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Lightweight CRM for Django with leads, opportunities, quotations, and one-click conversion to sales invoices.

Project description

django-crm-ve

Install

pip install django-crm-ve

Settings

INSTALLED_APPS += ["rest_framework", "finacc", "sales", "crm"]

URLs

path("api/crm/", include("crm.api.urls"))

Convert Lead → Contact + Opportunity

POST /api/crm/leads/
{ "company": 1, "name": "Foo Corp", "email": "foo@example.com" }

Create Quote

POST /api/crm/quotes/
{ "company":1, "contact":1, "number":"Q-0001", "date":"2025-11-09", "currency":"INR",
  "lines": [{"item":1, "qty":"1.0", "rate":"1000.00", "tax":1}] }

Confirm Quote → Sales Invoice (via django-sales)

POST /api/crm/quotes/<id>/confirm/

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