System Requirements Document (SRD)

Project Name: turbo-lead

1. Introduction

The turbo-lead project aims to develop a robust lead management system tailored to streamline the process of tracking, managing, and converting leads for businesses. This system will empower sales teams to efficiently handle inquiries, monitor lead progress, and optimize conversion rates. Designed with scalability and user-friendliness in mind, turbo-lead will cater to the specific needs of businesses in India, ensuring compatibility with local standards, timezone (IST), and currency (INR).

This document outlines the system requirements for turbo-lead, including functional and non-functional specifications, user personas, design concepts, and technical considerations.

2. System Overview

turbo-lead is a centralized platform for managing leads, inquiries, and customer interactions. It will provide tools for sales agents to organize leads, track their status, and collaborate effectively. The system will also feature analytics to help businesses understand lead performance and identify areas for improvement.

Key features include:

• Lead tracking and categorization.
• Automated reminders and follow-ups.
• Integration with communication channels (email, SMS, etc.).
• Customizable dashboards for analytics and reporting.
• Role-based access control for secure data management.

The system will be accessible via web and mobile applications, ensuring flexibility for users on the go.

3. Functional Requirements

Story Points:

• As a Sales Agent, I should be able to add new leads with details like name, contact information, and inquiry type.
• As a Sales Agent, I should be able to update the status of leads (e.g., contacted, in progress, converted).
• As a Sales Agent, I should be able to set reminders for follow-ups with leads.
• As a Manager, I should be able to view analytics on lead conversion rates and team performance.
• As a Manager, I should be able to assign leads to specific sales agents.
• As a Customer, I should be able to submit inquiries through a simple form.
• As Admin, I should be able to manage user roles and permissions.

4. User Personas

Sales Agent:

Primary user responsible for managing leads, updating statuses, and ensuring timely follow-ups.

Manager:

Oversees team performance, assigns leads, and analyzes conversion metrics to optimize strategies.

Customer:

Interacts with the system by submitting inquiries, which are then processed as leads.

Admin:

Manages system configurations, user roles, and permissions to ensure secure and efficient operations.

5. Visuals Colors and Theme

Color Palette:

To reflect the professional yet dynamic nature of turbo-lead, the following unique color palette has been designed:

• Background: #F4F4F9 (Soft Pearl White)
• Surface: #E8EAF6 (Light Lavender Blue)
• Text: #212121 (Deep Charcoal Black)
• Accent: #FF6F61 (Vivid Coral Red)
• Muted Tones: #B0BEC5 (Cool Steel Gray)

This palette ensures a clean, modern interface that is visually appealing and easy to navigate.

6. Signature Design Concept

Concept: Interactive Lead Flow Visualization

The homepage of turbo-lead will feature an interactive lead flow visualization. Users will see a dynamic, animated pipeline where leads are represented as glowing orbs moving through various stages (e.g., Inquiry, Contacted, In Progress, Converted).

• Animation: Orbs will pulse and change color as they progress through the pipeline, visually representing their status.
• Interaction: Users can click on any orb to view detailed information about the lead, including contact details, notes, and reminders.
• Transitions: Smooth transitions will occur as users navigate between stages, with micro-interactions like hover effects and subtle zoom-ins.
• Background: A gradient backdrop that shifts from soft blue to coral red, symbolizing the journey from inquiry to conversion.

This design will make the system instantly engaging, providing users with a vivid and memorable experience.

7. Non-Functional Requirements

• The system must support concurrent access for up to 500 users.
• Response time for any action should not exceed 2 seconds.
• The system must comply with GDPR and Indian data protection regulations.
• Ensure compatibility with major browsers (Chrome, Firefox, Edge) and mobile platforms (iOS, Android).
• Provide multilingual support, including English and Hindi.

8. Tech Stack

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 and academic work

AI Tools:

• Litellm for LLM Routing
• Langchain

Orchestration:

• Docker for local development
• Kubernetes for server-side orchestration

9. Assumptions and Constraints

Assumptions:

• Users will have basic familiarity with lead management systems.
• The system will primarily be used by businesses in India.
• Internet connectivity is required for system access.

Constraints:

• The system must operate within the Indian timezone (IST).
• Budget constraints may limit the use of certain advanced AI features.

10. Glossary

• Lead: A potential customer or client who has expressed interest in a product or service.
• Pipeline: The stages through which a lead progresses, from inquiry to conversion.
• RDBMS: Relational Database Management System, used for structured data storage.
• NoSQL: A type of database designed for unstructured or semi-structured data.
• AI Models: Artificial intelligence algorithms used to enhance system functionality.
• Orchestration: Tools and technologies used to manage and deploy applications.

End of Document