Solvar System Requirements Document

1. Introduction

The Solvar project aims to develop a localized WhatsApp CRM tool tailored for small businesses in India. This tool will focus on enhancing customer operations by providing features such as reminders, follow-ups, and lead tracking. The target audience includes salons, clinics, tutors, and small retailers who already utilize WhatsApp for customer interactions. The pricing strategy will be aligned with the Indian market, ranging from ₹999/month to ₹4,000/month depending on the depth of features required by different business verticals.

2. System Overview

Solvar is designed to integrate seamlessly with WhatsApp, providing small businesses with a CRM solution that enhances their existing customer communication workflows. By focusing on reminders, follow-ups, and lead tracking, Solvar will help businesses improve customer engagement and operational efficiency.

3. Functional Requirements as Story Points

• As a salon owner, I should be able to send automated appointment reminders to my clients via WhatsApp.
• As a clinic manager, I should be able to track patient follow-ups and send reminders for upcoming appointments.
• As a tutor, I should be able to manage student inquiries and follow up on leads through WhatsApp.
• As a small retailer, I should be able to track customer interactions and manage sales leads within WhatsApp.
• As a business owner, I should be able to customize the CRM features based on my business needs and budget.

4. User Personas

• Salon Owner: Manages appointments and client communications primarily through WhatsApp.
• Clinic Manager: Oversees patient scheduling and follow-ups, ensuring timely reminders.
• Tutor: Engages with students and parents for scheduling and follow-ups.
• Small Retailer: Handles customer inquiries and sales leads through WhatsApp.

5. Core User Flows

• Salon owner schedules an appointment -> Sends automated reminder via WhatsApp -> Client confirms or reschedules.
• Clinic manager inputs patient details -> Sets follow-up reminders -> Sends WhatsApp notification -> Patient confirms.
• Tutor receives student inquiry -> Sends follow-up message via WhatsApp -> Schedules session.
• Retailer receives customer inquiry -> Tracks lead in CRM -> Sends promotional follow-up via WhatsApp.

6. Visuals Colors and Theme

• primary: #007bff (a shade of blue representing trust and professionalism)
• primary_light: #66b3ff (a lighter tint of the primary color for hover states)
• secondary: #28a745 (a green color symbolizing growth and success)
• accent: #ffc107 (a yellow color for emphasis on CTAs and active states)
• highlight: #17a2b8 (a teal color for notifications and active indicators)
• bg: #f8f9fa (a light grey for the page background)
• surface: #ffffff (white for card/panel backgrounds)
• text: #343a40 (a dark grey for primary text and headings)
• text_muted: #6c757d (a softer grey for secondary text and labels)
• border: #dee2e6 (a subtle grey for borders)

7. Signature Design Concept

The Solvar homepage will feature an interactive WhatsApp chat simulation. Users can click on different business scenarios (e.g., salon appointment, clinic follow-up) to see a live chat flow demonstrating how Solvar enhances customer interactions. This interactive element will use motion/react for smooth transitions and animations, providing an engaging and educational experience.

Landing Hero Motion Brief

The landing page will showcase a dynamic illustration of a smartphone screen displaying a WhatsApp chat. As users scroll, the chat bubbles will animate, showing a conversation between a business and a customer. This loop will highlight the CRM's capabilities in real-time, with each message demonstrating a different feature (e.g., appointment reminder, follow-up message). The animation will be built using motion/react to ensure smooth and responsive interactions.

8. Interaction Model & Motion Direction

• Intended Interaction Model: Animated
• The landing page will feature scroll-triggered reveals and hover transitions, enhancing user engagement and showcasing the CRM's features dynamically.

9. Non-Functional Requirements

• The system must support high concurrency to handle multiple simultaneous WhatsApp interactions.
• Data privacy and security must comply with local regulations, ensuring secure handling of customer information.
• The CRM should be scalable to accommodate various business sizes and needs.

10. Tech Stack

• Frontend: React for Web
• Backend: FastAPI
• Database: MySQL or MariaDB, using Alembic for migrations
• AI Models: GPT 5.4 for user-friendly responses
• Local Orchestration: Docker, docker-compose
• Server-side Orchestration: Kubernetes

11. Assumptions and Constraints

• The CRM will primarily target the Indian market, with pricing and features tailored accordingly.
• Integration with WhatsApp's API is assumed to be feasible and compliant with WhatsApp's terms of service.
• The system should be designed to support future expansion into other messaging platforms if needed.

12. Glossary

• CRM: Customer Relationship Management
• WhatsApp API: An interface provided by WhatsApp for developers to integrate WhatsApp messaging into their applications.
• Lead Tracking: Monitoring and managing potential customer inquiries and interactions.
• Follow-up: A subsequent contact or communication with a customer after an initial interaction.