# 🚀 Free CRM - Open Source CRM Software  

![Free CRM](https://cdn.shopify.com/s/files/1/0097/8422/9945/files/free-crm-software.jpg?v=1739972475)  

## 📌 About Free CRM  

Free CRM is an **open-source Customer Relationship Management (CRM) software** designed to help businesses **manage campaigns, leads, budgets, expenses, and sales teams** efficiently.  

With Free CRM, businesses can streamline **operations and drive growth** by providing the right tools for **collaboration and teamwork**. Everyone works on the **same platform** with a **single source of truth**, eliminating scattered Excel files and outdated data silos.  

Ideal for **solo entrepreneurs, small businesses, startups, and enterprises** beginning their **digital transformation journey**.  


## 🎯 Key Features  

### 📊 **Dashboard Overview**  
Gain quick insights with **widgets and charts** for:  
- Total **Campaign Costs**  
- Total **Target Leads in Revenue**  
- Total **Budget & Expenses**  
- Total **Closed Won Leads**  
- Sales **Funnel Stages** (Prospecting → Qualification → Need Analysis → Proposal → Negotiation → Decision Making → Closed)  
- **Lead Closing by Sales Team** for performance tracking  
- **Campaign by Status** (Draft, Cancelled, Confirmed, On Progress, On Hold, Finished, Archived)  
- **Lead Activity Pyramid** (Email, Event, Other, Meeting, Social Media, Phone)  

### 🔥 **Pipeline Modules**  

#### 📢 **Campaign Management**  
- Auto-generated **Campaign Number**  
- Set **Start & Finish Dates**  
- **Target Revenue Amount**  
- **Campaign Status** (Draft, Confirmed, etc.)  
- **Sales Team Assignment**  
- **Budget & Expense Breakdown** in a single page  

#### 💰 **Budget Management**  
- Auto-generated **Budget Number**  
- **Budget Date & Amount**  
- **Related Campaign Lookup**  
- **Status & Description**  

#### 🏷️ **Expense Management**  
- Auto-generated **Expense Number**  
- **Expense Date & Amount**  
- **Related Campaign Lookup**  
- **Status & Description**  

#### 🎯 **Lead Management**  
- Auto-generated **Lead Number**  
- **Lead Description & Company Name**  
- **Address & Contact Info** (Phone, Fax, Email, Website)  
- **Social Media Integration** (WhatsApp, LinkedIn, Facebook, Instagram, Twitter)  
- **BANT Score** (Budget, Authority, Need, Timeline)  
- **Important Dates** (Prospecting Date, Estimated Closing Date, Actual Closing Date)  
- **Goals & Status** (Targeted Amount, Closed Amount, Pipeline Stage, Closing Status)  
- **Sales Team Assignment**  

#### 📇 **Lead Contact & Activity Management**  
- Store **multiple contacts per lead**  
- Record lead activities: **Email, Phone Call, Meeting, Event, Social Media, Others**  

### 🤝 **Sales Team & Representatives**  
- Manage **Sales Teams & Members**  
- Assign **Leads & Campaigns**  

### 🛒 **Sales Order & Purchase Order Modules**  
- Manage **Sales Orders & Purchases** with tracking & reporting  

🎯 **Challenge Yourself!**  
Experience the blazing speed and efficiency of **.NET 9**, the latest breakthrough in performance from Microsoft. Explore our **live online demo** today and see firsthand how Free CRM can revolutionize your customer relationship management operations.  


# Monolithic Clean Architecture  

Free CRM is built using a **Monolithic Clean Architecture** approach, ensuring a structured and simplified development process. By keeping all components within a single codebase, dependency management is streamlined, eliminating the risk of a **dependency nightmare**. This approach consolidates all dependencies in one place, ensuring compatibility and coherence across the entire system.  

Additionally, it simplifies **deployment**, as all code resides in a single repository with a well-optimized pipeline, reducing complexity. The **cohesive project structure** provides a clear and consistent source code pattern, making it easier for developers to understand and maintain the system. With the combination of Clean Architecture, CQRS, and MediatR, Free CRM delivers a **scalable, maintainable, and enterprise-ready solution**.

# Technical Features
- **ASP.NET Core 9.0 Headless API** (Back End)
  - Clean Architecture
  - CQRS with MediatR
  - Repository Pattern
  - Entity Framework Core (EF Core) for data access
  - AutoMapper for object mapping
  - FluentValidation for input validation
  - Serilog for logging
  - Support for file uploads and downloads (images/documents)
  - Secure authentication and authorization with ASP.NET Identity + JWT
- **ASP.NET Core Razor Pages with a Simple & Modern UI** (Front End)  
  - **Effortless** dynamic interactivity using Vue.js **without any build system**  
  - **Ready-to-use** industry-leading Syncfusion UI components (free community edition)  
  - **Lightweight and straightforward** API communication with Axios  
  - **Easy-to-customize** responsive UI powered by the AdminLTE template  



# Run The Project: Visual Studio  

Getting started is **easy**! Thanks to **Monolithic Clean Architecture**, everything is structured and streamlined. Plus, even though this project uses a **modern JavaScript framework like Vue.js**, it **does not require a build system**—just use Visual Studio to run and build effortlessly.  

1. Open the project using Visual Studio.  
2. Update the connection string in `appsettings.json` to match your SQL Server database.  
3. Clean and build the solution:  
   - Right-click the solution > Clean  
   - Right-click the solution > Build  
4. Run the project:  
   - Click the green "play" button in the Visual Studio toolbar.  

> **Note**: The database will be created automatically if it does not exist.  




# Run The Project: IIS Web Server  

Deployment is **easy**! Thanks to **Monolithic Clean Architecture**, both the front end and back end are in a single deployable unit, making the process straightforward.  

For deployment to IIS:  

1. **Publish the project**:  
   - Right-click the project > Publish.  
   - Choose a folder to output the files.  

2. **Deploy to IIS**:  
   - Copy the published files to your IIS directory.  
   - Configure IIS to point to the folder and ensure database connectivity.  

> For detailed instructions, refer to [Microsoft's official IIS deployment documentation](https://learn.microsoft.com/en-us/aspnet/core/tutorials/publish-to-iis).  



# Live Demo Link
- **URL**: [https://free-crm.csharpasp.net/](https://free-crm.csharpasp.net/)
- ✅ **Username**: admin@root.com  
- ✅ **Password**: 123456  



# Acknowledgments

This project uses the following open-source and community resources:

- [Syncfusion Community Edition](https://www.syncfusion.com/products/communitylicense) - For advanced UI components.  
- [AdminLTE](https://github.com/ColorlibHQ/AdminLTE) - Licensed under the MIT License.  

We thank these projects for their contributions to the developer community.


# License

This work is licensed under a [Creative Commons Attribution 4.0 International License (CC BY 4.0)](http://creativecommons.org/licenses/by/4.0/).  
To view a copy of this license, visit [http://creativecommons.org/licenses/by/4.0/](http://creativecommons.org/licenses/by/4.0/).

Users are required to retain the footer link in all instances of this software as part of the attribution requirement under CC BY 4.0.



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