System Requirements Document (SRD) for emerald-crm

1. Introduction

The emerald-crm project is a comprehensive Customer Relationship Management (CRM) application designed to streamline business operations and enhance customer engagement. This document outlines the system requirements for emerald-crm, ensuring clarity and alignment with the project's goals. Developed for Hakan Oksuz in the United Kingdom, the system will adhere to locale-specific defaults such as GBP (£) for currency and GMT for timezone settings.

2. System Overview

The emerald-crm system will serve as a centralized platform for managing leads, contacts, companies, deals, tasks, and reports. It will feature a user-friendly interface with robust functionality, including global search, role-based access control, and seamless navigation. The system will be built using modern technologies like React, TypeScript, and Supabase to ensure scalability, performance, and ease of maintenance.

Key features include:

• A dashboard displaying key performance indicators (KPIs).
• Entity management with CRUD (Create, Read, Update, Delete) operations for leads, contacts, companies, deals, and tasks.
• A Kanban board for deal management.
• Advanced reporting tools for sales performance and conversion tracking.
• Role-based settings for team management.

3. Functional Requirements

• As a User, I should be able to view a dashboard with KPI cards for total leads, active deals, revenue, and pending tasks.
• As a User, I should be able to manage leads with a table view, filters, and a detail drawer, and convert leads to contacts or deals.
• As a User, I should be able to manage contacts with a table view and a profile page that includes an activity timeline.
• As a User, I should be able to manage companies with a table view and a profile page that links to associated contacts and deals.
• As a User, I should be able to manage deals using a Kanban board with drag-and-drop functionality between stages.
• As a User, I should be able to manage tasks with a table view that includes due dates, assignees, and status filters.
• As a User, I should be able to generate reports with sales performance charts and a conversion funnel.
• As a User, I should be able to perform a global search across all entities.
• As a User, I should be able to navigate the system using a sidebar navigation menu.
• As a User, I should be able to log in and sign up for the system.
• As an Admin, I should be able to manage team members and roles in the settings.
• As a User, I should be able to establish relationships between entities, such as linking contacts to companies and deals.

4. User Personas

Admin

• Role: Oversees the system, manages team members, and assigns roles.
• Responsibilities: Configures settings, manages user access, and monitors overall system usage.

User

• Role: Regular user of the CRM system.
• Responsibilities: Manages leads, contacts, companies, deals, tasks, and reports.

5. Visuals Colors and Theme

The emerald-crm will feature a sleek and professional color palette that reflects its modern and efficient design. The chosen colors aim to evoke trust, clarity, and focus.

• Background: #F4F8FB (light blue-gray)
• Surface: #FFFFFF (pure white)
• Text: #2C3E50 (dark slate gray)
• Accent: #1ABC9C (emerald green)
• Muted: #95A5A6 (soft gray)

6. Signature Design Concept

The emerald-crm homepage will feature an interactive dashboard with dynamic KPI cards. Each card will have a subtle hover effect that expands to reveal additional details or quick actions (e.g., "View Leads" or "Add Task"). The transitions will be smooth, with micro-interactions like progress bars animating in real-time as data updates.

The background will feature a subtle animated gradient inspired by emerald tones, shifting between shades of green and blue to create a calming yet professional atmosphere. The sidebar navigation will include a collapsible menu with icons that animate into view when expanded. The global search bar will have a type-ahead feature, displaying results in a dropdown with entity-specific icons for quick identification.

The landing page will also include a "Quick Start" guide section with animated tooltips guiding new users through the system's core features.

7. Non-Functional Requirements

• Performance: The system should load within 2 seconds for all pages under normal network conditions.
• Scalability: The system should support up to 10,000 active users simultaneously.
• Security: User data must be encrypted in transit and at rest. Authentication will use secure protocols (e.g., OAuth 2.0).
• Availability: The system should maintain 99.9% uptime.
• Localization: Default settings will use GBP (£) and GMT timezone.

8. Tech Stack

Frontend

• React (Web)
• TypeScript
• Tailwind CSS

Backend

• Python
• FastAPI

Database

• Supabase (PostgreSQL)

State Management

• Zustand

Charts and Visualizations

• Recharts

Drag-and-Drop

• react-beautiful-dnd

9. Assumptions and Constraints

• The system will primarily target small to medium-sized businesses in the UK.
• Role-based access will include predefined tiers (Admin and User) without custom role creation.
• The global search will be keyword-based without advanced filtering options.

10. Glossary

• CRM: Customer Relationship Management.
• KPI: Key Performance Indicator.
• CRUD: Create, Read, Update, Delete.
• Kanban Board: A visual workflow management tool.
• Global Search: A search feature that spans all entities in the system.
• Supabase: An open-source backend-as-a-service platform.
• Zustand: A state management library for React.