OMNI CRM - Django Customer Relationship Management by Thecodegrammer

Description

Note: Free installation service available

About OMNI CRM – Django Customer Relationship Management

OMNI CRM is a comprehensive Customer Relationship Management (CRM) platform meticulously crafted using Django, catering specifically to the needs of agencies and businesses. This all-inclusive solution seamlessly melds a potent CRM system, affording a harmonized experience for both clientele and administrators.

Demo Website:

Experience the features of OMNI CRM by visiting our demo website:

Visit CRM dashboard: CRM Dashboard

Note: If you are logged in as Admin or Editor than please logout before login the User dashboard or open the User dashboard in browser or incognito.

Visit User dashboard: User Dashboard

Demo Credentials:

Admin===>

Username: admin

Password: 123456

User===>

Username: user

Password: 123456

Quick Start Guide:

To assist users who are new to Django and Python, we’ve included a Quick Start Guide in our documentation. This guide provides step-by-step instructions to get your CRM up and running, and explains how to make the most of all the features included in OMNI CRM.

Check online documentation here

Why Choose OMNI CRM?

OMNI CRM offers a unique combination of a powerful CRM system. With its user-friendly interface, robust features, and scalability, OMNI CRM empowers your agency to deliver exceptional client experiences while efficiently managing projects and tasks.

For more information or to purchase OMNI CRM, please contact our support.

Changelog

For Future Updates Follow Us @facebook

 Upcoming..
       - More AI tools
       - More advance ticket system
       - SaaS integration
       - More payment getaways
       - ETC...

 v1.6 (4 Jan, 2024)..
       -  eCommerce functionalities
       -  Autometic payment getaways
       -  Offline payment getaway
       -  AI Integration
       -  Advance invoicing
       -  Order reports
     -  Invoicing system
     -  Installation system
       -  Responsive issues

 v1.0 (12 Nov, 2023)
   - Initial Release

Key Features:

CRM Dashboard:
1. Data Overview/Home Page: Monitor Revenue, Expenses, Profit, Tickets, Invoices, and Payments
2. Client Management: Create, Delete, and Edit Client Data
3. Tickets: Manage Client-Submitted Tickets with Status Tracking
4. Project Management: Create, Delete, and Edit Projects for Clients
5. Service Management: Create, Delete, and Edit Services for Select in the Agreement Form.
6. Invoice Management: Create, Delete, Edit Invoices, Add Products, Discounts, Taxes, Other Fees and Send Invoices via Email
7. Item Management: Manage Items/products
8. Shop: Manage orders
9. Task Management: Create, Delete, and Edit Tasks for Monitoring
10. Payments Management: Add, Delete, and Update Payments for Invoices
11. Expense Management: Create, Delete, and Edit Company Expenses
12. Agreements: View agreement list and set terms & onditions and privacy policy page url from the agreement settings.
13. Reports: Get various reports based on times.
14. Users: Create, Delete, Update Users from here..
15. Custom Pages: Create, Delete, Update Custom Pages From Here.
16. AI Tools: Generate unique contents using OpenAI
17. Marketing Tools: Start Bulk Email and Sms Sending From Here.
18. System Settings: Modify and Customize System from here.
User Dashboard:
1. User Data Overview: Greetings, Total Projects, Invoices, Payments, Due Counts, and Tickets
2. Tickets: Users Can Create, View, and Reply to Their Tickets
3. Shop: Make purchase from shop using payment getaways
4. Projects: View Project Details, Progress, Payments, Invoices, Tickets, and Tasks
5. Invoice: View and Print Invoices
6. Payments: View Payments for Their Invoices
7. Agreements: View Agreement Status & Create New Agreement
8. Reports: Get reports based on time to analysis your spent and many more.
9. Profile: Edit Profile Details, Change Password
Security

SQL Injection Protection
CSRF Protection
Password hashing
Secure authentication
Cross-Site Scripting (XSS) Protection