Product Requirements Document

CRM Tool for Growth Manager Recruiting Process

Platform

Web Application (Single HTML File)

Target Role

Growth Manager Position

Device Support

Desktop & Mobile

Executive Summary

Based on Charles Zuo's request, this PRD outlines the development of a comprehensive CRM prototype specifically designed for the Growth Manager recruiting process. The tool will serve as a professional dashboard to manage the complete hiring workflow from initial application through final hiring decisions.

The CRM will feature a modern, clean design using Memory.ai branding and include essential recruiting functionalities such as candidate pipeline management, search and filtering capabilities, drag-and-drop functionality, detailed candidate profiles, and comprehensive analytics dashboard.

Problem Statement

The recruiting process for Growth Manager positions requires a centralized system to track candidates through multiple stages, maintain detailed records, and provide insights into the hiring pipeline. Current manual processes lack efficiency and comprehensive tracking capabilities.

Solution

A dedicated CRM tool that streamlines the recruiting workflow with visual pipeline management, candidate data organization, and performance analytics. The system will demonstrate the complete hiring workflow for the Growth Manager position.

Target Users

HR Managers

Primary users managing recruitment

Hiring Managers

Decision makers in hiring process

Interview Panel

Team members conducting interviews

Executive Leadership

Strategic oversight and approval

Core Features

Pipeline Management

7-Stage Recruitment Pipeline:
• Applied • Screening • Phone Interview • Technical Assessment • Final Interview • Offer • Hired/Rejected
Drag & Drop Stage Tracking

Candidate Management

  • • 8-10 realistic candidate profiles
  • • Names, emails, experience summaries
  • • Current stage tracking
  • • Rating system
  • • Interview notes
  • • Candidate sources (LinkedIn, referrals)

Search & Filter

  • • Advanced candidate search
  • • Filter by stage, rating, source
  • • Quick search functionality
  • • Saved search queries

Analytics Dashboard

  • • Key recruiting metrics
  • • Pipeline conversion rates
  • • Time-to-hire analytics
  • • Source effectiveness tracking

Technical Requirements

Platform Specifications

Format: Single HTML file
Framework: Responsive web design
Mobile Support: Mobile-friendly design
Browser Support: Modern browsers

Performance Requirements

Fast loading times
Responsive interactions
Smooth drag-and-drop operations
Optimized for mobile devices

Design Requirements

Brand Guidelines

The design should incorporate Memory.ai branding with a clean, modern aesthetic. The interface should convey professionalism suitable for a recruiting tool that could be used in production.

Visual Design
  • • Clean, modern interface
  • • Professional appearance
  • • Consistent color scheme
  • • Clear typography
User Experience
  • • Intuitive navigation
  • • Clear information hierarchy
  • • Accessible design patterns
  • • Responsive layouts
Mobile Optimization
  • • Mobile-first approach
  • • Touch-friendly interactions
  • • Optimized performance
  • • Responsive grids

User Interface Prototypes

Main Dashboard View

The primary interface displaying the recruitment pipeline with candidate cards organized by stage. Features drag-and-drop functionality and quick access to key metrics.

Candidate Detail View

Detailed candidate profile showing comprehensive information including experience summary, interview notes, ratings, and interaction history.

Mobile Dashboard View

Mobile-optimized version of the dashboard with touch-friendly navigation and condensed information display suitable for on-the-go recruiting activities.

Success Metrics & KPIs

Based on industry best practices for CRM evaluation, the following metrics will be used to measure the success of the recruiting CRM tool:

Recruiting Performance Metrics

Lead Conversion Rate

Percentage of applicants progressing through stages

Time-to-Hire

Average duration from application to offer

Pipeline Velocity

Speed of candidate progression

Source Effectiveness

Performance by candidate source

User Experience Metrics

User Adoption Rate

Percentage of team actively using the CRM

Task Completion Time

Efficiency in completing recruiting tasks

Error Reduction

Decrease in manual process errors

Mobile Usage

Percentage of mobile vs desktop usage

Testing Strategy

Comprehensive testing approach based on CRM testing best practices to ensure functionality, performance, and user experience quality.

Functional Testing

  • • Pipeline stage transitions
  • • Drag-and-drop functionality
  • • Search and filter operations
  • • Candidate profile management
  • • Data integrity validation

Performance Testing

  • • Load time optimization
  • • Mobile responsiveness
  • • Browser compatibility
  • • User interface responsiveness
  • • Cross-device functionality

Implementation Timeline

Phase 1: Design & Prototyping (Week 1)

Create high-fidelity mockups, establish Memory.ai branding guidelines, and design responsive layouts

Phase 2: Core Development (Week 2)

Implement pipeline management, candidate profiles, and basic CRM functionality

Phase 3: Advanced Features (Week 3)

Add drag-and-drop, search/filter, analytics dashboard, and mobile optimization

Phase 4: Testing & Refinement (Week 4)

Comprehensive testing, performance optimization, and final adjustments

Conclusion

This CRM tool will serve as a comprehensive solution for managing the Growth Manager recruiting process, incorporating all requirements specified by Charles Zuo. The system will demonstrate a complete hiring workflow with professional design, mobile compatibility, and realistic data that could be used in a production environment. The implementation will follow industry best practices for CRM development while maintaining focus on user experience and operational efficiency.