VK CRM

A lightweight desktop CRM tool built with Tkinter for managing client contacts and case tracking. Features include wildcard search, duplicate detection, and CSV-based persistence.

Features

• Case Management: Track client interactions with unique case IDs
• Contact Tracking: Store phone numbers and emails with automatic duplicate counting
• Wildcard Search: Find cases using patterns (e.g., *@gmail.com, 69*)
• Duplicate Detection: Automatically counts how many times an email/phone appears across all cases
• Multi-Frame Navigation: Clean UI with separate screens for viewing, adding, and searching
• CSV Persistence: Simple file-based storage with cases.csv

Screenshots

Main View

The application provides a clean interface for browsing and managing customer cases with automatic duplicate counting for emails and phone numbers.

Installation

# Clone the repository
git clone https://github.com/victord03/crm.git
cd crm

# No external dependencies required (uses Python stdlib: tkinter, csv)
python3 src/main.py

Usage

Adding a Case

1. Click "Add New Case"
2. Fill in contact details (phone, email)
3. Add reactions and responses
4. System automatically generates UUID-based case ID
5. Duplicate counts updated automatically

Searching Cases

• Use wildcards: *pattern*, pattern*, *pattern
• Example: *@company.com finds all emails from that domain
• Example: 69* finds all mobile numbers starting with 69

Viewing Cases

Browse all cases with email/phone occurrence counts to identify repeat contacts.

Project Structure

crm/
├── src/
│   ├── main.py              # Main application (Tkinter UI + logic)
│   └── main_using_flask.py  # Alternative Flask implementation
├── cases.csv                # Database (auto-created)
└── README.md

Tech Stack

• Language: Python 3.x
• GUI: Tkinter / CustomTKinter
• Storage: CSV (no external database required)
• ID Generation: UUID for unique case identifiers

Features In Detail

Duplicate Counter

Each case shows how many times the email and phone number appear across all cases. This helps identify:

• Repeat customers
• Multiple cases for the same contact
• Potential duplicate entries

Input Validation

• Max 100 characters per field
• Prevents data overflow
• Clean error handling

State Management

• Frame-based navigation (Main → Add → Search → back to Main)
• Proper state cleanup between screens
• UUID-based case identification

CSV Schema

case_id, timestamp, phone_number, email, main_reaction, main_response, email_count, phone_count, comments

Known Limitations

• No authentication (single-user desktop app)
• CSV can become slow with 10,000+ records
• No data encryption
• Destructive operations (delete) have no undo

Future Enhancements

• Add confirmation dialogs for deletions
• Implement data backup/export
• Add basic authentication for multi-user scenarios
• Migrate to SQLite for better performance

Status

Production-Ready - Fully functional CRM for personal/small business use. Used successfully for client interaction tracking.

License

MIT License