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# System prepended metadata

title: CRM DOCUMENT

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### Project Details

- **Type:** Web Application
- **Tech Stack:**
  - MongoDB
  - ExpressJS
  - React (with Redux)
  - NodeJS
- **Database:** Dedicated MongoDB instance
- **Features:** Fully customized CRM
- **Responsibilities:**
  - Paying for hosting, domain, and third-party services
- **Hosting Provider:** Hostinger
- **Domain Provider:** GoDaddy
- **Revision Policy:** Unlimited minor revisions within 20 days
- **UI Reference:** Provided where needed.

### 1. **User Authentication:**
   - Implement user authentication to secure the CRM data.
   - Allow users to sign up, log in, and reset passwords.

### 2. **Dashboard:**
   - Create a dashboard that provides an overview of key metrics and activities.
   - Display charts, graphs, or summaries of recent interactions and sales.

### 3. **Contact Management:**
   - Allow users to add, view, edit, and delete contacts.
   - Capture essential contact details such as name, email, phone, and company.

### 4. **Lead Management:**
   - Track leads and their status in the sales pipeline.
   - Implement features for lead assignment and prioritization.

### 5. **Opportunity Management:**
   - Manage sales opportunities and deals.
   - Track the sales stage, probability, and value of each opportunity.

### 6. **Task Management:**
   - Create a system for users to set tasks and reminders.
   - Associate tasks with specific contacts, leads, or opportunities.

### 7. **Communication History:**
   - Record and display the history of communications with contacts and leads.
   - Include emails, calls, meetings, and notes.

### 8. **Calendar Integration:**
   - Integrate a calendar for scheduling and managing appointments.
   - Sync with popular calendar services.

### 9. **Email Integration:**
   - Allow users to send and receive emails within the CRM.
   - Log email communications automatically.

### 10. **Reporting and Analytics:**
    - Generate reports on sales performance, lead conversion, and user activities.
    - Provide insights to help make informed business decisions.

### 11. **Mobile Responsiveness:**
    - Ensure the CRM is accessible and usable on various devices, including mobile phones and tablets.

### 12. **Customization:**
    - Allow users to customize fields and data according to their specific business needs.

### 13. **Search and Filter:**
    - Implement robust search and filtering options for quick data retrieval.

### 14. **Notifications:**
    - Send notifications for upcoming tasks, meetings, or changes in leads and opportunities.

### 15. **Integration with External Tools:**
    - Integrate with third-party tools such as email marketing, customer support, or accounting software.

### 16. **User Roles and Permissions:**
    - Define different roles (e.g., admin, salesperson) with specific permissions.

### 17. **Data Import and Export:**
    - Allow users to import existing data and export data for backups or analysis.

### 18. **Feedback and Support:**
    - Provide a feedback mechanism for users to share their thoughts and report issues.
    - Offer customer support through chat or ticketing systems.

### 19. **Security:**
    - Implement robust security measures to protect sensitive customer data.
    - Regularly update and patch security vulnerabilities.

### 20. **Scalability:**
    - Design the CRM to handle growth and increased data volume.


### Additional Notes
- The CRM will be tailored to meet specific business needs.
- Hosting and domain expenses are the client's responsibility.
- Third-party services may include but are not limited to authentication, payment gateways, etc.
- Detailed UI/UX requirements will be provided for accurate implementation.
- The project timeline and milestones will be discussed and agreed upon before commencement.

