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CRM and analytical admin panel on Django for a digital agency

Developed an internal CRM system for a digital agency on Django with server-side rendering of HTML templates. The system is built around key business entities: leads, clients, and projects. The business logic for converting a lead into a client has been implemented, with automatic creation of a related project, allowing tracking of the full cycle of work with a potential customer.
The CRM includes management of services, service packages, percentage discounts, manual payment tracking, and a price adjustment mechanism depending on the client's country. The system automatically recognizes the user's country and displays the corresponding adjusted price on the website. Separate dashboards have been implemented for managers and administrators with aggregated information: the number of all, processed, converted, and lost leads, as well as the number of active, completed, and canceled projects. The analytical part contains pie charts showing the distribution of projects by status and line graphs of the dynamics of new and converted leads over time.
The system features search and filtering by key fields, export of clients and projects, as well as content modules: portfolio, testimonials, blog, and feedback form. When creating a new lead or sending a message through the feedback form, a notification is automatically sent to a Telegram bot.
The system supports multilingualism (Ukrainian, English, German), allowing users to choose the interface and content language according to their needs.
Work details
Budget 1500 USD
Added 4 February
122 views

1 like
Freelancer
Denis Rozum
Ukraine Lvov
No reviews

Available for hire Available for hire
On the service 8 months 14 days