scippycrm

scippyCRM is a B2B Customer Relationship Management application built with Flask. I will add more and more functionality to it. Contributions from others are welcome as well.

Technology stack

• Python 3
• Flask
• MongoDB

Installation

To run this locally you must have MongoDB and Python3.6 (I've used the Anaconda distribution myself), and git, obviously, installed, and if you have, you can clone the repository via:

$ git clone https://github.com/realScipio/scippycrm.git

If you prefer to use a venv, proceed with

$ cd scippycrm
$ python3 -m venv venv
$ source venv/bin/activate

Then (inside your venv) install the Python packages using:

pip install -r requirements.txt

Running the application (at this stage preferably in dev mode), like so:

export FLASK_APP=main.py
export FLASK_ENV=development
flask run

Then open up your browser, head over to http://localhost:5000/ et voila! (Login with admin:admin).

Features

v0.0.2:

• login via user['username']:user['password'] if users.count() > 0
• display an overview of current "Users"
• add a new "User"
• update/change "User" fields
• Blueprint- & Application Factory enabled architecture

v0.0.1:

• login via admin:admin
• logout
• display an overview of current "Organisations"
• add a new "Organisation"
• update/change "Organisation" fields

Roadmap

Some of the planned roadmap milestones include:

• architecture-wise, I will modularize the (future) application components with Flask Blueprints;
• add functionality for multiple System Users
• add functionality for "Employees / Contactpersons", that work for a given "Organisation"
• add functionality for "Contact history" for a given "Organisation" & "Employee"
• add functionality for "Task management" (what to do when for who), integrated with "Contact history"
• add a generic Overview Pager, to "visually step through / browse" large chunks of Overview data
• add Read/Write View functionality for Form Blocks
• add custom-built Responsive Design View @media queries, for system users using the application via mobile / on the road
• add pre-defined Data Filters
• add support for Overview Field Ordering (asc / desc)
• add various Data Import / Export functionality via the GUI (DB dumps, CSV exports, etc.)
• add "Sales Opportunity Tracker"
• add "Document Generator", e.g. to semi-automatically compose Sales Offers and Mailings & export via PDF
• add Visual Graphs to the "Dashboard"
• add "Visual Field Generator", to add and manage Data Components via the GUI instead of programmatically
• etc.!