Fechado - CRM completo para operação de SDRs (Sales Development Representatives) de agências de marketing digital, multi-tenant, com o seguinte...
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```markdown ## APPLICATION OVERVIEW This is a comprehensive web application designed as a CRM for Sales Development Representatives (SDRs) working in digital marketing agencies. The app allows teams to manage leads, qualify prospects, track follow-ups, and measure monthly performance against revenue goals, ensuring each SDR sees only their leads while admins have access to all. ## CORE FEATURES 1. **User Authentication & Roles**: Secure login with email/password and Google OAuth. User profiles are automatically created upon registration, with roles defined in a separate user roles table. 2. **Lead Management**: SDRs can add and manage leads with detailed information including status, classification, and interaction history. Admins have additional visibility into the SDR responsible for each lead. 3. **Follow-Up Automation**: Automated follow-up cadence based on lead classification, with visual alerts for overdue follow-ups. 4. **Dashboard Overview**: A central dashboard displaying key metrics such as total leads, conversion rates, and revenue generated versus monthly targets. 5. **Interaction Tracking**: A timeline feature to log and view interactions per lead, with forms to add new interactions seamlessly. 6. **Monthly Reporting**: Admins can access summaries of team performance, including individual SDR rankings based on lead generation and revenue. ## DESIGN SPECIFICATIONS - Visual Style: minimalist - Clean, simple design with plenty of white space, minimal color palette, and focus on typography - Color Mode: Light theme with dark text on light backgrounds - Primary Color: #1978E5 (accent for buttons, links, highlights) - Typography: Use Inter from Google Fonts for headings, Inter for body text and UI elements - Border Radius: 8px (moderately rounded) for buttons, cards, and inputs - Layout: The layout features a fixed header with navigation options, a dashboard area for displaying key metrics through cards, and a responsive table for lead management. ## TECHNICAL REQUIREMENTS - Framework: React with TypeScript - Styling: Tailwind CSS - UI Components: shadcn/ui - State Management: Context API for global state management ## IMPLEMENTATION STEPS 1. **Set Up the Project**: Initialize a new React project with TypeScript and install necessary dependencies including Tailwind CSS and shadcn/ui. 2. **Create Authentication Module**: Implement login and registration functionalities using Google OAuth and email authentication. 3. **Design Data Models**: Set up the database schema for profiles, user roles, leads, and interactions in Supabase. 4. **Develop Lead Management Features**: Build components for adding, editing, and viewing leads. Implement RLS for data security. 5. **Implement Dashboard**: Create a dashboard with metrics cards for leads and revenue, ensuring responsiveness on various devices. 6. **Set Up Follow-Up Logic**: Integrate the automatic follow-up cadence and alert system for overdue follow-ups. 7. **Build Interaction Tracking**: Design and implement the timeline feature to track interactions with leads. 8. **Create Reporting Features**: Develop the monthly reporting module for admins to view team performance. ## USER EXPERIENCE Users will interact with a clean and intuitive interface, starting with a welcoming dashboard displaying their leads and performance metrics. SDRs can easily add leads via a modal form, while admins will have access to the full set of data and user management functionalities. The design will ensure that all interactions are straightforward, with visual cues for follow-ups and lead statuses to enhance user engagement and productivity. ```
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