kmx crm 0.1

Open-source CRM built on Phoenix 1.6 .

This branch is work in progress. There is no stable branch yet.

TODO

• Organisations
• Contacts
  • Person
    • name
    • address
    • phone number
    • email
    • notes (markdown)
    • company
  • Company
    • name
    • address
    • phone number
    • emails
    • tva number
    • rcs
    • notes (markdown)
• Item
  • persons
  • companies
  • date
  • tags
  • markdown
  • type (note, meeting, email, message, deal, bill)
  • state (idea, todo, ongoing, cancelled, complete)
• Item index
  • by person
  • by company
  • by tag
  • multiple selection (and/or)
• Company infos
  • open data ?
• Users
  • phx.gen.auth
  • totp
  • admins
• Search in organisation
• Admin
  • users
  • organisations
  • create first admin

Setup

To start your Phoenix server:

• Install dependencies with mix deps.get
• Create and migrate your database with mix ecto.setup
• Start Phoenix endpoint with mix phx.server or inside IEx with iex -S mix phx.server

Now you can visit localhost:4000 from your browser.

Ready to run in production? Please check our deployment guides.

Learn more

• Official website: https://www.phoenixframework.org/
• Guides: https://hexdocs.pm/phoenix/overview.html
• Docs: https://hexdocs.pm/phoenix
• Forum: https://elixirforum.com/c/phoenix-forum
• Source: https://github.com/phoenixframework/phoenix