Skip to main content

CRM Module Project Plan

QR Contact Card Generator - CRM Integration​

Executive Summary​

This project plan outlines the development and integration of a comprehensive CRM module into the QR Contact Card Generator platform. The CRM will transform our platform into a viral professional networking system with AI-powered contact enrichment, social graph visualization, and gamified growth mechanics.

Project Goals​

  1. Build a feature-rich CRM system with contact management capabilities
  2. Integrate seamlessly with existing QR code generation platform
  3. Implement viral growth mechanics targeting K-factor of 2.5+
  4. Create value exchange model: contacts for features
  5. Position as LinkedIn alternative for genuine relationship building

Phase 1: Foundation (Weeks 1-3)​

Week 1: Database & Core Models​

Tasks:

  • Design and implement PostgreSQL schema for CRM
  • Create database migrations
  • Implement core Rust models (Contact, Relationship, Communication)
  • Set up Redis caching layer
  • Create basic CRUD operations for contacts

QR Integration Points:

  • Link QR-generated contacts to CRM automatically
  • Store QR scan analytics in contact timeline
  • Enable QR code regeneration with updated contact info

Deliverables:

  • Database schema implemented
  • Core models with tests
  • Basic CRUD API endpoints

Week 2: Contact Service Implementation​

Tasks:

  • Build contact import system (CSV, vCard, LinkedIn)
  • Implement duplicate detection and merging
  • Create contact search with Elasticsearch
  • Build tagging and categorization system
  • Implement custom fields functionality

Testing:

  • Unit tests for all service methods
  • Integration tests with database
  • Performance tests for search

Week 3: QR Code Integration Layer​

Tasks:

  • Create QR-to-CRM contact converter
  • Implement automatic contact creation from QR scans
  • Build QR analytics tracking in contact timeline
  • Enable dynamic QR codes linked to CRM profiles
  • Create contact sharing via QR codes

Integration Architecture:

pub struct QRContactBridge {
    qr_service: QRGeneratorService,
    crm_service: ContactService,
    analytics: AnalyticsTracker,
}

impl QRContactBridge {
    pub async fn create_contact_from_scan(&self, qr_data: QRScanData) -> Result<Contact> {
        // Convert QR vCard to CRM contact
        // Track scan analytics
        // Trigger enrichment
    }
}

Phase 2: Enrichment & Intelligence (Weeks 4-6)​

Week 4: AI-Powered Enrichment​

Tasks:

  • Integrate Clearbit API for company data
  • Integrate FullContact for social profiles
  • Build enrichment orchestrator with queuing
  • Implement credit system for enrichment
  • Create caching layer for enriched data

Enrichment Flow:

  1. QR scan creates basic contact
  2. Enrichment job queued automatically
  3. Progressive enrichment based on credits
  4. Cache results for 7 days

Week 5: Social Graph Implementation​

Tasks:

  • Build relationship mapping system
  • Implement shortest path algorithm
  • Create network visualization API
  • Build influence scoring system
  • Implement warm introduction requests

Graph Integration with QR:

  • Visualize QR scan networks
  • Track viral spread through QR shares
  • Identify key connectors in QR campaigns

Week 6: Communication Hub​

Tasks:

  • Email integration (Gmail, Outlook)
  • SMS tracking capability
  • Build unified inbox API
  • Implement smart reminders
  • Create communication analytics

Phase 3: Viral Mechanics (Weeks 7-9)​

Week 7: Viral Growth Engine​

Tasks:

  • Implement credit reward system
  • Build referral tracking
  • Create sharing incentives
  • Implement gamification (XP, badges)
  • Build viral analytics dashboard

Viral Loops with QR Integration:

  1. QR Share Loop: Rewards for sharing QR codes
  2. Contact Import Loop: Credits for bulk imports
  3. Scan-to-Earn: Credits when your QR is scanned
  4. Network Growth: Unlock features as network grows
  5. Team QR Pools: Shared QR campaigns for teams

Week 8: Frontend Development​

Tasks:

  • Contact management UI (React/TypeScript)
  • Network visualization component
  • Import/export interfaces
  • Search and filter UI
  • Mobile-responsive design

QR-CRM UI Integration:

  • Unified dashboard showing QR + CRM stats
  • One-click QR generation from contacts
  • QR scan history in contact timeline
  • Bulk QR generation for contact lists

Week 9: API & Integration Testing​

Tasks:

  • Complete REST API documentation
  • Build TypeScript SDK
  • Integration tests for all endpoints
  • Load testing with k6
  • Security audit

Phase 4: Advanced Features (Weeks 10-12)​

Week 10: Professional Networking Features​

Tasks:

  • Public profile system
  • Skills and endorsements
  • Recommendation engine
  • Industry groups/communities
  • Privacy controls

Week 11: Analytics & Insights​

Tasks:

  • Relationship health dashboard
  • Network growth analytics
  • Communication insights
  • ROI tracking for QR campaigns
  • Predictive analytics

Week 12: Performance & Scale​

Tasks:

  • Database optimization
  • Caching strategy refinement
  • Horizontal scaling setup
  • Multi-region deployment
  • Final security review

Integration Architecture​

QR-CRM Data Flow​

Technical Integration Points​

  1. Shared Authentication

    • Single sign-on between QR and CRM
    • Unified user permissions

  2. Event Bus

    • qr.scanned → Create CRM contact
    • contact.created → Generate QR code
    • contact.enriched → Update QR data
    • viral.action → Award credits

  3. Database Integration

    • Foreign keys linking QR codes to contacts
    • Shared user and team tables
    • Unified billing records

  4. API Gateway

    • Single endpoint for both services
    • Shared rate limiting
    • Unified API keys

Success Metrics​

Technical KPIs​

  • API response time <200ms p95
  • Contact search <100ms
  • Enrichment success rate >85%
  • System uptime 99.9%

Business KPIs​

  • 100k contacts imported in month 1
  • K-factor ≥2.5 within 6 months
  • 15% free-to-paid conversion
  • 60% weekly active users

QR-CRM Synergy Metrics​

  • 40% of QR scans convert to CRM contacts
  • 25% of CRM contacts generate QR codes
  • 3x higher retention for QR+CRM users
  • 50% viral growth from QR sharing

Risk Mitigation​

Technical Risks​

  1. Data Quality: Multi-source verification, community validation
  2. Scale: Designed for 10M+ contacts, horizontal scaling
  3. Privacy: GDPR compliance, encryption, consent tracking
  4. Integration Complexity: Modular design, extensive testing

Business Risks​

  1. Viral Growth Control: Circuit breakers, rate limiting
  2. Credit Abuse: Fraud detection, usage caps
  3. Feature Creep: Phased rollout, user feedback loops
  4. Competition: Unique QR+CRM value proposition

Resource Requirements​

Team Structure​

  • 2 Backend Engineers (Rust)
  • 2 Frontend Engineers (React)
  • 1 DevOps Engineer
  • 1 QA Engineer
  • 1 Product Manager
  • 1 UI/UX Designer

Infrastructure​

  • GCP Cloud Run for services
  • PostgreSQL Cloud SQL
  • Redis Memory Store
  • Cloud CDN for assets
  • Estimated cost: $2,500/month at launch

Timeline Summary​

Total Duration: 12 weeks

  • Weeks 1-3: Foundation & QR Integration
  • Weeks 4-6: Enrichment & Intelligence
  • Weeks 7-9: Viral Mechanics & Frontend
  • Weeks 10-12: Advanced Features & Optimization

MVP Launch: End of Week 9 Full Launch: End of Week 12

Next Steps​

  1. Review and approve project plan
  2. Allocate resources and team
  3. Set up development environment
  4. Begin Week 1 implementation
  5. Weekly progress reviews

Appendix: Integration Code Examples​

QR to CRM Contact Creation​

pub async fn handle_qr_scan(
    qr_data: web::Json<QRScanData>,
    services: web::Data<AppServices>,
) -> Result<HttpResponse, Error> {
    // Parse vCard from QR
    let vcard = parse_vcard(&qr_data.content)?;
    
    // Create CRM contact
    let contact = services.crm.create_contact(CreateContactRequest {
        email: vcard.email,
        name: vcard.name,
        phone: vcard.phone,
        source: ContactSource::QRScan,
        qr_code_id: Some(qr_data.qr_code_id),
    }).await?;
    
    // Track analytics
    services.analytics.track_event(Event::QRScanToContact {
        qr_code_id: qr_data.qr_code_id,
        contact_id: contact.id,
        user_id: qr_data.scanner_id,
    }).await?;
    
    // Award viral credits
    services.viral.award_credits(
        qr_data.qr_owner_id,
        ViralAction::QRScanned,
        10, // credits
    ).await?;
    
    Ok(HttpResponse::Ok().json(contact))
}

CRM to QR Generation​

export async function generateQRFromContact(contactId: string) {
  // Fetch contact details
  const contact = await api.get(`/api/crm/contacts/${contactId}`);
  
  // Generate vCard
  const vcard = generateVCard({
    name: contact.name,
    email: contact.email,
    phone: contact.phone,
    company: contact.company,
    url: `${BASE_URL}/c/${contact.publicId}`,
  });
  
  // Create QR code
  const qr = await api.post('/api/qr/generate', {
    content: vcard,
    type: 'contact',
    linked_contact_id: contactId,
    tracking_enabled: true,
  });
  
  return qr;
}