Mini-CRM
Mini-CRM: A Custom System for Automating Record-Keeping and Deal Management
This project is a fully custom CRM system, built from scratch for the effective management of personal business processes. The main goal was to create a unified, flexible, and high-performance tool for managing a client base, tracking deal stages, controlling financial flows, and automating routine document workflow.
Key Capabilities and Features
The system combines several powerful modules that cover the full client work cycle:
Financial Dashboard: The main screen provides a clear summary of key business indicators: Income, Expenses, Taxes, and Balance for the selected period. An interactive "Annual Trend" graph and an "Expense Distribution" chart (as seen in the screenshot) allow for an immediate assessment of the financial status.
Deal Management (Sales Pipeline): A full-fledged sales pipeline is implemented, where each deal progresses through customizable stages (e.g., "Inquiry / Signed," "Act / Signed," "Received / Paid"). This provides a clear visual representation of the current state of all projects.
Bank Integration (PrivatBank): The CRM automatically fetches and recognizes transactions from Privat24. This eliminates the need for manual data entry and allows linking a real payment to a specific invoice or deal in one click.
Document Workflow Automation: The system allows for the generation of invoices (Рахунки) and acceptance acts (Акти) based on deal data and the service catalog. Most importantly, the document can be instantly sent to the client's e-mail directly from the CRM interface, which radically saves time.
AI and Telegram Integrations: A built-in Telegram bot is used for real-time notifications about new deals, payments, or status changes. AI modules assist with analytics and automation (e.g., in classifying expenses or forecasting).
Product and Service Catalog: A hierarchical "Product and Service" directory allows for inventory management, recording both purchase and selling prices, which simplifies invoice creation and profitability calculation.
Tech Stack
One of the key features of the project is its modern and lightweight technology stack, ensuring high interface speed:
Backend: Python (Django) for all business logic, APIs, and integrations.
Frontend: htmx for creating a dynamic and "reactive" interface without full page reloads, making work in the CRM fast and smooth.
Deployment: Docker for application containerization, ensuring easy deployment, scaling, and environment isolation.
Integrations: PrivatBank API, Telegram Bot API, AI services.
Result
The result is a powerful personal tool, fully adapted to specific business processes. It automates routine tasks, provides full control over finances and deals, and consolidates all key data in one place.
This project is a fully custom CRM system, built from scratch for the effective management of personal business processes. The main goal was to create a unified, flexible, and high-performance tool for managing a client base, tracking deal stages, controlling financial flows, and automating routine document workflow.
Key Capabilities and Features
The system combines several powerful modules that cover the full client work cycle:
Financial Dashboard: The main screen provides a clear summary of key business indicators: Income, Expenses, Taxes, and Balance for the selected period. An interactive "Annual Trend" graph and an "Expense Distribution" chart (as seen in the screenshot) allow for an immediate assessment of the financial status.
Deal Management (Sales Pipeline): A full-fledged sales pipeline is implemented, where each deal progresses through customizable stages (e.g., "Inquiry / Signed," "Act / Signed," "Received / Paid"). This provides a clear visual representation of the current state of all projects.
Bank Integration (PrivatBank): The CRM automatically fetches and recognizes transactions from Privat24. This eliminates the need for manual data entry and allows linking a real payment to a specific invoice or deal in one click.
Document Workflow Automation: The system allows for the generation of invoices (Рахунки) and acceptance acts (Акти) based on deal data and the service catalog. Most importantly, the document can be instantly sent to the client's e-mail directly from the CRM interface, which radically saves time.
AI and Telegram Integrations: A built-in Telegram bot is used for real-time notifications about new deals, payments, or status changes. AI modules assist with analytics and automation (e.g., in classifying expenses or forecasting).
Product and Service Catalog: A hierarchical "Product and Service" directory allows for inventory management, recording both purchase and selling prices, which simplifies invoice creation and profitability calculation.
Tech Stack
One of the key features of the project is its modern and lightweight technology stack, ensuring high interface speed:
Backend: Python (Django) for all business logic, APIs, and integrations.
Frontend: htmx for creating a dynamic and "reactive" interface without full page reloads, making work in the CRM fast and smooth.
Deployment: Docker for application containerization, ensuring easy deployment, scaling, and environment isolation.
Integrations: PrivatBank API, Telegram Bot API, AI services.
Result
The result is a powerful personal tool, fully adapted to specific business processes. It automates routine tasks, provides full control over finances and deals, and consolidates all key data in one place.
Mukachevo 
Available for hire
Offer work