About TCG CRM – Django CRM With Agency Website

TCG CRM is a comprehensive Customer Relationship Management (CRM) platform built with Django, designed specifically for agencies and businesses. It seamlessly integrates a powerful CRM system with an elegant agency website, providing a cohesive solution for both clients and administrators.

Important Notice

Please Note: Utilizing TCG CRM requires basic to intermediate knowledge of Python, particularly as it relates to Django. If you’re not familiar with these technologies, we recommend consulting the included Quick Start Guide or seeking assistance from a knowledgeable professional. This ensures a smooth implementation and operation of the CRM system.

Key Features:

• Front Website:
  1. Pages: Home, About, Services, Pricing, Projects, Blogs, Contact, Agreement Sign
  2. Content Sections: Slider, Teams, Services, Projects, Testimonials, Fun Facts, Clients, Blogs, Social Links
  3. User Interaction: Subscription and Contact Forms, Agreement Sign Form
  4. Customization: Dark/Light Mode, Cookie Accept Banner
  5. Footer: Multiple Columns of Data
  6. Admin Notifications: Automatic Email Notifications for Agreement Signups
  7. Dynamic Sitemap: Complete dynamic sitemap
• Admin Panel/Dashboard:
  1. Multiple Dashboards: Admin Dashboard for Website Management, CRM Dashboard for Client/Project/Invoice Management
  2. Content Management: Manage Website Pages, Blogs, and Blog Categories
  3. Projects/Portfolio: Manage Projects and Project Categories
  4. Services: Manage Services
  5. Frontend Elements: Manage Slider, Testimonials, Fun Facts, Team Members, Clients, and Pricing
  6. Form Data: View and Delete Contact Form Submissions, Approve Agreements, Manage Subscribers
  7. User Management: Create, Delete, and Edit User Data with Different Roles
  8. Marketing: Send Bulk Emails to Subscribers
  9. Settings: Configure Website Settings, Header/Footer, Menus, SEO Settings
  10. Individual Profiles and Roles: Three Roles - Admin, Editor, User
• CRM Dashboard:
  1. Data Overview: 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. Invoice Management: Create, Delete, Edit Invoices, Add Products, Discounts, and Send Invoices via Email
  6. Item Management: Manage Item Categories
  7. Task Management: Create, Delete, and Edit Tasks for Monitoring
  8. Payments Management: Add, Delete, and Update Payments for Invoices
  9. Expense Management: Create, Delete, and Edit Company Expenses
• 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. Projects: View Project Details, Progress, Payments, Invoices, Tickets, and Tasks
  4. Invoice: View and Print Invoices
  5. Payments: View Payments for Their Invoices
  6. Agreements: View Agreement Status
  7. Profile: Edit Profile Details, Change Password
• Security

1. SQL Injection Protection
2. CSRF Protection
3. Password hashing
4. Secure authentication
5. Cross-Site Scripting (XSS) Protection

Demo Website:

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

Visit demo website: Website

Visit admin dashboard: Admin Dashboard

Visit CRM dashboard: CRM Dashboard

Demo Credentials:

Admin===>

Username: admin

Password: 123456

User===>

Username: user

Password: User12@#

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 TCG CRM.

Check online documentation here

Why Choose TCG CRM?

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

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

Changelog

 v1.3 (Coming Soon)
    [Coming]   -  Advance agreement signing
    [Coming]   -  New marketing features
    [Coming]   -  New SEO features
    [Coming]   -  New UI
    [Coming]   -  Advance invoicing system
    [Coming]   -  Forget password
    so on...

 v1.2 (28 Aug, 2023)
    [Added]   -  .env file for configure the system
    [Added]   -  Agreement signing
    [Added]   -  Ajax subscribtion system
    [Added]   -  Email marketing system
    [Added]   -  One click invoice email
    [Added]   -  Auto email on New Signup, Agreement Sign & Approve
    [Added]   -  Email marketing ( Bulk email sending )
    [Added]   -  Dynamic sitemap
    [Updated] -  CRM Item/Product system
    [Updated] -  Complete new UI for the agency website
    [Updated] -  Improvements in CSS and JS
    [Fixed]   -  Critical responsive issue
    [Fixed]   -  Critical dashboard issue

 v1.1 (3 Aug, 2023)
    [Added]   -  User dashboard with various features
    [Added]   -  Client management system
    [Fixed]   -  some minor bugs for Dashboard
    [Fixed]   -  some minor bugs for responsive
    [Updated] -  Improvements in CSS and JS

 v1.0 (8 July, 2023)
   - Initial Release

Key Features:

1. Front Website:
   1. Pages: Home, About, Services, Pricing, Projects, Blogs, Contact, Agreement Sign
   2. Content Sections: Slider, Teams, Services, Projects, Testimonials, Fun Facts, Clients, Blogs, Social Links
   3. User Interaction: Subscription and Contact Forms, Agreement Sign Form
   4. Customization: Dark/Light Mode, Cookie Accept Banner
   5. Footer: Multiple Columns of Data
   6. Admin Notifications: Automatic Email Notifications for Agreement Signups
   7. Dynamic Sitemap: TCG CRM has dynamic sitemap.
2. Admin Panel/Dashboard:
   1. Multiple Dashboards: Admin Dashboard for Website Management, CRM Dashboard for Client/Project/Invoice Management
   2. Content Management: Manage Website Pages, Blogs, and Blog Categories
   3. Projects/Portfolio: Manage Projects and Project Categories
   4. Services: Manage Services
   5. Frontend Elements: Manage Slider, Testimonials, Fun Facts, Team Members, Clients, and Pricing
   6. Form Data: View and Delete Contact Form Submissions, Approve Agreements, Manage Subscribers
   7. User Management: Create, Delete, and Edit User Data with Different Roles
   8. Marketing: Send Bulk Emails to Subscribers
   9. Settings: Configure Website Settings, Header/Footer, Menus, SEO Settings
   10. Individual Profiles and Roles: Three Roles - Admin, Editor, User
3. CRM Dashboard:
   1. Data Overview: 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. Invoice Management: Create, Delete, Edit Invoices, Add Products, Discounts, and Send Invoices via Email
   6. Item Management: Manage Item Categories
   7. Task Management: Create, Delete, and Edit Tasks for Monitoring
   8. Payments Management: Add, Delete, and Update Payments for Invoices
   9. Expense Management: Create, Delete, and Edit Company Expenses
4. 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. Projects: View Project Details, Progress, Payments, Invoices, Tickets, and Tasks
   4. Invoice: View and Print Invoices
   5. Payments: View Payments for Their Invoices
   6. Agreements: View Agreement Status
   7. Profile: Edit Profile Details, Change Password
5. Security
   1. SQL Injection Protection
   2. CSRF Protection
   3. Password hashing
   4. Secure authentication
   5. Cross-Site Scripting (XSS) Protection

Requirements to Run TCG CRM:

• Python: The application requires Python (version 3.6 or higher) to be installed on the system.
• Django Framework: Install Django (version 3.2 or higher) using pip or any package manager.
• Database: Choose and install a supported database system such as PostgreSQL, MySQL, or SQLite.
• Dependencies: Install other required dependencies specified in the project's requirements.txt file.
• Virtual Environment: It is recommended to set up a virtual environment to isolate the application's dependencies.
• Web Server: To serve the application in production, you'll need a web server like Apache or Nginx.
• Git (optional): If the project is hosted on a version control repository, you may need Git for cloning the project.

Instructions for Running TCG CRM:

1. Ensure Python (version 3.6 or higher) is installed on your system.
2. Install Django (version 3.2 or higher) using pip or any package manager.
3. Choose and install a supported database system (PostgreSQL, MySQL, or SQLite).
4. Clone the TCG CRM project from the repository (optional if not already downloaded).
5. Create a virtual environment to isolate the application's dependencies.
6. Activate the virtual environment.
7. Install project dependencies using requirements.txt file.
8. Migrate the database to set up the required tables.
9. Create a superuser account for admin access (python manage.py createsuperuser).
10. Run the development server (python manage.py runserver).
11. Access the application at http://localhost:8000/ in your web browser.
12. Log in to the admin dashboard with the superuser account.
13. Start managing clients, projects, and tasks with TCG CRM!