EeazyCRM

Python based open source CRM developed using Flask framework

It's still WORK IN PROGRESS (I'm still building the modules)

But I have a small DEMO image below

Features List

EeazyCRM contains the following modules (along with the completion progress report):

1. Leads (99% complete)
2. Accounts (90% complete)
3. Contacts (99% complete)
4. Deals (with Pipeline view) (90% complete)
5. Activities (still building) (Not started as yet)
6. Reports (with charts and graph) - (60% complete)
7. Settings (50% complete)
   1. Roles Management (100% complete)
   2. User Management (100% complete)
   3. Profile Management (100% complete)
   4. Company Management (Not started)
   5. Configuration Management (Not started)
      1. Deal Stage
      2. Lead Stage
      3. Lead Source
      4. Activity Types
      5. Email Templates
   6. Application Settings (100% complete)
8. Invoice (Not started)
9. Dashboard (10% complete)

Depending upon the demand of this application, I'm also planning the following:

• Integration with WordPress Contact Form 7 (Lead Capture).
• Integration with Google Contacts.
• Integration with DropBox or Google Drive for Automatic Backups.
• Integration with Email Service such as MailChimp.

Installation Requirements

1. Python3
2. Postgresql (ver 11+ or greater)
3. pip3
4. virtualenv

Make sure that the postgresql instance is up and running.

Open the command prompt or terminal and create a new database with the following commands. .. code-block:: python

    psql
    create database eeazy_crm

Installation Steps

1. Create a virtual environment using the following commands .. code-block:: python

    virtualenv -p python3 eeazycrm
    source eeazycrm/bin/activate
   

2. Add github repository using the following command

   .. code-block:: python

    cd eeazycrm
    git remote add origin https://github.com/jagjot2008/EeazyCRM
    git pull origin master
   

3. Now create the configuration file using the command .. code-block:: python

    cp config_vars.example config_vars.py
   

   Open the config_vars.py file and add the database connection parameters in the PRODUCTION DATABASE SETTINGS (Default).

   You can also setup the development and testing settings if you wish to.

4. Install the dependencies .. code-block:: python

   pip3 install -r requirements.txt
   

5. Create the following environment variables .. code-block:: python

   EMAIL_USER = <your username>
   EMAIL_PASS = <your password>
   

   If you want to run flask in development or testing mode set the following environment variable in addition to the above. .. code-block:: python

   FLASK_ENV = development, or
   FLASK_ENV = testing
   

6. Run the command .. code-block:: python

   python3 run.py
   

   This will run the installation wizard. Follow the instructions in the wizard and after finishing installation, stop the application and start again by running the command in step #6.

That's it folks. Your CRM is running.

Report a Bug or Request a New Feature

For reporting bugs in the system, you can raise a github issue or even request a new feature.