Cercle is the ultimate CRM+Project Manager for your organization - Phoenix & Vuejs
Cercle is a CRM for smart people who need to manage a database of contacts and get things done.
Easy to keep track of your sales, partnerships, support tickets, onboarding clients.
Try Cercle Today. Click here: http://www.cercle.co/register
Create Boards
You can create People Board or Project Board.
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With People Board, you can track your deals, your clients, your marketing automation.
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With Project Board, you can track your tasks, your projects.
Connect with Zapier
You can use Zapier to do Marketing Automation. Move a People Card into a new column, then it triggers an email sequence for example.
Why Cercle?
- visual like Trello
- simple to manage your contacts
- simple to manage your projects
- realtime
- API ready
- open source
Features
- Board for projects
- Board for contacts
- Each Card can be linked to several contacts
- Card Contact Tags
- Card Contact Organization
- Card Attachements
- Card Tasks (with optional due date)
- Card Comments
- Card Email Notification Reminder
- Import CSV
- Export CSV
- Board Timeline on a sidebar
- Board Archive/Unarchive
- Multi company
- API Ready
- Integration with Zapier
Changelog
V1.3 - December 2017
- Update version of Vuejs
- Remove Jquery dependency
- Add Pagination to Contact page
- Minor Bug Fixes
V1.2.2 - October 2017
- Email API for Contact
- People Board & Project Board
- Company Association
- Minor Bug Fixes
- Improvement of the test suite
V1.2 - September 2017
- Multi Company (User can switch between several companies)
- URL are now clickable in description
- Minor Bug Fixes
- Improvement of the test suite
V1.1 - August 2017
- UX improvements so we can use Card without contacts
- Notification system for task due date & Card due date
V1.0 - June 2017
- Oauth Integration with Zapier
- Add Full name option during CSV Import
To use Cercle CRM API
- make sure to include into your header: authorization Bearer TOKEN_FOUND_IN_YOUR_SETTINGS
- you can get the list of boards, contacts by using the API like
- /api/v2/company/:id_of_your_company/board
- /api/v2/company/:id_of_your_company/contact
- you can create or edit board, card also.
More Documentation about API is coming soon.
To install Cercle on Local
You need to setup a postgresql DB version 9.5
- Rename the file dev.secret_example.exs to dev.secret.exs
- Fill out the parameters of dev.secret.exs
- mix ecto.create (Create the DB)
- mix ecto.migrate (Run the migration)
- mix phoenix.server (You're good to go!)
To Install Cercle into heroku
- mix phoenix.gen.secret
- heroku config:set SECRET_KEY_BASE="your_key_here"
- heroku config:set POOL_SIZE=18
- add others parameters from dev.secret into Heroku config:set
- You're good to go!
Using Docker For Development
- Given you already have docker and docker-compose installed on your machine, Simply run these following commands:
# Build all and pull images and containers
docker-compose build
# Build application dependencies.
# This will set permission to allow our build script to run.
chmod +x build
./build
# Build the Docker image and start the `web` container, daemonized
docker-compose up -d web
Contribution
Feel free to send your PR with proposals, improvements or corrections!
License
Copyright © 2016-2017 AK Cercle Inc.
Licence LGPL v3.