System Requirements Document (SRD)

Project Name: lemon-saas

1. Introduction

lemon-saas is a SaaS-based Customer Relationship Management (CRM) software designed to empower businesses in the United States to manage customer relationships effectively. The platform is tailored for small businesses, startups, and enterprises, providing tools to streamline lead management, contact tracking, sales pipeline monitoring, and email integrations.

This document outlines the system requirements for lemon-saas, ensuring clarity and alignment with the project goals. Archit Suthar, the visionary behind this project, aims to deliver a robust, user-friendly CRM solution that meets the diverse needs of businesses across the US.

2. System Overview

lemon-saas will be a cloud-based CRM platform accessible via web and mobile applications. The system will focus on simplicity, scalability, and integration capabilities. It will provide businesses with tools to manage customer data, track interactions, and optimize sales processes.

Key features include:

• Lead and contact management
• Sales pipeline tracking
• Email integration and automation
• Reporting and analytics
• Role-based access control

The platform will be designed with a user-first approach, ensuring intuitive navigation and seamless functionality.

3. Functional Requirements

• As User, I should be able to manage leads and contacts efficiently.
• As Admin, I should be able to assign roles and permissions to team members.
• As User, I should be able to track sales pipelines visually.
• As Admin, I should be able to generate detailed reports and analytics.
• As User, I should be able to integrate my email account for automated communication.
• As Admin, I should be able to customize fields and workflows to suit my business needs.

4. User Personas

Admin

• Role: Business owner or team leader
• Responsibilities: Manage user roles, permissions, and system configurations.

User

• Role: Sales representative or team member
• Responsibilities: Manage leads, track sales pipelines, and communicate with clients.

Guest

• Role: External collaborator or temporary user
• Responsibilities: Limited access to specific features, such as viewing reports or interacting with assigned leads.

5. Visuals Colors and Theme

The visual identity of lemon-saas will be vibrant and refreshing, reflecting the energy and dynamism of the businesses it serves.

Color Palette:

• Background: #F9F9F6 (Soft Lemon Cream)
• Surface: #FFFFFF (Pure White)
• Text: #333333 (Charcoal Gray)
• Accent: #FFD700 (Golden Lemon)
• Muted Tones: #C4C4C4 (Light Gray)

This palette creates a clean, professional, and approachable aesthetic, ensuring users feel comfortable navigating the platform.

6. Signature Design Concept

Interactive Lemon Grove Homepage

The homepage of lemon-saas will feature an immersive, interactive design inspired by a lemon grove. Users will be greeted with a 3D-rendered grove where each lemon represents a feature or section of the CRM.

• Animations: Lemons gently sway in the breeze, and clicking on a lemon zooms into its corresponding feature (e.g., lead management, pipeline tracking).
• Transitions: Smooth transitions between sections, with subtle citrus-themed sound effects.
• Color Shifts: The grove transitions from morning light to evening glow based on the user's local timezone.
• Micro-interactions: Hovering over a lemon reveals a tooltip with a brief description of the feature.

This design concept will make the platform memorable and engaging, ensuring a delightful first impression for users.

7. Non-Functional Requirements

• Performance: The system should handle up to 10,000 concurrent users without degradation.
• Scalability: The platform must support future growth, including additional features and integrations.
• Security: Implement robust security measures, including encryption, role-based access control, and regular vulnerability assessments.
• Availability: Ensure 99.9% uptime with failover mechanisms in place.
• Localization: Default settings tailored for US businesses, including currency (USD) and timezone (EST).

8. Tech Stack

Frontend:

• React for Web
• React Native for Mobile

Backend:

• Python
• FastAPI

Database:

• MySQL (preferred) or MariaDB for relational data
• MongoDB for NoSQL data
• WeaviateDB for vector-based data

AI Models:

• GPT 5.2 for user-friendly responses
• Claude 4.5 Opas for academic or coding work
• Gemini 3 Pro for friendly responses
• Google Nano Banana for image generation

AI Tools:

• Litellm for LLM routing
• Langchain

Local Orchestration:

• Docker
• docker-compose

Server-Side Orchestration:

• Kubernetes

9. Assumptions and Constraints

• The platform will primarily serve businesses in the US.
• Initial launch will focus on core CRM functionalities, with advanced features rolled out in subsequent phases.
• The system will be optimized for desktop and mobile devices.
• Budget constraints may limit the use of certain advanced AI models initially.

10. Glossary

• CRM: Customer Relationship Management
• Lead: A potential customer or client
• Pipeline: A visual representation of the sales process
• Role-Based Access Control: A system for managing user permissions based on their role
• Failover Mechanisms: Backup systems that ensure service continuity during failures

This document serves as the foundation for the development of lemon-saas, ensuring alignment with Archit's vision and the needs of the target audience.