Dental Sales Pipeline CRM

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Dental Sales Pipeline CRM – Requirements Document 1. Introduction This document details the functional and non-functional requirements for a Dental Sales Pipeline CRM, built on the open-source Meow CRM foundation and extended with industry-standard CRM capabilities. The platform will serve sales reps across multiple dental clinics, offering per-clinic dashboards, secure user logins, and comprehensive pipeline management. 2. User Roles & Access Administrator Full access to all clinics, settings, user management, and data. Sales Rep Access to assigned clinic dashboards, leads, activities, and pipelines. Read-Only View-only access to data and dashboards. 3. Core Functional Requirements 3.1. User Authentication & Multi-Client Dashboards Secure Login Email/password login with hashed credentials (bcrypt/Argon2). Optional 2FA/MFA support. Multi-Client Dashboard Selector Users can belong to multiple clinic accounts. Clinic-specific dashboards with isolated data, switched via a dropdown or sidebar. 3.2. Sales Funnel (Pipeline) Management Custom Pipelines per Clinic Define unlimited pipelines (e.g., New Lead, Qualified, Proposal, Won/Lost). Rename, add, delete, or reorder stages. Kanban-Style Board Drag-and-drop opportunity cards between stages. Persist card positions across sessions. Multiple Views List view, Kanban view, and chart view of pipeline data. 3.3. Opportunity (Deal) Tracking CRUD Operations Create, edit, delete opportunity records. Custom Fields per Opportunity Add text, dropdown, date, and numeric fields via schema editor. Closed Won/Lost Locking Prevent accidental edits to closed deals until explicitly unlocked. 3.4. Automated Forecasting & Analytics Real-Time Forecast Calculations Automatically recalculate forecast totals when deals move stages. Historical Trends & Charts Visualize stage progression over selected date ranges. Emit daily forecast events for trend analysis. Dashboard Widgets Aggregate KPIs: total pipeline value, conversion rates, average deal age. 3.5. Customer & Company Management Lead, Contact, Company Profiles CRUD operations for each object. Link contacts to companies with hierarchical views. Activity Timeline Log calls, emails, meetings, tasks, and notes per record. Unified inbox for email integration (optional). 3.6. Custom Data Schema Drag-and-Drop Schema Editor Define custom fields for Leads, Contacts, Companies, Deals. Input sanitization and validation for field names/types. Field Types Supported Text, Dropdown, Date, Number. 3.7. Activity Log & History Audit Trail Record creation, updates, deletions of all core objects. Show “added,” “updated,” “removed” values in history. 4. API & Integrations 4.1. RESTful HTTP API Full Coverage Expose CRUD endpoints for all objects (cards, accounts, users, schemas, activities). Authentication JWT-based token authentication with secure session handling. Interactive Documentation OpenAPI/Swagger UI for testing endpoints and viewing payload schemas. 4.2. Webhooks & Events Daily Forecast Webhook Emit pipeline totals for external reporting. Activity Webhooks Trigger on creation or updates for custom integrations. 5. Notifications & Alerts Stale Deal Alerts Notify when deals remain in a stage beyond a configurable threshold. Hot Lead Flags Mark and surface high-priority leads in dashboards. Email/In-App Notifications Configurable alert recipients and channels. 6. Non-Functional Requirements 6.1. Deployment & Infrastructure Dockerized Services Provided Dockerfile and docker-compose.yml for front end, back end, and database. Scalable Cloud-Ready Architecture Stateless services, horizontal scaling support. 6.2. Security & Compliance Transport Security HTTPS/TLS for all traffic. Data Encryption Encryption at rest for sensitive data. Role-Based Access Control Granular permissions per user and per clinic. 6.3. Performance & Reliability Responsive UI Support desktop and tablet layouts. High Availability Database replication and load balancing recommended for production. 6.4. Usability & Accessibility Responsive Design Mobile-friendly improvements. Dark/Light Mode UI theme toggles based on user preference. 7. Summary of Features Secure User Login with optional MFA Multi-Clinic Dashboards (per-clinic data isolation) Customizable Pipelines & Kanban board Opportunity Tracking with custom fields Automated Forecasting & analytics dashboards Lead/Contact/Company Management Drag-and-Drop Schema Editor for custom data models Activity Logging & audit trails Full REST API with Swagger docs Webhooks for forecasting & activity events Notifications for stale deals and hot leads Dockerized Deployment & cloud-ready design RBAC and per-clinic permissions Performance & Security best practices Responsive UI with light/dark mode This comprehensive requirements document will guide development of a robust, flexible Sales Pipeline CRM tailored for dental clinic lead management and conversion.

Keyword: Email Marketing

Price: $500.0

Customer Relationship Management Software Development API Development Front-End Development Back-End Development