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WorkFlowCRM — corporate deal and client management system

Developed a comprehensive CRM system for optimizing business processes, client accounting, and sales management. The project was created from scratch with an emphasis on data storage reliability, fast query processing, and a user-friendly interface for managers.

Main functionality of the platform:

Analytical Dashboard: The main panel for a quick overview of key metrics, statistics, and the overall state of the business in real-time.

Deal Management: A full-fledged deal tracking system. A user-friendly interface has been implemented with sorting capabilities, instant search, and status changes at various stages of the sales funnel.

Financial Calculation: Built-in forms for creating/editing deals with a module for automatic profitability and expense calculation.

Counterparty Database: Structured and secure storage of client, supplier data, and interaction history with them.

Technical stack and architecture:

Backend: Python, Django (clean architecture, secure session handling and authorization).

Database: PostgreSQL (designed scalable relational structure).

Infrastructure (DevOps): Docker, Docker Compose (the project is fully containerized and ready for instant deployment on any server).

Tools: Use of the modern package manager uv for environment optimization.

The system has a high level of security, clean code, and is easily scalable to new business requirements (for example, for future integration with external service APIs or payment systems).

#python #django #crm #postgresql #docker #webdevelopment #backend #b2b #businessautomation #database
Work details
Budget 111 USD
Added 2 June
59 views
Freelancer
Volodymyr Bondarchuk
Ukraine Kyiv
No reviews

Available for hire Available for hire
On the service 21 days 20 hours