Business Requirements Document for CRM

BDT 22,000–BDT 55,000 15 Days Business Analysis Premium Only

About Role

Document the business and functional requirements for a new CRM implementation. The document should translate real sales and customer-service workflows into understandable requirements that vendors and developers can estimate. We need clarity about users, permissions, data, integrations, reports, and acceptance criteria. The successful freelancer will be expected to work independently, share progress at agreed checkpoints, and raise questions early when a requirement needs clarification. All submitted work should be original, well organized, and ready for practical use after reasonable review.

Requirements

  • Interview key stakeholders and map current workflows.
  • Define user roles, records, fields, stages, and permissions.
  • Document required integrations and data migration needs.
  • Describe reports, dashboards, notifications, and automation.
  • Write acceptance criteria for priority features.
  • Deliver a structured document with open questions and assumptions.
Skills Required
Business AnalysisRequirements EngineeringCRMProcess MappingDocumentationStakeholder Management
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BudgetBDT 22,000–BDT 55,000
Duration15 Days
Deadline09 Oct 2026