Project Intake Form

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Project Intake Form

Client: Fred - The Opportunity Broker

Project: CRM System

Please answer the following questions to help us understand your requirements and provide an accurate proposal. This should take about 15-20 minutes. Your responses will be saved securely.

Three-Phase Approach

Phase 1: Core CRM - Essential features for daily operations (client management, deal tracking, document storage)

Phase 2: Automation - Workflow automation, notifications, e-signatures, and integrations

Phase 3: Advanced Features - Commission management, advanced reporting, compliance tools

Questions are organized by phase to help prioritize features and provide accurate phased pricing.

Phase 1: Cryptocurrency Deals (Core CRM)

What fields do you need to track for crypto deals?*

IMPORTANT: Each field you list here needs database design, validation logic, and UI components. This directly impacts development time. Be thorough - it's easier to include fields now than add them later.

Do you need to track which blockchain each transaction is on?*

Any other crypto-specific requirements?

Phase 1: Gold Deals (Core CRM)

What types of gold do you commonly deal with?*

This will be used to create dropdown options

What fields do you need to track for gold deals?*

Gold deals likely have different data requirements than crypto (physical location, shipping, purity/karats). Each deal type needs its own custom data model and interface.

Any other gold-specific requirements?

Phase 1: Banking Deals (Core CRM)

Complete list of ALL banking instrument types you deal with*

CRITICAL: Each banking instrument type requires a custom data schema and form. If you have 5 types, that's 5 separate interfaces to build. This is why banking complexity significantly impacts pricing.

What fields are common across ALL banking deals?*

Fields that apply to every banking instrument type

For MT 103 specifically, what additional fields are needed?*

For OTHER banking instruments, what unique fields are needed per type?*

e.g., 'Treasury Bonds: maturity date, interest rate, face value'

Phase 3: Financial & Currency (Advanced)

What currencies do you deal in?*

List all currencies including fiat and crypto

Do you need automatic currency conversion?*

Affects reporting accuracy if you deal in multiple currencies

Confirm commission structure: 3-4% total, mandates get 1.5% each, intermediaries get 1%. Are there any variations or exceptions?

You mentioned the standard structure in the call - just confirm if there are any special cases

For Phase 3 paymaster feature: confirm you want to receive commissions, list all recipients with splits, and send payments from within CRM?*

Paymaster is complex: requires crypto wallet integration, transaction signing, blockchain interaction, split calculations, payment tracking, and security auditing. This is Phase 3 because it's advanced functionality requiring crypto payment infrastructure.

Please describe the modifications needed for paymaster feature:

Phase 1: Wallet Verification (Core CRM)

Confirm wallet verification approach: Store all wallet addresses, manually flag good/bad ones, search function shows green/red when checking new addresses. Correct?*

Wallet verification requires: secure storage, fast search indexing (for instant lookups), relationship mapping (wallet→deals→clients), and fraud detection UI. This is a unique feature that requires custom development.

Please describe the modifications needed for wallet verification:

Besides the wallet address and good/bad flag, what other info should we store with each wallet?

Future automated wallet screening (Phase 2) - interested?

Optional future feature: API integration for real-time wallet risk assessment

Phase 2: Electronic Signatures (Automation)

E-signature platform preference*

E-signature integration requires: API authentication, document upload/download logic, webhook handling for status updates, and error recovery. Each platform has different APIs, so this choice affects development complexity.

Please specify the e-signature platform you already use:

Signature workflow requirements*

Select all that apply

Phase 1: Team & Users (Core CRM)

How many people will use the CRM initially?*

Expected team size in 12 months

Do you need different permission levels for team members?*

How should deals be assigned to team members?

Phase 2: Integrations & External Tools (Automation)

Do you want to integrate your email?

Email integration can automatically log emails with clients

What other tools do you currently use that might need to integrate?

Please specify other tools that need to integrate:

Do you need API access for future integrations?

API allows external tools to connect to your CRM data

Phase 3: Security & Compliance (Advanced)

Do you have specific compliance requirements?

How long do you need to retain client/deal data?

Please specify how many years to retain data:

Do you need to track who changed what and when?

Useful for compliance and resolving disputes

Phase 1: Existing Data (Core CRM)

Do you have existing client/deal data to import?*

If yes, what format is your existing data in?

Please specify the data format:

Roughly how much data? (number of clients and deals)

Phase 3: Hosting & Access (Advanced)

Where do you need to access the CRM from?*

Select all that apply

How important is mobile access?*

Phase 1: Timeline (Core CRM)

When do you need the CRM live?*

Please specify the date and reason:

If you have a specific deadline, what is it and why?

Phase 1: Success Criteria (Core CRM)

What's the #1 biggest problem this CRM needs to solve for your business?*

Be specific - what's causing you the most pain right now?

Describe your ideal daily workflow with the new CRM*

Help us understand how you envision using this system every day

Which 3-5 features are absolutely MUST-HAVE for launch?*

If we had to cut features to hit your deadline, what can't be touched?

Which features would be NICE-TO-HAVE but could wait for v2?

These could be added in future updates after initial launch

How will you measure success 3 months after launch?*

What specific outcomes would prove this was worth the investment?

Phase 1: Additional Information (Core CRM)

Anything else we should know?

Any questions for us?

Once submitted, we'll review your responses and get back to you within 2-3 business days.

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