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TCG CRM – Django CRM & HRM Software With Agency Website

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TCG CRM – Django CRM & HRM Software With Agency Website

Review of TCG CRM – Django CRM & HRM Software With Agency Website

Introduction

TCG CRM is a comprehensive solution that combines a powerful CRM system with a full-fledged HRM suite and a creative agency website. This all-in-one platform is designed to help businesses streamline their operations, enhance productivity, and elevate their organizational management. In this review, we will explore the key features, benefits, and limitations of TCG CRM.

Key Features

The TCG CRM system offers a wide range of features, including:

  • Front Website: A customizable website with various pages, content sections, and user interaction features.
  • Admin Panel/Dashboard: A comprehensive dashboard with multiple dashboards, content management, project management, and user management features.
  • CRM Dashboard: A dashboard that provides data overview, client management, ticket management, project management, and invoice management features.
  • User Dashboard: A dashboard that provides user data overview, ticket management, project management, and invoice management features.
  • Admin HRM Dashboard: A dashboard that provides data overview, staff management, payroll management, and occurrence management features.
  • Employee HRM Dashboard: A dashboard that provides data overview, project management, and occurrence management features.
  • Security: The system includes SQL injection protection, CSRF protection, password hashing, secure authentication, and cross-site scripting (XSS) protection.

Demo Website and Credentials

The demo website is available for testing, and the credentials are as follows:

  • Admin: Username – admin, Password – 123456
  • User: Username – user, Password – 123456
  • Editor: Username – editor, Password – 123456
  • Manager: Username – manager, Password – 123456
  • HR: Username – hr, Password – 123456
  • Employee: Username – employee, Password – 123456

Quick Start Guide

The system includes a Quick Start Guide that provides step-by-step instructions for setting up and using the CRM system.

Why Choose TCG CRM?

TCG CRM offers a unique combination of a powerful CRM system, a comprehensive HRM suite, and an agency website in one convenient package. With its user-friendly interface, robust features, and scalability, TCG CRM empowers businesses to deliver exceptional client experiences while efficiently managing projects, tasks, invoices, and HR-related functions.

Changelog

The system has undergone several updates, with the latest version being v1.7. The changelog includes features such as full HRM system, more AI tools, pay feature in invoice, task assigning, and email notification for ticket.

Score

Based on the features, benefits, and limitations of TCG CRM, I would give it a score of 4.4 out of 5.

Conclusion

TCG CRM is a comprehensive solution that offers a wide range of features and benefits for businesses. With its user-friendly interface, robust features, and scalability, it is an excellent choice for businesses looking to streamline their operations, enhance productivity, and elevate their organizational management. However, the system requires basic to intermediate knowledge of Python and Django, and the demo website may have some limitations. Overall, TCG CRM is a solid choice for businesses looking for a comprehensive CRM and HRM solution.

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Introduction

TCG CRM (Customer Relationship Management) is a powerful Django-based CRM and HRM software that helps businesses manage their customer relationships, employee information, and company operations all in one place. It's a comprehensive solution for small to medium-sized businesses, agencies, and consulting firms. In this tutorial, we will guide you through the process of using TCG CRM to streamline your business operations, improve customer relationships, and boost productivity.

Getting Started with TCG CRM

Before we dive into the tutorial, make sure you have the following:

  • A computer with a web browser (Google Chrome is recommended)
  • A stable internet connection
  • The TCG CRM software installed on your computer or accessed through a cloud-based solution
  • A basic understanding of computer systems and technology

Step 1: Logging In and Navigating the Dashboard

  1. Open your web browser and navigate to the TCG CRM login page.
  2. Enter your login credentials (username and password) to access the dashboard.
  3. Once logged in, you will be taken to the dashboard, which displays an overview of your CRM data, including customer interactions, sales pipelines, and employee information.
  4. Take some time to explore the dashboard and get familiar with the layout and menu options.

Step 2: Managing Customers

  1. To manage your customers, click on the "Customers" tab in the top menu bar.
  2. Click on "Add Customer" to create a new customer profile.
  3. Fill in the required fields, such as name, email, phone number, and address.
  4. You can also upload a profile picture, add notes, and track customer interactions.
  5. To view a customer's profile, click on the customer's name in the list.

Step 3: Managing Leads and Sales

  1. To manage leads and sales, click on the "Leads" tab in the top menu bar.
  2. Click on "Add Lead" to create a new lead.
  3. Fill in the required fields, such as name, email, phone number, and job title.
  4. You can also add notes, track interactions, and set follow-up dates.
  5. To view a lead's profile, click on the lead's name in the list.
  6. To convert a lead to a customer, click on the "Convert to Customer" button.

Step 4: Managing Employees

  1. To manage employees, click on the "Employees" tab in the top menu bar.
  2. Click on "Add Employee" to create a new employee profile.
  3. Fill in the required fields, such as name, email, phone number, and job title.
  4. You can also add notes, track interactions, and set employee details.
  5. To view an employee's profile, click on the employee's name in the list.

Step 5: Managing Projects and Tasks

  1. To manage projects and tasks, click on the "Projects" tab in the top menu bar.
  2. Click on "Add Project" to create a new project.
  3. Fill in the required fields, such as project name, description, and deadline.
  4. You can also add tasks, assign employees, and track progress.
  5. To view a project's details, click on the project's name in the list.

Step 6: Reporting and Analytics

  1. To view reports and analytics, click on the "Reports" tab in the top menu bar.
  2. Choose from various report templates, such as customer interactions, sales pipeline, and employee performance.
  3. Customize the reports by selecting filters, time periods, and data formats.
  4. Export the reports to CSV, PDF, or Excel for further analysis.

Conclusion

Congratulations! You have successfully completed the TCG CRM tutorial. With this comprehensive CRM and HRM software, you can now manage your customer relationships, employee information, and company operations all in one place. By following these steps, you can streamline your business operations, improve customer relationships, and boost productivity. If you have any questions or need further assistance, don't hesitate to contact TCG CRM support. Happy CRM-ing!

Here is a complete settings example for TCG CRM - Django CRM & HRM Software With Agency Website:

Timezone

TIME_ZONE = 'America/New_York'

Language

LANGUAGE_CODE = 'en-us'

Use UTC as timezone

USE_TZ = True

Secret Key

SECRET_KEY = 'your_secret_key_here'

Database

DATABASES = {
    'default': {
        'ENGINE': 'django.db.backends.sqlite3',
        'NAME': os.path.join(BASE_DIR, 'db.sqlite3'),
    }
}

Authentication and Authorization

AUTH_USER_MODEL = 'users.User'
AUTHENTICATION_BACKENDS = ['django.contrib.auth.backends.ModelBackend', 'tcg_crm.backends.ModelBackend']

Email Settings

EMAIL_BACKEND = 'django.core.mail.backends.smtp.EmailBackend'
EMAIL_HOST = 'your_smtp_host_here'
EMAIL_PORT = 587
EMAIL_USE_TLS = True
EMAIL_HOST_USER = 'your_smtp_username_here'
EMAIL_HOST_PASSWORD = 'your_smtp_password_here'

Admin Settings

ADMIN_SITE_HEADER = 'Your Agency Name'
ADMIN_SITE_TITLE = 'Your Agency Name'

Media and Static Files

MEDIA_URL = '/media/'
MEDIA_ROOT = os.path.join(BASE_DIR, 'media')
STATIC_URL = '/static/'
STATIC_ROOT = os.path.join(BASE_DIR, 'static')

Tcg CRM Settings

TCG_CRM_APP_ID = 'your_app_id_here'
TCG_CRM_API_KEY = 'your_api_key_here'
TCG_CRM_API_SECRET = 'your_api_secret_here'
TCG_CRM_API_REDIRECT_URI = 'http://localhost:8000'

Rest Framework

REST_FRAMEWORK = {
    'DEFAULT_PERMISSION_CLASSES': (
        'rest_framework.permissions.IsAuthenticated',
    ),
    'DEFAULT_AUTHENTICATION_CLASSES': (
        'rest_framework.authentication.SessionAuthentication',
    )
}

Here is a summary of the features of TCG CRM - Django CRM & HRM Software With Agency Website:

Key Features:

  1. Front Website:
    • Multiple pages (Home, About, Services, etc.)
    • Content sections (Slider, Teams, Services, etc.)
    • User interaction (Subscription and Contact Forms, Agreement Sign Form)
    • Customization (Dark/Light Mode, Cookie Accept Banner)
    • Footer with multiple columns of data
    • Admin notifications for Agreement Signups
    • Dynamic sitemap
  2. Admin Panel/Dashboard:
    • Multiple dashboards (Admin Dashboard, CRM Dashboard)
    • Content management (manage website pages, blogs, and categories)
    • Projects/portfolio management (manage projects and categories)
    • Services management (manage services)
    • Frontend elements management (manage slider, testimonials, fun facts, team members, clients, and pricing)
    • Form data management (view and delete contact form submissions, manage subscribers)
    • User management (create, delete, and edit user data with different roles)
    • Marketing (send bulk emails and SMS)
    • Settings (configure website settings, header/footer, menus, SEO settings, payment gateways, OpenAI settings)
    • Individual profiles and roles (three roles: Admin, Editor, User)
  3. CRM Dashboard:
    • Data overview (monitor revenue, expenses, profit, tickets, invoices, and payments)
    • Client management (create, delete, and edit client data)
    • Ticket management (manage client-submitted tickets with status tracking)
    • Project management (create, delete, and edit projects for clients)
    • Invoice management (create, delete, and edit invoices, add products, discounts, and send invoices via email)
    • Item/product management (manage items/products)
    • Shop (view orders of clients)
    • Task management (create, delete, and edit tasks for monitoring)
    • Payment management (add, delete, and update payments for invoices)
    • Expense management (create, delete, and edit company expenses)
    • AI assistant (interactive AI tools for generating useful contents)
    • Reports (get time-based reports of sales, invoice, expense, clients, projects, orders, etc.)
  4. User Dashboard:
    • User data overview (view project details, progress, payments, invoices, tickets, and tasks)
    • Shop (make purchase directly from the shop with payment)
    • Projects (view project details and complete assigned tasks)
    • Payroll (view salary and monthly payslip)
    • Occurrences (view notice, holidays, and events)
    • Leaves (view and request new leave)
    • Alert (view warnings)
  5. Security:
    • SQL Injection Protection
    • CSRF Protection
    • Password hashing
    • Secure authentication
    • Cross-Site Scripting (XSS) Protection
  6. Demo Website:

Quick Start Guide:

  • Included in documentation for users new to Django and Python

Changelog:

  • Several updates and fixes have been made to the system since the initial release.

I hope this helps! Let me know if you have any further questions.

TCG CRM – Django CRM & HRM Software With Agency Website
TCG CRM – Django CRM & HRM Software With Agency Website

$49.00

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