📅 2024-10-06 — Session: CRM System Development and Strategy
🕒 14:40–15:10
🏷️ Labels: CRM, Automation, AI, Task Management, Email Parsing
📂 Project: CRM
⭐ Priority: MEDIUM
Session Goal
The session aimed to outline and strategize the development of a CRM system focused on automating and enhancing relationship management.
Key Activities
- Discussed core user needs and features for the CRM system, including contact categorization, automated follow-ups, centralized information, smart recommendations, and project-centric tracking.
- Developed a strategy for integrating smart monitor systems with automated email parsing and task management.
- Outlined next steps for CRM and smart monitor system development, including finalizing relational table designs, prototyping AI modules, optimizing data parsing, designing the user interface, integrating task management, and implementing feedback mechanisms.
- Planned the conversion of an Excel sheet of categorized contacts into a functional CRM system with automation for reminders, AI insights, and goal-based analysis.
Achievements
- Established a comprehensive plan for CRM system development and integration of smart monitoring features.
- Identified the necessary steps and components for successful implementation.
Pending Tasks
- Finalize relational table designs and prototype AI modules.
- Optimize data parsing and design the user interface.
- Integrate task management and implement feedback mechanisms.