Overview
BottleCRM is an impressive open-source Customer Relationship Management (CRM) platform that caters specifically to startups and small businesses. Built using the robust Django REST Framework for its backend and the sleek SvelteKit for its frontend, this platform effectively streamlines various aspects of customer relationship management. The incorporation of multi-tenant architecture and PostgreSQL Row-Level Security ensures that user data remains secure and isolated, making it ideal for businesses that prioritize data protection.
The blend of a powerful API with a user-friendly interface means that even those without extensive technical knowledge can navigate and utilize its functionalities effectively. This flexible and modern CRM solution is perfect for entities looking to enhance their sales processes, manage customer interactions, and maintain organized records.
Features
- Core CRM Modules: Offers comprehensive features like lead tracking, account management, and customer support case management to streamline CRM tasks.
- Multi-Tenant Architecture: Utilizes PostgreSQL Row-Level Security for secure data isolation, protecting sensitive information across different organizations.
- JWT Authentication: Implements token-based authentication for enhanced security measures, ensuring user data is protected.
- Team Management: Organizes users into teams with role-based access, allowing for better collaboration and control over data access.
- Activity Tracking: Provides comprehensive audit logs and activity history, enabling users to monitor interactions and changes over time.
- Comments & Attachments: Facilitates collaboration with the ability to add comments and file attachments to any record, improving communication among team members.
- Email Integration: Seamlessly integrates with AWS SES for transactional email management, enhancing communication with clients and stakeholders.
- Background Tasks: Leverages Celery and Redis for asynchronous task processing, ensuring efficient handling of background processes.
