CRM Automation Bundle — self-hosted Python CRM: funnel, reports, Telegram

CRM Automation Bundle — self-hosted Python CRM: funnel, reports, Telegram

A self-hosted CRM for small business and freelancers in pure Python: a 5-stage funnel, conversion and revenue-forecast analytics, automatic reports, CSV/JSON lead import and Telegram notifications. No database and no subscriptions — everything in one JSON file.
Feed in your leads and you get the funnel: how many deals and how much money sit at every stage, what conversion reached the proposal stage, what has stalled without movement, and the revenue forecast. Reports build themselves — a daily digest, a weekly summary and a per-manager report.
📦 FORMAT · VERSION · WARRANTY
• Contents: ZIP — 5 modules, a single run.py CLI, selftest.py (155 checks), seed_demo.py with a demo database, an import sample, GUIDE.pdf with screenshots, README, LICENSE
• Version: October 2026 · Python 3.9+ · standard library only
• Delivery: automatically to your e-mail right after payment
• Warranty: a reproducible bug is fixed within 24–72 hours (6 months of support)
5 MODULES (run with python run.py )
• leads — deal storage: the funnel NEW → CONTACT → QUALIFICATION → PROPOSAL → CLOSED (WON/LOST), notes, activities, a full change history
• funnel — analytics: conversion from the transition history (not just the current stage), average time per stage, revenue forecast, sales velocity, a per-manager summary
• reports — auto-reports: a daily digest, a weekly report, a per-manager report, a kanban board and a list of stalled deals
• notify — integrations: ready templates for a new lead, a stage change, a won deal and stalled deals; delivery to Telegram or e-mail through your own callback — the keys stay with you
• importers — CSV/JSON lead import: Russian and English headers, deduplication by phone, e-mail and name
NUMBERS FROM THE DEMO (python seed_demo.py — 12 deals, 3 managers)
• 1,816,000 RUB in progress, 1,210,667 RUB forecast to close at a 67% win rate
• 2 deals won for 377,000 RUB, 1 lost for 88,000 RUB
• 4 deals stalled for 14+ days — the clearest signal the funnel has stopped
• Conversion: NEW 100% → CONTACT 75% → QUALIFICATION 58% → PROPOSAL 42% → CLOSED 25%
VERIFICATION — 155 CHECKS
python selftest.py checks the storage, analytics, reports, notification templates and the importer on the demo data. The gallery screenshots are real CLI output on that database, not drawn mockups.
FOR WHOM
• A small business — a CRM with no monthly fees and no third-party clouds
• A freelancer or agency — a project funnel and a report for every manager
• Anyone tracking leads in a spreadsheet — CSV import moves everything over with deduplication
BEFORE YOU START
The store is a plain JSON file — readable in Notepad, backed up by copying. Notifications need your own Telegram bot (free from @BotFather) or SMTP; it connects in three lines, with an example in the README.


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