# Django-CRM
(Customer Relationship Management app)
The use of CRM by companies allows them to improve the sales performance of their products and services. The more complex and time-consuming the sales process, the greater the improvement.
This CRM is designed for individual use by any company - Enterprise CRM. Access to the company's business data remains solely under its control.
:ballot_box_with_check: Team tasks & projects | :ballot_box_with_check: Lead management | :ballot_box_with_check: Email marketing |
:ballot_box_with_check: Contact management | :ballot_box_with_check: Deal management. Instant overview all active deals | :ballot_box_with_check: Sales forecasting |
:ballot_box_with_check: Email sync & tracking | :ballot_box_with_check: Marketing activities. Lead sources | :ballot_box_with_check: Internal Chat Integration |
:ballot_box_with_check: Reminder System | :ballot_box_with_check: Role based access control | :ballot_box_with_check: Analytical reporting |
:ballot_box_with_check: Apps & integrations | :ballot_box_with_check: Sales Performance Management | :ballot_box_with_check: Mobile Access |
For a more detailed software overview, click here.
Django CRM is an open-source Django-based project. It is written in Python (python crm).
Frontend and backend are almost entirely based on the Django Admin site.
CRM app uses adaptive Admin HTML templates out-of-the-box.
Django is an excellently documented framework with lots of examples.
The documentation on the Admin site takes up only one web page.
The original idea is that since Django Admin is already a professional object management interface with a flexible permissions system for users (view, change, add, and delete objects), all you need to do is create models for the objects (such as Leads, Requests, Deals, Companies, etc.) and add business logic.
All this ensures:
The software package provides two websites: a CRM site for all users and a site for administrators. The project code is stable (has been in practical use for many years).
This CRM is designed to enhance collaboration within teams and streamline project management processes. As a collaborative CRM, it allows users to create and manage memos, tasks, and projects with ease. Office memos can be directed to department heads or company executives, who can then transform these memos into tasks or projects, assigning responsible persons or executors. Tasks can be individual or collective. Tasks provide features such as chat discussions, file sharing, creating subtasks, and sharing results. Users receive notifications directly in the CRM and via email, ensuring they stay informed. Each user has a clear view of their task stack, including priorities, statuses, and next steps, thereby enhancing productivity and accountability in collaborative customer relationship management.
The CRM software consists of the following main applications and their models:
The crm package also contains supporting applications such as:
In total, at the moment, there are 79 tables in the database.
There is a built-in Email client using SMTP and IMAP protocols. Among other things, this allows the Django CRM to automatically save a copy of all correspondence for each request and deal in its database. Even if the correspondence was carried out in the user’s mail account (out of the CRM). The ticket mechanism is used for this.
CRM is able to work with email accounts protected by two-factor authentication, like gmail.
Django CRM has full support for translation of interface, formatting of dates, times and time zones.
This project is deployed as a regular django project.
Please refer to:
Compatibility
⭐️ Don't forget to star and fork the project if you like it.
We’re excited to have you contribute to Django-CRM!
Whether you're a developer, designer, or simply passionate about CRM systems, there are many ways you can help. You can contribute by adding new features, fixing bugs, improving documentation, or even providing feedback on the project.
Check out our Contributing Guide to learn how to get started. Every contribution, big or small, makes a difference