Quantum Software Specifications

1 Product Overview

Quantum is a complete CRM + ERP + Growth Infrastructure platform built for businesses that need client management, project delivery, financial tracking, supply chain operations, and marketing automation — all in one unified system.

What Quantum Includes

Key Metrics

2 System Architecture

Quantum runs entirely on Google Cloud Platform via Firebase, using a serverless architecture that scales automatically.

Data Flow

1. Frontend — Static HTML/CSS/JS served via Firebase Hosting CDN
2. Authentication — Firebase Auth (email/password) for admin and portal users
3. Database — Firestore NoSQL database with real-time listeners
4. Backend — Firebase Cloud Functions (Node.js 22) for business logic
5. Storage — Firebase Storage for file uploads (documents, images, invoices)
6. Analytics — GA4 + Google Ads + Meta Pixel for tracking

3 Technology Stack

4 CRM & Client Management

The core CRM module manages client lifecycle from initial contact through active engagement and retention.

Capabilities

Client Status Flow

5 Project Management

Full project lifecycle tracking with three view modes and milestone-based delivery.

View Modes

Milestones

AI Task Estimator

Uses Google Gemini AI to analyze a project brief and generate:

• Executive summary and project name
• Duration estimate (weeks)
• Cost range (min/max in INR)
• Phase breakdown with tasks and deliverables
• Milestone schedule with payment amounts
• Recommended tech stack
• Risk assessment and assumptions

6 Lead Management

Capture, score, nurture, and convert leads through a multi-stage pipeline.

Lead Sources

AI Lead Scoring

Pipeline Kanban

6-stage visual pipeline: New → Qualified → Proposal → Negotiation → Won / Lost

Drag-and-drop lead cards between stages. Real-time stats show counts per stage.

Automated Follow-Ups

The automatedFollowUps function runs daily at 10:00 AM IST:

• 48-hour — "Still interested?" personalized email
• 7-day — Resource-rich nurture email with blog links and CTA
• Stops if admin marks inquiry as replied

7 Invoicing & Billing

Complete financial management with invoice creation, payment tracking, reminders, and online payment processing.

Invoice Builder

Payment Methods (Razorpay)

• UPI (GPay, PhonePe, Paytm)
• Credit/Debit Cards
• Net Banking
• Wallets
• Manual recording (Bank Transfer, Cash, Cheque)

Automated Invoice Reminders

Scheduled reminders: 3 days before due | On due date | 7 days overdue | 14 days overdue. Each includes invoice details and payment link.

Revenue Analytics

Dashboard KPIs: Total Revenue, Expenses, Net Profit, Unpaid Amount, Avg Client LTV. Charts: Revenue vs Expenses (line), Revenue by Service (pie). Per-client profitability table.

8 Supply Chain & Orders

Complete inventory and order management system for product-based businesses. 10 dedicated modules under the Supply Chain section.

Modules

Order Status Flow

Client Portal View

• Pill-based status filters
• 6-stage visual progress stepper per order
• Tabbed detail panels: Items, Shipping, Settlement, History
• Search and sort by order number, product, date
• PDF delivery challans with complete order details

9 Analytics Dashboard

Real-time analytics across all business operations with Chart.js-powered visualizations.

Dashboard Components

Lighthouse Performance Monitoring

Automated weekly audits via weeklyLighthouseReport Cloud Function. Tracks: FCP, LCP, CLS, Performance Score, Accessibility, SEO, Best Practices. Manual run available.

Conversion Tracking

Frontend JavaScript logs conversion events: form_submit, cta_click, page_view, whatsapp_click, phone_call. Events stored in conversionEvents and sent to Google Ads + GA4.

10 Quantum Automation Pipeline

The signature Quantum feature — end-to-end client delivery automation from intake through deployment and support.

Pipeline Stages

View Modes

• List View — Table with stage filter dropdown, pagination
• Kanban View — 6-column drag-and-drop board

Cloud Functions

• onPipelineCreate — Triggered on new pipeline, sends welcome email
• onPipelineAdvance — Triggered on stage change, sends branded notification

Stats Dashboard

Active Pipelines | Intake Count | In Provisioning | Go-Live Ready | Avg. SLA

11 Dynamic SLA Monitor

Track service level agreements with auto-alerts before breaches.

SLA Types

Compliance Dashboard

5 status cards: Compliant (green), At Risk (yellow), Breached (red), Total SLAs, Avg Compliance %. Filterable by status. CSV export. Breach alerts panel.

12 Workflow Automation

Automated business processes powered by Cloud Functions and Firestore triggers.

Automated Workflows

13 Email Automation

All emails use branded HTML templates sent via Zoho SMTP through Nodemailer.

Email Types

14 Client Portal Overview

White-label client portal accessible at /portal. Clients log in with Firebase Auth and see only their data.

Portal Sections

Portal Technical Features

• PWA Ready — Installable as app, offline support via Service Worker
• Push Notifications — Browser push for project updates, new documents, milestones
• URL Routing — Hash-based routing with back/forward navigation
• Skeleton Loading — Animated placeholder cards while data loads
• File Preview — Full-screen overlay for images, PDFs, text files
• PDF Export — Client-side invoice and report PDF generation
• Gantt Timeline — Visual project and milestone timeline
• Report Builder — On-demand reports: Orders, Inventory, Financial, Activity

15 Portal: Projects & Milestones

Project View

• Project list with status badges (Planning, In Progress, Review, Completed)
• Gantt timeline visualization of project duration
• Milestone cards grouped by project with progress bars
• Status icons: ✓ Completed, ⏱ In Progress, ○ Pending, ⚠ Overdue
• Completed milestones shown with strikethrough and completion date

Deliverable Approvals

Clients can review deliverables and take action: Approve ✓, Request Revision 🔄, or Reject ✗ — with optional comments. Full action history tracked.

16 Portal: Finance & Payments

Invoice View

• 4 stat cards: Total Invoices, Paid, Pending, Total Amount
• Status filter dropdown
• Invoice cards with number, milestone, amount, due date, status badge
• Pay Online button (Razorpay) for enabled invoices
• PDF download for each invoice

Payment History

• Sortable table: Date, Description, Invoice #, Amount, Status
• Receipt download links
• Auto-overdue detection from due dates

Contracts

• Summary: Total, Active, Pending Signature, Expired
• Contract cards with type, validity, value, document download
• Expired contracts auto-flagged

17 Portal: Support & Communication

Support Tickets

Clients create tickets with subject, priority (Low/Medium/High/Urgent), category (General/Technical/Billing/Feature/Bug). Tickets show status badges and full conversation with admin replies. Format: TK-XXXXX.

Announcements

Admin-published announcements shown as color-coded cards (General/Update/Feature/Maintenance/Alert). Notification dot for items within past 7 days.

Feedback & Ratings

Interactive 1-5 star rating with categories (General, Service Quality, Communication, Delivery, Support, Value). Admin can respond — displayed as highlighted "Team Response" box.

Calendar

Monthly grid with event dots. Stat cards: Upcoming Events, Calls, Demos, Deadlines. Filtered to show only client-relevant events.

18 Portal: Reports & Documents

Report Builder (Self-Service)

Documents

Uploaded files with preview overlay. Supports images, PDFs, text files. File preview without download required.

Team Members

Add team members with roles: Viewer (read-only), Editor (notes + requests), Manager (full except billing). Admins can activate/disable from admin panel.

19 AI Blog Generator

Automated content creation using Google Gemini AI with editorial workflow.

Specifications

SEO Scorer

8-point SEO check: title length, meta description, keyword density (1-3%), headers, content length (300+ words), links, images with alt text. Score 0-100 with color-coded rating.

20 Lead Scoring AI

Cloud Function: onInquiryScored | Trigger: Firestore onCreate on inquiries

Scoring Criteria

Output Fields

• leadScore — Integer 0-100
• leadTier — "Hot" / "Warm" / "Cold"
• leadSignals — Array of matched criteria strings

21 AI Task Estimator

Gemini-powered project estimation from natural language briefs.

Input

• Project brief (free text describing requirements)
• Project type (Web App, Mobile, E-Commerce, etc.)
• Budget range selection

Output

22 AI Proposal Generator

Generate professional client proposals with AI. Input requirements, get a complete proposal with scope, timeline, pricing, and terms. Export as branded PDF.

23 AI Analytics Suite

10 AI-powered modules for advanced business intelligence.

24 UTM & Campaign Tracking

Full UTM parameter capture and campaign analytics across the entire website.

UTM Capture

• Auto-captures utm_source, utm_medium, utm_campaign, utm_term, utm_content from URL parameters
• Stored in sessionStorage, attached to all form submissions
• Also captures: gclid, gbraid, wbraid (Google), fbclid (Meta)

Campaign Tools

25 Google Ads Integration

Configuration

Where Tags Fire

Admin Dashboard

Google Ads tab in Campaigns shows: 6 KPI cards, line chart (leads over time), doughnut (source breakdown), bar (campaigns), bar (score distribution), filterable leads table, CSV export.

26 Meta Pixel Integration

27 Email Blast System

Specifications

28 Firebase Configuration

29 Cloud Functions (19)

30 Firestore Schema

30+ Firestore collections powering the Quantum platform.

31 Security & Authentication

Authentication

• Firebase Auth — Email/password authentication
• Admin Whitelist — Only whitelisted emails can access admin panel
• Role-Based Access — Super Admin has full access; other roles are restricted
• Session Management — Firebase Auth tokens with automatic refresh

Firestore Security Rules

• Admin — Full read/write to all collections
• Clients — Read own data only (filtered by email)
• Public — Create-only for forms (inquiries, newsletter, comments); no read access
• Audit Logging — All admin actions logged to adminAuditLog

Data Protection

• SSL/TLS encryption on all connections (Firebase Hosting default)
• Environment variables for secrets (never committed to repository)
• Firestore data isolation per client
• Cookie consent banner for visitor privacy compliance
• Automated backups with configurable retention

32 Third-Party Integrations

33 API Endpoints

34 Environment Configuration

Required Variables (functions/.env)

Admin Settings (UI-configurable)

35 Deployment

Commands

# Deploy everything
firebase deploy

# Deploy only frontend (HTML/CSS/JS)
firebase deploy --only hosting

# Deploy only backend (Cloud Functions)
firebase deploy --only functions

Runtime Configuration

36 Pricing Model