EeazyCRM contains the following modules (along with the completion progress report):
- Leads (99% complete)
- Accounts (90% complete)
- Contacts (99% complete)
- Deals (with Pipeline view) (90% complete)
- Activities (still building) (Not started as yet)
- Reports (with charts and graph) - (60% complete)
- Settings (50% complete)
- Roles Management (100% complete)
- User Management (100% complete)
- Profile Management (100% complete)
- Company Management (Not started)
- Configuration Management (Not started)
- Deal Stage
- Lead Stage
- Lead Source
- Activity Types
- Email Templates
- Application Settings (100% complete)
- Invoice (Not started)
- Dashboard (10% complete)
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.
- Python3
- Postgresql (ver 11+ or greater)
- pip3
- virtualenv
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
-
Create a virtual environment using the following commands .. code-block:: python
virtualenv -p python3 eeazycrm source eeazycrm/bin/activate
-
Add github repository using the following command
.. code-block:: python
cd eeazycrm git remote add origin https://github.com/jagjot2008/EeazyCRM git pull origin master
-
Now create the configuration file using the command .. code-block:: python
cp config_vars.example config_vars.py
Open the config_vars.py file and add the database connection parameters in the PRODUCTION DATABASE SETTINGS (Default).
You can also setup the development and testing settings if you wish to.
-
Install the dependencies .. code-block:: python
pip3 install -r requirements.txt
-
Create the following environment variables .. code-block:: python
EMAIL_USER = <your username> EMAIL_PASS = <your password>
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
-
Run the command .. code-block:: python
python3 run.py
This will run the installation wizard. Follow the instructions in the wizard and after finishing installation, stop the application and start again by running the command in step #6.
That's it folks. Your CRM is running.
For reporting bugs in the system, you can raise a github issue or even request a new feature.