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Launch QA Checklist

Use this checklist before launching Growstack CRM in production or after upgrading to a new version.

Last updated Aug 19, 2026 · 3 min read

Use this checklist before launching Growstack CRM in production or after upgrading to a new version.

Pre-Launch

Infrastructure

  • PHP 8.2+ with required extensions
  • Database backup completed
  • SSL/HTTPS configured
  • Cron job configured: * * * * * php artisan schedule:run
  • Queue worker running (if using queued notifications)
  • File permissions set (storage, bootstrap/cache writable)

Deployment

  • php artisan migrate --force completed
  • CRM seeders run (Module, LeadSource, Pipeline, Permissions, Notifications)
  • php artisan crm:migrate-legacy-data run (upgrades only)
  • npm run build completed
  • php artisan optimize:clear run
  • .env — APP_NAME=CRM
  • Logo and favicon uploaded in Settings → General
  • Demo data removed from production (CrmDemoSeeder not run on prod)

CRM Core Features

Contacts & Accounts

  • Create contact manually
  • Edit contact details
  • Create account and link contacts
  • Contact 360° view loads related records
  • Log activity (note, call) on contact — appears in timeline

Leads

  • Create lead from admin
  • Submit contact form on frontend → lead appears in admin
  • Submit service inquiry → lead created
  • Submit quote request → contact and lead linked
  • Filter leads by status and source
  • Assign lead to sales rep → notification sent

Lead Conversion

  • Convert lead → contact created with correct data
  • Convert lead → deal created in default pipeline
  • Lead status changes to "Converted"
  • Converted lead links visible on lead show page

Deals & Pipeline

  • Create deal manually
  • Pipeline Board (Kanban) loads with stage columns
  • Drag deal between stages — stage updates
  • Move deal to Won — status and metrics update
  • Move deal to Lost — status updates
  • Deal won notification sent to team

Dashboard & Reports

  • CRM dashboard loads at /admin/crm
  • KPI widgets show correct counts
  • Pipeline funnel chart renders
  • Lead sources chart renders
  • Reports page loads at /admin/crm/reports
  • CSV export downloads correctly

Permissions & Roles

  • Admin role has all CRM permissions
  • Sales Manager can view/edit but not delete
  • Sales Rep sees only own records (if configured)
  • User without CRM permissions cannot access /admin/crm
  • CRM menu hidden when module disabled

API & Integrations

  • Create Sanctum API token
  • GET /api/crm/contacts returns data with token
  • POST /api/crm/leads creates lead
  • POST /api/crm/leads/{id}/convert converts lead
  • POST /api/public/leads creates lead (no auth)
  • Rate limiting works on public endpoint (10/min)
  • Inbound webhook creates lead (POST /api/public/webhooks/leads)
  • Outbound webhook fires on deal won (if CRM_WEBHOOK_URL set)
  • CSV import contacts works
  • CSV export contacts/leads/deals works

Module Integration

  • Quote linked to contact on Contact 360° view
  • Ticket linked to contact on Contact 360° view
  • Appointment linked to contact on Contact 360° view
  • Order linked to contact (if e-commerce enabled)
  • php artisan crm:migrate-legacy-data links existing data (upgrades)

Client Portal

  • Public homepage shows CRM landing (not e-commerce widgets)
  • /login and /register work
  • Client dashboard shows only enabled modules
  • Disabled module routes return 404 (e.g., /products when products disabled)
  • Client can view tickets, appointments, quotes

Notifications & Scheduler

  • lead_assigned notification delivered
  • deal_stage_changed notification delivered
  • deal_won notification delivered
  • php artisan crm:send-activity-reminders runs without errors
  • Activity due notification sent for overdue tasks

Module Toggle

  • Disable CRM module → menu hidden, routes return 404
  • Re-enable CRM module → menu and routes restored
  • Re-enable CMS module (e.g., Blog) → blog accessible again

Launch Day

  • Deploy code to production
  • Run migrations
  • Run legacy data migration (if upgrading)
  • Clear all caches
  • Verify admin login → CRM dashboard
  • Verify contact form → lead creation
  • Smoke test 3 API endpoints
  • Monitor error logs for 48 hours

Post-Launch

  • Gather team feedback on Kanban and Contact 360°
  • Review lead capture sources in reports
  • Plan v2.1: email integration, duplicate merge, advanced reports

Related Documentation

Last updated: June 2026

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