(Customer Relationship Management app)
The use of CRM by companies allows them to improve the sales performance of their products and services. The more complex and time-consuming the sales process, the greater the improvement.
This CRM is designed for individual use by any company. Access to the company's business data remains solely under its control.
| ☑️ Team tasks & projects | ☑️ Lead management | ☑️ Email-marketing |
| ☑️ Contact management | ☑️ Deal management (instant overview all active deals) | ☑️ Sales forecasting |
| ☑️ Email sync & tracking | ☑️ Marketing activities (Lead sources) | ☑️ Sales pipeline |
| ☑️ Apps & integrations | ☑️ Sales Performance Management | ☑️ Analytical reporting |
Django CRM is an open-source Django-based project. It is written in Python (python crm).
Frontend and backend are almost entirely based on the Django Admin site.
CRM uses adaptive Admin HTML templates out-of-the-box.
Django is an excellently documented framework with lots of examples.
The documentation on the Admin site takes up only one web page.
The original idea is that since Django Admin is already a professional object management interface with a flexible permissions system for users (view, change, add, and delete objects), all you need to do is create models for the objects (such as Leads, Requests, Deals, Companies, etc.) and add business logic.
All this ensures:
- significantly easier project customization and development;
- simpler project deployment and production server support.
The project code is stable (has been in practical use for many years).
The CRM software consists of the following main applications:
- TASKS:
- Task
- subtasks
- Memo (office memo)
- tasks / project
- Project (tasks collection):
- tasks
- Tags
- … (+ 3 more models).
- Task
- CRM:
- Requests (commercial inquiries)
- Leads (potential customers)
- Companies
- Contact persons
- Deals
- Emails
- Products (goods and services)
- Payments (received, guaranteed, high and low probability)
- … (+ 12 more models).
- ANALYTICS
- Income Summary report (see screenshot)
- Sales funnel report
- Lead source Summary report
- … (+ 5 more reports).
- MASS MAIL:
- Email Accounts
- Email Messages
- Email Signatures
- Mailing Outs
The crm package also contains supporting applications such as:
- Chat (chat is available in every instance of a task, project, office memo and deal)
- VoIP (contact clients from deals)
- Help (dynamic help pages depending on user role)
- Common:
- User profiles
- Reminders (for tasks, projects, office memos and deals)
In total, at the moment, there are 79 tables in the database.
- Web form integration.
- CRM form has built-in reCAPTCHA v3 protection;
- Automatic detection of the country and city of the user who filled out the form;
- User’s email account integration;
- VoIP callback to smartphone;
- Sending messages via messengers (like: Viber, WhatsApp, Skype).
- Work with Excel files to import / export company contact details.
There is a built-in Email client using SMTP and IMAP protocols. Among other things, this allows the Django CRM to automatically save a copy of all correspondence for each request and deal in its database. Even if the correspondence was carried out in the user’s mail account (out of the CRM). The ticket mechanism is used for this.
CRM is able to work with email accounts protected by two-factor authentication, like gmail.
- On the CRM pages, there is a link to a help page. Help pages are dynamic. Their content depends on the user's role.
- Tooltips appear when you hover the mouse over many page elements, such as icons, buttons, links, table headings, etc.
- There is also a user guide file.
Django CRM has full support for translation of interface, formatting of dates, times and time zones.
This project is deployed as a regular django project.
Please refer to:
Compatibility
- Django 5.0.x
- Python 3.10+
- MySQL 8.0.11+ and PostgreSQL 12+
⭐️ Don't forget to star and fork the project if you like it.
All types of contributions are welcome.