Premium Home CRM is a robust customer relationship management application tailored for businesses dealing with high-end audio and appliance packages. The app helps manage sales pipelines, leads, and marketing campaigns. It streamlines workflows, improves customer satisfaction, and boosts sales efficiency.
- Frontend: HTML, CSS, JavaScript, Bootstrap, Chart.js
- Backend: Python, Django, PostgreSQL
- Client management (CRUD)
- Sales pipeline tracking
- Lead management system
- Marketing campaign management
- Responsive frontend templates
-
Demo username: testuser
-
Demo password: Password123
-
Use demo account for preset data in the database. Or you can create your own account and create your own data!
-
Please do not modify data in demo account!
- Clone the repository
git clone https://github.com/jensen-dong/premium-home-crm.git
- Set up virtual environment
cd premium-home-crm brew install pipenv pipenv shell - Set up PostgreSQL
- Create new PostgreSQL database
- Update DATABASES config in settings.py
- Run migrations
python manage.py migrate
- Create superuser
python manage.py createsuperuser
- Start dev server
python manage.py runserver
- Navigate to http://127.0.0.1:8000/ in your browser.
- Log in with your superuser account.
- Start managing clients, interactions, leads, pipelines, and marketing campaigns.
- Dashboard (MVP)
- Book of Business
- Leads
- Pipeline (MVP)
- Marketing Campaign
def sales_pipeline(request, client_id):
print("Request method:", request.method)
client = get_object_or_404(Client, id=client_id, owner=request.user)
pipeline, created = SalesPipeline.objects.get_or_create(client=client)
products = pipeline.products.all()
total_revenue = sum(product.normal_price for product in products)
form = SalesPipelineForm(instance=pipeline)
product_form = ProductForm()
order_form = OrderForm()
if request.method == 'POST':
print("Handling POST request")
if 'stage_form' in request.POST:
form = SalesPipelineForm(request.POST, instance=pipeline)
if form.is_valid():
form.save()
return redirect('sales_pipeline', client_id=client_id)
elif 'product_form' in request.POST:
print("Handling product form submission")
product_form = ProductForm(request.POST)
if product_form.is_valid():
product = product_form.save(commit=False)
product.pipeline = pipeline
product.save()
print("Product added successfully:", product.name)
return redirect('sales_pipeline', client_id=client_id)
else:
print("Product form is not valid. Errors:", product_form.errors)
elif 'order_form' in request.POST:
order_form = OrderForm(request.POST)
if order_form.is_valid():
order = order_form.save(commit=False)
order.pipeline = pipeline
order.total_price = total_revenue
order.save()
return redirect('sales_pipeline', client_id=client_id)
return render(request, 'crm/sales_pipeline.html', {
'client': client,
'form': form,
'product_form': product_form,
'order_form': order_form,
'pipeline': pipeline,
'products': products,
'total_revenue': total_revenue,
'orders': pipeline.orders.all(),
})# views.py
def dashboard(request):
pipelines = SalesPipeline.objects.filter(client__owner=request.user)
revenue_order_stage = sum(product.normal_price for pipeline in pipelines if pipeline.current_stage == 'order' for product in pipeline.products.all())
revenue_other_stages = sum(product.normal_price for pipeline in pipelines if pipeline.current_stage != 'order' for product in pipeline.products.all())
clients = Client.objects.filter(owner=request.user)
leads = Lead.objects.filter(client__owner=request.user).select_related('client', 'campaign')
context = {
'revenue_order_stage': revenue_order_stage,
'revenue_other_stages': revenue_other_stages,
'clients': clients,
'leads': leads,
}
return render(request, 'crm/dashboard.html', context)<script>
// eslint-disable-next-line no-undef
const revenueOrderStage = {{ revenue_order_stage|default:0 }};
const revenueOtherStages = {{ revenue_other_stages|default:0 }};
const ctx = document.getElementById('myChart').getContext('2d');
const myChart = new Chart(ctx, {
type: 'bar',
data: {
labels: ['Order Stage', 'Other Stages'],
datasets: [{
label: 'Total Revenue',
data: [revenueOrderStage, revenueOtherStages],
backgroundColor: ['rgba(54, 162, 235, 0.2)', 'rgba(255, 99, 132, 0.2)'],
borderColor: ['rgba(54, 162, 235, 1)', 'rgba(255, 99, 132, 1)'],
borderWidth: 1
}]
},
options: {
scales: {
y: {
beginAtZero: true
}
}
}
});
</script># views.py
def register(request):
if request.method == 'POST':
form = UserCreationForm(request.POST)
if form.is_valid():
user = form.save()
login(request, user)
return redirect('client_list')
else:
form = UserCreationForm()
return render(request, 'registration/register.html', {'form': form})
def login_view(request):
if request.method == 'POST':
form = AuthenticationForm(data=request.POST)
if form.is_valid():
user = form.get_user()
login(request, user)
return redirect('dashboard')
else:
form = AuthenticationForm()
return render(request, 'registration/login.html', {'form': form})
def logout_view(request):
logout(request)
return redirect('login')# urls.py
# Authentication
path('register/', views.register, name='register'),
path('login/', views.login_view, name='login'),
path('logout/', views.logout_view, name='logout'),