Django-CRM
Productivity & WikisA free, open‑source Python CRM built on Django that combines lead/contact management, task/project tracking, email marketing, and analytics in one self‑hosted platform.
Features
- Unified customer relationship management (leads, deals, contacts) with role‑based access
- Integrated task and project management including chat, reminders, and file attachments
- Comprehensive email marketing capabilities: campaigns, dynamic templates, SMTP/IMAP support
Recent releases
View all 7 releases →
v2.3.1
Bug fix
Fixed recipient options retrieval in user profile chat.
Full changelog
Fixed
- Fixed getting recipient options in user profile chat
- Fixed translation key for 'Date' in view_snapshots.html
Improved
- Enhanced TaskAdmin: update field ordering and add custom form for task widget
Changed
- Refactor owner lookups to use User model directly instead of USER_MODEL in outputstatadmin.py
Full Changelog: v2.3.0...v2.3.1
v2.3.0
Bug fix
Notable features
- Added user avatars to owner, responsible, and memo recipient filters
- Refactored list methods to include username thumbnails
- Added validation for product specification in RequestForm
Full changelog
Added
- Added user avatars to the lookups in:
- owner filters
- responsible filters
- memo recipient filter ("to")
- Added filter by owner for payments to use user avatars
- Refactor responsible and subscribers list methods to add thumbnails to usernames
- Refactor person method to add thumbnails to usernames for owner and co-owner
- Added validation for product specification in RequestForm
- Created ByDepartmentFilter for UserProfileAdmin
- Added pillow library to requirements
- New ua translations
Improved
- Improved request counter logic for users who combine the Sales Manager role with other roles
Fixed
- Fixed owner filter logic in memos for users with the "Chief" role.
- Fix permission check for file uploads in memos before review
- Fix product specification warning in RequestAdmin
Full Changelog: v2.2.0...v2.3.0
v2.2.0
New feature
Notable features
- Profile page now supports avatar upload with automatic resizing and a circular mask
- CRM interface language can be changed from the user profile
Full changelog
Added
- Add the following feature to the user's profile page:
- to upload an avatar with automatic resizing and a circular mask
- to change CRM interface language
Improved
- Enhance ProductAdmin: Add handling and improve list display with clickable category and type links.
- Improve the filtering logic of the Deal model by closing reason or stage.
Changed
- Refactor TYPE_CHOICES in Product model from tuple to dictionary
Full Changelog: v2.1.0...v2.2.0
v2.1.0
New feature
Notable features
- File attachment support for TransactionQualityEventInline and view/download on Deals page
- Help‑page URLs added to Email list page and Email Account list page
- New uk (Ukrainian) translations
Full changelog
Added
- Ability to add files to TransactionQualityEventInline
- The ability to view and download files attached to TransactionQualityEvent on Deals page by @HaimLee-4869 in #404
- URL of help page for Email in CRM list page
- URL of help page for Email Account list page
- TransactionQualityEvent class for better handling of transaction quality events and related files
- New uk translations
Improved
- TransactionQualityEventI objects
- Refactor stqs method in DealAdmin to simplify total calculation and URL generation
- Refactor EmailAccountAdmin field titles and enhance main_account display method
- Refactor MonthlySnapshotSaving logic and imports
Full Changelog: v2.0.1...v2.1.0
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