): contact within 7d = active; 30d = dormant; 60d = lost; first-contact within 14d = new.
3. Top "Today's follow-ups" card up to 20 names; one-click "contacted".
4. Detail drawer: log a note, change stage/owner; last-contact auto-updates.
5. Excel bulk import; export current list + monthly logs.
[Visual Style]
- Light background, white cards, radius 16, generous whitespace.
- Primary button muted dark; secondary light gray.
- Follows system dark mode; system fonts.
[Robustness]
- All data stays on the local machine. Offline.
- Autosave; 7-day rolling backups.
- Friendly messages on bad input, never raw stack traces.
[Delivery]
1. Outline project structure + plain-text wireframe first; wait for confirmation.
2. Deliver in modules; run each one for me to see.
3. Package a Windows .exe and macOS .dmg, ship a 500-word plain-language user guide, list known limits.
Start with structure and wireframe.After copying
1
Open Codex Desktop and create a new project
2
Paste the prompt and send
3
Wait for Codex to finish; tweak company names, column names, button text as needed