Grezha is a CRM specialized for service-based organizations.
With Grezha, you can:
- Easily find and record client information.
- Record communication with your clients using Connections, which represent a phone call, an in person meeting, an email, or text. See a timeline of the connections you've made with each client.
- See your impact through a dashboard report showing the number of the connections your organization is making with clients.
- Work offline. Grezha uses HTML5 to save the entire application in your browser. Data added offline will be automatically synced with the server when reconnected.
Grezha is currently a work in progress, and our development is directed by our users. So if you think Grezha would be helpful to your organization, let me know! Send me an email at shane@grezha.org
Grezha is built using Ruby on Rails, Ember.js, and PostgreSQL. You can setup the project by installing PostgreSQL, RVM, and following the standard rails setup process.
- Clone the project.
git clone git@github.com:shanear/grezha.git
- Install rvm & use it to install the ruby version specified in Gemfile.
rvm install ruby-1.9.3-p545
- Install bundled gems
bundle install
First install PostgreSQL. You can install it easily via homebrew:
brew install postgresql
NOTE: There may be more to setting up postgres... You'll need to look elsewhere on the internet for guidance here.
Once PostgreSQL is setup, you should open a database session with the admin user and create the application user, grezha:
CREATE USER grezha CREATEDB;Then you can create the databases, load the tables, and load some seed data by running the commands:
rake db:create
rake db:schema:load
rake db:seed
If you're interested in helping or think Grezha would be helpful to your organization, let me know! Send me a shoutout at shane@grezha.org