Repository files navigation

Free CRM is anopen-source Customer Relationship Management (CRM) software designed to help businessesmanage campaigns, leads, budgets, expenses, and sales teams efficiently.

With Free CRM, businesses can streamlineoperations and drive growth by providing the right tools forcollaboration and teamwork. Everyone works on thesame platform with asingle source of truth, eliminating scattered Excel files and outdated data silos.

Ideal forsolo entrepreneurs, small businesses, startups, and enterprises beginning theirdigital transformation journey.

Gain quick insights withwidgets and charts for:

• TotalCampaign Costs
• TotalTarget Leads in Revenue
• TotalBudget & Expenses
• TotalClosed Won Leads
• SalesFunnel 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)

• Auto-generatedCampaign Number
• SetStart & Finish Dates
• Target Revenue Amount
• Campaign Status (Draft, Confirmed, etc.)
• Sales Team Assignment
• Budget & Expense Breakdown in a single page

• Auto-generatedBudget Number
• Budget Date & Amount
• Related Campaign Lookup
• Status & Description

• Auto-generatedExpense Number
• Expense Date & Amount
• Related Campaign Lookup
• Status & Description

• Auto-generatedLead 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

• Storemultiple contacts per lead
• Record lead activities:Email, Phone Call, Meeting, Event, Social Media, Others

• ManageSales Teams & Members
• AssignLeads & Campaigns

• ManageSales Orders & Purchases with tracking & reporting

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

Free CRM is built using aMonolithic 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 adependency nightmare. This approach consolidates all dependencies in one place, ensuring compatibility and coherence across the entire system.

Additionally, it simplifiesdeployment, as all code resides in a single repository with a well-optimized pipeline, reducing complexity. Thecohesive 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 ascalable, maintainable, and enterprise-ready solution.

• 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.jswithout 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

Getting started iseasy! Thanks toMonolithic Clean Architecture, everything is structured and streamlined. Plus, even though this project uses amodern JavaScript framework like Vue.js, itdoes 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 inappsettings.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.

Deployment iseasy! Thanks toMonolithic 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 toMicrosoft's official IIS deployment documentation.

• URL:https://free-crm.csharpasp.net/
• ✅Username:admin@root.com
• ✅Password: 123456

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

• Syncfusion Community Edition - For advanced UI components.
• AdminLTE - Licensed under the MIT License.

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

This work is licensed under aCreative Commons Attribution 4.0 International License (CC BY 4.0).
To view a copy of this license, visithttp://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.

If you find this project useful, please consider supporting us by giving a star on GitHub! ⭐
Your support keeps us motivated and helps us continue developing and improving this project to deliver even greater value to the community.

Please help us grow by sharing it with your friends, family, and colleagues!
Every share helps us reach more people, grow the community, and continue improving this open-source project. ❤️

Thanks for stopping by and reading this far! This project is supported byINDOTALENT

🌐 Feel free to visit:https://store.indotalent.com