Python open source crm

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Open source enterprise Customer Relationship Management, system based on the Django framework and backed by the CRM HUB Association.

lapitskiy/CRM3

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README.md

Customer relationship management system based on the Django platform. Open source.

• out of the box empty crm with the ability to add new plugins from the repository, a system of users and roles
• the system is developed only for a modular system from applications that are installed from their repository and interact with each other
• the whole crm infrastructure is designed only for a modular system and the ability of each plugin to have data associated with any other plugin. which simplifies the development and the ability to create your own solutions or integrate ready-made from the repository

django python -m pip install djangorestframework mysqlclient

Система управления взаимоотношениями с клиентами основанная на платформе Django. Открытый исходный код.

• из коробки пустая crm c возможностью добавлять новые плагины из репозитория , система пользователей и ролей
• система разрабатывается только под модульную систему из приложений, которые устанавливаются их репозитория и взаимодействуют между собой
• вся инфраструктруа crm рассчитана только на модульную систему и возможность каждого плагина иметь связанные данные с любым другим плагином. что упрощает разработку и возможность создание своих решений или интеграция готовых из репозитория

Плагин это обычное startapp с файлом конфигурации читать documentation.md

• единая база данных, подгрузка конкретных версий приложений и роли пользователей
• плагин создания печатных данных
• mixin для взаимодействия приложений utils.py [DONE]
• написан плагин создания заказов [DONE]
• написан плагин бухгалтерия [DONE]
• написан плагин клиенты [DONE]
• создан репозиторий [DONE]

About

Open source enterprise Customer Relationship Management, system based on the Django framework and backed by the CRM HUB Association.

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Open Source CRM based on Django

License

MicroPyramid/Django-CRM

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README.md

Django CRM is opensource CRM developed on django framework. It has all the basic features of CRM to start with. We welcome code contributions and feature requests via github.

This is divided into three parts

Runcode is online developer workspace. It is cloud based simple, secure and ready to code workspaces, assuring high performance & fully configurable coding environment. With runcode you can run django-crm(API) with one-click.

• Open below link to create django-crm workspace on RunCode. It will cretae django-crm API
• After running API, Go to Frontend UI React CRM project to cretae new workpsace with runcode.

Please Click Here for latest documentation.

This project contains the following modules:

• Contacts
• Companies
• Leads
• Accounts
• Invoices (todo)
• Cases (todo)
• Opportunity (todo)

We recommend ubuntu 20.04. These instructions are verified for ubuntu 20.04.

To install system requirments

sudo apt update && sudo apt upgrade -y sudo apt install python-is-python3 xvfb libfontconfig wkhtmltopdf python3-dev python3-pip build-essential libssl-dev libffi-dev python3-venv redis-server redis-tools virtualenv -y 

Optional (based on personal choice)

sudo apt update && sudo apt upgrade -y && sudo apt install zsh python3-virtualenv sh -c "$(wget -O- https://raw.githubusercontent.com/ohmyzsh/ohmyzsh/master/tools/install.sh)" pip install virtualenvwrapper echo "source /home/ubuntu/.local/bin/virtualenvwrapper.sh" >> ~/.zshrc 

If you want to install postgres, follow https://www.postgresql.org/download/

To modify postgresql root password

sudo -u postgres psql ALTER USER postgres WITH PASSWORD 'root'; 

Create and activate a virtual environment.

if you installed and configured virtualenv wrapper then use the following

virtualenv venv source venv/bin/activate 

Install the project’s dependency after activating env

pip install -r requirements.txt 

• Then refer to env.md for environment variables and keep those in the .env file in the current folder as your project is in.

in order to use docker, please run the next commands after cloning repo:

docker build -t djcrm:1 -f docker/Dockerfile . docker-compose -f docker/docker-compose.yml up 

Note: you must have docker/docker-compose installed on your host.

python manage.py migrate python manage.py runserver 

• Then open http://localhost:8000/swagger/ in your borwser to explore API.
• After running API, Go to Frontend UI React CRM project to configure Fronted UI to interact with API.

Start celery worker in another terminal window

celery -A crm worker —loglevel=INFO

Useful tools and packages

pipdeptree # to see pip dependancy tree black # to format code to meet python coding standards pip-check -H # to see upgradable packages isort # to sort imports in python 

Get help or stay up to date.

• Issues
• Follow @micropyramid on Twitter
• Ask questions on Stack Overflow
• Chat with community Gitter
• For customisations, email to django-crm@micropyramid.com

This project exists thanks to all the people who contribute!

Feature requests and bug reports

We welcome your feedback and support, raise github issue if you want to report a bug or request new feature. we are glad to help.

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Open Source CRM based on Python’s Flask framework

jagjot2008/EeazyCRM

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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

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

      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.

      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 

       virtualenv -p python3 eeazycrm source eeazycrm/bin/activate 

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

       cp config_vars.example config_vars.py 

      pip3 install -r requirements.txt 

      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 

      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.

      About

      Open Source CRM based on Python’s Flask framework

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      django-crm 0.9.0

      Django CRM is opensource CRM developed on django framework. It has all the basic features of CRM to start with. We welcome code contributions and feature requests via github.

      This project contains the following modules:

      ## Try for free here

      Installation

      We recommend ubuntu 18.04 or ubuntu 20.04. These instructions are verified for ubuntu 20.04.

      #### System Requirements

      sudo apt install postgresql xvfb libfontconfig wkhtmltopdf git libpq-dev python3-dev python3-pip gem ruby ruby-dev build-essential libssl-dev libffi-dev python3-venv redis-server redis-tools virtualenv -y sudo gem install sass sudo apt-get install postfix

      postfix package installation process

      • After running sudo apt-get install postfix in terminal, select Internet as a configuration from the pop-up and click ok. Next it will ask to enter the System mail name which will be the used as a From Email Address during sending the mail.

      #### Install dependencies

      virtualenv venv source venv/bin/activate

      pip install -r requirements.txt

      env variables

      • Then refer to env.md for environment variables and keep those in the .env file in the current folder as your project is in.
      • Add 127.0.0.1 test.localhost to your hosts file /etc/hosts . Then you can use test as company name to register and login.

      next steps

      python manage.py migrate python manage.py runserver

      Then open http://localhost:8000 in your borwser and create a new account with test as company name. We mapped test.localhost to 127.0.0.1 . So, it should work properly.

      To edit content

      python manage.py create_blog_user 'username'

      The above command will add the user as blog admin to edit content at /blog/admin/

      Useful tools and packages

      pipdeptree # to see pip dependancy tree black # to format code to meet python coding standards pip-check -H # to see upgradable packages

      Community

      Get help or stay up to date.

      • Issues
      • Follow [@micropyramid](https://twitter.com/micropyramid) on Twitter
      • Ask questions on Stack Overflow
      • Chat with community Gitter
      • For customisations, email to django-crm @ micropyramid . com

      Credits

      Contributors

      This project exists thanks to all the people who contribute!

      

      Feature requests and bug reports

      We welcome your feedback and support, raise github issue if you want to report a bug or request new feature. we are glad to help.

      Источник