33% OFF Customer Relationship Management (CRM) Using Python
Advanced AI-Based Customer Relationship Management system developed using Python, Django and SQLite with four role-specific panels and eight AI and Machine Learning features.
Read more- Built with
- PythonDjangoMachine LearningBootstrapHTML/CSS
- You get
- Source codeDatabaseProject reportPPTSetup guide
- Delivery
- Instant download after payment
Project Overview
Advanced AI-Based Customer Relationship Management (CRM) Using Python is a web-based application designed to help businesses manage customer information, sales activities, support requests, and business operations. The application provides four role-specific panels for Admin, Manager, Sales Representative, and Support Agent.
Developed using Python and Django with SQLite as its database, the CRM application combines customer management with Artificial Intelligence, Machine Learning, and Natural Language Processing. It includes a fully customized administration interface instead of the default Django Admin panel.
Key Features
- User and Role Management
- Dashboard and KPI Monitoring
- Revenue Information and Forecasts
- AI Analytics and Reports
- Audit Log
- Team Target Management
- Sales Funnel Tracking
- Representative Scoreboard
- Follow-Up Management
- AI Lead Assignment
- Activity Tracking
- Hot Lead Management
- Next-Best-Action Recommendations
- Kanban Sales Pipeline
- Calendar Management
- Invoice Management
- Ticket Queue Management
- SLA Monitoring
- Customer Satisfaction Tracking
- Sentiment Analysis
- Threaded Replies
- Internal Notes
- Customer History
- AI Lead Scoring
- Customer Segmentation
- Sales Forecasting
- Churn Prediction
- Follow-Up Recommendations
- CRM Chatbot
Technologies and Libraries Used
- Python
- Django
- SQLite
- Scikit-learn
- TF-IDF
- Logistic Regression
- Machine Learning
- Natural Language Processing
Admin
- User Management
- Role Management
- Department Management
- Dashboard and KPI Monitoring
- Revenue Information and Forecasts
- AI Analytics
- Reports Management
- Audit Log
- Machine Learning Model Retraining
- Complete Access Control
Manager
- Team Target Management
- Sales Funnel Tracking
- Representative Performance
- Follow-Up Management
- AI Lead Assignment
- Team Activity Tracking
- Team Reports
Sales Representative
- Personal Sales Target Tracking
- Hot Lead Management
- Next-Best-Action Recommendations
- Kanban Sales Pipeline
- Calendar Management
- Invoice Management
- Personal Performance Tracking
Support Agent
- Customer Support Ticket Management
- SLA Monitoring
- Customer Satisfaction Tracking
- Customer Sentiment
- Threaded Replies
- Internal Notes
- Customer History
- Install Python 3.10 to 3.12.
- Extract the project ZIP file and open the Customer Relationship Management (CRM) folder in VS Code.
- Create a virtual environment:
python -m venv venv
- Activate the virtual environment:
.\venv\Scripts\Activate
- Install required packages:
pip install -r requirements.txt
- Create database migrations:
python manage.py makemigrations crm
- Apply database migrations:
python manage.py migrate
- Generate demo data:
python manage.py seed_demo
- Run the project:
python manage.py runserver
- Open in browser:
http://127.0.0.1:8000/
Demo Login Credentials
Administrator
Username: admin
Password: Admin@123
Manager
Usernames: manager1, manager2
Password: Manager@123
Sales Representative
Usernames: rep1 to rep8
Password: Sales@123
Support Agent
Usernames: agent1 to agent4
Password: Support@123
Stuck while running it? Chat with us on WhatsApp for free installation help.
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