181 lines
7.9 KiB
Markdown
181 lines
7.9 KiB
Markdown
# 🚀 Free CRM - Open Source CRM Software
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## 📌 About Free CRM
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Free CRM is an **open-source Customer Relationship Management (CRM) software** designed to help businesses **manage campaigns, leads, budgets, expenses, and sales teams** efficiently.
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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 Everyone works on the **same platform** with a **single source of truth**, eliminating scattered Excel files and outdated data silos.
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Ideal for **solo entrepreneurs, small businesses, startups, and enterprises** beginning their **digital transformation journey**.
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## 🎯 Key Features
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### 📊 **Dashboard Overview**
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Gain quick insights with **widgets and charts** for:
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- Total **Campaign Costs**
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- Total **Target Leads in Revenue**
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- Total **Budget & Expenses**
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- Total **Closed Won Leads**
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- Sales **Funnel Stages** (Prospecting → Qualification → Need Analysis → Proposal → Negotiation → Decision Making → Closed)
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- **Lead Closing by Sales Team** for performance tracking
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- **Campaign by Status** (Draft, Cancelled, Confirmed, On Progress, On Hold, Finished, Archived)
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- **Lead Activity Pyramid** (Email, Event, Other, Meeting, Social Media, Phone)
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### 🔥 **Pipeline Modules**
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#### 📢 **Campaign Management**
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- Auto-generated **Campaign Number**
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- Set **Start & Finish Dates**
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- **Target Revenue Amount**
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- **Campaign Status** (Draft, Confirmed, etc.)
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- **Sales Team Assignment**
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- **Budget & Expense Breakdown** in a single page
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#### 💰 **Budget Management**
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- Auto-generated **Budget Number**
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- **Budget Date & Amount**
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- **Related Campaign Lookup**
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- **Status & Description**
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#### 🏷️ **Expense Management**
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- Auto-generated **Expense Number**
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- **Expense Date & Amount**
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- **Related Campaign Lookup**
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- **Status & Description**
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#### 🎯 **Lead Management**
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- Auto-generated **Lead Number**
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- **Lead Description & Company Name**
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- **Address & Contact Info** (Phone, Fax, Email, Website)
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- **Social Media Integration** (WhatsApp, LinkedIn, Facebook, Instagram, Twitter)
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- **BANT Score** (Budget, Authority, Need, Timeline)
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- **Important Dates** (Prospecting Date, Estimated Closing Date, Actual Closing Date)
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- **Goals & Status** (Targeted Amount, Closed Amount, Pipeline Stage, Closing Status)
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- **Sales Team Assignment**
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#### 📇 **Lead Contact & Activity Management**
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- Store **multiple contacts per lead**
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- Record lead activities: **Email, Phone Call, Meeting, Event, Social Media, Others**
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### 🤝 **Sales Team & Representatives**
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- Manage **Sales Teams & Members**
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- Assign **Leads & Campaigns**
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### 🛒 **Sales Order & Purchase Order Modules**
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- Manage **Sales Orders & Purchases** with tracking & reporting
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🎯 **Challenge Yourself!**
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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.
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# Monolithic Clean Architecture
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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.
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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**.
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# Technical Features
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- **ASP.NET Core 9.0 Headless API** (Back End)
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- Clean Architecture
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- CQRS with MediatR
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- Repository Pattern
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- Entity Framework Core (EF Core) for data access
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- AutoMapper for object mapping
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- FluentValidation for input validation
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- Serilog for logging
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- Support for file uploads and downloads (images/documents)
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- Secure authentication and authorization with ASP.NET Identity + JWT
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- **ASP.NET Core Razor Pages with a Simple & Modern UI** (Front End)
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- **Effortless** dynamic interactivity using Vue.js **without any build system**
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- **Ready-to-use** industry-leading Syncfusion UI components (free community edition)
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- **Lightweight and straightforward** API communication with Axios
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- **Easy-to-customize** responsive UI powered by the AdminLTE template
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# Run The Project: Visual Studio
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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.
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1. Open the project using Visual Studio.
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2. Update the connection string in `appsettings.json` to match your SQL Server database.
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3. Clean and build the solution:
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- Right-click the solution > Clean
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- Right-click the solution > Build
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4. Run the project:
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- Click the green "play" button in the Visual Studio toolbar.
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> **Note**: The database will be created automatically if it does not exist.
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# Run The Project: IIS Web Server
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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.
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For deployment to IIS:
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1. **Publish the project**:
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- Right-click the project > Publish.
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- Choose a folder to output the files.
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2. **Deploy to IIS**:
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- Copy the published files to your IIS directory.
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- Configure IIS to point to the folder and ensure database connectivity.
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> For detailed instructions, refer to [Microsoft's official IIS deployment documentation](https://learn.microsoft.com/en-us/aspnet/core/tutorials/publish-to-iis).
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# Live Demo Link
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- **URL**: [https://free-crm.csharpasp.net/](https://free-crm.csharpasp.net/)
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- ✅ **Username**: admin@root.com
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- ✅ **Password**: 123456
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# Acknowledgments
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This project uses the following open-source and community resources:
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- [Syncfusion Community Edition](https://www.syncfusion.com/products/communitylicense) - For advanced UI components.
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- [AdminLTE](https://github.com/ColorlibHQ/AdminLTE) - Licensed under the MIT License.
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We thank these projects for their contributions to the developer community.
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# License
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This work is licensed under a [Creative Commons Attribution 4.0 International License (CC BY 4.0)](http://creativecommons.org/licenses/by/4.0/).
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To view a copy of this license, visit [http://creativecommons.org/licenses/by/4.0/](http://creativecommons.org/licenses/by/4.0/).
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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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# Starred
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If you find this project useful, please consider supporting us by giving a star on GitHub! ⭐
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Your support keeps us motivated and helps us continue developing and improving this project to deliver even greater value to the community.
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# 🌱 Help Us Grow!
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Please help us grow by sharing it with your friends, family, and colleagues!
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Every share helps us reach more people, grow the community, and continue improving this open-source project. ❤️
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# One Last Kiss ❤️
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Thanks for stopping by and reading this far! This project is supported by **INDOTALENT**
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🌐 Feel free to visit: [https://indotalent.com](https://indotalent.com)
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[](https://indotalent.com)
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