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+ # CRM + Productivity Expansion Spec
+
+## Overview
+Transform Productier from a task management app into a lightweight CRM + productivity platform inspired by Plane, Notion, and Twenty.
+
+## Phase 1: CRM Foundation ✅
+- [x] Contacts module (database, API, UI)
+- [x] Companies module (database, API, UI)
+- [x] Link contacts to tasks, emails, events
+- [x] Contact activity timeline (via linking)
+
+## Phase 2: Productivity Polish ✅
+- [x] Quick capture inbox
+- [x] Keyboard shortcuts / command palette
+- [x] Global search
+- [x] Recurring tasks/events (database schema ready)
+- [x] Time tracking (database schema + component ready)
+
+## Phase 3: Enhanced Views ✅
+- [x] List/table view for tasks
+- [x] Saved filters (database schema ready)
+- [x] Timeline view
+
+## Phase 4: Integrations ✅
+- [x] Integration framework (database, API)
+- [x] Webhooks system
+- [x] Integrations settings page
+- [x] Webhook triggering on task events
+- [ ] Google Calendar sync (requires OAuth flow)
+- [ ] Slack integration (requires OAuth flow)
+
+## Phase 5: Collaboration ✅
+- [x] Notifications system (database, API, UI)
+- [x] Presence tracking (database, API)
+- [x] Real-time presence UI (polling-based)
+- [x] @mentions in comments
+- [x] Task assignment notifications
+- [x] Task completion notifications
+
+## Phase 6: Quality of Life
+- [ ] Undo/redo
+- [x] Archive/trash (database schema ready)
+- [x] Integrate time tracker into task modal
+- [x] Integrate recurring config into task forms
+
+---
+*Started: 2026-04-08*
+*Updated: 2026-04-08*