warpdrive
Warpdrive is a self-hosted CRM for business development teams that provides sales pipelines, leads, customers, activities, emails and team rights.
Lazy cat OIDC login has been integrated. ##Functional characteristics ###Process ·Drag-and-drop Kanban phases, multiple process and customization phases ·Weighted totals for each stage, rotten transaction indicators and saved filters ·Kanban/List/Archive view ###Trading ·Trading workspace, unified timeline: activities, notes, documents, emails and complete change history ·Participants, followers, tags, reasons for loss and closure date ·Win/fail status of transaction processing with stage progress bar ###Contact person ·People and Organizations, Custom Fields (JSONB) ·Organization's corporate information and inter-organization relationships ·Lead box and CSV import with undo step ###Email (two-way Gmail), optional ·Send and receive via the Gmail API, threaded with transactions and people ·Opening and click tracking, templates, signatures, merge fields and schedule sending ·Personal inbox plus shared, transaction and contact-related threads ###Team and Platform ·Role-based authority, team and user management ·Notifications and basic process statistics (funnels, transactions and activity performance) ·Real-time updates on kanban, inbox, notifications and presence via WebSocket ###Daily usage 1. In the Pipeline drag transaction stage, batch processing is carried out using lists and filters. 2. Create a new thread in Leads; the CSV import entry is located in Settings > Import data > New import; and the processes are Upload, Map columns, Preview, and Import. 3. Maintain customer and interaction records in the People, Organizations, and Timeline views of `Contacts`. 4. Schedule follow-up in the list and calendar view of Activities; view pipeline amounts and activity statistics in Performance. 5. Read and send Gmail emails on Inbox and associate transactions with contacts. When Gmail is not configured, the New Mail button remains unavailable. (Optional) 6. Manage personal preferences, company, users, teams, permission sets, visibility groups, fields, pipes, labels, and import records in Settings. ###Optional configuration (If necessary, you need to open the application data and click the Configuration Wizard to configure) - Google OAuth installation parameters are optional: When not configured, CRM functions such as sales pipelines, customers, activities, and imports can still be used, but Settings > Email sync will disable Connect Gmail and prompt you to complete the configuration first. - To sync Gmail, first enable the Gmail API in Google Cloud, configure the OAuth consent screen, and create a "Web App" type of OAuth client, and then fill in 'Google OAuth Client ID' and 'Google OAuth Client Secret' in pairs in the configuration wizard to install or update the application. Filling in only one of these items is still considered unconfigured, and the application needs to be redeployed after the update. - Google Cloud Web OAuth clients must register the accurate Gmail callback address `https://warpdrive. Your micro service name.heiyu.space/api/gmail/oauth/callback`. If you need to log in with Google fallback at the same time, then register `https://warpdrive. Your micro service name.heiyu.space/auth/callback`. - The Google Workspace domain name is an optional installation parameter: only the managed domain account is allowed after filling in; when left blank, it is allowed to connect to personal Gmail that is consistent with the current Warpdrive login mailbox. After the deployment is completed, enter Settings > Email sync and click Connect Gmail to return to the application after authorization on the Google page.
