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Django-CRM

(Customer Relationship Management app)

Django-CRM is an open-source CRM solution designed with two primary goals:

• For users: Deliver enterprise-level open-source CRM software with a comprehensive suite of business solutions.
• For developers: Simplify the processes of development, customization, and production server support.

No need to learn a proprietary framework: everything is built using the popular Django framework.
CRM also takes full advantage of the Django Admin site, with documentation all contained on a single web page!
This CRM is designed for individual use by any company - Enterprise CRM. Access to the company's business data remains solely under its control.

Customer relationship management features

☑️ 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	☑️ Internal Chat Integration
☑️ Reminder System	☑️ Role based access control	☑️ Analytical reporting
☑️ Apps & integrations	☑️ Sales Performance Management	☑️ Mobile Access

See a more detailed software review

Django CRM is an open-source client relationship software. It is written in Python (python crm).
Frontend and backend are almost entirely based on the Django Admin site. CRM app 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 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 CRM (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 software package provides two websites:

• CRM site for all users
• site for administrators

The project is mature, and the code is stable (has been in practical use for many years).

Elevate Your Team's Productivity with Collaborative CRM Solution

This CRM is designed to enhance collaboration within teams and streamline project management processes.
As a collaborative CRM, it allows users to create and manage memos, tasks, and projects with ease.
Office memos can be directed to department heads or company executives, who can then transform these memos into tasks or projects, assigning responsible persons or executors.
Tasks can be individual or collective.
Tasks provide features such as chat discussions, file sharing, creating subtasks, and sharing results.
Users receive notifications directly in the CRM and via email, ensuring they stay informed.
Each user has a clear view of their task stack, including priorities, statuses, and next steps, thereby enhancing productivity and accountability in collaborative customer relationship management.

Main applications

The CRM software consists of the following main applications and their models:

• TASKS app:
  (available to all users by default, regardless of their role)
• Task (with related: files, chat, reminders, tags)
  • subtasks
• Memo (office memo)
  • tasks / project
• Project (tasks collection):
  • tasks
• Tags
• ... (+ 3 more models).
• CRM app:
• Requests (commercial inquiries)
• Leads (potential customers)
• Companies
• Contact persons (associated with their companies)
• Deals (like "Opportunities")
• Emails (sync with user email accounts)
• Products (goods and services)
• Payments (received, guaranteed, high and low probability)
• ... (+ 12 more models).
• ANALYTICS app:
• Income Summary report (see screenshot)
• Sales funnel report
• Lead source Summary report
• ... (+ 5 more analytical reports).
• MASS MAIL app:
• Email Accounts
• Email Messages (newsletters)
• Email Signatures (user signatures)
• Mailing Outs

Supporting applications

The crm package also contains supporting applications such as:

• Chat app (chat is available in every instance of a task, project, office memo and deal)
• VoIP app (contact clients from deals)
• Help app (dynamic help pages depending on user role)
• Common app:
• 🪪 User profiles
• ⏰ Reminders (for tasks, projects, office memos and deals)
• 📝 Tags (for tasks, projects, office memos and deals)
• 📂 Files (for tasks, projects, office memos and deals)

Additional functionality

• Web form integration.
• CRM form has built-in reCAPTCHA v3 protection
• Automatic geolocation
• User's email account integration and synchronization. Email messages are automatic:
• saved in the CRM database
• linked to the appropriate CRM objects (like: requests, leads, deals, etc.)
• VoIP callback to smartphone.
• Sending messages via messengers (like: Viber, WhatsApp, Skype).
• Excel Support: Import/export contact details with ease.

Email client

The Python CRM system includes a built-in email client that operates using SMTP and IMAP protocols.
This enables Django-CRM to automatically store copies of all correspondence related to each request and deal within its database.
The functionality ensures that even if communications occur through the user's external email account (outside the CRM).
They are captured and organized within the system using a ticketing mechanism.

CRM is able to work with email accounts protected by two-factor authentication, like gmail.

User Assistance

• 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.

Project localization

Customer service software is now available in many languages:

ar, cs, de, el, en, es, fr, he, hi, id, it, ja, ko, nl, pl, pt-br, ro, ru, tr, uk, vi, zh-hans

Django CRM has full support for translation of interface, formatting of dates, times, and time zones.

Why Choose Django-CRM?

• Self-Hosting: The CRM application software is designed to be self-hosted, allowing you to have full control over your CRM data and environment. By self-hosting, you can customize the CRM to fit your specific business needs and ensure that your data remains private and secure.
• Collaborative CRM: Boost team productivity with tools for task management, project collaboration, and internal communication.
• Analytical CRM: Gain actionable insights with built-in reports like sales funnel, income summary, and lead source analysis.
• Python and Django-Based: No learning of a proprietary framework is required - all built on Django with an intuitive admin interface. The frontend and backend, based on Django Admin, make it much easier customization and development projects, as well as deploy and maintain a production server.

Getting started

Download the zip file and unpack it

To deploy the project, you will need: Python 3.10+.
Python CRM software is designed to be compatible with the following databases:

• MySQL 8.0.11+
• PostgreSQL 14+

Install the requirements

It is recommended to first create a virtual environment:

action	on Windows	on Unix/macOS
create:	py -m venv myvenv	python3 -m venv myvenv
activate:	myvenv\Scripts\activate	source /myvenv/bin/activate

Then install the project requirements:

pip install -r requirements.txt

That's it!

For setup and user guidance, please read the Django CRM documentation.

📚 Also more detailed information can be found in the files:

• installation_and_configuration_guide.pdf
• django-crm_user_guide.pdf