A Customer Relationship Management (CRM) system typically requires several key features and functionalities to effectively manage interactions with customers and streamline business processes. Here are the essential requirements:
1. **Contact Management**:
- Centralized database for storing customer information.
- Ability to track customer interactions and history.
2. **Sales Management**:
- Lead management and tracking.
- Sales pipeline management and forecasting.
- Opportunity and deal tracking.
3. **Customer Support and Service**:
- Case and ticket management.
- Knowledge base and self-service portals.
- Automated workflows for service processes.
4. **Marketing Automation**:
- Campaign management and tracking.
- Email marketing integration.
- Lead nurturing and scoring.
5. **Analytics and Reporting**:
- Customizable dashboards and reports.
- Real-time data analysis.
- Performance metrics and KPIs.
6. **Integration Capabilities**:
- Integration with other business systems (e.g., ERP, email, social media).
- APIs for custom integrations.
7. **Mobile Access**:
- Mobile app or responsive design for access on smartphones and tablets.
- Offline data access.
8. **Customization and Scalability**:
- Customizable fields, workflows, and modules.
- Scalability to grow with the business.
9. **User Management and Security**:
- Role-based access control.
- Data encryption and secure login.
10. **Automation and Workflow Management**:
- Automated task and process management.
- Workflow rules and triggers.
11. **Social Media Integration**:
- Monitoring and engagement with social media channels.
- Social listening and analytics.
12. **Document Management**:
- Central repository for storing and sharing documents.
- Version control and collaboration features.
13. **Collaboration Tools**:
- Team communication and collaboration features.
- Shared calendars and task management.
14. **Customer Portal**:
- Self-service portals for customers.
- Access to account information, support tickets, and resources.
15. **Ease of Use and Training**:
- User-friendly interface.
- Training resources and support.
These requirements help ensure that a CRM system is comprehensive, user-friendly, and capable of supporting a business’s customer relationship and management needs effectively.
why would Nostr need this?
I think your earlier reply kind of answers the why. Cuz it does all that.
still I don't understand why this shouldn't be hosted at the company that builds it