zerp/FEATURES.md

Z.CRM - Features Overview

مجموعة أتمتة - نظام إدارة شامل

🎯 System Overview

Z.CRM is a comprehensive enterprise resource planning (ERP) and customer relationship management (CRM) system. The system integrates six core modules to manage all aspects of business operations.

📦 Core Modules

1️⃣ Contact Management System (CMS)

Purpose: Centralized database for managing all types of contacts with complete historical records.

Key Features:

• ✅ Universal unique ID for every contact
• ✅ Support for all entity types (individuals, companies, holding companies, government entities)
• ✅ Hierarchical structure (holding → subsidiaries → branches → departments → people)
• ✅ Multi-category classification
• ✅ Duplicate detection and prevention
• ✅ Contact merging with full audit trail
• ✅ 360° contact history view
• ✅ Relationship management
• ✅ Custom fields (no-code)
• ✅ Advanced search and filtering
• ✅ Rating and scoring system
• ✅ Import/Export capabilities
• ✅ Soft delete (archiving)

Duplicate Detection Based On:

• Phone number
• Email address
• Name + Company
• Commercial register / Tax number

Exceptions:

• Only General Manager can override
• Sales Manager can be delegated
• Mandatory reason logging
• Full audit trail

2️⃣ CRM - Customer Relationship Management

Purpose: Complete sales cycle management from lead to post-sale follow-up.

Key Features:

• ✅ Lead to deal conversion
• ✅ Multiple sales structures (B2B, B2C, B2G, Partnerships)
• ✅ Customizable pipelines per structure
• ✅ Quotation management with versioning
• ✅ Cost sheet creation and management
• ✅ Multi-level approval workflows
• ✅ Contract management
• ✅ Invoice generation
• ✅ Win/Loss tracking
• ✅ Commission calculations
• ✅ Activity logging (calls, meetings, emails)
• ✅ Deal scoring and probability
• ✅ Fiscal year tracking
• ✅ Post-sale follow-up
• ✅ Upsell/Cross-sell opportunities

Sales Structures:

• B2B: Company to company sales
• B2C: Direct to consumer
• B2G: Government tenders and contracts
• Partnerships: Strategic partnerships

Pipeline Stages:

• Open
• Qualified
• Negotiation
• Proposal Sent
• Pending Approval
• Won
• Lost
• On Hold

3️⃣ Inventory & Asset Management

Purpose: Comprehensive inventory and fixed asset tracking.

Key Features:

• ✅ Multi-warehouse management
• ✅ Hierarchical warehouse structure
• ✅ Product catalog with categories
• ✅ Serial number tracking
• ✅ Batch/Lot tracking
• ✅ Stock movement tracking
• ✅ Inter-warehouse transfers
• ✅ Stock alerts (min/max levels)
• ✅ Asset lifecycle management
• ✅ Depreciation calculation
• ✅ Maintenance scheduling
• ✅ Asset assignment to employees
• ✅ Physical inventory/stock count
• ✅ Valuation methods (FIFO/LIFO/Average)
• ✅ Integration with CRM and Projects

Warehouse Types:

• Main warehouse
• Branch warehouses
• Project sites
• Virtual warehouses (in-transit, on-order)

Asset Management:

• Purchase tracking
• Assignment to employees/departments
• Maintenance history
• Depreciation calculation
• Retirement and disposal

4️⃣ Tasks & Projects Management

Purpose: Complete project lifecycle and task management.

Key Features:

• ✅ Project planning and scheduling
• ✅ Hierarchical task structure
• ✅ Project phases and milestones
• ✅ Team member assignment
• ✅ Time tracking
• ✅ Budget management
• ✅ Expense tracking
• ✅ Gantt chart visualization
• ✅ Task dependencies
• ✅ Progress tracking
• ✅ Document management
• ✅ Client approval workflow
• ✅ Integration with CRM (deals → projects)
• ✅ Integration with Inventory (materials)
• ✅ Integration with HR (team members)

Project Types:

• Internal projects
• Client projects
• Implementation/Installation
• Maintenance and support
• Government contracts

Task Statuses:

• Todo
• In Progress
• Review
• Completed
• Cancelled

5️⃣ HR Management System

Purpose: Complete human resources management - the gatekeeper for all system access.

Key Features:

Employee Management:

• ✅ Complete employee profiles
• ✅ Employment contracts
• ✅ Document management
• ✅ Organizational chart
• ✅ Reporting structure

Attendance & Time:

• ✅ Attendance tracking
• ✅ Biometric integration support
• ✅ Shift management
• ✅ Overtime calculation
• ✅ Remote work support

Leave Management:

• ✅ Leave request workflow
• ✅ Multi-level approvals
• ✅ Leave balance tracking
• ✅ Leave types (annual, sick, unpaid, emergency)
• ✅ Leave carry-forward

Payroll & Compensation:

• ✅ Salary calculation
• ✅ Allowances
• ✅ Deductions
• ✅ Commission calculations (linked to CRM)
• ✅ Overtime pay
• ✅ Payslip generation

Performance Management:

• ✅ Performance evaluations
• ✅ KPI tracking
• ✅ Goal setting
• ✅ Performance-based incentives

Training & Development:

• ✅ Training plans
• ✅ Course tracking
• ✅ Certification management

Disciplinary Actions:

• ✅ Warning system
• ✅ Violation tracking
• ✅ Audit trail

Exit Management:

• ✅ Resignation processing
• ✅ Exit clearance
• ✅ Final settlement
• ✅ Automatic access revocation

🔐 Critical HR Requirement:

No user can access ANY module in the system without an active employee record in the HR module. HR is the central authority for all system access and permissions.

6️⃣ Marketing Management

Purpose: Marketing campaign management and lead generation.

Key Features:

• ✅ Multi-channel campaigns (Email, WhatsApp, Social Media)
• ✅ Campaign planning and budgeting
• ✅ Lead generation and tracking
• ✅ Exhibition and event management
• ✅ Template management
• ✅ Campaign scheduling
• ✅ ROI calculation
• ✅ Performance analytics
• ✅ A/B testing support
• ✅ Lead qualification workflow
• ✅ Integration with Contacts (lead → contact)
• ✅ Integration with CRM (qualified leads → deals)
• ✅ Long-term ROI tracking

Campaign Types:

• Email marketing
• WhatsApp campaigns
• Social media
• Exhibitions
• Multi-channel (Omni-channel)

Campaign Metrics:

• Sent count
• Open rate
• Click rate
• Response rate
• Leads generated
• Conversions
• ROI

🔒 Security & Compliance

Authentication & Authorization

• ✅ JWT-based authentication
• ✅ Role-based access control (RBAC)
• ✅ Position-based permissions
• ✅ Module-level permissions
• ✅ Resource-level permissions
• ✅ Action-level permissions
• ✅ Field-level permissions
• ✅ Delegation support

Audit & Compliance

• ✅ Complete audit logging
• ✅ Change tracking (before/after)
• ✅ User action tracking
• ✅ IP address logging
• ✅ Reason requirement for sensitive operations
• ✅ Approval workflows
• ✅ Data masking for sensitive information
• ✅ 7-year audit retention

Data Protection

• ✅ Soft delete (no default hard delete)
• ✅ Archive functionality
• ✅ Backup support
• ✅ Data encryption support
• ✅ Privacy controls

🌍 Internationalization

• ✅ Full Arabic support (RTL)
• ✅ Full English support (LTR)
• ✅ Bilingual data fields
• ✅ Bilingual UI
• ✅ Date localization
• ✅ Number formatting

📊 Reporting & Analytics

• ✅ Module-specific reports
• ✅ Cross-module reports
• ✅ Custom date ranges
• ✅ Export to multiple formats
• ✅ Dashboard visualizations
• ✅ Real-time statistics
• ✅ Historical trending

🔗 Integration Capabilities

Internal Integration

• Contact Management → CRM (contacts to deals)
• CRM → Projects (deals to projects)
• CRM → HR (commissions)
• CRM → Inventory (quotes to stock)
• Projects → Inventory (materials)
• Projects → HR (team members)
• Marketing → Contacts (leads)
• Marketing → CRM (qualified leads to deals)
• HR → All Modules (permissions)

External Integration

• ✅ RESTful API
• ✅ Import/Export (Excel, CSV)
• ✅ Email integration
• ✅ WhatsApp Business API support
• ✅ Biometric attendance systems

🎨 User Experience

Interface Features

• ✅ Modern, responsive design
• ✅ Intuitive navigation
• ✅ Quick search
• ✅ Advanced filtering
• ✅ Batch operations
• ✅ Keyboard shortcuts
• ✅ Customizable views
• ✅ Mobile responsive

Productivity Features

• ✅ Quick actions
• ✅ Bulk operations
• ✅ Templates
• ✅ Saved searches
• ✅ Favorites
• ✅ Recent items
• ✅ Notifications
• ✅ Activity feed

🚀 Performance & Scalability

• ✅ Supports 50,000+ contacts initially
• ✅ Designed for unlimited growth
• ✅ Optimized database queries
• ✅ Caching strategies
• ✅ Pagination on all lists
• ✅ Lazy loading
• ✅ Background job processing

🛠️ Technology Stack

Backend

• Node.js + Express
• TypeScript
• PostgreSQL
• Prisma ORM
• JWT Authentication
• RESTful API

Frontend

• Next.js 14
• React 18
• TypeScript
• Tailwind CSS
• React Query
• Axios

DevOps

• Docker support
• CI/CD ready
• Environment-based configuration
• Logging and monitoring

📋 Business Rules

Contact Management

• Unique ID generation per year
• Duplicate prevention with exceptions
• Merge history preservation
• Relationship tracking with dates

CRM

• Structure-based workflows
• Stage-based permissions
• Approval thresholds
• Commission rules (configurable)
• Quote versioning
• Contract lifecycle

HR

• All system access controlled by HR
• Position-based permissions
• Attendance policies
• Leave policies
• Salary calculation rules
• Probation period tracking

Inventory

• Stock level alerts
• Transfer approvals
• Valuation methods
• Asset depreciation

Projects

• Budget tracking
• Time tracking
• Milestone approvals
• Resource allocation

Marketing

• Campaign approvals
• Budget limits
• ROI thresholds
• Lead scoring

🎓 User Roles (Example)

1. General Manager

   • Full system access
   • All approvals
   • Data export/import
   • Hard delete capability

2. Department Manager

   • Department-level access
   • Approval authority
   • Team management
   • Reporting access

3. Team Member

   • Assigned resources
   • Own data management
   • Limited reporting

4. Viewer

   • Read-only access
   • No modifications
   • Limited data visibility

📈 Success Metrics

The system tracks and reports on:

• Sales pipeline velocity
• Conversion rates
• Revenue by structure/source
• Team performance
• Customer satisfaction
• Project completion rates
• Resource utilization
• Marketing ROI
• Employee productivity

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Built with ❤️ for مجموعة أتمتة (Atmata Group)

Enterprise-grade CRM system designed to scale with your business