Super RM App V0 – Code-like Development Prompt
App Overview
Super RM App is a CRM tool designed to help Relationship Managers (RMs) manage OTC customers effectively. The app supports lead tracking, customer onboarding, tiering, and automated follow-ups.
Key Features for V0
- Lead Input & Tracking (Add new leads with contact details)
- Customer Onboarding Process (KYC verification status)
- Customer Tiering System (VIP, Gold, Silver, Standard)
- Follow-ups & Notifications (Automated reminders for RMs)
- Basic Dashboard & Analysis (Customer activity tracking)
1️⃣ App Navigation Structure
- Dashboard: Customer activity overview, key alerts
- Leads & Onboarding: Manage new leads & onboarding progress
- Customer Management: List of all customers with tiering system
- Follow-ups & Notifications: Automated reminders for RMs
2️⃣ Lead Management & Onboarding Flow
Lead Input (Manual Entry & Auto-import)
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Form Fields:
- Full Name
- Contact Details (Phone, Email, Telegram, Line)
- Lead Source (Referral, Event, Online Inquiry)
- Assigned RM (Dropdown selection)
- Interest Level (Low, Medium, High)
- Lead Status (New, Contacted, Pending KYC, Onboarded)
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Automation:
- Inactive lead for 7 days → Send auto-reminder to RM
- Incomplete KYC → Auto-email reminder to customer
3️⃣ Customer Management & Tier System
Customer List View (Table Format with Sorting & Filters)
| Name | Tier | Last Trade | RM Assigned | Status | |------------|--------|------------|-------------|---------| | John Doe | VIP | 2 days ago | Sarah | Active | | Alex Tan | Gold | 10 days ago| Mark | Inactive|
Customer Profile View (Detailed Data)
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Basic Info: Name, Contact, Communication Preferences
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Trading History: Last trade amount, frequency, preferred assets
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Retention Notes: RM notes on customer preferences & requests
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Follow-up Log: Last interaction & next action step
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Automated Customer Tier Upgrades:
- VIP (≥ 10M THB/month)
- Gold (3-10M THB/month)
- Silver (1-3M THB/month)
- Standard (<1M THB/month)
4️⃣ Follow-ups & Notifications
Automated Reminders for RMs
- Customer X just made a $1M trade – Send a thank-you message!
- Customer Y hasn’t traded in 15 days – Schedule a follow-up call!
Follow-up Scheduling (Calendar Integration)
- Next Scheduled Meeting: Mar 15, 2:00 PM
- Last Follow-up Log: “Customer requested a fee discount, waiting for approval.”
Quick Actions for RM
- 📞 Call Customer
- ✉️ Send Message (WhatsApp/Telegram/Email)
- 📅 Schedule Meeting
- ✅ Mark as Followed-Up
5️⃣ Basic Dashboard & Analysis
Key Metrics Overview
- Total Active Customers
- Pending Onboardings
- At-Risk Customers (No trade in 14+ days)
- Top Traders (By volume & frequency)
Charts & Reports
- Trading Volume Trend (Weekly/Monthly)
- Most Traded Assets (BTC, USDT, ETH, Others)
- Time-based Trading Pattern (Morning/Evening/Weekends)
AI-Based Churn Risk Alerts
- High Risk: 90% drop in trading activity
- Medium Risk: No trades in 14+ days
- Low Risk: Slight decrease in trading volume
💻 Tech Stack for V0
- Frontend: React Native (Expo)
- Backend & Database: Firebase Firestore (NoSQL)
- Authentication: Firebase Auth
- Notifications: Firebase Cloud Messaging (FCM)
- AI Engine (For Analysis & Alerts): Python
Next Steps
- Wireframes/UI Designs needed?
- Prioritize MVP with Lead Management & Notifications or full analytics?
Super RM App - CRM Dashboard
I'll create a comprehensive dashboard for the Super RM App using Next.js with shadcn/ui components. This implementation will focus on the frontend UI that would connect to Firebase in a real implementation.
Key Features Implemented
I've created a comprehensive CRM dashboard for Relationship Managers with all the key features you requested:
Dashboard Overview
- Key metrics showing active customers, pending onboardings, at-risk customers, and top traders
- Trading volume trend charts and asset distribution
- Recent activity feed showing trades and customer interactions
- At-risk customer monitoring with quick action buttons
Lead Management & Onboarding
- Lead input form with all required fields (name, contact details, source, RM, interest level)
- Lead status tracking (New, Contacted, Pending KYC, Onboarded)
- Recent leads table with quick action buttons for follow-up
Customer Management & Tier System
- Customer list with sorting and filtering capabilities
- Tier system visualization (VIP, Gold, Silver, Standard)
- Customer status tracking (Active, Inactive, At Risk)
- Quick actions for customer management (view profile, call, message, schedule meeting)
Follow-ups & Notifications
- Follow-up list with priority levels and completion tracking
- Calendar integration for scheduling meetings
- Quick action buttons for communication (call, message, schedule)
- Automated reminders and notifications system
Technical Implementation
The application is built with:
- Next.js App Router for the frontend structure
- shadcn/ui components 1 for the UI elements
- Tailwind CSS for styling
- React hooks for state management
The UI is designed to be responsive and user-friendly, with a clean and professional look that's appropriate for a financial CRM application. The sidebar navigation provides easy access to all main sections of the app.
Next Steps
Backend Integration
- Connect the UI to Firebase Firestore as specified in your requirements
- Implement Firebase Authentication for user management
- Set up Firebase Cloud Messaging for notifications
Additional Features
- Implement the AI-based churn risk alerts
- Add more detailed customer profile views
- Create more comprehensive analytics dashboards
Mobile Optimization
- Further optimize the UI for mobile devices
- Consider implementing a React Native version as mentioned in your tech stack
Would you like me to explain any specific part of the implementation in more detail?
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