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A simple CRM to manage sales, inventory and customers. Dashboard for various analytics of the business financials and to spot trends in product sales and demands. Option to integrate with other services via the REST API.

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Jacob-Mowat/sales-crm

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Sales CRM

A simple CRM to manage sales, inventory and customers. Dashboard for various analytics of the business financials and to spot trends in product sales and demands. Option to integrate with other services via the REST API.

I also plan to utilize pytorch to offer some fancy prediction/trends analysis.

Stack

Frontend: TBC..

Backend: Python, FastAPI, Prisma and Postgres

TODO

Client:

Haven't planned this out yet.

Server:

  • Create schema for database.
  • Create endpoints to CRUD Customer
  • Create endpoint to get all Customers.
  • Create endpoints to CRUD CustomerContact
  • Create endpoints to CRD CustomerReferral

Setup

Server

  1. Install requirements, within the server/ folder run:

    pip install -r requirements.txt

  2. Modify the .env with your DATABASE_URL. An example is shown below:

    DATABASE_URL="postgresql://username:password@localhost:32768/postgres?schema=sales-crm"

  3. Push the schema to the db:

    prisma db push

  4. To start the server run:

    uvicorn main:fast_api --reload

Client

work in progress

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A simple CRM to manage sales, inventory and customers. Dashboard for various analytics of the business financials and to spot trends in product sales and demands. Option to integrate with other services via the REST API.

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