CRM System Requirements: Multi-Module Sales Management Platform

[Qomserver]

CRM System Requirements

Overview

A comprehensive CRM system with sales management, team management, reporting, and automation capabilities.

Core Modules

1. Dashboard

• Sales reports
• Lead count and conversion rates
• Daily date and remaining days in month
• Daily tasks and events
• Sales motivational quotes
• Conversion rate breakdown by different sources

2. Settings Module

2.1 User Management

• Add users with team assignments
• Team-based access control
• Configurable user roles:
  • Super Admin
  • Sales Manager
  • Sales Representative
  • Advertising Manager
• Direct admin access capability to all user accounts

2.2 Product Management

• Product addition functionality
• WooCommerce integration
• Fields:
  • Product name
  • Price
  • WooCommerce product ID

2.3 Field Management

• Default lead fields:
  • Mobile numbers (2)
  • Gender
  • Name
  • Surname
  • City
  • Source
  • Discovery method
  • Communication channel
  • Target product
  • Status
• Status color coding
• Custom field creation capability

2.4 Contact Database Categories

• Import source categorization
• Examples: Divar, Telegram, Instagram, Special campaigns

2.5 Target Groups

• Marketing segmentation capabilities
• Custom group creation

2.6 User Attributes

• Custom attribute creation with:
  • Title
  • Rank
  • Icon
• Visual representation in lead lists

2.7 Integrations

• WooCommerce
• SMS Gateway

2.8 Miscellaneous Settings

• Email/SMS queue management
• Phone number format settings
• Lead uniqueness settings
• Lead reassignment timing rules

3. Customer Management

3.1 Contact Database

• Multiple import methods:
  • Single entry
  • Text file
  • Excel file
  • Google Sheets
• Manual and automatic lead assignment
• Category-based distribution
• Product-specific lead tracking

3.2 Lead Management

• Role-based access control
• Detailed lead information display
• Activity logging
• Status tracking
• Bulk operations
• Payment tracking (full/installment)
• WooCommerce order integration

4. Reporting

4.1 Detailed Reports

• Year-wise analysis
• Product-based reporting
• Sales representative performance
• Daily sales tracking

4.2 Monitor Dashboard

• Comprehensive view with:
  • Sales representative details
  • Monthly advertising costs
  • Lead metrics
  • Conversion rates
  • Sales amounts

5. Message Management

5.1 Message Templates

• SMS templates with pattern support
• Email templates with HTML support

5.2 Default Messages

• Event-triggered communications
• Automated notifications
• Team updates

5.3 Automation Rules

• Multi-step automation setup
• Conditional triggers based on:
  • User type
  • Registration date
  • Lead source
  • Purchase history
• Action types:
  • SMS/Email sending
  • Sales rep assignment
  • Target list addition

6. Financial Management

6.1 Sales Tracking

• Role-based sales view
• Payment method tracking
• Installment management
• Approval workflow for card payments

6.2 Expense Management

• Lead acquisition cost tracking
• Sales representative specific expenses
• General marketing expenses

Technical Requirements

1. User-friendly interface
2. Real-time data updates
3. Robust security measures
4. Scalable architecture
5. Integration capabilities
6. Mobile responsiveness

Implementation Priority

1. Core user and lead management
2. Sales tracking and reporting
3. Communication tools
4. Automation features
5. Financial management
6. Advanced analytics

Next Steps

• Technical architecture review
• UI/UX design
• Development timeline creation
• Resource allocation
• Testing strategy development