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Django-CRM

(Customer Relationship Management)

The use of CRM by companies allows them to improve the sales performance of their products and services. The more complex and time-consuming the sales process, the greater the improvement.
This CRM is designed for individual use by any company. Access to the company's business data remains solely under its control.

Django CRM is an open-source Django-based project. It is written in Python (python crm). Frontend is almost entirely based on the Django Templates.

Main applications

CRM the project consists of the following main applications:

  • products (services)
  • ads (advertisements campaigns)
  • leads (potential customers attracted by advertising)
  • customers (active customers that signed the contract)

Getting started

It is recommended to use web server and WSGI server (NGINX, UWSGI).
This project is deployed as a regular django project.

Compatibility

  • Django 5.0.x
  • Python 3.11+
  • PostgreSQL 16+

Project installation

To deploy the project, you will need: Python, and PostgreSQL database.

Clone the project

git clone https://github.com/DjangoCRM/django-crm.git

(the project will be cloned into the 'crm_system' folder)

Install the requirements

It is recommended to first create a virtual environment:

python3 -m venv ./myvenv

and activate it:

cd ./myvenv/bin
source activate
cd ../../django-crm

then install the project requirements:

pip install -r requirements.txt

Settings

Database

Specify details for connecting to a Postgres database.
In the file crm_system/settings.py specify fields

  • DB_TABLE_NAME
  • DB_USER
  • DB_PASSWORD

Django

Once you installed the project and database execute

python manage.py makemigrations
python manage.py migrate
python manage.py createsuperuser

now you have django super user which can get access to the admin page to specify users, groups and roles.

Launch CRM on the development server

Don’t use this server in anything resembling a production environment.
It’s intended only for use while developing.

python manage.py runserver

Contributing

All types of contributions are welcome.

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Custom CRM system based on Django framework

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