# Anwal Growth Platform — Project Overview

## Vision

**Anwal Growth Platform** is the unified commercial growth and customer operations system for Anwal Business Solutions. It replaces fragmented spreadsheets, ad-hoc email tools, and disconnected workflows with a single source of truth for market data, relationships, outreach, and pipeline progress.

The platform is built for Anwal’s team in Riyadh and supports Saudi organizations across HR, outsourcing, procurement, digital transformation, and related service lines. See [17-anwal-context.md](./17-anwal-context.md) for company positioning.

## What the platform is

Anwal Growth Platform combines eight capability layers:

### 1. Market Database

Structured repository of Saudi and regional organizations, sectors, and contact intelligence. Supports segmentation, enrichment, and import from prepared Excel datasets.

### 2. CRM

Core customer relationship management: companies, people, contact points, activities, notes, and ownership. Designed for B2B services sales and account management.

### 3. Email Campaign Engine

Template-based campaigns, audience selection from segments, scheduling, and send orchestration via an internal SMTP engine (not campaign-only via external tools).

### 4. Business Inbox

Shared operational inbox for business email: sync via IMAP, threading, assignment, and linkage to CRM records.

### 5. Lead Management System

Capture, qualify, score, and route leads from imports, campaigns, inbox replies, and manual entry.

### 6. Sales Pipeline

Opportunity stages, values, probabilities, and forecasting aligned to Anwal’s service offerings.

### 7. Automation Layer

n8n webhooks for follow-ups, notifications, and cross-system workflows. n8n augments the platform; it is not the primary CRM store.

### 8. AI Intelligence Layer

Classification of replies, lead signals, and insights (phased). Initial data preparation may occur outside the system; in-app AI follows in later phases.

## Primary users

| Role | Typical use |
|------|-------------|
| Business development | Prospecting, campaigns, pipeline |
| Marketing | Segments, templates, campaign performance |
| Operations / account | Inbox, company records, follow-ups |
| Leadership | Dashboards, pipeline and growth metrics |
| Admin | Settings, integrations, user access |

## Non-goals (initial phases)

- Public self-service signup portal
- Full marketing automation parity with enterprise MAP suites
- Replacing Anwal’s HR or government platform products
- Real-time chat or WhatsApp as primary channels (future consideration)

## Success criteria (product)

- Single CRM for companies, people, and contact points
- Reliable import from processed market Excel files
- Campaign send and track with business domain email
- Inbox tied to leads and opportunities
- Configurable automation without hardcoded integration URLs
- Documentation and tasks kept in sync with every delivery increment

## Related documents

| Topic | Document |
|-------|----------|
| **Documentation index** | [README.md](./README.md) |
| Architecture | [01-architecture.md](./01-architecture.md) |
| Data model | [02-database-schema.md](./02-database-schema.md) |
| API | [03-api-specification.md](./03-api-specification.md) |
| UI | [04-ui-pages.md](./04-ui-pages.md) |
| Roadmap | [14-roadmap.md](./14-roadmap.md) |
| Rules for development | [15-cursor-rules.md](./15-cursor-rules.md) |
| Company context | [17-anwal-context.md](./17-anwal-context.md) |