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https://github.com/jgaa/f-crm

Customer Relations Management for Freelancers and Individual Contractors.
https://github.com/jgaa/f-crm

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

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Customer Relations Management for Freelancers and Individual Contractors.

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# F-CRM



**Customer Relations Management** for Freelancers and Individual Contractors.



![f-crm on Linux](doc/f-crm.png)


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](https://www.odoo.com/) 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](https://github.com/jgaa/f-crm/releases) 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](scripts) for building and packaging it from the command-line.



There is also a [Jenkinsfile](ci/jenkins/Jenkinsfile.groovy) and [docker-files](ci/jenkins/) 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.