Fat Free CRM is next generation open source CRM platform. Active development has started in November 2008; new features, enhancements, and updates appear on daily basis.
Here are the steps to get Fat Free CRM up and running on your system.
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Ruby v1.8.6 or later
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Ruby on Rails v2.2 (hasn’t been ported to Rails 2.3 yet)
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MySQL v4.1.1 or later (v5+ is recommended) or SQLite v3.4 or later
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Browsers: FireFox and Safari (IE is not supported yet)
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Project page: github.com/michaeldv/fat_free_crm/tree/master
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Git repository: git://github.com/michaeldv/fat_free_crm.git
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Lighthouse: fatfreecrm.lighthouseapp.com
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Twitter: twitter.com/fatfreecrm
Fat Free CRM supports MySQL and SQLite databases. The source code comes with two sample database configuration files: config
/database
.mysql
.yml
for MySQL and config
/database
.sqlite
.yml
for SQLite. Based on your choice of the database create the actual database configuration file, for example:
$ cp config/database.mysql.yml config/database.yml
Edit config/database.yml and specify database names and authentication details. Once you have database configuration file ready run rake to create the database:
$ rake db:create
The next step is to load default Fat Free CRM settings, such as menu structure, default colors, etc. This is done by running the following rake task:
$ rake crm:setup
You can test drive Fat Free CRM by loading sample records that are generated on the fly mimic the actual use:
$ rake crm:demo:load
Among other things the demo generator creates 8 sample user records with the following usernames: aaron
, ben
, cindy
, dan
, emily
, frank
, george
, and heather
. You can login with any of these names using the name as password.
You can reset the database and reload demo data at any time by using:
$ rake crm:demo:reload
Now you should be able to launch the Rails server and point your web browser to localhost:3000
$ ./script/server
Fat Free CRM can be customized by trapping callback hooks and extended by adding plugins. Please see github.com/michaeldv/crm_sample_plugin/tree/master and github.com/michaeldv/crm_web_to_lead/tree/master for sample source code demonstrating the concepts.
Copyright © 2008-2009 by Michael Dvorkin. All rights reserved.
This program is free software: you can redistribute it and/or modify it under the terms of the GNU Affero General Public License as published by the Free Software Foundation, either version 3 of the License, or (at your option) any later version.
This program is distributed in the hope that it will be useful, but WITHOUT ANY WARRANTY; without even the implied warranty of MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE.
See LICENSE file for more details.