Plataforma CRM Multitenant para Comunidades Terapêuticas e Operações de Captação
Generated Prompt
```markdown ## APPLICATION OVERVIEW The proposed application is a multi-tenant CRM platform designed for therapeutic communities, clinics, and patient acquisition operations. It aims to facilitate seamless multi-channel communication and automation, enhancing patient management and operational efficiency. ## CORE FEATURES - **Multi-Tenant Architecture**: Each tenant has its own user base, pipelines, contracts, and configurations, ensuring complete data separation and security. - **Lead Management**: Capture leads from multiple sources such as WhatsApp, email, and Meta Ads, with features for automatic creation, tagging, and conversion tracking. - **Kanban Pipeline**: A visual drag-and-drop interface for managing leads through different stages, allowing users to edit stages and view historical data. - **Dynamic Contracts**: Upload templates and generate contracts dynamically while maintaining original formatting, with integration for data mapping and PDF generation. - **Multi-Channel Inbox**: Unified messaging interface for handling communications from WhatsApp and email, including attachments and message history. - **Financial Management Module**: Comprehensive tools for managing contracts, payment statuses, and generating financial reports. ## DESIGN SPECIFICATIONS - **Visual Style**: Minimalist - Clean, simple design with plenty of white space, focusing on clarity and ease of navigation. - **Color Mode**: Light theme with dark text on light backgrounds to ensure readability and accessibility. - **Layout**: - Main dashboard with a side navigation bar for easy access to different modules (Leads, Pipeline, Contracts, Inbox, Financials). - Responsive design that adapts seamlessly across devices, with a grid layout for displaying leads and contracts. - **Typography**: - Primary Font: Inter or Roboto for a modern and professional look. - Headings: Bold and larger for emphasis (H1, H2, H3 hierarchy). - Body Text: Regular weight with sufficient line height for readability. ## TECHNICAL REQUIREMENTS - **Framework**: React with TypeScript for robust type safety and component-based architecture. - **Styling**: Tailwind CSS for utility-first design, allowing rapid styling and responsiveness. - **UI Components**: Utilize shadcn/ui for a consistent and modern component library. - **State Management**: Use context API or a state management library (e.g., Redux) for managing application state across components. ## IMPLEMENTATION STEPS 1. **Set Up Project Structure**: Initialize a new React project with TypeScript and install Tailwind CSS and shadcn/ui. 2. **Implement Authentication**: Create multi-tenant user authentication using Supabase, ensuring each tenant has unique credentials and access. 3. **Develop Core Modules**: - **Leads Module**: Set up forms to capture leads from various sources and implement the lead conversion logic. - **Pipeline Module**: Create a Kanban board with drag-and-drop functionality for managing lead stages. - **Contracts Module**: Integrate contract upload and PDF generation features. - **Inbox Module**: Develop a unified messaging interface for WhatsApp and email. 4. **Integrate Financial Module**: Implement tools for managing contracts, payment tracking, and generating reports. 5. **Test Functionality**: Conduct thorough testing of each module to ensure smooth user experience and data integrity. 6. **Deploy Application**: Use a cloud service for deployment, ensuring scalability and reliability. ## USER EXPERIENCE Users will navigate a clean dashboard with a sidebar for module selection. Key interactions include capturing leads via forms, managing them through the Kanban interface, generating contracts from templates, and communicating through the multi-channel inbox. Notifications and reminders will enhance user engagement, while a financial overview will provide insights into payment statuses and contract management. ```
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