CRM System

A Customer Relationship Management (CRM) system designed to help sales and customer service teams manage their customer interactions effectively. Created with Windsurf, the world's first agentic IDE.

Features

• User Authentication
• Customer Management
• Interaction Tracking
• Dashboard with Key Metrics
• Responsive Design

Setup

1. Create a virtual environment:

python -m venv venv

2. Activate the virtual environment:

• Windows:

venv\Scripts\activate

• Unix/MacOS:

source venv/bin/activate

3. Install dependencies:

pip install -r requirements.txt

4. Run the application:

python app.py

The application will be available at http://localhost:5000

Project Structure

• app.py: Main application file with routes and models
• templates/: HTML templates
  • base.html: Base template with common layout
  • index.html: Dashboard template
  • login.html: Login page
  • customer_form.html: New customer form
  • customer_detail.html: Customer details page
• requirements.txt: Project dependencies

Dependencies

• Flask
• Flask-SQLAlchemy
• Flask-Login
• Flask-WTF
• SQLite (database)
• Bootstrap 5 (frontend)

Security Note

Make sure to change the secret key in app.py before deploying to production.

Credits

This project was created using Windsurf, an innovative AI-powered IDE that enables rapid application development through natural language interaction.

License

This project is licensed under the MIT License - see the LICENSE file for details.