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To design a fully functional and comprehensive Contact Manager Dashboard for an IT company with sales automation, interaction management, channel management, and document management, I'll describe the structure, layout, and key features in detail. Here’s a full design proposal: 1. Header (Top Bar) Logo and Brand Name: On the left side for branding. Search Bar: Centered, allowing users to search across all modules (contacts, tasks, opportunities, leads, etc.). Notifications Icon: Display notifications related to tasks, emails, meetings, etc. (bell icon). User Profile: Top-right, showing the user's name, with a dropdown for account settings, log out, and personal preferences. Help Icon: For user support or accessing the knowledge base. 2. Sidebar Navigation (Collapsible) Dashboard: Quick overview of key metrics and recent activities. Tasks: Task management, allowing users to add, track, and assign tasks. Leads: A section for managing leads, including lead status, source, and value. Contacts: Manage all customer contacts, with search, categorization, and interaction history. Opportunities: Display the sales pipeline with stages, values, and estimated close dates. Email: View and send emails, track email campaigns, and monitor open rates and responses. Projects: Track ongoing and completed projects linked to contacts or opportunities. Calendar: A full-featured calendar for scheduling meetings, task deadlines, and events. Channel Management: For managing and tracking interactions on phone calls, live chat, social media, and emails. Analytics: View sales reports, lead performance, and task completions. Documents: Document management for storing contracts, emails, and important files. 3. Main Dashboard The dashboard will display key metrics and KPIs in an organized manner using cards and graphs. It will contain the following sections: Quick Stats Section Total Contacts: Display a number and percentage increase/decrease. Upcoming Tasks: Show the number of tasks due today and upcoming. Use progress bars for task completion. New Leads: Total leads added in the last week/month, and their qualification status. Opportunities Pipeline: A visual funnel showing opportunities at different stages: Prospecting, Negotiation, Closed. Interactive Graphs/Charts Lead Conversion Rate: A bar chart or pie chart showing the percentage of leads converted into opportunities. Tasks by Status: A pie chart showing tasks by their completion status (completed, in progress, overdue). Opportunity Value Distribution: A bar chart showing the value of opportunities in each stage of the pipeline. Top Contacts by Sales Value: Display the top contacts that generated the most revenue. 4. Functional Sections on the Dashboard 1. Email Management Recent Emails: List recent emails with columns like Subject, Sender/Receiver, Date/Time, and Action Buttons (Reply, Forward, Archive). Email Tracking: Display key metrics such as email open rates, click rates, and response rates. Send New Email: Provide an interface for composing a new email, with email templates, attachments, and email scheduling. 2. Phone Calls & Live Chat Phone Call Log: Show a list of incoming and outgoing calls, with details like caller name, duration, and status (answered, missed). Live Chat: Display ongoing and past live chat interactions. Include a button to start a new chat or resume an existing conversation. Add auto responses based on predefined rules. Social Media Integration: Display recent interactions (posts, messages) from Facebook, Twitter, LinkedIn, etc., showing engagement rates (likes, comments, shares). 3. Sales Automation Automated Lead Scoring: Assign a score to each lead based on engagement, actions, and potential value. Leads with higher scores will be marked as hot and prioritized. Lead Nurturing: Implement automated email sequences based on lead behavior (e.g., if a lead downloads a whitepaper, send an email 3 days later offering a demo). Follow-Up Tasks: Automatically create follow-up tasks based on lead activity or status change. E.g., if a lead is marked as qualified, create a task for a demo call. 4. Document Management File Storage: Allow users to upload and categorize important documents like contracts, proposals, project plans. Document Sharing: Enable sharing of documents with other users, with access control (view, edit). Document Tagging: Users can tag documents for better categorization and easier search (e.g., "Contract", "Invoice", "Proposal"). 5. Opportunities Pipeline Display opportunities in a Kanban board style, where users can drag and drop opportunities across different stages. Opportunity Details: Clicking on an opportunity will show its detailed view, including: Opportunity Value Assigned User Client/Contact Details Stage (Prospecting, Negotiation, etc.) Estimated Close Date Notes and Next Steps 6. Tasks and Projects Task List: Show tasks in a table with filters by priority, assigned user, and due date. Include quick actions like complete task, edit, or delete. Project Status: Display ongoing projects with their milestones, deadlines, and assigned team members. Track project progress and budget. 7. Calendar Integration The Calendar should show: Upcoming Meetings: With contacts, leads, or opportunities. Task Deadlines: Show all task deadlines and allow the user to drag and drop tasks to reschedule them. Event Creation: Let users create new events (e.g., Meeting with Client) and set reminders. 8. Interactive Contact Management Contact List: Show contacts with their contact details, interaction history, and lead stage. Include the ability to add notes, add tags, and create new tasks linked to a contact. Activity Timeline: Display a timeline of interactions (email, call, meeting) with each contact. Bulk Actions: Allow users to update, tag, or delete multiple contacts at once. 9. Mobile Responsiveness Ensure the design is fully responsive across devices, with features like: Push Notifications for important updates (e.g., task due dates, email responses, opportunity changes). A mobile-friendly interface for access on the go, especially for sales representatives. 10. User Permissions & Security Role-Based Access: Define user roles (admin, manager, salesperson) with different permission levels to control access to data and actions. Two-Factor Authentication: Enable additional security for login. 11. Analytics and Reporting Create customizable reports for tracking sales performance, lead conversion rates, task completion, and more. Use graphs and charts to visualize the data (e.g., sales over time, lead performance, team task completion). This fully functional design covers all aspects of customer relationship management, sales automation, and interaction tracking across multiple channels (email, phone, live chat, and social media). It provides a streamlined user experience while enabling robust features for sales teams, customer support, and project management. Let me know if you'd like to dive into any specific feature in more detail!