Deploy Now

Stars

651

Forks

411

Watchers

13

Developer links

Django-CRM

Small teams that have outgrown spreadsheets but balk at per-seat CRM pricing can run Django-CRM on their own server, with leads, deals, tasks, and email campaigns in one self-hosted system. Requests from website contact forms arrive automatically, email requests are imported from the company mailbox, and each gets a unique ticket and is matched against existing companies, contacts, and leads. When nothing matches, a new lead is created and later converted into a company and contact person. Deals carry products, payments, currencies, and price tiers, and the price list exports to Excel. Tasks can be individual or team-based with subtasks, memos can spawn tasks or projects, and participants chat and share files inside each one. Eight analytics reports cover the sales funnel, income forecasts, lead sources, conversions, and closing reasons. The built-in email client works over SMTP and IMAP, supports Gmail through OAuth 2.0, and links each message to its request, lead, or deal. Mass mailings are spread through the workday and can use additional mailboxes to protect managers' main accounts from spam filters. Web forms are protected by reCAPTCHA v3, IP geolocation fills in each requester's country and city, and VoIP callbacks and WhatsApp or Viber messages are supported. Object-level permissions control who can view, add, change, or delete each record, and the interface offers 22 languages. Running on a dedicated VPS on RepoCloud with guaranteed CPU, RAM, and SSD, full root SSH access, and a browser serial console. AGPL-3.0 licensed.

Django-CRM
Django-CRM
Django-CRM
Django-CRM

Benefits

  • Requests Become Tracked Tickets
  • Website form requests arrive automatically and email requests are imported, each receiving a unique ticket and automatic matching against existing companies, contacts, and leads, with a new lead created when nothing matches.
  • No Per-User Licensing Costs
  • Released under AGPL-3.0 with no per-user fees, so a team can add salespeople and operators on its own server while keeping all customer data in a database it controls.
  • Email Linked to CRM Records
  • A built-in client works over SMTP and IMAP, including Gmail through OAuth 2.0, synchronizes mail automatically, and stores each message in the database linked to its request, lead, or deal.
  • Sales, Tasks, and Analytics Together
  • Deals, team tasks with subtasks, projects, memos, and eight analytics reports share one database and one permission system instead of being split across separate tools.

Features

  • Request and Lead Intake
  • Contact-form requests arrive automatically, email requests are imported from the company mailbox, and each is ticketed and matched to Company, Contact Person, or Lead records, with optional IP geolocation.
  • Deals and Pricing
  • Deals track products, payments, currencies, discount types, and price tiers per department and product category, and the full price list exports to an Excel file.
  • Tasks, Memos, and Projects
  • Individual and team tasks with subtasks, projects, and memos that convert into tasks or projects, each with built-in chat, file sharing, subscribers, and email notifications.
  • Analytics Reports
  • Eight reports with tables and diagrams cover the sales funnel, sales, income forecasts, requests, lead sources, conversions, closing reasons, and deals, available to company managers, sales managers, and administrators.
  • Email and Mass Mailing
  • SMTP and IMAP mail accounts with Gmail OAuth 2.0, dynamic templates, signatures, contact segmentation, and newsletters paced through the workday across main and additional mailboxes.
  • Admin Interface Foundation
  • Built on Django 6.0+ and Python 3.12+ with SQLite for evaluation, PostgreSQL 14+ or MySQL 8.0.11+ supported, adaptive admin templates, object-level permissions, and 22 languages.

Apps Similar to Django-CRM