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CRM Requirements Document (CRD)

Contact Relationship Management System for QR Contact Card Generator​

Document Information​

  • Version: 1.0
  • Date: October 2025
  • Status: Draft
  • Owner: Product Team

Table of Contents​

  1. Executive Summary
  2. Business Requirements
  3. Functional Requirements
  4. Non-Functional Requirements
  5. Integration Requirements
  6. Data Requirements
  7. Security & Privacy Requirements
  8. Viral Growth Requirements

Executive Summary​

The CRM module will transform our QR Contact Card Generator into a comprehensive professional networking platform with viral growth mechanics. This system will leverage network effects where increased user participation enriches the data quality and value for all users, potentially positioning it as a LinkedIn alternative focused on genuine relationship building.

Key Objectives​

  • Build a contact management system with AI-powered enrichment
  • Implement social graph visualization and relationship intelligence
  • Create viral sharing mechanics that incentivize data contribution
  • Establish a value exchange model: share contacts to unlock features
  • Achieve K-factor of 2.5+ through CRM-specific viral loops

Business Requirements​

BR-001: Market Positioning​

  • Requirement: Position as a "LinkedIn alternative for genuine relationship building"
  • Rationale: LinkedIn's 2025 algorithm shifts away from viral content
  • Success Criteria: 10% of users describe product as LinkedIn alternative

BR-002: Revenue Model​

  • Requirement: Freemium model with data contribution incentives
  • Tiers:
    • Free: 100 contacts, basic enrichment
    • Pro ($19/mo): 1,000 contacts, full enrichment, analytics
    • Teams ($49/user/mo): Shared databases, collaboration
    • Enterprise (custom): API access, white-label, compliance
  • Success Criteria: 15% free-to-paid conversion

BR-003: Viral Growth Target​

  • Requirement: Achieve K-factor of 2.5 within 6 months
  • Mechanisms: Contact sharing rewards, network effects, referrals
  • Success Criteria: Measured K-factor ≥ 2.5

Functional Requirements​

FR-001: Contact Management Core​

FR-001.1: Contact CRUD Operations​

  • Create, read, update, delete contacts
  • Bulk import from CSV, vCard, LinkedIn
  • Duplicate detection and merging
  • Contact export in multiple formats

FR-001.2: Contact Fields​

  • Required: Name, email, phone, company
  • Optional: Title, social profiles, address, notes
  • Custom Fields: Up to 20 user-defined fields
  • Metadata: Created date, last modified, source

FR-001.3: Organization & Search​

  • Hierarchical tags and categories
  • Advanced search with filters
  • Saved searches and smart lists
  • Relationship stages (prospect, client, etc.)

FR-002: AI-Powered Contact Enrichment​

FR-002.1: Automatic Enrichment​

  • Real-time enrichment from 20+ data sources
  • Social media profiles (LinkedIn, Twitter, etc.)
  • Company information (size, industry, funding)
  • Recent news and life events

FR-002.2: Progressive Enrichment​

  • More user shares = better enrichment for all
  • Enrichment credits based on contribution
  • Verification rewards for data accuracy
  • Community-driven data improvement

FR-002.3: Enrichment Sources​

  • Public APIs: Clearbit, FullContact, Hunter.io
  • Social networks: LinkedIn, Twitter, Facebook
  • News sources: Google News, industry publications
  • User contributions: Verified updates

FR-003: Social Graph & Relationship Intelligence​

FR-003.1: Network Visualization​

  • Interactive graph showing connections
  • Degrees of separation calculation
  • Cluster identification (industry, location)
  • Influence scoring and key connectors

FR-003.2: Relationship Strength​

  • Interaction frequency tracking
  • Communication sentiment analysis
  • Engagement scoring algorithm
  • Relationship health indicators

FR-003.3: Warm Introduction Paths​

  • Find shortest path between contacts
  • Introduction request system
  • Success tracking and rewards
  • Privacy controls for path visibility

FR-004: Communication Hub​

FR-004.1: Unified Inbox​

  • Email integration (Gmail, Outlook)
  • SMS and messaging apps
  • Social media messages
  • Internal messaging system

FR-004.2: Smart Reminders​

  • AI-powered reconnection suggestions
  • Birthday and anniversary alerts
  • Follow-up reminders
  • Relationship maintenance prompts

FR-004.3: Communication Analytics​

  • Response time tracking
  • Engagement metrics
  • Communication patterns
  • Sentiment trending

FR-005: Professional Networking Features​

FR-005.1: Public Profiles​

  • Optional professional profiles
  • Privacy controls and visibility settings
  • SEO-optimized URLs
  • Profile completeness scoring

FR-005.2: Skills & Endorsements​

  • Skill tagging system
  • Peer endorsements
  • Skill verification badges
  • Industry-specific taxonomies

FR-005.3: Recommendations​

  • Written testimonials
  • Two-way recommendation system
  • Recommendation templates
  • Social proof display

FR-006: Viral Growth Mechanics​

FR-006.1: Import Rewards​

  • 10 credits per contact imported
  • Bonus for verified contacts
  • Team import pooling
  • Quality scoring for imports

FR-006.2: Sharing Incentives​

  • Unlock features by sharing contacts
  • Network growth milestones
  • Referral tracking and rewards
  • Viral coefficient dashboard

FR-006.3: Gamification​

  • Networking XP system
  • Achievement badges
  • Leaderboards (optional participation)
  • Streak rewards for daily usage

Non-Functional Requirements​

NFR-001: Performance​

  • Contact search: <100ms for 100k contacts
  • Enrichment: <2s per contact
  • Graph visualization: <500ms render
  • API response time: <200ms p95

NFR-002: Scalability​

  • Support 10M+ contacts in database
  • 100k+ concurrent users
  • Horizontal scaling capability
  • Auto-scaling based on load

NFR-003: Reliability​

  • 99.9% uptime SLA
  • Automated backups every 6 hours
  • Disaster recovery <4 hours
  • Multi-region failover

NFR-004: Usability​

  • Mobile-responsive design
  • Accessibility WCAG 2.1 AA
  • Intuitive UI with <5 min onboarding
  • Offline mode for mobile apps

Integration Requirements​

IR-001: Platform Integration​

  • Seamless integration with QR generator
  • Shared user authentication
  • Unified billing system
  • Cross-product data flow

IR-002: Third-Party Integrations​

  • Calendar sync (Google, Outlook)
  • Email providers (Gmail, Outlook)
  • Social networks (LinkedIn, Twitter)
  • CRM exports (Salesforce, HubSpot)

IR-003: API Requirements​

  • RESTful API with GraphQL option
  • Rate limiting: 1000 requests/hour
  • Webhook support for events
  • API documentation and SDKs

Data Requirements​

DR-001: Data Model​

  • Contacts table with 50+ fields
  • Interactions tracking table
  • Social graph edges table
  • Enrichment cache with TTL

DR-002: Data Privacy​

  • GDPR and CCPA compliance
  • User consent tracking
  • Data portability (export all)
  • Right to deletion implementation

DR-003: Data Quality​

  • Deduplication algorithms
  • Data validation rules
  • Accuracy scoring system
  • Community verification process

Security & Privacy Requirements​

SPR-001: Authentication & Authorization​

  • OAuth 2.0 integration
  • Role-based access control
  • Team permission management
  • API key security

SPR-002: Data Protection​

  • Encryption at rest (AES-256)
  • Encryption in transit (TLS 1.3)
  • PII data masking
  • Audit logging for access

SPR-003: Privacy Controls​

  • Granular sharing permissions
  • Private contact marking
  • Visibility settings per field
  • Consent management system

Viral Growth Requirements​

VGR-001: Viral Loops​

  1. Import Loop: Reward for bulk imports
  2. Enrichment Loop: Share to enrich
  3. Introduction Loop: Rewards for successful intros
  4. Team Loop: Team invites unlock features
  5. Referral Loop: Tiered referral rewards

VGR-002: Network Effects​

  • Metcalfe's Law implementation
  • Value increases with n²
  • Cross-user data enrichment
  • Collaborative filtering for suggestions

VGR-003: Growth Metrics​

  • Track K-factor in real-time
  • Viral cycle time measurement
  • Conversion funnel analytics
  • Cohort retention analysis

Success Metrics​

Key Performance Indicators (KPIs)​

  1. User Growth: 100k users in 6 months
  2. K-Factor: ≥2.5 viral coefficient
  3. Engagement: 60% weekly active users
  4. Data Quality: 85% enrichment accuracy
  5. Revenue: $500k ARR in year 1

User Satisfaction Metrics​

  • NPS score ≥ 50
  • Contact enrichment satisfaction ≥ 4.5/5
  • Feature adoption rate ≥ 70%
  • Support ticket rate <5%

Appendices​

Appendix A: Competitive Analysis​

  • LinkedIn Sales Navigator
  • HubSpot CRM
  • Folk CRM
  • Clay
  • Dex

Appendix B: Technical Constraints​

  • Must integrate with existing Rust backend
  • PostgreSQL database compatibility
  • GCP cloud infrastructure
  • WASM for client-side operations

Appendix C: Regulatory Compliance​

  • GDPR requirements
  • CCPA compliance
  • SOC 2 Type II preparation
  • Industry-specific regulations