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scippycrm

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scippyCRM is a B2B Customer Relationship Management application built with Flask.

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# scippycrm
scippyCRM is a B2B Customer Relationship Management application built with Flask. I will add more and more functionality to it. Contributions from others are welcome as well.

# Technology stack
- Python 3
- Flask
- MongoDB

# Installation
To run this locally you must have MongoDB and Python3.6 (I've used the Anaconda distribution myself), and git, obviously, installed, and if you have, you can clone the repository via:

```
$ git clone https://github.com/realScipio/scippycrm.git
```

If you prefer to use a `venv`, proceed with

```
$ cd scippycrm
$ python3 -m venv venv
$ source venv/bin/activate
```

Then (inside your `venv`) install the Python packages using:

```
pip install -r requirements.txt
```

Running the application (at this stage preferably in dev mode), like so:
```
export FLASK_APP=main.py
export FLASK_ENV=development
flask run
```

Then open up your browser, head over to **http://localhost:5000/** _et voila!_ (Login with `admin:admin`).

# Features
### v0.0.2:
- login via `user['username']:user['password']` if users.count() > 0
- display an overview of current "Users"
- add a new "User"
- update/change "User" fields
- Blueprint- & Application Factory enabled architecture

### v0.0.1:
- login via `admin:admin`
- logout
- display an overview of current "Organisations"
- add a new "Organisation"
- update/change "Organisation" fields

# Roadmap
Some of the planned roadmap milestones include:
- ~~architecture-wise, I will modularize the (future) application components with Flask Blueprints;~~
- ~~add functionality for multiple System Users~~
- add functionality for "Employees / Contactpersons", that work for a given "Organisation"
- add functionality for "Contact history" for a given "Organisation" & "Employee"
- add functionality for "Task management" (what to do when for who), integrated with "Contact history"
- add a generic Overview Pager, to "visually step through / browse" large chunks of Overview data
- add Read/Write View functionality for Form Blocks
- add custom-built Responsive Design View @media queries, for system users using the application via mobile / on the road
- add pre-defined Data Filters
- add support for Overview Field Ordering (asc / desc)
- add various Data Import / Export functionality via the GUI (DB dumps, CSV exports, etc.)
- add "Sales Opportunity Tracker"
- add "Document Generator", e.g. to semi-automatically compose Sales Offers and Mailings & export via PDF
- add Visual Graphs to the "Dashboard"
- add "Visual Field Generator", to add and manage Data Components via the GUI instead of programmatically
- etc.!

scippycrm

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