TCG CRM – Django CRM With Agency Website

Descrição

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 and also your server need python application support in order to install it in live server.

Key Features:

• Front Website:
  1. Pages: Home, About, Services, Pricing,
     Projects, Blogs, Contact, Agreement Sign, Sign In, Sign Up, Forget Password
  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 & SMS
  9. Settings: Configure Website Settings,
     Header/Footer, Menus, SEO Settings, Payment Getaways, OpenAI 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/product Management: Manage Items/products
  7. Shop: View orders of clients
  8. Task Management: Create, Delete, and Edit
     Tasks for Monitoring
  9. Payments Management: Add, Delete, and Update
     Payments for Invoices
  10. Expense Management: Create, Delete, and Edit
      Company Expenses
  11. AI Assistant: Interactive AI tools for generate useful contents
  12. Reports: Get time based report of sales, invoice, expense, clients. projects, orders etc.
• 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. Shop: Users can make purchase directly from the shop with payment
  4. Projects: View Project Details, Progress,
     Payments, Invoices, Tickets, and Tasks
  5. Invoice: View and Print Invoices
  6. Payments: View Payments for Their Invoices
  7. AI Assistant : Admin can turn off this AI tools for users or clients.
  8. Agreements: View Agreement Status
  9. Reports: View Time Based Reports
  10. 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

Note: If you are logged in as Admin or Editor than please logout before login the User dashboard or open the User dashboard in browser or incognito.

Visit User dashboard: User Dashboard

Demo Credentials:

Admin===>

Username: admin

Password: 123456

User===>

Username: user

Password: 123456

Editor===>

Username: editor

Password: 123456

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

For Future Updates Follow Us @codecanyon / @facebook

 Upcoming..
    [Coming]   - HRM
    [Coming]   - More AI tools
    [Coming]   - More features in invoice
    [Coming]   - Human resource management
    [Coming]   - More advance ticket system
    [Coming]   - SaaS integration
    [Coming]   - More payment getaways
    [Coming]   - ETC...

 v1.6 (28 Dec, 2024)..
    [Added]   -  eCommerce functionalities
    [Added]   -  Autometic payment getaways
    [Added]   -  Offline payment getaway
    [Added]   -  AI Integration
    [Added]   -  Advance invoicing
    [Added]   -  Order reports
    [Added]   -  Visitor analytics
    [Updated] -  Invoicing system
    [Updated] -  Installation system
    [Fixed]   -  Editor profile edit
    [Fixed]   -  Responsive issues

 v1.5 (08 Nov, 2023)
    [Added]    -  Tax, Fees to invoice
    [Added]    -  New invoice template
    [Added]    -  Files adding on projects
    [Added]    -  Profit loss report
    [Added]    -  Payments report
    [Added]    -  Expenses report
    [Added]    -  Clients report
    [Added]    -  Projects report
    [Added]    -  Invoice report
    [Added]    -  Activity logs report
    [Added]    -  SMS marketing
    [Added]    -  Custom page creation
    [Added]    -  Searchable select fields
    [Added]    -  Separated ticket creation page
    [Updated]  -  Force content adding disabled
    [Updated]  -  Website settings layout
    [Updated]  -  SEO features
    [Updated]  -  Optimization increased
    [Updated]  -  Installation steps
    [Fixed]    -  Meta image issues
    [Fixed]    -  Installation bugs

 v1.4 (16 Oct, 2023)
    [Updated]  -  Optimization increased
    [Fixed]    -  Meta information issues
    [Fixed]    -  Spelling corrections
    [Fixed]    -  Installation bugs
    [Fixed]    -  Authentication issues

 v1.3 (2 Oct, 2023)
    [Added]    -  Forget password
    [Added]    -  New homepage banner
    [Added]    -  Ajax quote form
    [Added]    -  Notification on save, edit, delete action
    [Updated]  -  Tables
    [Updated]  -  Text editor ( Ckeditor )
    [Updated]  -  SEO feature
    [Updated]  -  Speed optimization
    [Updated]  -  Improvements in CSS and JS
    [Fixed]    -  Dark, White mode bugs
    [Fixed]    -  Authentication minor bugs
    [Fixed]    -  Responsive bugs
    [Fixed]    -  Dashboard bugs

 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