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Customer Relations Management for Freelancers and Individual Contractors.

License: GNU General Public License v3.0

QMake 1.76% C++ 91.12% C 0.10% Groovy 4.32% Shell 2.23% Batchfile 0.47%

customer-relationship-management crm sales qt5-gui qt5 cpp14

f-crm's Introduction

F-CRM

Customer Relations Management for Freelancers and Individual Contractors.

Screenshot from Debian Linux

Why?

I am a freelancer. I need professional relations with my clients. This require a system where all contact-information, documents, emails, calls, - everything - is easily available when I need it.

Backstory

I spent a full day trying to find a suitable solution. I looked for an open source, or at least affordable, desktop application. Nothing. Everything is cloud these days. It's just that - I don't want cloud. Cloud services are fragile. They may go tits up. They may get acquired and terminated. They may simply terminate your service for whatever or no reason. There is no cloud! It's just someone else's computer. I like dependable applications. They're faster to work with, have a richer set of UI controls, and they work whether Internet is available or not.

I did try odoo CRM and Sales modules, installing the backed on my own server. Odoo is very popular. It's an impressive project - but the CRM capabilities are too limited for my use.

So, I decided to code a good Desktop CRM application from scratch in one week. One week later, Friday 23'rd 2018, I downloaded the binary .deb package from my build server, installed it on my PC, and started to use it.

Features

The application is dead simple, with just the complexity and feature a high value Freelancer needs to do a brilliant job with sales and customer relations.

Contact management (companies or private persons).
Contact-person management at the companies.
Intents (pipelines) - some mini-projects with clear defined goals that you want to achieve. For example , sell something to, or get the attention from, a prospect.
Actions - Steps / tasks to perform to move an intent forward against completion. For example - send a follow-up mail at a specific date.
Document management documents and mails are linked to customers, persons, intents or actions.
Journal - a list of all the relevant things that has happened within the relation with a contact. This is updated automatically when you add or change information.
Data is stored locally in a sqlite database.
Integration with email clients so that we can send and look at sent/received emails directly from f-crm. Currently Thunderbird is tested.

Supported platforms

Linux AppImage (built from Ubuntu Trusty LTS)
Debian Stretch
Debian Testing
Ubuntu Xenial (LTS)
Ubuntu Bionic (LTS)
macOS
Windows (Windows Vista and up, 64 bit builds)

Prebuilt binaries

When I release new versions, I provide binaries for the following platforms:

Linux (AppImage)
macOS (.dmg file)
Windows (.msi file for Windows Installer)

How to build

I use QT Creator for this project. There are scripts for building and packaging it from the command-line.

There is also a Jenkinsfile and docker-files to build it on all platforms from Jenkins.

Current status

Under active development. I am using it myself, and will fix bugs and add nice features as other users suggest them or I discover them myself.

f-crm's People

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harry-chin probonopd blackpantheros mazbrili tberthelot-repositories ahmedbidani refaqtor

f-crm's Issues

relative paths for documents

I noticed that documents path (as the database) are stored as absolute paths but relative paths (or a way to setup a basedir for documents) would make my life easier as I'm planning to use f-crm between 2 computers.

LDAP Integration

I don't know how many people would need this, but for bigger corporations an integration with LDAP would be great. What I mean by this is allowing to use LDAP as a userdatabase instead of sqlite

F-CRM run on Haiku (OS)

Hello

Sorry .. but i'm just let you know that your application (f-crm) can run on HAIKU .. and it can be access via HaikuDepot
so maybe you will update your readme page to inform reader.
thanks for your application..
screenshot :

Add 'Contract' as document type

Add 'title' to person record

dashboard labels and columns

Dashboard labels aren't really clear (too many "names" :)
Maybe a way to hide/show some columns? I'm using for tasks/projects/meetings and probbly won't need so many visible columns

Contacts filter and organization

A few ideas for the contacts:

To the Contacts list, I can add a Company or a Contact (person). But between candidates, customers, watching, etc I end up with a list that could use some more filtering. It would be useful to filter by type (company OR Contact (person)) and/or by status (candidates, customers, watching, etc)
Naming "the persons" more clearly : Contact (person) could be Person (so I could add a Company or a Person); And Add person (to a company) could be Employee or Collaborator
The contacts list filter only searches the name of Company or a Contact (person). Maybe also include the persons (to a company) in the search? It's not a big deal but if I'm looking for Liliana mail (she is the contact person of a company) I have to seach for the company name first, then click on the name of the company to be able to view Liliana mail.
Or maybe drop the two persons: persons (to a company) Contact (person). Only one type of Person would be simpler (the human type ;) and then on the company name section (where now you add a persons (to a company), you would be able to select a Person from the list. Some persons would be alone/single, others would be part of a company. All would be searchable from the main list.

edit an intent changes all the related actions to "cancelled" state

If I edit an intent to change the text of the abstract or the notes, all the related actions go to "cancelled" state. Doesn't seem like this is the correct behaviour.

Spanish translation

Hello! I can help doing the Spanish translation, but... Is there any file in which perform it? or any method you can show me?
Thanks for this amazing piece of software.
Marto

feature request: import/export csv for contacts

Just a feature request :) Could use a import/export csv for contacts
want to migrate :)

suggestions and spread the word

I'm using f-crm and I can't thank you enough, this is exactly what I need!
Do you mind if I spread the word and keep making suggestions?

feature requests?

was looking for a very simple, non-cloud based crm and found f-crm at appimagehub.com.
just started using and thought of 2 features right away.

optional dark mode, and/or themes
optional encryption
thank you for your time and energy in putting this out.
peace - cheers

Settings / Database / Select Directory dialog

The dialog is confusing, as it says "Save" while in fact it will open the selected database the next time the application is opened.

Let the user re-initialize the application if initialization fails at start-up

If the database is not valid, not found (examples: changed the database name; moved the binary to another computer with another home/username; etc) the software won't start.
My suggestion: if f-crm can't find valid database in the settings path, then create an empty database in the default location.
I noticed this because was experimenting with database location in a mega/dropbox storage account :)
that way I can work from desktop and laptop easily :)

again: ty for a great software, very useful! starting to use it to manage my freelance tuff :)

plans for an appimage build/release?

Any plans for an appimage release? :) I know it's probably too much to ask but I'm really curious about this and install qt creator on my laptop is not an option right now :(