Hello, I will send you 3 modules what we need for Worksuite SaaS (https://codecanyon.net/item/worksuite-saas-project-management-system/23263417). If you have or have plan to do this, please let us know. Thanks

1. Module to the CRM (Document Management)
1. Objective
Add a new module to the CRM that will streamline document management processes, including document creation, approval, storage, and further management.

2. Key Requirements
Module Structure
Create a new module named "Document Management".
The module should include the following sections:
Document creation and editing (Document Type)
Approval workflow (This may be implemented based on the customer's needs)
Document storage and archiving (Document Upload or Archiving) (The word Storage may be use for other purposes)
Document search and reporting (Search)
'Reporting' may be a separate menu or even a module with its own submenus.
Document Creation and Editing (Document Type)
Add the ability to create new documents with the following details:
Parent Document Type
Document title
Document type (Type) (e.g., contract, report, instruction)
Description
Status (draft, approved, rejected)
Responsible person (Since documents are managed by departments, this option is not needed. For this reason, an additional menu, such as 'Access Control,' may be created later).
Documents should support file attachments (PDF, DOC, XLSX, etc.). (any)
Approval Workflow (This may be implemented based on the customer's needs or after the other menus are ready.)
Create an approval workflow for documents.
Add the ability to specify the sequence of approvers.
Send automatic notifications to approvers.
The document status should be updated after each approval step.
Document Storage and Archiving
Add the ability to store documents within the CRM.
Documents should be archived by type and status.
Ensure data security and confidentiality.
Choose a document type to upload.
Document Search and Reporting
Add a search feature to find documents by title, type, status, or responsible person, document type.
Generate reports on document circulation (e.g., number of documents created, approved, rejected).

2.

Module to the CRM (Loan Management and Approval)
1. Objective
Add a new module to the CRM that will streamline the loan management and approval process, including loan applications, approval workflows, loan terms management, and reporting.
2. Key Requirements
Module Structure
Create a new module named "Loan Management and Approval".
The module should include the following sections:
Loan application management
Loan approval workflow
Loan terms management
Loan repayment schedule
Loan reports and statistics
Loan Application Management
Add the ability to create new loan applications with the following details:
Applicant information (name, surname, phone number, email, address)
Loan type (e.g., consumer, business, mortgage, auto loan)
Loan amount and term
Loan purpose (e.g., buying a house, purchasing a car, business development)
Status (new, under review, approved, rejected)
Attached documents (e.g., passport copy, income verification, bank account details)
Loan applications should have a unique ID for easy tracking.
Loan Approval Workflow
Create a multi-stage approval workflow for loan applications.
Add the ability to specify the sequence of approvers (e.g., loan manager, risk department, management).
Send automatic notifications to approvers for review and approval.
Update the loan application status after each approval step.
Allow adding comments or notes at each approval stage.
Loan Terms Management
Add the ability to define loan terms, including:
loan amount
origination fee
service fee
repayment mode (annuity or differentiated)
grace period
Interest rate (annual or monthly)
Repayment term (number of months or years)
Penalties for late payments
Other conditions (e.g., collateral, insurance)
Loan terms should be linked to the loan application and accessible after approval.
Allow modifying loan terms after approval (if necessary).
Loan Repayment Schedule
Add the ability to generate a repayment schedule based on loan terms.
The schedule should include each payment date, payment amount, interest, and remaining balance.
Track repayment progress (e.g., paid and unpaid amounts).
Loan Reports and Statistics
Add a search feature to find loans by type, status, applicant details, or loan amount.
Generate reports on loans, such as:
Total loan portfolio
Number of approved and rejected loans
List of overdue loans
Loan statistics (e.g., average loan amount, average interest rate)
Add graphical representations (charts, graphs) for loan data.

3. Module to the CRM (Legal Department)
1. Objective
Add a new module to the CRM that will streamline legal processes, including managing cases, documents, deadlines, and other legal data.
2. Key Requirements
Module Structure
Create a new module named "Legal".
The module should include the following sections:
Case Management (Cases)
Document Management (Documents)
Deadlines & Reminders
Contacts (Clients and Lawyers)
Case Management
Add the ability to create new cases with the following details:
Case title
Description
Status (open, in progress, closed)
Responsible lawyer
Client details
Cases should be linkable to documents and deadlines.
Document Management
Add the ability to upload, edit, and delete documents (e.g., contracts, court cases, other legal documents).
Documents should be attachable to specific cases.
Support various file formats (PDF, DOC, XLSX, etc.).
Deadlines & Reminders
Add the ability to set deadlines for cases and documents.
Send automatic reminders to responsible parties.
Display deadlines in a calendar view.
Contacts
Add the ability to input details of lawyers and clients.
Link lawyers to specific cases.
Reports & Statistics
Generate reports on cases, documents, and deadlines.
Add statistical data (e.g., number of open cases, number of closed cases, etc.).