BZBiz CRM

About

(MVP) CRM Tool made with Django and Tailwind

Preview

Live site: https://bzbiz-crm.com/

Features

In this CRM system, aside from the built-in admin user, there are two types of Users, an organizer and an agent. Each organizer have their own organization/workspace. Each time an account is created, it is by default an organizer

Auth features:

• Login/register
• Reset password via code sent by email

Organizers can:

• Create/ Add Leads for their workspace
• View Leads belonging to their own workspace
• Edit Leads belonging to their own workspace
• Delete leads belonging to their own workspace
• Create Agent accounts (account explicitly marked as agent account) belonging to their own workspace, for personnel to sign in as an agent
• Invitation to login is sent to email of the person when agent account is created for them
• Assign an Agent to a lead

Agents can:

• Signin as agent
• View Leads that have been assigned to them that are of their organization
• Edit the status of leads they're handling (contacted, converted, unconverted)