nar0kan / ingotcrm

IngotCRM is a CRM system. Built with Django, TailwindCSS, JS and Jquery.

IngotCRM

IngotCRM

CRM system to manage your Agents/Leads/Documents

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Table of Contents

1. About
2. How to deploy
3. Technologies
4. Screenshots
5. Sources

About The Project

IngotCRM is my project to manage Leads, Agents, and Documents and explore even more. It has CRUD+L principle, Authentication, Filter, and Pagination features connected via views, PayPal API, custom TailwindCSS design, Static Files Collection, and Media Files represented as Documents. Users can create their accounts (Organisations) and via these accounts add more (Agents). Each agent can be assigned to a Lead. Documents can be related to specific Leads and, besides, can have a secret mark.

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INSTALLATION

To deploy this project in localhost consider next:

1. You will need to have S3 bucket. If you are not having any - in your .env file set USE_S3 to FALSE.
2. You need to connect to your own PostgreSQL Database. Deploy it localy, or through the web. Otherwice change the Settings.py file.
3. You might wanna use different credentials for Paypal. Don't forget to change the veriables in .env file.
4. For Email variables you can use your own Gmail account, or just create a new one, as it is running with Gmail SMTP.
5. Before you run the server set READ_FROM_DOT_ENV_FILE default to True in Settings.py

STEPS

1. Clone the project

git clone https://github.com/Nar0kan/IngotCRM.git

or download the zip file...

2. Create your virtual environment and activate it

python -m venv venv
venv\Scripts\activate

3. Install dependencies from requirements.txt file

pip install -r requirements.txt

4. Create your own .env file in /ingotcrm directory and fill it up with your own data (example - .template.env)

5. Change settings.py file default to True and run server

python manage.py runserver

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Technologies

Languages & Frameworks

• Python
• HTML5
• CSS3
• Django
• PostgreSQL
• TaiwindCSS
• JQuery

Modules

• django-crispy-forms
• django-environ
• django-filter
• django-jquery
• django-paypal
• django-storages
• boto3
• psycopg2-binary
• whitenoise

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Roadmap

Landing page

Leads page

Lead details page

Agent details page

Documents page

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Sources

• Youtube guides
  • Idea
  • APIs
  • Other
• Documentation
• Filters
• Whitenoise
• Mails
• Generic views
• Stack Overflow

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