Custom CRM System

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by

Step 1: Set Up the Environment

Install Flask: You can install Flask and other dependencies using pip. Create a virtual environment first for better management.

mkdir custom_crm cd custom_crm python -m venv venv source venv/bin/activate # On Windows use `venv\Scripts\activate` pip install Flask Flask-SQLAlchemy

Project Structure: Your project structure should look something like this:

custom_crm/ ├── app.py ├── models.py ├── templates/ │ ├── index.html │ ├── add_customer.html └── venv/

Step 2: Create the Models

In models.py, define the database models. For simplicity, we’ll create a Customer model.

pythonCopy code# models.py
from flask_sqlalchemy import SQLAlchemy

db = SQLAlchemy()

class Customer(db.Model):
    id = db.Column(db.Integer, primary_key=True)
    name = db.Column(db.String(100), nullable=False)
    email = db.Column(db.String(120), unique=True, nullable=False)
    phone = db.Column(db.String(15))
    notes = db.Column(db.Text)

    def __repr__(self):
        return f'<Customer {self.name}>'

Step 3: Create the Flask Application

In app.py, set up the Flask app and routes.

# app.py
from flask import Flask, render_template, request, redirect, url_for
from models import db, Customer

app = Flask(__name__)
app.config['SQLALCHEMY_DATABASE_URI'] = 'sqlite:///crm.db'
app.config['SQLALCHEMY_TRACK_MODIFICATIONS'] = False
db.init_app(app)

with app.app_context():
    db.create_all()

@app.route('/')
def index():
    customers = Customer.query.all()
    return render_template('index.html', customers=customers)

@app.route('/add', methods=['GET', 'POST'])
def add_customer():
    if request.method == 'POST':
        name = request.form['name']
        email = request.form['email']
        phone = request.form['phone']
        notes = request.form['notes']
        new_customer = Customer(name=name, email=email, phone=phone, notes=notes)
        db.session.add(new_customer)
        db.session.commit()
        return redirect(url_for('index'))
    return render_template('add_customer.html')

if __name__ == '__main__':
    app.run(debug=True)

Step 4: Create the HTML Templates

Create a simple HTML template for the customer list and the form to add new customers.

templates/index.html:

<!DOCTYPE html>
<html>
<head>
    <title>CRM System</title>
</head>
<body>
    <h1>Customer List</h1>
    <a href="/add">Add Customer</a>
    <ul>
        {% for customer in customers %}
            <li>{{ customer.name }} - {{ customer.email }}</li>
        {% endfor %}
    </ul>
</body>
</html>

templates/add_customer.html:

<!DOCTYPE html>
<html>
<head>
    <title>Add Customer</title>
</head>
<body>
    <h1>Add New Customer</h1>
    <form method="POST">
        Name: <input type="text" name="name" required><br>
        Email: <input type="email" name="email" required><br>
        Phone: <input type="text" name="phone"><br>
        Notes: <textarea name="notes"></textarea><br>
        <input type="submit" value="Add Customer">
    </form>
</body>
</html>

Step 5: Run the Application

Initialize the Database: If you haven’t created the database yet, run the application once to initialize it.
Run the Flask App:bashCopy codepython app.py
Access the CRM: Open your browser and go to http://127.0.0.1:5000/ to see your CRM in action!

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