The EcoSphere CRM application will offer an intuitive platform for seamless customer relationship management for small to medium size companys. With focus on security and usability of the App in daily business.
It will grow to include more advanced features, functionalities and Opportunity related sustainability in future versions to build a robust CRM system.
This will take some time to build but i am sure it will be worth it in the end.
Please see the /docs for more information and getting started on the project.
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Login: Enables registered users to securely access their accounts with their email and password.
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Dashbaord: Quick access to key customer information, including recent activity, leads, opportunities, and contacts.
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Backend: Admin Backend with User / Group / Auth Management
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Company: Manage Employees, Departments, Teams, Positions, Company
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Localisation: Working translation with language switcher, currently only EN & DE are supported, see /docs
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Secure Sign-off: Facilitates a safe sign-off process to guard user privacy and deter unauthorized access.
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User Profile: Basic Implementation, Profile Picture Upload, User Details Edit
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Business Partners (BP): Basic Implementation, related to Users
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Opportunitys: Basic Implementation, related to BP and Users
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Leads: Basic Implementation, related to BP and Users
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Contacts: Basic Implementation, related to BP and Users
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Tasks and Activities: Basic Implementation, related to Users and Opportunities
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Search: Search for most Models, including Users, Opportunities, Leads, Contacts, and Activities.
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Sample Data Import: Import for the apps via seeds view docs/
to be added soon
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Python: The primary programming language used in this project. Python is renowned for its simplicity and readability, making it a popular choice for web development.
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Django Framework and API: The backbone of the CRM app, chosen for its strength and scalability in customer data management.
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Django User Management: Utilizes Django’s native user management to afford a secure environment for user activities.
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MYSQL Storage: Employs an MYSQL database for efficient handling and access to customer data. For development a SQLite DB is used.
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Frontend Design: Crafted with HTML and CSS for a visually engaging and user-friendly interface, paired with ajax and htmlx.
Future updates will focus on enhancing the user interface for a more engaging and efficient experience. Anticipated upgrades include:
- Adding a password reset feature for user convenience.
- Incorporating email notifications for real-time alerts and communications.
- Make the registration page optional for the Admin, allow or deny new Registrations.
- Technological advancements like AJAX for seamless data retrieval and updates.
- Review technology stack and make changes if needed.
- Review the database structure and make changes if needed.
- Review the code and make changes if needed.
- Installation: Please see the /docs for installation instructions.
- Tipps and Tricks: Please see the /docs for tipps and tricks.