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Welcome to the Fat Free CRM wiki!

Fat Free CRM is open source Ruby on Rails-based customer relationship management
(CRM) platform designed for small teams.

This wiki is used to generate the documentation at guides.fatfreecrm.com.
Please feel free to contribute!

Getting Started

• Overview
  • An introduction to Fat Free CRM

Installation

• Setup Linux or Mac OS
  • Installing Fat Free CRM on Linux or Mac OS X
• Setup Heroku
  • Setting up a Heroku instance for Fat Free CRM
• Setup Microsoft Windows
  • Installing Fat Free CRM on Microsoft Windows
• Upgrading-Fat-Free-CRM
  • Notes on the important changes between different version of Fat Free CRM

Configuration

• Loading Demo Data
  • Load sample data to test out Fat Free CRM
• Site-wide Settings
  • Configure your Fat Free CRM installation

Navigating the User Interface

• Contacts
• Accounts
• Tasks
• Opportunities
• Leads
• Campaigns
• The Permissions Tab
• Navigation Bar

Digging Deeper

• Running as a Rails Engine
  • Run Fat Free CRM within a separate Rails application
• Email Dropbox
• Rake Command Reference
• Available Plugins
• Creating Custom Field Plugins
• Providing Feedback
• Frequently Asked Questions
• Release Notes

Developers

• Using Zeus to speed up development
• Running tests
• Creating a plugin
• Lazy Load Hooks
• Callback Hooks
• Localization Guidelines
• Commercial licensing
• The Countries Problem and How to Fix It

Community

• Fat Free CRM Contributors
• Contributing to this guide
• Security – responsible disclosure of security vulnerabilities