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What is Fataplus CRM?

Fataplus CRM is a comprehensive customer relationship management system designed specifically for digital agencies serving agricultural clients in Madagascar. The platform combines project management, client collaboration, and AI-powered insights into a unified experience.

Project Management

Organize and track all client projects from intake to delivery

Client Dashboard

Real-time analytics and project insights for informed decisions

Document Management

Centralized storage for PRDs, TDRs, contracts, and deliverables

Team Collaboration

Seamless communication between agency and partner organizations

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Core Features

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Dashboard and Analytics

Your CRM dashboard provides a comprehensive overview of all active projects and client relationships.
Active Projects Display
  • Real-time project status tracking (Intake, Planning, In Progress, Review, Completed)
  • Progress percentage calculations
  • Upcoming milestones and deadlines
  • Recent document uploads
Quick Stats
  • Total active projects
  • Projects by status
  • Completion rate
  • Average project duration

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Project Lifecycle Management

Every project flows through a structured lifecycle with automated tracking.
1

Intake

Client submits detailed project requirements through the smart intake form. The system automatically:
  • Generates unique project ID (format: FP-YYYY-XXXXXXXXX)
  • Creates client account if new
  • Assigns project manager
  • Stores submission in project database
2

Planning

Project managers review requirements and create planning documents:
  • Automated PRD generation from intake data
  • Technical specification drafting
  • Timeline and milestone definition
  • Resource allocation
3

In Progress

Active development and design phase with tracking:
  • Milestone completion monitoring
  • Document version control
  • Client communication threads
  • Progress percentage updates
4

Review

Quality assurance and client approval:
  • Deliverable review workflows
  • Client feedback collection
  • Revision management
  • Final approval tracking
5

Completed

Project closure and archival:
  • Final deliverable package
  • Project summary documentation
  • Client satisfaction survey
  • Lessons learned capture

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Project Organization

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Collections and Data Structure

The CRM uses Payload CMS with a PostgreSQL backend for structured data management.

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Users Collection

interface User {
  id: number;
  email: string;
  firstName: string;
  lastName: string;
  company: string;
  role: 'client' | 'project-manager' | 'admin';
  createdAt: Date;
  updatedAt: Date;
}

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Projects Collection

interface Project {
  id: string;              // FP-YYYY-XXXXXXXXX
  projectName: string;
  status: 'intake' | 'planning' | 'in-progress' | 'review' | 'completed';
  clientId: number;
  projectManagerId: number;
  description: string;
  budget: string;
  timeline: string;
  startDate: Date;
  expectedDelivery: Date;
  createdAt: Date;
}
All project data is automatically timestamped and tracked for complete audit trails.

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Document Management

Organize all project-related documents with version control and access permissions. Document Types
  • PRD (Product Requirements Document): Auto-generated from intake form
  • TDR (Technical Design Requirements): Architecture and specifications
  • Contracts: Client agreements and terms
  • Deliverables: Final project outputs
  • Communication: Client correspondence and notes
Features
  • Version history tracking (v1.0, v1.1, etc.)
  • Access level control (client, internal, admin)
  • Automated file organization by project
  • Search and filter capabilities
  • Download tracking

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Client Communication

Built-in messaging system for project-specific conversations. 
interface Message {
  id: number;
  projectId: string;
  senderId: number;
  content: string;
  fileAttachments: string[];
  isInternal: boolean;     // Hide from client if true
  createdAt: Date;
}
Communication Features
  • Project-specific message threads
  • File attachment support
  • Internal notes (team-only)
  • Email notifications
  • Read/unread status

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Analytics and Reporting

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Built-in Metrics

The CRM automatically tracks key performance indicators.
  • Average Project Duration: Time from intake to completion
  • Status Distribution: Percentage of projects in each phase
  • Completion Rate: Successfully delivered projects
  • Client Satisfaction: Post-project survey scores
  • Budget Adherence: Actual vs. estimated costs
  • Client Retention: Repeat client percentage
  • Project Volume: Projects per client
  • Industry Breakdown: Client distribution by sector
  • Response Time: Average time to client inquiries
  • Referral Rate: New clients from existing clients
  • Project Load: Active projects per manager
  • Completion Velocity: Projects completed per month
  • Communication Volume: Messages per project
  • Document Updates: Changes per project phase

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Export and Integration

Access your data through multiple channels. API Access 
// RESTful API endpoints
GET /api/projects              // List all projects
GET /api/projects/:id          // Get project details
POST /api/projects             // Create new project
PUT /api/projects/:id          // Update project
GET /api/projects/:id/documents // Get project documents
Export Formats
  • CSV exports for spreadsheet analysis
  • PDF reports for client sharing
  • JSON data for integrations
  • Markdown documentation

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Best Practices

Keep Projects Updated: Regularly update project status and milestones to maintain accurate dashboards and client visibility.
Use Internal Notes: Mark sensitive team discussions as internal to keep client-facing communications professional.
Document Everything: Upload all project deliverables to create a complete project archive for future reference.

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Next Steps

Multi-Tenant Architecture

Learn how tenant isolation and subdomain routing work

Smart Forms

Explore the AI-powered intake form system

Collaboration

Discover agency partner sharing and permissions

AI Features

See how Claude powers intelligent automation

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