NextStep CRM

Python Flask SQLAlchemy SQLite Google Calendar API Gmail API Bootstrap 5 JavaScript

Project Overview

A lightweight CRM system for small teams, designed to manage contacts, track leads through a sales pipeline, log communications, and integrate with Google services.

The Problem

Small organisations need CRM functionality without the complexity and cost of enterprise solutions. Many simple CRMs lack meaningful integration with everyday communication tools.

The Solution

A Flask-based CRM with contact management, lead tracking, activity logging, and direct integration with Google Calendar and Gmail for seamless workflow.

Key Features

  • Contact and company management
  • Lead pipeline with status tracking
  • Activity and communication logging
  • Google Calendar integration
  • Gmail integration for email tracking
  • Search and filtering
  • Dashboard with key metrics
  • User authentication and access control

My Role

Full-stack development including database design, backend API, frontend interface, and Google API integration.

Technology Used

Python Flask SQLAlchemy SQLite Google Calendar API Gmail API Bootstrap 5 JavaScript

Challenges and Learning

Implementing OAuth2 for Google service integration was complex. Designing a data model flexible enough for different use cases while remaining simple required careful iteration.

Outcome / Value

A functional, real-world business tool that demonstrates full-stack capability, third-party API integration, and practical understanding of business workflow needs.

Screenshots