Technical Documentation Guide

1. Introduction:

• Purpose: Brief overview of the CRM application, its objectives, and the target audience.

• Scope: Define the scope of the CRM application (e.g., is it intended for SMEs, large enterprises, specific industries?).

2. System Architecture:

• Overview: High-level architecture of the application.

• Components: List and describe each major component/module of the CRM.

• Data Flow Diagram: Diagram to show how data flows through the system.

3. Features & Functionalities:

3.1. Contact Management:

• Purpose: Manage and store customer contact details.

• Functions: Add, Edit, Delete, Search Contacts.

3.2. Lead & Opportunity Management:

• Purpose: Track sales leads and opportunities.

• Functions: Create leads, Convert leads to opportunities, Track lead sources.

3.3. Task & Activity Tracking:

• Purpose: Manage tasks, appointments, and activities.

• Functions: Create, Edit, Assign, Set reminders.

3.4. Report Generation:

• Purpose: Generate detailed reports for analysis.

• Functions: Customize reports, Scheduled reports, Export reports.

3.5. ... (Add other CRM features such as Campaign Management, Sales Forecasting, etc.)

4. Integrations:

• Email Integration: Describe how the CRM integrates with email platforms.

• Calendar Integration: Explain how it integrates with popular calendar applications.

• Third-party Tools: List and detail any other third-party tool integrations (e.g., marketing tools, communication tools).

5. User Roles & Permissions:

• User Types: e.g., Admin, Sales Manager, Salesperson.

• Access Levels: Define what each user role can view, edit, or delete.

6. Security:

• Data Encryption: Explain how data is encrypted, both in transit and at rest.

• Authentication: Detail any authentication mechanisms, like two-factor authentication.

• Backup: Describe backup procedures and frequency.

7. Deployment & Scaling:

• Deployment Methods: On-premise, cloud-based, hybrid.

• Scaling: Detail how the CRM can be scaled to accommodate a growing user base.

8. API & Customizations:

• API Endpoints: If applicable, detail the API endpoints available for integration with other systems.

• Custom Modules: Describe how users can customize or add new modules to the CRM.

9. System Requirements:

• Browser Compatibility: List supported browsers.

• Hardware Requirements: For on-premise solutions.

• Software Requirements: Any specific OS, database, or other software requirements.

10. Troubleshooting:

• Common issues and their solutions.

11. Updates & Maintenance:

• How updates will be rolled out.

• Maintenance windows, if applicable.