What is Bottle CRM?
Bottle CRM is an open source customer relationship management (CRM) platform built using Python and the Django web framework. It is designed to be easy to use, customize and scale for small businesses and teams who need to effectively track leads, manage contacts, view sales pipelines and automate tasks.
Some key features of Bottle CRM include:
- Contact Management: Organize contacts by companies and segments. Record contact details, interactions, notes, files and more.
- Pipeline Management: Visualize deal pipelines by stage. Monitor deal values, probabilities, notes and activities.
- Task Automation: Create automated tasks and reminders based on deal triggers to follow up with contacts.
- Dashboards & Reporting: View summary metrics and customizable reports on sales performance.
- Email Integration: Sync email conversations directly with relevant contacts and deals.
- Custom Fields & Layouts: Easily add new fields and customize page layouts to fit business needs.
- Role-based Access Control: Limit access and permissions for different types of users.
- API Access: Integrate and extend Bottle CRM's functionality using the REST API.
- Self-hosted: Can be installed on your own server infrastructure with full data ownership.
Overall, Bottle CRM provides a flexible, Python-based open source CRM platform for small teams to manage critical sales and marketing data in one place. And because it is open source, it can be customized to add any missing features required. The active community also helps drive rapid development and improvements.