xie project

byArchie Jerez

Create a professional cloud-based Business Operations CRM specifically designed for an Accounting Firm, Business Registration Services, BIR Processing, LGU Permits, Real Estate Documentation, and Notary Services. The application must work on: • Desktop • Android • iPhone • Tablet • Web Browser All data must sync instantly across every device. ==================================================== APP NAME BusinessFlow CRM (or customizable) ==================================================== MAIN DASHBOARD Dashboard should show: • Total Clients • Active Clients • Pending Clients • Completed Clients • New Clients this Month • Expiring Permits • Expiring Business Registration • Expiring SEC/DTI • Expiring BIR Registration • Expiring Mayor's Permit • Expiring Barangay Permit • Pending Government Applications • Pending Payments • Team Productivity • Calendar • Daily Tasks • Notifications ==================================================== CLIENT PROFILE Every client has a complete profile. Personal Information • Client ID (Auto Generated) • Full Name • Company Name • Business Name • Trade Name • Business Type • Industry • Contact Number • Email • Facebook • Messenger • Address • Google Map Location Business Information • DTI Number • SEC Registration Number • CDA Number • BIR TIN • Business TIN • RDO • Mayor's Permit Number • Barangay Clearance Number • Sanitary Permit • Fire Safety Certificate • Occupancy Permit • Business Plate Number • FDA Registration Number • LTO Number • PhilHealth Employer Number • SSS Employer Number • Pag-IBIG Employer Number • PEZA Registration • BOI Registration Business Status Startup For Registration For Requirements Waiting for Client Submitted Government Processing Approved Completed Renewal Inactive Cancelled Archived ==================================================== SERVICES OFFERED Client can have multiple services. Business Registration DTI Registration SEC Registration CDA Registration BIR Registration TIN Application Books of Accounts ATP Official Receipt Invoice Registration CAS Loose Leaf Business Closure Business Renewal Mayor's Permit Barangay Clearance Occupancy Permit Fire Certificate Sanitary Permit FDA Registration LTO License Import Permit Export Permit Business Consultancy Accounting Payroll Bookkeeping Tax Filing VAT Percentage Tax Income Tax Auditing Real Estate Documentation Transfer Title Capital Gains Tax Estate Tax Deed of Sale Mortgage Notary Services Affidavit SPA Contract Memorandum Acknowledgment Certification ==================================================== SERVICE STATUS Each service has independent progress. Not Started Requirements Needed Waiting for Client Documents Complete Preparing Submitted Under Review Government Processing Approved Released Completed Cancelled ==================================================== DOCUMENT MANAGEMENT Every client has unlimited document storage. Folders Personal IDs Business Registration SEC DTI BIR Mayor's Permit Barangay FDA LTO Real Estate Contracts Accounting Taxes Payroll Invoices Receipts Financial Statements Books of Accounts Supporting Documents Uploads PDF Word Excel Images ZIP Scanned Documents Video Voice Notes ==================================================== DOCUMENT STATUS Missing Requested Received Verified Approved Rejected Expired Renewal Required ==================================================== TASK MANAGEMENT Assign tasks to employees. Task Assigned To Deadline Priority Progress Status Checklist Attachments Comments ==================================================== KANBAN BOARD Lead ↓ Requirements ↓ Preparing ↓ Submitted ↓ Government Processing ↓ Completed ↓ Archived ==================================================== CLIENT TIMELINE Show complete history. Date Created Calls Emails Meetings Payments Documents Uploaded Requirements Submitted Government Submission Approval Renewal ==================================================== PAYMENT TRACKER Quotation Invoice Official Receipt Downpayment Balance Paid Unpaid Partial Refund Discount Mode of Payment Cash GCash Bank Maya Cheque ==================================================== EXPENSE TRACKER Government Fees Professional Fees Courier Transportation Printing Miscellaneous ==================================================== RENEWAL TRACKER Automatically monitor expiration. Mayor's Permit Business Permit BIR FDA LTO SEC DTI Fire Certificate Sanitary Permit Lease Contract Insurance Notify: 90 Days 60 Days 30 Days 15 Days 7 Days 1 Day ==================================================== CALENDAR Government Appointments Meetings Deadlines Renewals Tasks Team Schedule ==================================================== REAL ESTATE MODULE Buyer Seller Property Transfer Tax Declaration Title Number Lot Area Location Capital Gains DST Transfer Tax Registry of Deeds Assessor BIR Status Tracking ==================================================== NOTARY MODULE Document Type Document Number Date Client Witness Lawyer Fees Digital Copy Release Status ==================================================== TEAM MANAGEMENT Employee Accounts Roles Admin Manager Processor Accounting Secretary Encoder Real Estate Agent Messenger Lawyer Permissions ==================================================== SEARCH Search by Client Name Business Name TIN Permit Number Phone Number Status Service Document ==================================================== NOTIFICATIONS Renewal Alerts Missing Documents Overdue Tasks Upcoming Deadlines Government Updates ==================================================== REPORTS Daily Weekly Monthly Yearly Revenue Clients Government Transactions Employee Productivity Services Payments Renewals ==================================================== ANALYTICS Revenue Profit Pending Clients Completed Clients Renewals Government Processing Time Employee Performance ==================================================== COMMUNICATION Email SMS WhatsApp Messenger Call Logs Internal Notes ==================================================== AI FEATURES AI Requirement Checklist AI Missing Documents Detection AI Client Summary AI Renewal Prediction AI Government Requirement Generator AI Email Writer AI Permit Checklist AI Timeline Summary ==================================================== SECURITY Role-Based Access Audit Logs 2FA Face ID Fingerprint Cloud Backup Encryption ==================================================== DATABASE Firebase Firestore Supabase PostgreSQL ==================================================== TECHNOLOGY React Next.js TypeScript Tailwind CSS React Native Firebase Cloud Storage ==================================================== DESIGN Minimal Professional Accounting Theme Fast Responsive Modern Dark Mode Light Mode Apple-style UI ==================================================== The system should function like a combination of Salesforce CRM, ClickUp, Notion, Monday.com, and a legal document management system, but tailored specifically for Philippine accounting firms, business registration, permit processing, tax compliance, real estate documentation, and notarial services.