zen-crm System Requirements Document

1. Introduction

The purpose of this document is to outline the system requirements for the zen-crm project, a Customer Relationship Management (CRM) system tailored for small businesses. This CRM aims to streamline customer interactions and manage data efficiently with a focus on simplicity and essential features.

2. System Overview

Zen-crm is designed to cater to the needs of small businesses by providing a user-friendly platform for managing customer relationships. The system will include core functionalities such as contact management, task scheduling, and sales tracking. The goal is to enhance productivity and improve customer service for small business users.

3. Functional Requirements

• As a User, I should be able to manage contacts efficiently.
• As a User, I should be able to schedule tasks.
• As a User, I should be able to track sales activities.

4. User Personas

• Admin: Responsible for overseeing the CRM system, managing user accounts, and configuring system settings.
• User: Small business employees who use the CRM for managing contacts, scheduling tasks, and tracking sales.

5. Visuals Colors and Theme

• primary: #2A9D8F (a deep teal representing trust and reliability)
• primary_light: #E9F5F3 (a light teal for hover states and secondary UI)
• secondary: #F4A261 (a warm coral for headlines and emphasis)
• accent: #E76F51 (a vibrant orange for CTAs and active states)
• highlight: #FFD166 (a bright amber for notifications and active indicators)
• bg: #F7F9FA (a soft, neutral background color)
• surface: rgba(255, 255, 255, 0.9) (a subtle white for card/panel backgrounds)
• text: #264653 (a dark slate for primary text and headings)
• text_muted: #6C757D (a muted gray for secondary text and labels)
• border: rgba(38, 70, 83, 0.2) (a subtle border color)

6. Signature Design Concept

The zen-crm homepage will feature an interactive "Customer Journey Map" that visually represents the stages of customer interaction. Users can click on different stages (e.g., Lead, Prospect, Customer) to view detailed information and statistics. This map will be animated using framer-motion to provide smooth transitions and spring physics effects. The map will dynamically update as users interact with it, offering a visually engaging and informative experience.

7. Interaction Model & Motion Direction

The landing page will utilize a "parallax" interaction model, creating a layered depth effect as users scroll. Decorative elements such as atmospheric blobs and distant shapes will move at different speeds, enhancing the storytelling aspect of the CRM's features. Internal pages will maintain a "static" interaction model to prioritize clarity and ease of use.

8. Non-Functional Requirements

• The system should be highly available and reliable to ensure continuous access for users.
• The CRM must be scalable to accommodate the growth of small businesses.
• Data security and privacy must be prioritized, adhering to relevant regulations and standards.

9. Tech Stack

• Frontend: React for Web
• Backend: Python, FastAPI
• Database: MySQL or MariaDB, using alembic for migrations
• Local orchestration: Docker, docker-compose
• Server-side orchestration: Kubernetes

10. Assumptions and Constraints

• The CRM will primarily serve small businesses in India, considering local currency and timezone settings.
• The system will be designed to handle a moderate volume of data typical for small businesses.
• Internet connectivity is assumed to be stable for accessing the CRM.

11. Glossary

• CRM: Customer Relationship Management
• CTA: Call to Action
• UI: User Interface
• UX: User Experience
• API: Application Programming Interface

This document outlines the requirements and design considerations for the zen-crm project, ensuring a focused and efficient CRM solution for small businesses.