CRM Portal and

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 Contents
1. About...........................................................................................................................................5
2. Why Platinum Design Services...................................................................................................6
3. Values..........................................................................................................................................6
4. Confidentiality.............................................................................................................................7
5. Methodology................................................................................................................................7
WORK PHASES:................................................................................................................................7
6. Executive Summary.....................................................................................................................8
7. Process Flow................................................................................................................................9
8. Key Features List.........................................................................................................................9
9. Customer Portal Feature............................................................................................................15
9.1. Signup and registration........................................................................................................15
9.2. Log-In...................................................................................................................................15
9.2.1. Password Recovery...........................................................................................................15
9.3. Request a Call.......................................................................................................................15
9.4. Creation of Project or lead...................................................................................................15
9.5. Search and View services on websites................................................................................16
9.6. Homepage Screen Display...................................................................................................16
9.7. Category Wise Listing of services.........................................................................................16
9.8. Coupon offering...................................................................................................................16
9.9. Invoice and Payment...........................................................................................................16
9.10. Task completion................................................................................................................16
9.11. Track my vehicle...............................................................................................................16
9.12. Rate and Reviews..............................................................................................................17
9.13. Notification.......................................................................................................................17
10. Employee Panel Features........................................................................................................17
10.1. Log-In/Sign-Up..................................................................................................................17
 10.1.1. Password Recovery........................................................................................................17
10.2. Personal Profile.................................................................................................................17
10.3. Roles and Permission........................................................................................................17
10.4. Task management............................................................................................................17
10.5. Reporting..........................................................................................................................18
10.6. Share invoice.....................................................................................................................18
10.7. Request a call feature.......................................................................................................18
10.8. Lead management (Customer History)............................................................................18
10.9. Tag feature........................................................................................................................18
10.10. Track vehicle status..........................................................................................................18
10.11. Mark the task....................................................................................................................18
10.12. Rate and Reviews..............................................................................................................19
10.13. Notification.......................................................................................................................19
11. Super Admin Panel Features...................................................................................................19
11.1. Super Admin Login............................................................................................................19
11.2. Single login functionality..................................................................................................19
11.3. Manage the backend of multiple sites.............................................................................19
11.4. Dashboard.........................................................................................................................19
11.5. Adding Packages and Service............................................................................................19
11.6. User management............................................................................................................20
11.7. Roles Management...........................................................................................................20
11.8. Invoices.............................................................................................................................20
11.9. Payment............................................................................................................................20
11.10. Franchiser Request for CRM.............................................................................................20
11.11. Tag Feature.......................................................................................................................21
11.12. Lead status........................................................................................................................21
11.13. Track the customer...........................................................................................................21
11.14. Reports..............................................................................................................................21
11.15. Notification.......................................................................................................................21
12. Website Features Specifications.............................................................................................21
12.1. Common Sections:............................................................................................................21
a) Impressive Header............................................................................................................21
b) Footer...............................................................................................................................21
12.2. Login section.....................................................................................................................22
12.3. Request to Call..................................................................................................................22
12.4. Services pages...................................................................................................................22
12.5. Client testimonials............................................................................................................22
12.6. Blogs..................................................................................................................................22
12.7. FAQs..................................................................................................................................23
12.8. Contact us.........................................................................................................................23
12.9. Social Media Sharing.........................................................................................................23
13. Our Project Process.................................................................................................................24
14. Project Milestones and Timeframes........................................................................................25
15. Project Deliverables................................................................................................................25
16. Technical Overview................................................................................................................26
16.1. Front End Development...................................................................................................26
16.2. Development and Deployment........................................................................................26
17. Portal Deployment Services....................................................................................................26
18. Resource Allocation................................................................................................................26
19. Quality Assurance and Testing Methods................................................................................27
20. Document History...................................................................................................................27
1. About

PLATINUM DESIGN SERVICES With a top notch portfolio in web

development and a wide array of clients from start-ups to well-
known enterprises, PLATINUM DESIGN SERVICES is a renowned
name in digital marketing and web development.
We provide 360° custom web development, software
development and digital marketing solutions. And our prime focus
is on creating superior and user-friendly designs. With an in-house
team of skillful strategists, brilliant developers, creative designers
and intelligent and vibrant marketers,
PLATINUM DESIGN SERVICES provides its customers with total in-
house solutions for web development needs. We have worked on
diverse projects for a broad range of global clients and have
developed some highly entertaining, intuitive and user-friendly
projects.
2. Why Platinum Design Services

A Knowing as much information about the company you are working with is a critical factor in making a decision.
We stand out from the crowd in several ways:
 Unmatched Customer Service. Really. PLATINUM DESIGN SERVICES "Extreme Customer Service" provides
personalized attention, continuous communication, immediate action, and definitive follow-through. We
listen and we deliver.
 Helpful Experts. We only hire the best and we invest substantially in their continued education.
 This translates into skilled and happy employees who are dedicated to our clients’ success.
 Exceptional Quality. We take pride in our ability to supply excellent solutions. Each is tailored to meet our
customers’ need and delivered on time.
 Technology and Best Practices. We continually identify, test, and deploy new technologies and refine best
practices to make a positive impact on our customers’ business.
 Independent and Objective. We are technology agnostic and vendor neutral. Our experts provide you with
sound and independent strategic advice.
 Honest and Ethical. PLATINUM DESIGN SERVICES values shape the way we do business. You can read
more about them in the section below.

3. Values

PLATINUM DESIGN SERVICES values shape the way we do our work, the projects we pursue and the interactions
we have with our customers, partners and suppliers. We pledge to:
 Be a great company to do business with for clients and suppliers.
 Provide only superior services.
 Foster client communication and provide polite customer service.
 Educate our clients. Stay creative and be forward thinking, proactive, entrepreneurial and adaptive.
 Promote trust and credibility through legal and ethical conduct.
 Promote diversity of experience, culture, ideas and opinions.
 Contribute proactively to a better community
4. Confidentiality
PLATINUM DESIGN SERVICES aims to bring the perfection to your project utilizing its years of experience and
technical proficiency. We at PLATINUM DESIGN SERVICES fully understand the importance of this project and can
assure you our great zeal of dedication and hard work that we intend to put in your project. It is an implied
obligation at PLATINUM DESIGN SERVICES and your part to acknowledge that this document contains some
important pieces of information regarding analysis and suggestions which are strictly confidential and tailored to
the specific requirement of this project, therefore this document should be treated as a trade secret for privacy
purposes.

5. Methodology
Our top priority is your satisfaction. Therefore, we do all we can to make sure your CRM portal design is seamless
and transparent. While we do all the heavy lifting, your input is an important function in the process.
WORK PHASES:

1. Graphic User Interface Designs

 Finalize graphical and customize theme of CRM portal (colors, general look and feel, etc.)
 Finalize layout and structure design
 Create all graphical elements

2. Front End Development

 Web pages structural coding
 Integration of latest front end technologies to enhance UX

3. Back End Development

 Integrate databases
 Application programming
 Integration of features requested by Client (Committed in final scope)
 Programming of administration (backend)

5. Launch
 New site host setup
 Domain Name System (DNS) configuration
 Setting up email (If Required) and Going live
6. Executive Summary
PLATINUM DESIGN SERVICES is a software development house focused on providing cost-
effective desktop, customized software solutions, website and mobile app development to their valuable
clients.
PLATINUM DESIGN SERVICES welcomes the opportunity to develop a cutting-edge central web
based Customer Relation Management System for Client. As client is looking forward to have a
web-based CRM system which will facilitates their surveyor to keep all of their business operations via
this CRM and automate their current processes in order to manage assigned leads from super admin.

PLATINUM DESIGN SERVICES possesses comprehensive skills and future growth insights for
defining specific business requirements in detailed business analysis. Our aim is to create effective
CRM systems with required functionalities.

 Pool of expert CRM developers

 Assurance of faster service
 Quality network with zero optimization
 Client satisfaction is our top priority
 Round the clock technical support
 On-time project delivery as time is everything in professional world
 Overall development and huge savings for our clients
 Low investment and high returns for you
 Best infrastructure for high productivity

PLATINUM DESIGN SERVICES will designed this to drive customer retention and increase
customer satisfaction and experience when visiting this CRM.
7. Process Flow

8. Key Features List

Following are the list of features that PLATINUM DESIGN SERVICES will provide to Client.
 Multiple User Role
o Super Admin
 Can manage the whole CRM portal activities
 Manage the different websites with single backend
 Create new user on each website.
 Assigned roles and responsibilities to each user with respect to the website
 Manage franchiser request
 Manage training and standards
 Track customer usage history
o Employee (website’s employee are allow to access their assigned website only)
 Will be able to view their roles and permission
 Can act according to their assigned privileges, like as following: (Examples)
 Can add customer details on their website
 Can create project and add new customer on the CRM portal
 Project management and task management
 Invoice management
 Franchiser management
 Track customer usage history
 Lead management
 Survey management
 Customer account management
 Employee can schedule their meetings on their personal calendar and on the basis
of scheduled appointment email will be sent to the customer
o Customer
 Sign up and registration
 Login
 Contact
 Schedule an appointment
 Invoice
  Track vehicle
o Franchisers
 Signup and registration
 Learning and training
 Request for joining
 Recurring subscription payment
 Customize CRM changes
 Own logo and branding only
 Customer profiling
 Signup and Registration area for customer
 Login area for super admin and employee
o Login ID
o Password
o Forgot password functionality
 User profile section of customer and employee
o Profile picture
o Basic account details
o Contact details
 Notification section
o Super admin, customer and employee will have personalize push notification section
 Invoice management
o Generate new invoice
o View invoice update with status
o History of invoices
o Automated and manual Invoices section for customer based upon their project
 Project management (Employee Only)
o Create new project
o View progress with status
o Add user on the project
 o View billing status that is either paid and not paid
o Assigned task to users of the projects
o Details of project
o Timeline of task
o Survey Files management
 Task management (Employee Only)
o Create and assigned task
o View update on task
o View status on task that is either open or resolve
o Delete task
 Profile management
o Create profile Super Admin only
o Edit and update profile
 Personal dashboard (Examples)
o Notification
o Setting
o Task
o Revenue
o Invoices
o Leads
o Customers
o Project
 Scheduling an appointment (Customer Only)
o Select date, day with time
o Confirmation email sent to the customer
 Personal controlled CMS for Super Admin.
 o Personal controlled CMS for admin with advanced supportive feature, precisely design to
empower admin in order to control all other users of the CRM portal and to provide all the
compulsory information of the CRM portal
 Calendar management
 Email Notifications
 Header Section
o Navigational menu
o Login section
o Business logo of client
 Footer Section
o Contact details
o Business logo
o Informative pages
 Activity based Push Notifications
 Eye-catching UI/UX which includes following:
o Full of relatable and conceptual animation
o Suitable text‐to‐background plotting
o Font size/spacing is user friendly
o Flash & add‐ons are used carefully
o Images have appropriate ALT tags
 Frequently Ask Question for each process
 Contact us with details
 Increased control
A CRM portal will have controlling and advanced features that will be developed for the admin. These
features will empower the admin to centralized control the overall business performance and multiple
business profiles registered on the CRM portal at a time.
 Highly Secure
 A CRM Portal is highly secure because of PLATINUM DESIGN SERVICES standards development
practices and specially offered security plugin that are develop for your business only on the basis of them
we can ensure the security of your data and important details stored on your CRM portal.
o Security Protocols:
 Hacker prevention testing by PLATINUM DESIGN SERVICES QA team.
 HTTPS certificate EV
 SQL injection attacks
 Cross-site scripting
 Insecure deserialization
 Broken authentication
 Cross-site request forgery attacks
 Sensitive data exposure
 Lock down web page from being copied
 2 Factor Authentication
 Re-Captcha (v2 + invisible)
 Brute-force/XML-RPC protection
 Customizable cookie notice bar
 Automatic security headers
 Cloud based plugin management
 Cloud based user management
 Cloud based hardening
 User Friendly
A CRM portal gives you the ability to get exactly what you want this is the whole idea behind using a CRM
portal solution and one of its major benefits. If your business needs the ability to customize processes and
have more flexibility with what the system can deliver you are better off choosing to pay for a content
management system and have a company develop exactly what you need as a CRM portal can be easier
to use for the end-user.
  Reporting
CRM portal will provide un-limited range of filter to view the reporting, you can also request your own
filter to view the data and details. This will increase your control on your reporting and provide you the
expertise to act according to the reports.

9. Customer Portal Feature

9.1. Signup and registration
 Website will have signup section by means of this section customer will be able to register themselves
on the CRM portal in order to avail client’s services.

9.2. Log-In
 This feature will allow the user to get access to the CRM portal. For this, they will have to enter their
customer ID and password. If the entered details are correct then the user will be successfully login to
the client and use its features.

9.2.1. Password Recovery

 In case the user forgets their login password then they will be able to retrieve them through this
function.
 The customer will only have to enter the email address through which they had registered themselves
with the CRM portal. If the email is authentic than a CRM portal will send an email that will be
generated and delivered to the email address which will allow the user to retrieve their lost password
and login to the client.

9.3. Request a Call

 Customer will be able to select request a call option in order to connect with the correspondent
employee.

9.4. Creation of Project or lead

 Customer will be able to create a new project or lead
 Project or lead will be created by the customer by adding the following details:
o Services of client
 o Selection of packages
o Attached picture or document
 After adding all the above details, customer will be able to submit the project or lead that will be sent
to the concerned employee.

9.5. Search and View services on websites

 User will be able to search via advanced search feature to view the services pages and gallery.
 User can view details and specification of all services

9.6. Homepage Screen Display

 Promotion/ Brand Updates/ Offers/featured Items Image Slider with Auto Play Slideshow.
 Ability to choose services

9.7. Category Wise Listing of services

 Services sorted into categories that are defined by the super admin
 Categories within categories of services with details defined by the super admin on the website for the
customer
 Ability to see top and most demanded services of client.

9.8. Coupon offering

 CRM Portal will have a coupon system which created by the super admin, customer will be avail the
coupon discount on the basis terms and condition Define By Client

9.9. Invoice and Payment

 Customer will receive an invoice from the employee on the basis of project details submitted by the
customer himself
 Customer will be transfer the payment via available payment merchant (Recommended STRIPE)

9.10. Task completion

 Customer will be able to mark the task as completed after the completion of task.
 After marking the task as completed, customer will be directed to the rate and review screen to share
their experience getting service of client.
 9.11. Track my vehicle
 On the basis of purchased services, customer will be able to track their vehicle by viewing vehicle status
which is managed by the employee.

9.12. Rate and Reviews

 Customer will be able to rate the services of employee and client by giving stars and will also add
comments
 Rate and reviews will be share with the employee and super admin.

9.13. Notification
 Customer will receive push notification upon every relatable activity performed on the CRM portal

10. Employee Panel Features

10.1. Log-In/Sign-Up
 This feature will allow the user to get access to the CRM portal. For this, they will have to enter their
Employee ID and password. If the entered details are correct then the employee will be successfully
login to the client and use its features.

10.1.1. Password Recovery

 In case the user forgets their login password then they will be able to retrieve them through this
function.
 The employee will only have to enter the email address through which they had registered themselves
with the CRM portal. If the email is authentic than a CRM portal will send an email that will be
generated and delivered to the email address which will allow the user to retrieve their lost password
and login to the client.

10.2. Personal Profile

 Employee will be able to edit/delete his personal profile details.

10.3. Roles and Permission

 Employee will be able to view the list of assign roles and permission to them from super admin
10.4. Task management
 Employee will be able to receive the task on the basis of assigned role by the super admin
 They will be able to view the task details provided by the customer while placing a project details from
website
 They will be able to response on the assigned task like adding comment or attachment

10.5. Reporting
 On the basis of created task employee need to view the project details provided by the customer
 After the evaluation of project, employee will be able to share the report with the customer.

10.6. Share invoice

 Employee on the basis of project details will be able to share the invoice with the customer.
 Upon successful transfer of payment from customer, employee will get a notification.

10.7. Request a call feature

 By means of this feature, super admin will receive the request for the call from the customer
 Super admin with the help of collected details of customer will create the profile of customer and share
the credentials of customer in order to login in the CRM portal

10.8. Lead management (Customer History)

 Employee will be able to manage a lead or customer on the CRM portal.
 Employee are allow to view customer profile details and if permit by the super admin they are allow to
view the usage history of each customer.

10.9. Tag feature

 On this CRM portal, employee will be able to tag other user that are super admin and customer as well
in order to share the update on each task.

10.10.Track vehicle status

 On the basis of customer purchased services, employee will be able to manage the status of each
vehicle so that customer will be able to view the status of their vehicle.

10.11.Mark the task

 At the end of completion of task, employee will be able to mark the task as completed
  Soon after marking the task as completed system will share a push notification with the customer and
super admin

10.12.Rate and Reviews

 Employee will be able to view the ratting of customer against their offered services.

10.13.Notification
 Employee will receive push notification upon every new Message/Announcement generated by the
Super admin or other employee.
 CRM Portal will also share notification details via submitted email by the employee.

11. Super Admin Panel Features

11.1. Super Admin Login
 Super Admin will be able log into CRM Portal via unique ID and password
 Super Admin will be able to change his login credentials
 System will have forgot password functionality

11.2. Single login functionality

 CRM portal will have the single login functionality for the super admin that will allow super admin to
login once and after successfully login will be able to access all website that are connected via single
backend.

11.3. Manage the backend of multiple sites

 By means of this special functionality, super admin will be able to manage multiple sites via smartly
developed single backend CMS portal.
 This CMS portal will be connected with all the websites of the client.
 In addition, this CMS portal will be smart enough to add further more sites in it backend that will save
more investment and time of super admin.

11.4. Dashboard
 A controlling and advanced dashboard will be developed for the super admin which will have complete
features that are required to manage CRM portal.
11.5. Adding Packages and Service
 Super admin will be able to manage the package and services offer via websites
 Super admin will be able to create, edit and delete the package and service on the non-secure website
section

11.6. User management

 Super Admin will be able to manage the user on the portal
 Super Admin will be able to view their profile details
 Super Admin will be able to banned any user from the portal by blocking his profile from the portal

11.7. Roles Management

 Super Admin will be able to manage all the roles associated with the portal
 Super Admin will be able to assign any role to the employee

11.8. Invoices
 On the basis of shared invoices by employee, super admin will be able to view the received amount
status.

11.9. Payment
 Super admin will receive the payment shared by the customer via payment merchant integrated with
the CRM

11.10. Franchiser Request for CRM

 Super admin will receive request from different franchisers in order to avail the services of the client
related to franchisers.
 Super admin will be able to view their request and evaluate their standard and practices
 In case franchise’s qualifies the standards of the super admin then super admin will share the CRM as a
partner with the franchiser.
 Franchisers are allow to revamp the provided CRM by adding their logo and branding theme color.
 Super admin will provide the CRM on the basis of subscription plan decided between both parties on
the basis of that subscription plan, franchiser will be able to share the amount with the super admin via
integrate mode of payment on the CRM.
 11.11. Tag Feature
 By means of this feature, super admin will be able to tag employee on some task or project in order to
know the update

11.12. Lead status

 This feature will allow admin to view the leads status on the CRM portal. Leads status are managed by
the employee.

11.13. Track the customer

 Super admin will be able to view the activities of each customer on the CRM portal.
 Super admin can allow other user that is employee to view the activity of customer as well.

11.14. Reports
 Super Admin will be able to view reports that will be generated via system with respect to filters
Suggested by The Client.

11.15. Notification
 Super Admin will receive push notification upon every new activity perform by the user

12. Website Features Specifications

12.1. Common Sections:
a) Impressive Header
 Header section includes following sections:
o My Account Option
o Log In Option
o Franchise option
o Contact us
o Schedule an appointment
o Navigational menu

b) Footer
 Footer section includes all the relevant information and links to pages which are helpful for user
which may not limited to:
o About Client’s business
 o Social Media pages links
o Contact Us
o Business Logo
o Blogs
o Terms and conditions
o Other services and informative pages

12.2. Login section

 This portal will have a Login feature for the customer to have the access.
o Username
o Email ID
o Password
 Forgot password functionality.
 Once the user selected Remember Me, the login details will be saved. The login details will not be
asked for the next login as it will appear in the text boxes automatically.

12.3. Request to Call

 Websites will have initiate a call request that facilitates customer to share call request to the
website correspondent.

12.4. Services pages

 Websites will have dedicated informative pages of all the services offer by client.

12.5. Client testimonials

 Websites will have a section for clients testimonials where customers reviews and ranking has
been posted that are managed by the employee assigned by the super admin on this job.

12.6. Blogs
 Websites will have blogs that are managed by the employee which is appointed by the super
admin to perform this functionality.
12.7. FAQs
 Websites will have FAQ section that will show the brief details of client services and portal
functionalities.

12.8. Contact us
 Websites will have the section which is consists upon the contact details of the client.

12.9. Social Media Sharing

 Websites will have Facebook, Instagram and other social media link’s in order to increase the
social media following of client.
13. Our Project Process
PLATINUM DESIGN SERVICES will design a portal to establish an enhanced online presence and to provide
information about your portal.
1- INTRODUCTION (SHARING AND GATHERING REQUIREMENTS)
Acquiring all relevant portal information and content from the Client as well as development requirements.
2- SCOPE OF WORK DOCUMENTATION
The scope of work document will outline project objectives, specific design and development tasks to be
performed, features and functionalities required by the Client and relevant timelines for deliverables and
approvals.
3- WIREFRAMES AND CUSTOMER CONTENT REQUIREMENTS LIST SHARING
PLATINUM DESIGN SERVICES will share the initial wireframe for approval by the Client and commence work once
approved. Additionally, detailed content requirements will be requested as well.
4- DESIGN AND COLOR THEME APPROVALS
After approved wireframes, an initial design with the suggested color themes will be sent for approval (if initially
proposed homepage design is not acceptable).
5- ENTIRE DESIGN OF THE PORTAL
Entire design of the portal with complete pages, sections and content as per the requirement of the Client.
6- HTML VERSION (CLICKABLE VERSION) AVAILABLE FOR REVIEW
An HTML version following complete front-end and back-end development of the portal. This version will be
available for review to find potential errors.
7- ALPHA LAUNCH
Initial release of the portal where developers and quality assurance experts will use “white-box techniques to find
and fix errors”.
8- FINAL QA
The final quality assurance inspection of the portal to ensure that all functionalities are working as intended.
9- WEBSITE LIVE
Deployment of the portal on the live server.
14. Project Milestones and Timeframes
S# Milestones
1- Designing
2- Development
3- Deployment
4- Live

15. Project Deliverables

The following deliverables will be provided to Client upon request.

 All Design Source Files

 Live Functional portal with Administrator Credentials
 Video Tutorials on how to manage content.
 Project handover credentials with links.

16. Technical Overview

Technically, the scope of the project is break down into following module.
 16.1. Front End Development
 SAAS, HTML, CSS, Bootstrap, JavaScript & JQuery.

16.2. Development and Deployment

 Framework: Laravel
 Programming Language: PHP
 Server: AWS

17. Portal Deployment Services

PLATINUM DESIGN SERVICES will provide service for client, to deploy their project via server operated by
PLATINUM DESIGN SERVICES, we will carry the deployment out according to the following process:
1) Project upload to AWS server
2) Configuration of database with the portal
3) Ensured of complete checklist
4) Increase the security actions by forming some secure parameters
5) Configuration of Email accounts to secure and improve connectivity among users

18. Resource Allocation

Below you’ll find PLATINUM DESIGN SERVICES ‘resource allocations that will be working on this project, to show
transparency we’ve included domain and counts.

 1 - Dedicated Account Manager

 1 - Business Analyst
 1 - Project Manager
 2 - UI/UX Developer
 1 - Front-end Developer
 1 – Back-end Developer
 1 - Quality Assurance

19. Quality Assurance and Testing Methods

The following testing will be done to ensure that the system is highly scalable & generic.
  Unit Testing
 Integration Testing
 Functional Testing
 Performance testing
 Security Testing
 Stress Testing
 Acceptance Testing
 Regression Testing
 Beta Testing

20. Document History

Date Document Title Version
28TH January 2021 CRM portal and SOW Document V 1.0