Requirements Gathering: Collaborate with stakeholders to gather and document functional and non-functional requirements for the CRM system. Understand the business goals, user needs, and desired features.
System Design: Design the overall architecture and database schema for the CRM system. Define the relationships between entities, data storage structures, and integration points with other systems.
User Interface Design: Create wireframes and design mockups for the user interface (UI) of the CRM system. Ensure a user-friendly and intuitive design that aligns with the requirements and best practices.
Database Design and Development: Design and implement the database schema to store customer data, interactions, and related information. Develop the necessary database tables, relationships, and queries.
User Management and Authentication: Implement user registration, login, and password management functionality. Establish user roles and permissions to control access levels within the CRM system.
Contact and Lead Management: Develop modules to capture and manage customer contact details, leads, and opportunities. Implement features to track the status, history, and progress of leads through the sales pipeline.
Sales and Opportunity Management: Build functionality to track sales activities, manage deals and quotes, and forecast revenue. Enable sales representatives to update deal stages, attach documents, and collaborate with team members.
Communication Integration: Integrate with email clients to enable email synchronization and tracking within the CRM system. Develop features to send and receive emails, track email interactions, and automate email campaigns.
Task and Activity Management: Implement task creation, assignment, and tracking features. Develop a calendar and reminder system to manage customer interactions, appointments, and follow-ups.
Reporting and Analytics: Develop modules to generate reports and analytics on sales performance, customer engagement, and other key metrics. Implement data visualization to present insights in a clear and actionable manner.