tough-crm

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i want to build a crm based website

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System Requirements

System Requirement Document
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System Requirements Document (SRD)

Project Name: tough-crm

1. Introduction

Welcome to the System Requirements Document (SRD) for tough-crm, a general-purpose Customer Relationship Management (CRM) platform designed to streamline customer interactions, sales tracking, and business operations. This document outlines the system's objectives, features, and technical specifications to ensure a comprehensive understanding of the project.

The tough-crm platform is tailored for businesses across industries, offering flexibility and scalability to meet diverse needs. Built with a focus on usability and efficiency, the system will empower users in India and beyond to manage their customer relationships effectively.

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2. System Overview

tough-crm is a web-based CRM solution aimed at providing businesses with tools to manage customer data, track sales, and automate workflows. The system will feature:

  • Contact management for organizing customer information.
  • Sales pipeline tracking to monitor progress and performance.
  • Email integration for seamless communication.
  • Reporting and analytics for data-driven decision-making.
  • Customizable workflows to adapt to unique business processes.

The platform will be accessible via web browsers and mobile applications, ensuring convenience and accessibility for users in India and globally.

3. Functional Requirements

Core Functionalities

  • As User, I should be able to add, edit, and delete customer contact information.
  • As User, I should be able to track the status of sales opportunities in a visual pipeline.
  • As User, I should be able to send and receive emails directly within the CRM.
  • As User, I should be able to generate reports on sales performance and customer activity.
  • As Admin, I should be able to customize workflows and automate repetitive tasks.
  • As Admin, I should be able to manage user roles and permissions.
  • As User, I should be able to set reminders and follow-up tasks for customer interactions.
  • As Admin, I should be able to integrate third-party tools like payment gateways or marketing platforms.
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4. User Personas

Admin

Admins are responsible for configuring the CRM, managing user roles, and ensuring the system aligns with organizational needs. They oversee integrations, workflows, and data security.

User

Users interact with the CRM daily to manage customer relationships, track sales, and communicate with clients. They rely on the platform for reminders, reports, and task automation.

5. Visuals Colors and Theme

Color Palette

The tough-crm platform will feature a modern and professional color scheme:

  • Background: #F5F5F5 (Light Gray)
  • Surface: #FFFFFF (White)
  • Text: #333333 (Dark Gray)
  • Accent: #0078D7 (Vivid Blue)
  • Muted: #A6A6A6 (Soft Gray)

This palette ensures clarity, readability, and a professional aesthetic suitable for business environments.

6. Signature Design Concept

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Bold Design Idea: Interactive Sales Pipeline

The homepage of tough-crm will feature an interactive sales pipeline visualization. Users will see a dynamic, drag-and-drop interface where sales opportunities are represented as cards in different stages (e.g., Prospecting, Negotiation, Closed).

Key Features:

  • Animations: Cards will slide smoothly between stages, with subtle bounce effects to indicate successful actions.
  • Color Shifts: Each stage will have a unique color gradient (e.g., green for Closed, yellow for Negotiation) that transitions as cards move.
  • Micro-Interactions: Hovering over a card will display quick details like customer name, deal value, and next steps.
  • Customizable Layout: Admins can add or rename stages to fit their sales process.

This feature will make the CRM visually engaging and intuitive, offering users a clear overview of their sales progress at a glance.

7. Non-Functional Requirements

  • The system must support at least 10,000 concurrent users.
  • Response time for any action should not exceed 2 seconds.
  • The platform must comply with GDPR and Indian data protection laws.
  • The system should be accessible on both desktop and mobile devices.
  • Regular backups must be performed to ensure data integrity.

8. Tech Stack

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Frontend

  • React for Web
  • React Native for Mobile App

Backend

  • Python
  • FastAPI

Database

  • MySQL (preferred for RDBMS)
  • MongoDB (for NoSQL requirements)

AI Models

  • GPT 5.4 for user-friendly responses
  • Claude 4.6 Opas for coding assistance
  • Gemini 3.1 Pro for conversational AI

AI Tools

  • Litellm for LLM Routing
  • Langchain

Orchestration

  • Docker for local development
  • Kubernetes for server-side orchestration
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9. Assumptions and Constraints

Assumptions

  • Users will primarily access the platform during business hours (9 AM to 6 PM IST).
  • The CRM will be used by small to medium-sized businesses.
  • Internet connectivity will be stable for most users.

Constraints

  • The system must be scalable to accommodate future growth.
  • Integration with third-party tools must adhere to their respective APIs.
  • The platform must support multilingual capabilities for global users.

10. Glossary

  • CRM: Customer Relationship Management.
  • Admin: A user with elevated privileges to configure and manage the system.
  • User: A standard user interacting with the CRM for daily tasks.
  • Pipeline: A visual representation of sales stages.
  • GDPR: General Data Protection Regulation.
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Landing: View Info
Login: Sign In
Dashboard: View Stats
Workflows: Customize Tasks
Workflows: Automate Tasks
Users: Manage Roles
Users: Set Permissions
Integrations: Add Tools
Integrations: Configure API
Pipeline: Manage Stages
Settings: Configure App