Django-CRM

(Customer Relationship Management app)

Django-CRM is a project designed with two primary goals:

For users: Deliver enterprise-level open-source CRM software with a comprehensive suite of business solutions.
For developers: Simplify the processes of development, customization, and production server support.

No need to learn a proprietary framework — everything is built using the popular Django framework.
CRM also takes full advantage of the Django Admin site, with documentation all contained on a single web page!

Customer relationship management features

☑️ Team tasks & projects	☑️ Lead management	☑️ Email marketing
☑️ Contact management	☑️ Deal management. Instant overview all active deals	☑️ Sales forecasting
☑️ Email sync & tracking	☑️ Marketing activities. Lead sources	☑️ Internal Chat Integration
☑️ Reminder System	☑️ Role based access control	☑️ Analytical reporting
☑️ Apps & integrations	☑️ Sales Performance Management	☑️ Mobile Access

For a more detailed software overview, click here.

Django CRM is an open-source client relationship software. This CRM is written in Python.
Frontend and backend are 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:

• significantly easier project customization and development
• simpler project deployment and production server support

The software package provides two websites:

• CRM site for all users
• site for administrators

The project is mature and stable, and has been successfully used in real applications for many years.

Main applications

The CRM software suite consists of the following main applications and their models:

• TASKS app:
  • Task (with related: files, chat, reminders, tags - see task features)
    • subtasks
  • Memo (office memo) - see memo features
    • tasks / project
  • Project (tasks collection):
    • tasks
  • Tags
  • ... (+ 3 more models)
• CRM app:
  • Requests (commercial inquiries)
  • Leads (potential customers)
  • Companies
  • Contact persons (associated with their companies)
  • Deals (like "Opportunities")
  • Emails (sync with user email accounts)
  • Products (goods and services)
  • Payments (received, guaranteed, high and low probability)
  • ... (+ 12 more models)
• ANALYTICS app: (detailed software overview here)
  • Income Summary report (see screenshot)
  • Sales funnel report
  • Lead source Summary report
  • ... (+ 5 more analytical reports)
• MASS MAIL app:
  • Email Accounts
  • Email Messages (newsletters)
  • Email Signatures (user signatures)
  • Mailing Outs

Supporting applications

The crm package also contains supporting applications such as:

• Chat app (chat is available in every instance of a task, project, office memo and deal)
• VoIP app (contact clients from deals)
• Help app (dynamic help pages depending on user role)
• Common app:
  • 🪪 User profiles
  • ⏰ Reminders (for tasks, projects, office memos and deals)

In total, at the moment, there are 79 tables in the database.

Additional functionality

• Web form integration:
  • CRM contact form has built-in reCAPTCHA v3 protection
  • Automatically detects the country and city of the user who filled out the form
• User's email account integration
• VoIP callback to smartphone
• Sending messages via messengers (like: Viber, WhatsApp, Skype)
• Work with Excel files to import/export of contact details

Email client

The python CRM system includes a built-in email client that operates using SMTP and IMAP protocols.
This enables Django-CRM to automatically store copies of all correspondence related to each request and deal within its database.
The functionality ensures that even if communications occur through the user's external email account (outside the CRM).
They are captured and organized within the system using a ticketing mechanism.

The CRM can integrate with email service providers (like gmail) that require mandatory two-step authentication (using the OAuth 2.0 protocol) for third-party applications.

User Assistance

• Each CRM page includes a link to a context-aware help page, with content dynamically tailored to the user's role for more relevant guidance.
• Tooltips are available throughout the interface, providing instant information when hovering over elements like icons, buttons, links, or table headers.
• A comprehensive user guide file is also included for in-depth reference and support.

Elevate Your Team's Productivity with Collaborative CRM Solutions

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, reminders, 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.

Project localization

Django CRM has full support for translation of interface, formatting of dates, times and time zones.

Getting started

If you like Django-CRM, please ⭐️ star and fork the project!

Django-CRM can be easily deployed as a regular Django project.

📚 Please refer to:

• Installation and Configuration Guide
• User Guide

Compatibility

• Django 5.1.x
• Python 3.10+
• MySQL 8.0.11+
• PostgreSQL 12+

Contributing

Contributions are welcome! There is a room for improvements and new features.
Check out our Contributing Guide to learn how to get started. Every contribution, big or small, makes a difference

Credits

• Google material icons.
• NicEdit - WYSIWYG Content Editor.