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Fat Free CRM TravisCI

An open source, Ruby on Rails customer relationship management platform (CRM).

Out of the box it features group collaboration, campaign and lead management, contact lists, and opportunity tracking.

Create Contacts
Contacts
Manage Opportunities
Opportunities
Edit Accounts
Accounts
Create Tasks
Tasks

Active development started in November 2008. New features, enhancements, and updates appear on regular basis.

Pull requests and bug reports are always welcome!

System Requirements

  • Ruby v1.9.3
  • MySQL v4.1.1 or later (v5+ is recommended), SQLite v3.4 or later, or Postgres 8.4.8 or later.
  • ImageMagick (optional, only needed if you would like to use avatars)

(Ruby on Rails and other gem dependencies will be installed automatically by Bundler.)

Downloads

Installation

Please view one of the following installation guides:

Installing Fat Free CRM on Linux or Mac OS X

Setting up a Heroku instance for Fat Free CRM

Installing Fat Free CRM on Microsoft Windows

Run this bash script to quickly setup a Ubuntu server

Run the Fat Free CRM gem within a separate Rails application. This is the best way to deploy Fat Free CRM if you need to add plugins or make any customizations.

Upgrading from previous versions of Fat Free CRM

If you are upgrading from version 0.11.3 (Dec 21st 2012) or below, please see an important fix for country data

If you are upgrading from version 0.10.1 or below to the latest Rails 3.x version, your database schema needs to be updated.

Please run the following commands in this order:

bundle install --without heroku   # Installs gem dependencies
rake db:schema:upgrade            # Updates your schema to use the new timestamped migrations
rake db:migrate                   # Runs any new database migrations.

Resources

Home Page: http://www.fatfreecrm.com
Guides: http://guides.fatfreecrm.com
Online Demo: http://demo.fatfreecrm.com
Github Project Page: http://github.com/fatfreecrm/fat_free_crm
Feature Requests and Bugs: http://support.fatfreecrm.com/
RDoc API: http://api.fatfreecrm.com
Twitter Commit Updates: http://twitter.com/fatfreecrm
User's Google Group: http://groups.google.com/group/fat-free-crm-users
Developer's Google Group: http://groups.google.com/group/fat-free-crm-dev
IRC Channel: #fatfreecrm on irc.freenode.net

For Developers

Fat Free CRM can be customized by implementing callback hooks and extended by creating Rails Engines plugins. Check out these sample repositories demonstrating the concepts:

Contributors

See the contributors graph and the contributors file for further details.

License

Fat Free CRM Copyright (c) 2008-2013 Michael Dvorkin and contributors.

Permission is hereby granted, free of charge, to any person obtaining a copy of this software and associated documentation files (the "Software"), to deal in the Software without restriction, including without limitation the rights to use, copy, modify, merge, publish, distribute, sublicense, and/or sell copies of the Software, and to permit persons to whom the Software is furnished to do so, subject to the following conditions:

The above copyright notice and this permission notice shall be included in all copies or substantial portions of the Software.

THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.

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Ruby on Rails CRM platform for Web 2.0 and beyond

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