deep-crm System Requirements Document

1. Introduction

The deep-crm project aims to develop a comprehensive CRM dashboard that facilitates lead tracking and automated follow-ups. This document outlines the system requirements necessary to achieve the project's objectives.

2. System Overview

The deep-crm system is designed to provide CRM users with a centralized dashboard for managing leads and automating follow-up actions. The system will support durable, persistent lead and follow-up records, ensuring identity continuity for private ownership and recovery.

2a. Product Interpretation and Delivery Boundary

• Domain Descriptors:

  • Lead Management: Core CRM functionality for tracking leads.
  • Automated Follow-ups: Core CRM functionality for automating follow-up actions.

• What is being built:

  • A CRM dashboard with lead tracking and automated follow-up capabilities.

• Excluded Assumptions:

  • Generic CRM features not explicitly required.

• First-party Custom Pages:

  • CRM Dashboard
  • Authentication

• Access:

  • Application-owned identity is required for accessing the CRM dashboard.

• Behavior Contracts:

  • Track Leads:

    • Actor: CRM User
    • Trigger: User logs into the CRM dashboard.
    • Inputs: Lead information
    • Outcomes: Display lead details, update lead status
    • State Changes: Lead status
    • State Lifetime: Durable
    • Identity Continuity: Persistent
    • Audience Entry: Public
    • Human Touchpoints: CRM dashboard
    • Failure Outcome: Lead details not updated

  • Automate Follow-ups:

    • Actor: CRM User
    • Trigger: Scheduled follow-up time is reached.
    • Inputs: Lead follow-up schedule
    • Outcomes: Send follow-up email, log follow-up activity
    • State Changes: Follow-up log
    • State Lifetime: Durable
    • Identity Continuity: Persistent
    • Audience Entry: Public
    • Human Touchpoints: CRM dashboard
    • Failure Outcome: Follow-up not sent

2c. Page Content and Component Coverage

• CRM Dashboard:

  • Information and Actions:
    • Lead details display
    • Lead status updates
    • Automated follow-up scheduling
    • Follow-up activity logs
  • Components:
    • Lead information panel
    • Status update controls
    • Follow-up scheduler
    • Activity log viewer
  • States:
    • Empty state for no leads
    • Loading state while fetching data
    • Success state upon successful updates
    • Error state for failed operations

• Authentication:

  • Information and Actions:
    • User sign-up
    • User login
    • Session management
  • Components:
    • Sign-up form
    • Login form
    • Session status indicator
  • States:
    • Empty state for no user input
    • Loading state during authentication
    • Success state upon successful login
    • Error state for failed authentication

3. Functional Requirements as Story Points

• As a CRM User, I should be able to track leads by logging into the CRM dashboard to view and update lead details. explicit
• As a CRM User, I should be able to automate follow-ups by scheduling them and ensuring follow-up emails are sent and logged. explicit
• As a CRM User, I should be able to sign up, log in, and manage my session to access the CRM dashboard. required_inference

4. User Personas

• CRM User: A user interacting with the CRM dashboard for lead tracking and follow-ups.

5. Core User Flows

1. CRM User Flow:
   • User signs up or logs into the system via the Authentication page.
   • User accesses the CRM Dashboard.
   • User views and updates lead details.
   • User schedules automated follow-ups.
   • System sends follow-up emails and logs activities.

6. Visuals Colors and Theme

• Primary: #007BFF
• Primary Light: #66B2FF
• Secondary: #6C757D
• Accent: #28A745
• Highlight: #FFC107
• Background: #F8F9FA
• Surface: #FFFFFF
• Text: #212529
• Text Muted: #6C757D
• Border: #DEE2E6

7. Signature Design Concept

The CRM Dashboard will feature a clean and intuitive layout, focusing on ease of navigation and clarity of information. The design will incorporate a responsive header with product identity and navigation controls, adapting between anonymous and authenticated states. The dashboard will use a restrained color palette to maintain a professional look, with emphasis on readability and accessibility.

8. Interaction Model & Motion Direction

• CRM Dashboard: Animated interaction model with moderate scroll-triggered reveals and hover transitions to enhance user experience without overwhelming the user.
• Authentication Page: Static interaction model prioritizing clarity and simplicity for user sign-up and login processes.

9. Non-Functional Requirements

• Authentication Security: Ensure secure access control for user sign-up, login, and session management. required_inference

10. Tech Stack

• Frontend: React for Web
• Backend: Python, FastAPI
• Database: MySQL or MariaDB, using Alembic for migrations
• Local Orchestration: Docker, docker-compose
• Server-side Orchestration: Kubernetes

11. Assumptions and Constraints

• The system assumes that users will have internet access to interact with the CRM dashboard.
• The system is constrained to operate within the specified tech stack and design guidelines.

12. Glossary

• CRM: Customer Relationship Management
• Lead: A potential customer or client
• Follow-up: An action taken to maintain or enhance a relationship with a lead
• Authentication: The process of verifying a user's identity

This document serves as a comprehensive guide for the development of the deep-crm project, ensuring all requirements are met and providing a clear framework for implementation.