A multi-user web-based CRM for freelancers with an emphasis on flow and momentum. Concentrate on contacting—and staying on contact with—clients and potential clients rather than categorizing and sorting your address book. Maintaining a viable stable of clients is a matter of consistently following up on inquiries and conversations. Sunny CRM makes it easy to add the latest update about a client and quickly schedule a follow-up with a concrete task. Based on years of freelance experience.
Sunny CRM is built with Python 3, Flask, and Bootstrap.
cd path/to/sunny-crm- Optional: set up a virtual environment using virtualenv.
- Install the required packages:
pip install -r requirements.txt - Pick a config file. A
default.cfgfile is included. If you want to enable email for password recovery, etc, you can either editdefault.cfgor create a new file with the same format. Then doexport FLASK_CONFIG_FILE=path/to/config/file. If you want to use the default settings, doexport FLASK_CONFIG_FILE=../default.cfg. - Initialize the database:
python manage.py init_db - Start the app:
python manage.py runserver(debug mode will be enabled). If you want to disable debugging, dopython manage.py runserver --no-debuginstead. - Open a browser and navigate to
http://localhost:5000/