Scribd
Upload
6 views

Simple Draft for CRM

Uploaded by

naseerullah4041
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as DOCX, PDF, TXT or read online on Scribd
6 views

Simple Draft for CRM

Uploaded by

naseerullah4041
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as DOCX, PDF, TXT or read online on Scribd
You are on page 1/ 3

System: CRM

Modules:

1. Core Features (30k):


o Contact Management: Centralized contact database, communication history,
contact segmentation, tagging, notes, and import/export contacts.
o Lead Management: Lead capturing (forms, email parsing), lead scoring,
assignment, automated routing, and conversion tracking.
o Sales Management: Sales pipeline visualization, customizable sales stages,
forecasting, opportunity management, quota management, deal tracking.
o Task and Activity Management: Task assignment and tracking, calendar
integration, reminders, notifications, recurring tasks.
o Email Integration: Two-way email sync, templates, tracking and analytics, bulk
email sending.
o Reporting and Analytics: Customizable reports, real-time dashboards, sales
performance analysis, KPI tracking, advanced analytics with AI.
o Calendar and Schedule Management: Appointment scheduling, calendar sync
(Google, Outlook), meeting reminders, shared team calendars.
2. Advanced Features (50k – 70k) (mobile app is not included):
o AI and Machine Learning: Predictive analytics, sentiment analysis, AI-driven
recommendations, customer churn prediction, intelligent workflow automation.
o Marketing Automation: Automated email campaigns, social media integration,
lead nurturing, A/B testing, multi-channel campaign tracking, marketing
analytics.
o Customer Service and Support: Ticketing system, live chat integration,
knowledge base, customer satisfaction surveys, self-service portal.
o Mobile Access: Mobile app for iOS and Android, offline access, push
notifications, mobile-optimized UI.
o Integration Capabilities: API for third-party integrations, integration with
popular tools (Slack, Zapier), webhooks, integration with eCommerce platforms.
o Document Management: File storage and sharing, document templates, e-
signature integration, version control, OCR for document scanning.

3. Specialized Features (50-70k):

Social CRM:

o Social media monitoring


o Social listening tools
o Integration with social media platforms
o Social media engagement tracking

Customer Experience Management:


o Customer journey mapping
o Feedback collection tools
o Customer experience analytics
o Personalized customer interactions

E-commerce Integration:

o Integration with popular e-commerce platforms


o Order management
o Inventory sync
o Customer purchase history tracking

Gamification:

o Achievement badges
o Leaderboards
o Points and rewards system

Partner and Channel Management:

o Partner portal
o Deal registration
o Co-marketing tools
o Performance tracking

Programming Languages and Technologies:

 Frontend: React.js
 Backend: Node.js
 Database: MongoDB (NoSQL)
 Deployment: Azure or AWS (depends on client preference)
 DevOps: Docker, Kubernetes, CI/CD tools (Jenkins, GitLab CI)

Estimated Time Required:

1. Planning and Requirement Analysis: 2-3 weeks


2. Design Phase:
o UI/UX Design: 2 weeks
o System Architecture Design: 1 week
3. Development Phase:
o Frontend Development: 2-3 weeks
o Backend Development: 2-3 weeks
o Database Setup and Integration: 2 weeks
4. Testing Phase:
o Unit Testing: Ongoing during development
o System Integration Testing: 1 weeks
o User Acceptance Testing (UAT): 1 weeks
5. Deployment Phase:
o Setup and Configuration on Azure/AWS: 1 week

Total Estimated Time: 8-9 weeks (2 months)

Total Estimated Cost: 150k to 180k

Note: The above time estimate covers the Core Features, Advanced Features (AI, Machine
Learning, Marketing Automation, etc.), and, Specialized Features may require additional time,
depending on the scope and complexity.

You might also like