System Requirements Document (SRD) for misty-crm

1. Introduction

The misty-crm project aims to develop a robust, user-friendly Customer Relationship Management (CRM) system tailored to meet the needs of businesses in India. This system will streamline customer interactions, improve team collaboration, and enhance overall business efficiency. Designed with scalability and flexibility in mind, misty-crm will cater to both internal teams and external clients, providing a seamless experience for all users.

This document outlines the system requirements for misty-crm, detailing its functional and non-functional aspects, user personas, design concepts, and technical specifications.

2. System Overview

The misty-crm system will serve as a centralized platform for managing customer relationships, sales pipelines, and support tickets. It will empower businesses to track customer interactions, automate routine tasks, and generate actionable insights. The system will include the following key features:

• A secure and intuitive interface for internal teams to manage customer data.
• A client portal for external customers to view and update their information or submit support requests.
• Integration with third-party tools for email, messaging, and analytics.
• Customizable dashboards and reports for data-driven decision-making.

The system will be designed to accommodate the unique needs of Indian businesses, including support for INR currency, IST timezone, and multilingual capabilities.

3. Functional Requirements

Core Functionalities

• As a User, I should be able to add, edit, and delete customer profiles.
• As a User, I should be able to track customer interactions and communication history.
• As a User, I should be able to manage sales pipelines and track deal progress.
• As a User, I should be able to generate customizable reports and analytics.
• As a User, I should be able to automate routine tasks like follow-ups and reminders.
• As an Admin, I should be able to manage user roles and permissions.
• As an Admin, I should be able to configure system settings, including currency and timezone.
• As a Client, I should be able to log in to a portal to view my account details and submit support tickets.

Collaboration Features

• As a User, I should be able to assign tasks to team members and track their progress.
• As a User, I should be able to share notes and files with my team.

Integration Features

• As a User, I should be able to integrate the CRM with email services (e.g., Gmail, Outlook).
• As a User, I should be able to integrate the CRM with messaging platforms (e.g., WhatsApp, Slack).
• As a User, I should be able to integrate the CRM with analytics tools (e.g., Google Analytics).

4. User Personas

1. Admin

• Description: Responsible for configuring the system, managing user roles, and ensuring data security.
• Key Activities: User management, system configuration, monitoring usage.

2. Internal User (Team Member)

• Description: Sales, marketing, or support team members who use the CRM to manage customer interactions and tasks.
• Key Activities: Customer management, task tracking, collaboration.

3. Client

• Description: External customers who interact with the CRM through a client portal.
• Key Activities: Viewing account details, submitting support tickets, updating personal information.

5. Visuals Colors and Theme

Color Palette

The misty-crm system will feature a modern and professional color scheme that reflects trust, efficiency, and innovation. Below is the custom color palette:

• Background: #F5F9FF (soft misty blue)
• Surface: #FFFFFF (clean white)
• Text: #2C3E50 (deep slate gray)
• Accent: #3498DB (vivid sky blue)
• Muted: #BDC3C7 (light gray)

6. Signature Design Concept

The misty-crm homepage will feature an interactive "Customer Journey Map" as its centerpiece. This map will visually represent the stages of a customer’s lifecycle (e.g., Lead, Prospect, Customer, Loyal Advocate) as a dynamic, flowing river. Users will see animated ripples and nodes along the river, each representing a customer or deal. Hovering over a node will display key details (e.g., customer name, deal value, next action) in a sleek tooltip.

Key Features:

• Animations: Smooth transitions as users navigate the map, with ripples and highlights on hover.
• Color Shifts: The river’s color will subtly change based on the user’s selected theme (e.g., sales-focused, support-focused).
• Micro-Interactions: Clicking a node will open a detailed view of the customer or deal, with options to update status, add notes, or assign tasks.
• Responsive Design: The map will adapt seamlessly to different screen sizes, ensuring usability on both desktop and mobile devices.

This bold, interactive design will make the CRM instantly engaging and memorable, setting it apart from traditional, static dashboards.

7. Non-Functional Requirements

• Performance: The system should handle up to 10,000 concurrent users with minimal latency.
• Scalability: The architecture should support future expansion, including additional features and integrations.
• Security: Implement robust authentication and encryption mechanisms to protect user data.
• Localization: Support for INR currency, IST timezone, and multilingual capabilities (e.g., Hindi, English).
• Accessibility: Ensure compliance with WCAG 2.1 standards for accessibility.

8. Tech Stack

Frontend

• React for Web
• React Native for Mobile App

Backend

• Python
• FastAPI

Database

• MySQL (preferred) or MariaDB, using Alembic for migrations.

AI Models

• GPT 5.4 for user-friendly responses.
• Claude 4.6 Opas for coding-related tasks.
• Google Nano Banana for image generation.

AI Tools

• Litellm for LLM Routing.
• Langchain for workflow orchestration.

Orchestration

• Docker and docker-compose for local development.
• Kubernetes for server-side orchestration.

9. Assumptions and Constraints

Assumptions

• The system will primarily serve Indian businesses.
• Users will have access to stable internet connections.
• The client portal will be used by external customers for basic interactions.

Constraints

• The system must comply with Indian data protection laws.
• Initial deployment will focus on web and mobile platforms only.

10. Glossary

• CRM: Customer Relationship Management.
• IST: Indian Standard Time.
• INR: Indian Rupee.
• WCAG: Web Content Accessibility Guidelines.
• LLM: Large Language Model.