Django CRM System

Welcome to the Django CRM System repository! This project is designed to provide a comprehensive Customer Relationship Management (CRM) system built with the Django framework. It helps manage projects, stages, tasks, finances, and more, offering a robust solution for businesses to streamline their operations.

Table of Contents

• Introduction
• Features
• Prerequisites
• Installation
• Configuration
• Usage
• Contributing
• License

Introduction

This Django CRM System is aimed at providing businesses with an efficient and easy-to-use tool for managing various aspects of their operations, including projects, stages, tasks, and finances. The system is built to be scalable and customizable to fit the specific needs of any organization.

Features

• Project Management: Create and manage projects with ease.
• Stage Tracking: Define and monitor different stages of a project.
• Task Management: Assign, track, and update tasks within projects.
• Financial Management: Keep track of project finances, including budgeting and expenditures.
• User Management: Manage users and their roles within the CRM system.
• Reporting: Generate detailed reports on projects, tasks, and finances.

Prerequisites

• Python 3.8+
• Django 3.2+
• PostgreSQL (or another preferred database)

Installation

1. Clone the repository:

   git clone https://github.com/Neural-Dynamics-Web/sample-project-crm
   cd sample-project-crm

2. Create and activate a virtual environment:

   python3 -m venv venv
   source venv/bin/activate  # On Windows use `venv\Scripts\activate`

3. Install the dependencies:

   pip install -r requirements.txt

4. Set up the database:

   Ensure PostgreSQL is installed and create a database for the project.

   createdb crm_db

5. Configure environment variables:

   Create a .env file in the project root and add the following:

   SECRET_KEY=your_secret_key
   DEBUG=True
   DATABASE_URL=postgres://username:password@localhost:5432/crm_db

6. Run migrations:

   python manage.py migrate

7. Create a superuser:

   python manage.py createsuperuser

8. Run the development server:

   python manage.py runserver

Configuration

Adjust the settings in settings.py as needed, especially for database configurations, static files, and any third-party services.

Usage

1. Access the admin panel:

   Open your browser and go to http://127.0.0.1:8000/admin/ to log in with your superuser credentials.

2. Create and manage projects:

   Use the admin panel to create new projects, define stages, assign tasks, and manage finances.

3. User roles and permissions:

   Set up different user roles and permissions to control access to various parts of the CRM system.

4. Generate reports:

   Utilize the reporting features to gain insights into project progress, task completion, and financial status.

Contributing

We welcome contributions to enhance the functionality of this CRM system. To contribute, please follow these steps:

1. Fork the repository.
2. Create a new branch (git checkout -b feature-branch).
3. Make your changes and commit them (git commit -m 'Add some feature').
4. Push to the branch (git push origin feature-branch).
5. Open a Pull Request.

License

This project is licensed under the MIT License. See the LICENSE file for more details.

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Thank you for using the Django CRM System! If you have any questions or need further assistance, feel free to open an issue or contact the maintainers.