Free CRM is an open-source Customer Relationship Management (CRM) software designed to help businesses manage campaigns, leads, budgets, expenses, and sales teams efficiently.
With Free CRM, businesses can streamline operations and drive growth by providing the right tools for collaboration and teamwork. Everyone works on the same platform with a single source of truth, eliminating scattered Excel files and outdated data silos.
Ideal for solo entrepreneurs, small businesses, startups, and enterprises beginning their digital transformation journey.
Gain quick insights with widgets and charts for:
- Total Campaign Costs
- Total Target Leads in Revenue
- Total Budget & Expenses
- Total Closed Won Leads
- Sales Funnel Stages (Prospecting β Qualification β Need Analysis β Proposal β Negotiation β Decision Making β Closed)
- Lead Closing by Sales Team for performance tracking
- Campaign by Status (Draft, Cancelled, Confirmed, On Progress, On Hold, Finished, Archived)
- Lead Activity Pyramid (Email, Event, Other, Meeting, Social Media, Phone)
- Auto-generated Campaign Number
- Set Start & Finish Dates
- Target Revenue Amount
- Campaign Status (Draft, Confirmed, etc.)
- Sales Team Assignment
- Budget & Expense Breakdown in a single page
- Auto-generated Budget Number
- Budget Date & Amount
- Related Campaign Lookup
- Status & Description
- Auto-generated Expense Number
- Expense Date & Amount
- Related Campaign Lookup
- Status & Description
- Auto-generated Lead Number
- Lead Description & Company Name
- Address & Contact Info (Phone, Fax, Email, Website)
- Social Media Integration (WhatsApp, LinkedIn, Facebook, Instagram, Twitter)
- BANT Score (Budget, Authority, Need, Timeline)
- Important Dates (Prospecting Date, Estimated Closing Date, Actual Closing Date)
- Goals & Status (Targeted Amount, Closed Amount, Pipeline Stage, Closing Status)
- Sales Team Assignment
- Store multiple contacts per lead
- Record lead activities: Email, Phone Call, Meeting, Event, Social Media, Others
- Manage Sales Teams & Members
- Assign Leads & Campaigns
- Manage Sales Orders & Purchases with tracking & reporting
π― Challenge Yourself!
Experience the blazing speed and efficiency of .NET 9, the latest breakthrough in performance from Microsoft. Explore our live online demo today and see firsthand how Free CRM can revolutionize your customer relationship management operations.
Free CRM is built using a Monolithic Clean Architecture approach, ensuring a structured and simplified development process. By keeping all components within a single codebase, dependency management is streamlined, eliminating the risk of a dependency nightmare. This approach consolidates all dependencies in one place, ensuring compatibility and coherence across the entire system.
Additionally, it simplifies deployment, as all code resides in a single repository with a well-optimized pipeline, reducing complexity. The cohesive project structure provides a clear and consistent source code pattern, making it easier for developers to understand and maintain the system. With the combination of Clean Architecture, CQRS, and MediatR, Free CRM delivers a scalable, maintainable, and enterprise-ready solution.
- ASP.NET Core 9.0 Headless API (Back End)
- Clean Architecture
- CQRS with MediatR
- Repository Pattern
- Entity Framework Core (EF Core) for data access
- AutoMapper for object mapping
- FluentValidation for input validation
- Serilog for logging
- Support for file uploads and downloads (images/documents)
- Secure authentication and authorization with ASP.NET Identity + JWT
- ASP.NET Core Razor Pages with a Simple & Modern UI (Front End)
- Effortless dynamic interactivity using Vue.js without any build system
- Ready-to-use industry-leading Syncfusion UI components (free community edition)
- Lightweight and straightforward API communication with Axios
- Easy-to-customize responsive UI powered by the AdminLTE template
Getting started is easy! Thanks to Monolithic Clean Architecture, everything is structured and streamlined. Plus, even though this project uses a modern JavaScript framework like Vue.js, it does not require a build systemβjust use Visual Studio to run and build effortlessly.
- Open the project using Visual Studio.
- Update the connection string in
appsettings.json
to match your SQL Server database. - Clean and build the solution:
- Right-click the solution > Clean
- Right-click the solution > Build
- Run the project:
- Click the green "play" button in the Visual Studio toolbar.
Note: The database will be created automatically if it does not exist.
Deployment is easy! Thanks to Monolithic Clean Architecture, both the front end and back end are in a single deployable unit, making the process straightforward.
For deployment to IIS:
-
Publish the project:
- Right-click the project > Publish.
- Choose a folder to output the files.
-
Deploy to IIS:
- Copy the published files to your IIS directory.
- Configure IIS to point to the folder and ensure database connectivity.
For detailed instructions, refer to Microsoft's official IIS deployment documentation.
- URL: https://free-crm.csharpasp.net/
- β Username: admin@root.com
- β Password: 123456
This project uses the following open-source and community resources:
- Syncfusion Community Edition - For advanced UI components.
- AdminLTE - Licensed under the MIT License.
We thank these projects for their contributions to the developer community.
This work is licensed under a Creative Commons Attribution 4.0 International License (CC BY 4.0).
To view a copy of this license, visit http://creativecommons.org/licenses/by/4.0/.
Users are required to retain the footer link in all instances of this software as part of the attribution requirement under CC BY 4.0.
If you find this project useful, please consider supporting us by giving a star on GitHub! β
Your support keeps us motivated and helps us continue developing and improving this project to deliver even greater value to the community.
Please help us grow by sharing it with your friends, family, and colleagues!
Every share helps us reach more people, grow the community, and continue improving this open-source project. β€οΈ
Thanks for stopping by and reading this far! This project is supported by INDOTALENT
π Feel free to visit: https://store.indotalent.com