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Created custom application where users can store customer and prospect data, track customer interactions using Django framework Applied Bootstrap framework to create the website interface Applied PostgreSQL to save data about customers, agents and leads Deployed project on Heroku cloud platform

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Sofbog/My_test_CRM

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My Test CRM

Introduction

This project is a simple yet powerful Customer Relationship Management (CRM) system designed to help businesses manage their customer interactions, support, and relationships. It provides an intuitive interface for tracking customer information, communications, sales opportunities, and more.

Installation

To get started with this CRM system, you will need Python and pip installed on your machine. Follow these steps:

  1. Clone the repository:
git clone https://github.com/Sofbog/My_test_CRM.git
cd My_test_CRM
  1. Install the necessary Python packages:
pip install -r requirements.txt

Setup

After installation, perform initial setup and migrations to prepare the database:

python manage.py makemigrations
python manage.py migrate

Usage

To run the CRM application, use:

python manage.py runserver

Navigate to http://localhost:8000 in your web browser to access the CRM interface.

Features

  • Customer Management: Easily add, update, and remove customer information.
  • Interaction Tracking: Keep track of all customer interactions, including calls, emails, and meetings.
  • Sales Pipeline: Manage and track sales opportunities through different stages of the sales process.
  • Reporting: Access various reports to gain insights into customer behavior and sales performance.

Contributions

We welcome contributions to improve this CRM system. If you have suggestions or encounter issues, please open an issue or submit a pull request.

License

This project is open-sourced under the MIT License.

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Created custom application where users can store customer and prospect data, track customer interactions using Django framework Applied Bootstrap framework to create the website interface Applied PostgreSQL to save data about customers, agents and leads Deployed project on Heroku cloud platform

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