CRM for Digital-agency

Project Description

Internal CRM system for a digital agency based on Django with server-side rendering of HTML templates. Built around key business entities: leads, customers, and projects. Implemented conversion of leads into customers with automatic project creation.

Functionality

• Service and service package management
  • Adding, editing, and deleting services and packages.
  • Country-based pricing.
  • Setting percentage discounts for individual services or packages.
• Lead management
  • Creating and editing leads.
  • Converting a lead into a client with automatic project creation.
  • Lead statuses: new, in progress, converted, lost.
  • Telegram notifications when a new lead is created.
• Client management
  • Storing client contact information.
  • Viewing lead and project history related to a client.
  • Exporting the client list to CSV or Excel.
• Project management
  • Creating and editing projects.
  • Project statuses: active, completed, canceled.
  • Linking a project to a client and a lead.
  • Project progress calculation and tracking of key metrics.
• Analytics and dashboards
  • Manager and administrator dashboards with key metrics.
  • Total, in-progress, converted, and lost leads.
  • Active, completed, and canceled projects.
  • Pie charts for project distribution by status.
  • Line charts showing the dynamics of new and converted leads over time.
• Search and filtering
  • Searching leads, clients, and projects by key fields.
  • Filtering by statuses, dates, and other criteria.
• Data export
  • Exporting clients and projects to CSV/Excel for further processing.
• Content modules
  • Agency portfolio with the ability to add case studies.
  • Client testimonials.
  • Blog for publishing news and articles.
  • Contact form with automatic Telegram notifications.
• Multilingual support
  • Ukrainian, English, German.
  • Interface and content language can be selected by the user.
• Automatic price adjustment
  • The system detects the user’s country and displays an adjusted price.
  • Currency and applicable discounts are taken into account.

Screenshots