Product Name: Velocity CRM Client: HSR Motors Platform: Web Application (Desktop First) Version: 1.0

1. Problem Statement

HSR Motors currently relies on manual spreadsheets to manage leads. This results in:

• High Response Time: Leads sit in spreadsheets unnoticed.
• Lack of Collaboration: Sales reps cannot see real-time updates.
• Zero Visibility: Management cannot track performance or lead sources effectively.
• Lead Leakage: Potential customers are lost due to lack of follow-up reminders.

2. Product Goal

To build a unified desktop web application that centralizes lead management, automates distribution to sales representatives, and provides real-time analytics for business managers.

3. User Personas

• Rohan (Sales Executive): Needs a simplified list of who to call now and a quick way to log interactions.
• Anjali (Business Manager): Needs high-level oversight of team performance and the ability to configure lead distribution rules.

4. Functional Requirements (By Screen)

Screen 1: Lead Listing (The "Work Queue")

User: Sales Executive Goal: Efficiently prioritize and act on daily leads.

• Requirement 1.1 (Smart Filters): The list must default to "To-Do" view (Status: New + Follow-up Today). Tabs available for "All Leads," "Hot," and "Cold."
• Requirement 1.2 (Visual Status): Status columns must use color-coded badges (e.g., Blue for New, Green for Interested, Red for Dropped) for scanability.
• Requirement 1.3 (Source Indicators): Icons must indicate lead origin (FB, Google, Walk-in) to help the rep context-switch their pitch.
• Requirement 1.4 (Quick Actions): Users can click a "Phone" icon on the list row to reveal the number and log a call without opening the full details page.

Screen 2: Lead Details (The "Context" View)