System Requirements Document for dawn-crm

1. Introduction

The dawn-crm project aims to develop a general-purpose Customer Relationship Management (CRM) system that captures all inbound leads from WhatsApp and Telegram messages received on the user's number. The system will feature a nature-inspired design style, providing a visually appealing and intuitive user experience. The primary audience includes CRM owners/administrators and sales agents who manage and track inbound leads.

2. System Overview

The dawn-crm system will facilitate the capture and management of inbound leads from WhatsApp and Telegram. It will provide a unified interface for CRM owners and sales agents to track, manage, and follow up on leads. The system will feature a nature-inspired aesthetic to enhance user experience. Key functionalities include lead capture, lead management, and user authentication.

2a. Product Interpretation and Delivery Boundary

The CRM will be delivered as a web application with custom UI components. It will require backend integration to capture leads from WhatsApp and Telegram. The system will support self-service enrollment for CRM owners and require returning verification for accessing protected lead records. The CRM will be accessible via a web interface, with identity management handled by the application.

2b. Source Content Inventory

Not applicable as no content source directive was provided.

2c. Page Content and Component Coverage

Landing

• Information/State: Introduction to the CRM, its purpose, and features.
• Primary Actions: Navigate to Sign Up or Login.
• Design: Nature-inspired style with imagery and color palette.
• States: Loading, success, error.

Login

• Information/State: User authentication for returning users.
• Primary Actions: Enter credentials, submit login.
• States: Loading, success, error, password recovery.

Sign Up

• Information/State: User registration for new CRM owners.
• Primary Actions: Enter user details, submit registration.
• States: Loading, success, error.

Leads

• Information/State: List of inbound leads with status and next action.
• Primary Actions: View lead details, update status, assign next action.
• States: Loading, empty, success, error.

Lead Details

• Information/State: Detailed view of a lead, including conversation history and follow-up notes.
• Primary Actions: Update lead status, add notes, view conversation history.
• States: Loading, success, error.

3. Functional Requirements

• As a CRM Owner/Administrator, I should be able to enroll in the CRM and connect my WhatsApp and Telegram number to capture inbound leads. (Provenance: required_inference)
• As a Sales Agent, I should be able to log in to the CRM to access and manage lead records. (Provenance: required_inference)
• As a CRM Owner/Administrator, I should be able to view a unified list of all inbound leads with their status and next actions. (Provenance: required_inference)
• As a Sales Agent, I should be able to update the status and add notes to each lead's record. (Provenance: required_inference)

4. User Personas

Sales Agent

• Context: Manages inbound leads from WhatsApp and Telegram.
• Primary Goal: Ensure every inbound lead has a clear status and next action.
• Responsibilities: Review new leads, track through the pipeline, record follow-up activity.
• Interactions: Collaborates with CRM Owner/Administrator to maintain lead accuracy.

CRM Owner / Administrator

• Context: Owns the CRM and connected messaging numbers.
• Primary Goal: Ensure the CRM reflects all inbound leads and their progress.
• Responsibilities: Oversee lead inbox, maintain lead records, review lead activity.
• Interactions: Works with Sales Agents to ensure lead management efficiency.

5. Core User Flows

5.1 CRM Owner/Administrator Enrollment

1. Start: Access the Landing page.
2. Action: Navigate to the Sign Up page.
3. Action: Enter registration details and submit.
4. Result: Successful enrollment and connection of WhatsApp and Telegram numbers.
5. Next Step: Access the Leads page.

5.2 Sales Agent Login and Lead Management

1. Start: Access the Landing page.
2. Action: Navigate to the Login page.
3. Action: Enter credentials and submit.
4. Result: Access to the Leads page.
5. Action: Select a lead to view details.
6. Action: Update lead status and add notes.
7. Result: Lead record updated successfully.

6. Visuals Colors and Theme

• Muse: Nature-inspired
• Headline: Organic and calming
• Color Palette:
  • Primary: #4CAF50 (Green)
  • Secondary: #8BC34A (Light Green)
  • Accent: #FFEB3B (Yellow)
• Font Families:
  • Headings: 'Roboto', sans-serif
  • Body: 'Open Sans', sans-serif
• Type Scale: Responsive, with a base size of 16px
• Radius/Shape Language: Rounded corners
• Spacing Rhythm: Consistent with natural flow
• Imagery Style: Nature-themed photography and illustrations

7. Signature Design Concept

The Landing page will feature a hero section with a nature-themed background image, showcasing the CRM's purpose and features. The design will incorporate organic shapes and a calming color palette to create a welcoming first impression.

8. Interaction Model & Motion Direction

• Interaction Model: Static (direction)
• Motion Tempo: Restrained
• Hero Dimensionality: Layered_2d
• Landing Hero Motion Brief: The hero section will feature a static nature-themed background with layered elements to create depth. The design will focus on a calming and organic aesthetic, with minimal motion to maintain a serene user experience.

9. Non-Functional Requirements

• The system must support secure authentication for user login and registration. (Provenance: required_inference)
• The system must reliably capture and display inbound leads from WhatsApp and Telegram. (Provenance: explicit)

10. Tech Stack

• Frontend: React
• Backend: Python/FastAPI
• Storage: PostgreSQL
• Deployment: Docker/docker-compose

11. Assumptions and Constraints

• Lead capture is limited to inbound WhatsApp and Telegram messages arriving on the user's own number.
• The visual style must adhere to a nature-inspired aesthetic.

12. Glossary

• CRM: Customer Relationship Management
• Lead: A potential customer or client captured through inbound messaging platforms.
• Pipeline: The stages through which a lead progresses in the CRM system.