CRM Pro

A complete Customer Relationship Management system built with Bootstrap 5, Flask, and Microsoft Excel as the database.

All your data lives in data/CRM_Database.xlsx. The app reads it, shows it in a dashboard, and writes your changes straight back into the same Excel file. You can also edit that Excel file directly in Microsoft Excel — the app picks up your changes next time it loads a page.

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Features

• Dashboard — KPI cards (total quotations, value, pipeline, won/lost), plus charts: status distribution, quotations per month, top companies by completed sales, and a Potential Customers panel (leads by stage with pipeline value).
• Monthly Target tracker (CRM card) — target set to RM 60,000 / month (editable in the Excel Settings sheet). Shows closed-sale value for the last 3 months (June, July, August) with progress bars vs the 60k target and a combined total.
• Quotations — searchable, filterable, sortable, paginated table with full Add / Edit / Delete. New quotation numbers are auto-generated (QT#####). The company field is a dropdown of your existing customers — pick one or type a new customer.
• Customers (Potential Customers) — dedicated page listing active leads (not yet Won/Lost) with a filterable/sortable table, lead source, pipeline value, quick stage-dropdown, Edit/Delete, and a View button that opens each customer's detail page.
• Customer Detail page — click the 👁 View button on a customer to open their detail page: full contact info, their quotations, and a document library of uploaded quotation files. Uploaded PDFs appear as a thumbnail grid — click any thumbnail to open the full quotation in a Bootstrap modal, or download the original. Each uploaded file appears in a list showing its file name and upload date (with a small thumbnail preview that falls back to a PDF icon if it can't render). Clicking a row opens the quotation in a full-screen Bootstrap modal. PDF pages are rendered as images server-side, so the quotation always shows inline in the page — it never depends on the browser's PDF/download settings. The viewer has zoom controls (in/out/fit-width/reset, Ctrl+wheel), a page count + page jump (prev/next and a "go to page" box) for multi-page PDFs, and fit-to-width by default. The same inline viewer is on the Quotations list — any quotation with an uploaded PDF shows a View button that opens it from the list. On the Quotations page you can also search by PDF filename and filter to "With PDF file" / "Without file".
• Upload quotation PDFs — from the customer detail page, the New Lead sidebar, the New Quotation form, or the Save as Quotation form. Files are stored in a per-customer folder (data/uploads/<Customer Name>/). If you upload a quotation PDF, CRM Pro auto-reads it and fills in the customer's details (contact person, phone, address) automatically.
• Products — product list (from the Excel Products sheet) with Cost Price, SRP, Margin %, Selling Price and Profit. When you enter a margin %, it automatically shows the selling price (Selling = Cost ÷ (1 − Margin%)). Full Add / Edit / Delete.
• Quotation Calculator — build a quotation from your products: pick products + quantities, see cost, selling price, profit and overall margin, then save it directly as a quotation. Also a quick selling-price calculator.
• Forecast — a page for customer sales projections: select an existing customer or add a new one, add products/items with quantities, and see totals live. Each line item has editable Cost, SRP and Margin % — the selling price is recalculated from cost + margin, and changes update the linked product in the Products sheet. 8% SST is added automatically for Service or Software category items (others are excluded). Forecasts are saved to Excel (new Forecasts sheet), listed with status tracking (Open/Won/Lost), and you can view the detail (line items, cost/SRP/margin/SST/profit breakdown, totals) or edit any forecast. The dashboard has a Forecast card showing total forecast value, potential profit, count, and open pipeline.
• Export / Backup / Shutdown — top-bar buttons to download the live Excel database (backup) or a CSV of all quotations, plus a Shutdown button that stops the server right from inside the app.

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Requirements

• Python 3.9+
• Internet connection on first load (Bootstrap / Chart.js are loaded from CDN)

How to run

Windows (easiest — one click)

Just double-click run.bat. It automatically:

1. Checks Python is installed.
2. Installs the required libraries (flask, openpyxl) on first run.
3. Starts the server and opens your browser at http://127.0.0.1:5000 automatically.

Close the black window (or press Ctrl+C) to stop the server.

If Python isn't installed, install it from https://www.python.org/downloads/ and tick "Add Python to PATH" during installation, then run run.bat again.

Mac / Linux (or Windows command line)

cd crmpro

# first time only:
pip install -r requirements.txt

# run:
python app.py

Then open your browser at: http://127.0.0.1:5000

Press Ctrl+C in the terminal to stop the server.

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The Excel database

File: data/CRM_Database.xlsx (generated from your Quotation Report PDF — 126 quotations, 83 companies).

Sheet	Columns
Quotations	Quotation No, Date Created, Time, Company, Status, Amount (RM), Created By
Companies	Company, Industry, Contact Person, Email, Phone, Lead Source, Stage, Notes, Address
Products	Product ID, Product Name, Category, Cost Price, SRP, Margin %, Selling Price, Profit, Notes
Settings	Key / Value — contains monthly_target (set to 60000). Change it in Excel to update the target.

Uploaded quotation PDFs are kept in data/uploads/<Customer Name>/ (a separate folder per customer), outside the Excel file but alongside it in the data folder.

Important: the app writes back to this file. Close the Excel file in MS Excel while the web app is running, or you may get a "file locked" error.

To start fresh or reset: use the Backup .xlsx button on the top bar to download the current file before making big changes.

Products sheet — 3 sample products are pre-loaded so you can try the margin → selling-price calculator. Delete them from the app (or Excel) once you add your own.

Settings sheet — the row monthly_target = 60000 drives the dashboard target. Change the value here in Excel and refresh the dashboard to use a different target.

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Project structure

crmpro/
├── app.py                  # Flask app (all routes)
├── db.py                   # Excel read/write layer (openpyxl)
├── requirements.txt
├── run.bat / run.sh        # launchers
├── data/
│   └── CRM_Database.xlsx   # <-- your Excel database
├── templates/              # Bootstrap 5 HTML pages
│   ├── base.html
│   ├── dashboard.html
│   ├── quotations.html
│   └── companies.html
└── static/css/style.css

Build a standalone .exe (Windows)

If you want a single CRM Pro.exe you can run anywhere on Windows (no Python needed):

1. Copy the whole crmpro folder to your Windows PC.
2. Double-click build_exe.bat.
3. When it finishes, your app is at dist\CRM Pro.exe, with the data folder (your Excel database) sitting right next to it.
4. Double-click CRM Pro.exe to run — the browser opens automatically.

The .exe must be built on Windows (PyInstaller only makes Windows .exe when run on Windows). The build script handles installing PyInstaller for you. app.py and db.py are already written to work both from source and as a frozen .exe (the data folder stays next to the .exe so your database persists and is easy to back up).

Editing the data in Excel

Open data/CRM_Database.xlsx in Microsoft Excel. The Quotations sheet maps 1-to-1 to what the app shows. Add/remove rows and save — the next page load in the app will reflect your changes. Keep the header row as-is.