Marketrix.app System Requirements Document

Introduction

Marketrix.app is a modern CRM web application designed specifically for digital marketing agencies. The objective is to create an easy-to-use platform that manages leads, tracks sales, imports Excel files, and updates lead status automatically. This document outlines the system requirements for Marketrix.app to ensure it meets the needs of Yours Yuva's digital marketing agency.

System Overview

Marketrix.app will serve as a comprehensive CRM solution tailored for digital marketing agencies. It will provide functionalities such as lead management, sales tracking, and integration capabilities, all within a user-friendly interface. The application will be scalable, optimized for performance, and designed to offer a professional experience akin to leading CRMs like HubSpot and Zoho CRM.

Functional Requirements as Story Points

• As an Admin, I should be able to view a dashboard with total leads, new leads, contacted leads, follow-ups, interested leads, proposals sent, won clients, lost clients, today's follow-ups, monthly conversion rate, and revenue tracker.
• As a User, I should be able to add, edit, and delete leads.
• As a User, I should be able to search and filter leads.
• As a User, I should be able to assign leads to team members.
• As a User, I should be able to add notes and view a timeline of every interaction with leads.
• As a User, I should be able to upload and export Excel files, automatically map columns, and prevent duplicate leads.
• As a User, I should be able to click-to-call from mobile or desktop and manage call details.
• As a User, I should be able to move leads through the pipeline stages using drag-and-drop.
• As a User, I should receive daily follow-up reminders and view them in a calendar.
• As a User, I should be able to generate reports on calls, conversion rates, lead sources, sales, employee performance, and revenue.
• As an Admin, I should be able to manage user roles and permissions.
• As a User, I should receive notifications for follow-up reminders, missed follow-ups, new lead assignments, and won deals.
• As a User, I should have secure login access with role-based permissions and audit logs.

User Personas

• Admin: Responsible for managing the CRM, overseeing user roles, and ensuring data security.
• Sales Executive: Engages with leads, manages the sales pipeline, and updates lead statuses.
• Manager: Oversees the sales team, monitors performance, and generates reports.

Core User Flows

• Admin logs in -> Views dashboard -> Manages user roles and permissions
• Sales Executive logs in -> Adds new lead -> Updates lead status -> Moves lead through pipeline
• Manager logs in -> Reviews team performance -> Generates sales reports -> Adjusts strategies based on data

Visuals Colors and Theme

• primary: #1A1A1A (deep black)
• primary_light: #333333 (charcoal)
• secondary: #FFFFFF (white)
• accent: #FF5733 (vibrant orange)
• highlight: #FFC300 (warm yellow)
• bg: #F5F5F5 (light grey)
• surface: rgba(255, 255, 255, 0.9)
• text: #000000 (black)
• text_muted: #666666 (grey)
• border: rgba(0, 0, 0, 0.1)

Signature Design Concept

The homepage of Marketrix.app will feature an interactive Kanban board that visually represents the lead pipeline. Users can drag and drop leads between stages, with smooth animations powered by framer-motion. Each lead card will flip to reveal detailed information when clicked, creating an engaging and intuitive experience. The board will dynamically update in real-time, providing immediate feedback on lead status changes.

Interaction Model & Motion Direction

• Interaction Model: Animated
• The landing page will feature moderate scroll-triggered reveals and hover transitions. Interactive elements will utilize spring physics for a polished user experience. Internal pages will maintain a static layout for clarity and speed.

Non-Functional Requirements

• The application must be production-ready and scalable.
• It should be optimized for performance with fast loading times.
• The UI must be responsive across mobile, tablet, and desktop devices.
• Secure login and role-based permissions are mandatory.
• Automatic data backup and audit logs must be implemented.

Tech Stack

• Frontend: React + Next.js
• Backend: Node.js + Express
• Database: PostgreSQL
• Styling: Tailwind CSS
• Authentication: JWT
• Architecture: REST API

Assumptions and Constraints

• The application will be used primarily by digital marketing agencies in India.
• It will support integrations with popular tools like WhatsApp Business API, Google Sheets, Gmail, Google Calendar, Meta Lead Ads, and Razorpay.
• The CRM will handle sensitive client data, necessitating robust security measures.

Glossary

• CRM: Customer Relationship Management
• Lead: A potential client or customer
• Pipeline: The stages through which a lead progresses
• Kanban Board: A visual tool for managing tasks and workflows
• JWT: JSON Web Token, a standard for secure token-based authentication