LibreCRM

LibreCRM is a customer relationship management (CRM) system based on LibreOffice Base, combining the flexibility and agility of spreadsheets with the consistency and scalability of databases.

• Requirements
• Usage
• Forms
• Database
• Data model
• Install from source
• Extract odb file

Requirements

You need to have LibreOffice installed on your system.

Usage

1. Download the latest release as an odb file here.

2. Launch the libre_crm.odb file by double-clicking, or use the command line

   # LibreOffice as system package
   libreoffice --base /path/to/libre_crm.odb
   
   # LibreOffice as snap package
   /snap/bin/libreoffice --base /path/to/libre_crm.odb

Forms

The forms for CRUD access on the database are created in LibreOffice Base and saved in the libre_crm.odb file.

Lead management

Contact management

Account management

Database

Currently, the database is an embedded HSQLDB. In future releases, the embedded database is replaced by an external database, like Postgres or Firebird. In this split database architecture, the database is separated from the frontend (i.e. forms, reports, macros, etc.).

Data model

Customer relationship management in LibreCRM is based on a simple data model with the lead table in its center. A lead has foreign key relationships with the company, contact, employee, product, and status table.

Companies comprise private (business entities, financial entities, nonprofit organizations) and public entities (government organizations).

The 6-state lead workflow is based on the following Kanban-style (Todo, Doing, Done) lead status:

1. Todo
2. Doing - cold
3. Doing - warm
4. Doing - hot
5. Done - closed
6. Done - rejected

The Kanban status Doing is subdivided into cold, warm, and hot leads which corresponds to

• information qualified lead,
• marketing qualified lead, and
• sales qualified lead

in sales terminology.

The workflow is either finished with a success (Done - closed) or failure (Done - rejected).

Install from source

# Clone github repository
git clone git@github.com:quambene/libre_crm.git
cd libre_crm

# Build and install libre_crm.odb file from src/odb
./install.sh

You can find the generated libre_crm.odb file in the current directory.

Extract odb file

cd libre_crm

# Extract source files from libre_crm.odb to src/odb
./extract.sh