Soy distribuidor de royal prestige,quiero crear una aplicación multiplataforma para celular y pc que me permita ingresar nuevos prospectos o leads...
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## APPLICATION OVERVIEW This application is a web-based CRM tool designed for multi-platform use on both mobile and desktop. It allows distributors to efficiently manage and track leads by entering vital information, prioritizing follow-ups, and maintaining communication logs. The app aims to streamline the prospecting process and enhance productivity through organized lead management and tracking. ## CORE FEATURES 1. **Lead Entry System**: Users can input new prospects with details such as ticket number, lead date, customer number (optional), name, phone number, address, service or presentation type, source of prospect, event, client portfolio, referral, and initial notes. 2. **Call List Generation**: Automatically generates a prioritized call list based on the most recent contacts (90% of the list), ensuring that users focus on engaging the latest leads. 3. **Call Result Tracking**: After each call, users can log the outcome and any relevant notes, linking each entry to a follow-up agenda for continuous engagement. 4. **Document Scanning and Upload**: Users can scan physical documents or upload files in bulk via Excel to add multiple leads at once, enhancing efficiency in data entry. 5. **WhatsApp Templates**: Predefined message templates for WhatsApp allow users to send outreach messages quickly and efficiently, improving communication speed with leads. 6. **Agenda Integration**: A built-in agenda feature that syncs with follow-up tasks, ensuring users are reminded of calls and meetings related to each lead. ## 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 main layout will feature a top navigation bar, a lead entry form, a dynamic call list section, and a sidebar for quick access to the agenda and templates. ## TECHNICAL REQUIREMENTS - **Framework**: React with TypeScript - **Styling**: Tailwind CSS - **UI Components**: shadcn/ui - **State Management**: Redux for managing application state (if needed). ## IMPLEMENTATION STEPS 1. **Set Up Project**: Initialize a new React project with TypeScript and configure Tailwind CSS for styling. 2. **Create Components**: Build reusable components for the lead entry form, call list, and agenda. 3. **Implement State Management**: Set up Redux to manage leads, call results, and user settings. 4. **Design UI**: Use Tailwind CSS to create a minimalist aesthetic focusing on white space and the primary color. 5. **Develop Features**: Implement each core feature, ensuring that the lead entry system accurately captures all required information. 6. **Testing**: Conduct thorough testing to ensure all functionalities are working correctly and the user experience is seamless across devices. 7. **Deployment**: Deploy the application on a suitable hosting platform, ensuring it is accessible across devices. ## USER EXPERIENCE Users will have a straightforward experience where they can easily enter new leads through a simple form, view a prioritized list of calls to make, and track results seamlessly. The use of WhatsApp templates will enable quick communication, while the agenda feature keeps them organized and on track. The minimalist design ensures that users can focus on their tasks without distractions, making the application intuitive and effective for managing leads.
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