CRMapp

General Notes

CRM is opensource CRM developed on django framework. It has all the basic features of CRM to start with. Frontend is made using Bootstrap CSS.

• To run this project do the following:

  Pre-requisites: Python, pip and django should be installed in your system. All the coding is done using VScode.

  1. To install the dependencies:
     pip install -r requirements.txt
  2. Make the migrations:
     python manage.py makemigrations
  3. Migrate the tables:
     python manage.py migrate
  4. Create a superuser for your project:
     python manage.py createsuperuser
     This will prompt you to enter username, email and password for the superuser.
  5. Run the server using:
     python manage.py runserver

• User panel:
  -> Login or register site.
  -> View the dashboard designed for customerand view their orders and their status.
  -> View or change their account setting like username, email, profile pic.
  -> User can change their password for login in case they forget or their password got leaked.

• Admin panel:
  -> Login to site.
  -> View the dashboard designed for admin. The admin can view all the customers and their respective orders and order status.
  -> The admin can change the order status, or add, update and delete the customer orders as they need.
  -> The admin can also add bulk orders for customer (maximum is 10).
  -> The admin can query through the orders as they need by using different parameters like customer name, date created, start date, end date and given by customer.

• Login page:

• Register page:

• Password reset page:

• Password sent to email page:

• Enter a new password page:

• Reset password success page:

• Admin Dashboard:

• Admin view of orders made for user:

• Admin view of products available for sale:

• Admin view of making bulk orders:

• User view of dashboard:

• User profile view: