Tom Ordonez

Data Science, Machine Learning, Growing Teams

Open Source Python CRM Tutorial


In this tutorial I will show you how to install an open source CRM that uses Python.

 

 

Open Source CRM in Python

Install PostgreSQL

$ sudo dnf install -y postgresql-server

Installing:
  postgresql-server (9.6.5-1.fc26)
Installing dependencies:
  postgresql

Initialize PostgreSQL

$ sudo postgresql-setup initdb

WARNING: using obsoleted argument syntax, try --help
WARNING: arguments transformed to: postgresql-setup --initdb --unit postgresql
* Initializing database in '/var/lib/pgsql/data'
* Initialized, logs are in /var/lib/pgsql/initdb_postgresql.log

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Open Source CRM in Python

Start PostgreSQL

$ sudo systemctl enable postgresql

Created symlink /etc/systemd/system/multi-user.target.wants/postgresql.service → /usr/lib/systemd/system/postgresql.service.

$ sudo systemctl start postgresql

No output

Install yum-utils

$ sudo dnf install yum-utils

Last metadata expiration check: 0:55:00 ago on Sun 19 Nov 2017 05:55:48 PM EST.
Package yum-utils-1.1.31-512.fc26.noarch is already installed, skipping.
Dependencies resolved.
Nothing to do.
Complete!

Add the repository of the open source CRM

$ sudo dnf config-manager --add-repo=https://nightly.odoo.com/11.0/nightly/rpm/odoo.repo

Adding repo from: https://nightly.odoo.com/11.0/nightly/rpm/odoo.repo

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Open Source CRM in Python

Install Python CRM

This CRM is called Odoo. I put the output for future reference.

$ sudo dnf install -y odoo

Installing:
 odoo   11.0.post20171119-1odoo-nightly 96 M
Installing dependencies:
 babel   2.3.4-5.fc26
 graphviz   2.40.1-4.fc26
 gts   0.7.6-30.20121130.fc26
 lasi   1.1.2-7.fc26
 libxslt-python   1.1.29-1.fc26
 netpbm   10.80.00-2.fc26
 nodejs-less   2.7.2-2.fc26
 pychartnoarch          1.39-22.fc26
 pyparsing   2.1.10-3.fc26
 python-libxml2   2.9.4-2.fc26
 python2-pyparsing   2.1.10-3.fc26
 python3-PyPDF2   1.25.1-15.fc26
 python3-PyYAML   3.12-3.fc26
 python3-babel   2.3.4-5.fc26
 python3-dateutil   1:2.6.0-3.fc26
 python3-docutils   0.13.1-4.fc26
 python3-feedparser   5.2.1-1.fc26
 python3-funcsigs   1.0.2-5.fc26
 python3-gevent   1.1.2-3.fc26
 python3-greenlet   0.4.11-2.fc26
 python3-html2text   2016.9.19-2.fc26
 python3-jinja2   2.9.6-1.fc26
 python3-mock   2.0.0-4.fc26
 python3-num2words   0.5.4-2.fc26
 python3-ofxparse   0.16-2.fc26
 python3-passlib   1.7.0-4.fc26
python3-pbr   1.10.0-4.fc26
 python3-psutil   5.0.1-2.fc26
 python3-psycopg2   2.6.2-4.fc26
 python3-pyasn1-modules   0.2.3-1.fc26
 python3-pydot   1.0.28-15.fc26
 python3-pyldap   2.4.35.1-2.fc26
 python3-pyserial   3.1.1-3.fc26
 python3-pyusb   1.0.0-4.fc26
 python3-qrcode   5.1-6.fc26
 python3-qrcode-core   5.1-6.fc26
 python3-reportlab   3.3.0-4.fc26
 python3-stdnum   1.3-4.fc26
 python3-suds   0.7-0.4.94664ddd46a6.fc26
 python3-vatnumber   1.2-5.fc26
 python3-vobject   0.9.4.1-2.fc26
 python3-werkzeug   0.11.10-5.fc26
 python3-xlrd   1.0.0-6.fc26
 python3-xlwt   1.1.2-2.fc26
 xorg-x11-fonts-ISO8859-1-100dpi 7.5-17.fc26

Install  46 Packages

Total download size: 113 M
Installed size: 477 M

Running transaction

Preparing:
Installing: python3-suds-0.7-0.4.94664ddd46a6.fc26.noarch
Installing: python3-greenlet-0.4.11-2.fc26.x86_64
Installing: python3-dateutil-1:2.6.0-3.fc26.noarch
Installing: python3-babel-2.3.4-5.fc26.noarch
Installing: babel-2.3.4-5.fc26.noarch
Installing: python3-vobject-0.9.4.1-2.fc26.noarch
Installing: python3-gevent-1.1.2-3.fc26.x86_64
Installing: python3-vatnumber-1.2-5.fc26.noarch
Installing: netpbm-10.80.00-2.fc26.x86_64
Running scriptlet: netpbm-10.80.00-2.fc26.x86_64
Installing: gts-0.7.6-30.20121130.fc26.x86_64
Running scriptlet: gts-0.7.6-30.20121130.fc26.x86_64
Installing: python3-xlrd-1.0.0-6.fc26.noarch
Installing: xorg-x11-fonts-ISO8859-1-100dpi-7.5-17.fc26.noarch
Running scriptlet: xorg-x11-fonts-ISO8859-1-100dpi-7.5-17.fc26.noarch
Installing: lasi-1.1.2-7.fc26.x86_64
Running scriptlet: lasi-1.1.2-7.fc26.x86_64
Installing: graphviz-2.40.1-4.fc26.x86_64
Running scriptlet: graphviz-2.40.1-4.fc26.x86_64
Installing: python3-pydot-1.0.28-15.fc26.noarch
Installing: python3-qrcode-core-5.1-6.fc26.noarch
Installing: python3-qrcode-5.1-6.fc26.noarch
Installing: python3-pyasn1-modules-0.2.3-1.fc26.noarch
Installing: python3-pyldap-2.4.35.1-2.fc26.x86_64
Installing: python3-pbr-1.10.0-4.fc26.noarch
Installing: python3-funcsigs-1.0.2-5.fc26.noarch
Installing: python3-mock-2.0.0-4.fc26.noarch
Installing: python2-pyparsing-2.1.10-3.fc26.noarch
Installing: python2-pyparsing-2.1.10-3.fc26.noarch
Installing: pyparsing-2.1.10-3.fc26.noarch
Installing: python-libxml2-2.9.4-2.fc26.x86_64
Installing: libxslt-python-1.1.29-1.fc26.x86_64
Installing: python3-xlwt-1.1.2-2.fc26.noarch
Installing: python3-werkzeug-0.11.10-5.fc26.noarch
Installing: python3-stdnum-1.3-4.fc26.noarch
Installing: python3-reportlab-3.3.0-4.fc26.x86_64
Installing: python3-pyusb-1.0.0-4.fc26.noarch
Installing: python3-pyserial-3.1.1-3.fc26.noarch
Installing: python3-psycopg2-2.6.2-4.fc26.x86_64
Installing: python3-psutil-5.0.1-2.fc26.x86_64
Installing: python3-passlib-1.7.0-4.fc26.noarch
Installing: python3-ofxparse-0.16-2.fc26.noarch
Installing: python3-num2words-0.5.4-2.fc26.noarch
Installing: python3-jinja2-2.9.6-1.fc26.noarch
Installing: python3-html2text-2016.9.19-2.fc26.noarch
Installing: python3-feedparser-5.2.1-1.fc26.noarch
Installing: python3-docutils-0.13.1-4.fc26.noarch
Installing: python3-PyYAML-3.12-3.fc26.x86_64
Installing: python3-PyPDF2-1.25.1-15.fc26.noarch
Installing: pychart-1.39-22.fc26.noarch
Installing: nodejs-less-2.7.2-2.fc26.noarch
Installing: odoo-11.0.post20171119-1.noarch
Running scriptlet: odoo-11.0.post20171119-1.noarch

Installed:

odoo.noarch 11.0.post20171119-1
babel.noarch 2.3.4-5.fc26
graphviz.x86_64 2.40.1-4.fc26
gts.x86_64 0.7.6-30.20121130.fc26
lasi.x86_64 1.1.2-7.fc26
libxslt-python.x86_64 1.1.29-1.fc26
netpbm.x86_64 10.80.00-2.fc26
nodejs-less.noarch 2.7.2-2.fc26
pychart.noarch 1.39-22.fc26
pyparsing.noarch 2.1.10-3.fc26
python-libxml2.x86_64 2.9.4-2.fc26
python2-pyparsing.noarch 2.1.10-3.fc26
python3-PyPDF2.noarch 1.25.1-15.fc26
python3-PyYAML.x86_64 3.12-3.fc26
python3-babel.noarch 2.3.4-5.fc26
python3-dateutil.noarch 1:2.6.0-3.fc26
python3-docutils.noarch 0.13.1-4.fc26
python3-feedparser.noarch 5.2.1-1.fc26
python3-funcsigs.noarch 1.0.2-5.fc26
python3-gevent.x86_64 1.1.2-3.fc26
python3-greenlet.x86_64 0.4.11-2.fc26
python3-html2text.noarch 2016.9.19-2.fc26
python3-jinja2.noarch 2.9.6-1.fc26
python3-mock.noarch 2.0.0-4.fc26
python3-num2words.noarch 0.5.4-2.fc26
python3-ofxparse.noarch 0.16-2.fc26
python3-passlib.noarch 1.7.0-4.fc26
python3-pbr.noarch 1.10.0-4.fc26
python3-psutil.x86_64 5.0.1-2.fc26
python3-psycopg2.x86_64 2.6.2-4.fc26
python3-pyasn1-modules.noarch 0.2.3-1.fc26
python3-pydot.noarch 1.0.28-15.fc26
python3-pyldap.x86_64 2.4.35.1-2.fc26
python3-pyserial.noarch 3.1.1-3.fc26
python3-pyusb.noarch 1.0.0-4.fc26
python3-qrcode.noarch 5.1-6.fc26
python3-qrcode-core.noarch 5.1-6.fc26
python3-reportlab.x86_64 3.3.0-4.fc26
python3-stdnum.noarch 1.3-4.fc26
python3-suds.noarch 0.7-0.4.94664ddd46a6.fc26
python3-vatnumber.noarch 1.2-5.fc26
python3-vobject.noarch 0.9.4.1-2.fc26
python3-werkzeug.noarch 0.11.10-5.fc26
python3-xlrd.noarch 1.0.0-6.fc26
python3-xlwt.noarch 1.1.2-2.fc26
xorg-x11-fonts-ISO8859-1-100dpi.noarch 7.5-17.fc26

Start the open source CRM

$ sudo systemctl enable odoo

Created symlink /etc/systemd/system/multi-user.target.wants/odoo.service → /usr/lib/systemd/system/odoo.service.

$ sudo systemctl start odoo

Running the CRM

Browse to:

localhost:8069

The first screen you will see has this URL:

localhost:8069/web/database/selector

It will show you this screen to setup the database:

 

Open Source CRM in Python Setup Database

 

You will have the option to Load demonstration data.

Open source CRM demo data

If you choose the option to load demonstration data, it will send you the Apps screen.

 

Open Source CRM in Python Setup Apps

 

Go to CRM and click install.

The next screen will be the Inbox

 

Open Source CRM in Python Inbox

 

From here you can navigate the top menu:

  • Discuss
  • Calendar
  • Contacts
  • CRM
  • Apps
  • Settings

Once you review all demo data, you might be inclined to delete all demo data and start with your own data.

Create a new database

You can create a new database.

Use this URL to select databases

http://localhost:8069/web/database/selector

Use this URL to manage databases:

http://localhost:8069/web/database/manager

 

Open Source CRM in Python manage database

 

In my example. When I created the database with the demo data, I named it crm.

If you hit delete. You will get this screen:

 

Open Source CRM in Python delete database

 

When you confirm deletion. You will go back to this screen:

 

Open Source CRM in Python new database

 

Once the database is created. It will go back to Apps where you can install the CRM module.

You will now have a clean install of the CRM.

 

Open Source CRM in Python no data

 

Open source CRM documentation

Follow the official documentation for this open source Python CRM here.

This tutorial is applicable to Linux Fedora but you can also install this open source Python CRM using Linux Ubuntu, Windows and Mac. For more info about those systems, go here.

I am doing a MS in Computer Science at Georgia Tech with a focus in Machine Learning. I am writing a weekly newsletter about my lessons learned. Follow my quest to conquer data science.