SaaS CRM Platform

# Requirements Specification: SaaS CRM

## Overview
A customer relationship management platform for SMBs to manage contacts, track deals, and analyze sales performance.

## User Personas

### Sales Representative
- Needs to quickly add and update contacts
- Tracks deals through pipeline stages
- Logs calls and emails with contacts
- Views personal performance metrics

### Sales Manager
- Monitors team pipeline and forecasts
- Assigns leads to team members
- Analyzes conversion rates by stage
- Generates reports for leadership

## Features

### F1: Contact Management
**Priority:** P0 - Critical

#### User Stories
- As a sales rep, I want to add contacts with company, role, and contact info
- As a sales rep, I want to search contacts by name, company, or email
- As a sales rep, I want to view contact history (calls, emails, meetings)
- As a sales rep, I want to import contacts from CSV

#### Acceptance Criteria
- [ ] Contacts have: name, email, phone, company, role, notes
- [ ] Search returns results within 200ms
- [ ] Contact timeline shows all interactions chronologically
- [ ] CSV import handles up to 10,000 contacts
- [ ] Duplicate detection on email field

### F2: Deal Pipeline
**Priority:** P0 - Critical

#### User Stories
- As a sales rep, I want to create deals linked to contacts
- As a sales rep, I want to drag deals between pipeline stages
- As a sales manager, I want to see total pipeline value by stage
- As a sales manager, I want to set expected close dates

#### Acceptance Criteria
- [ ] Default stages: Lead, Qualified, Proposal, Negotiation, Closed Won, Closed Lost
- [ ] Custom stages configurable per workspace
- [ ] Deal value and probability auto-calculate weighted pipeline
- [ ] Stage change triggers activity log entry
- [ ] Deals can have multiple contacts

### F3: Activity Tracking
**Priority:** P1 - High

#### User Stories
- As a sales rep, I want to log calls with notes and duration
- As a sales rep, I want to schedule follow-up tasks
- As a sales rep, I want email sync to auto-log sent emails

#### Acceptance Criteria
- [ ] Activity types: Call, Email, Meeting, Note, Task
- [ ] Tasks have due dates with reminder notifications
- [ ] Email sync via OAuth (Gmail, Outlook)
- [ ] Activities visible on contact and deal timelines

### F4: Reporting & Analytics
**Priority:** P1 - High

#### User Stories
- As a sales manager, I want a dashboard showing pipeline metrics
- As a sales manager, I want to see conversion rates by stage
- As a sales manager, I want to export reports to CSV

#### Acceptance Criteria
- [ ] Dashboard shows: total pipeline, deals by stage, win rate, avg deal size
- [ ] Filter reports by date range, owner, stage
- [ ] Charts update in real-time as data changes
- [ ] Export includes all visible data

## Non-Functional Requirements

### Performance
- Page load < 2 seconds on 3G connection
- Search results < 200ms
- Support 100 concurrent users per workspace

### Security
- SOC 2 Type II compliance target
- Data encrypted at rest (AES-256)
- Data encrypted in transit (TLS 1.3)
- Session timeout after 8 hours idle

### Scalability
- Support workspaces with 100,000+ contacts
- Horizontal scaling for API servers
- Database read replicas for reporting