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README
Apache-2.0

源计划CRM

前言

  • 基于悟空CRM-11.0版本改造架构,由原来的spring-cloud改为spring-boot。
  • 原本项目没啥毛病,但启动有点麻烦和要启多个服务,电脑会有点吃不消,所以改造为单服务启动。
  • 原业务代码直接复用原来的,个别做了小调整(cloud->boot)。
  • 原本cloud使用的xxl-job定时任务没有迁移过来,直接使用Quartz定时任务。
  • 前端源码保存不变(Fork后地址:https://gitee.com/cbasource/W72crm_web)

项目介绍

  • 旨在通过自动化和优化企业与客户之间的互动,‌提高客户满意度和忠诚度,‌从而增加收入和利润。‌
  • 将客户视为企业的重要资产,‌并通过多种渠道与客户进行交流,‌以满足客户的需要。‌这种系统不仅协调了销售、‌市场营销、‌服务和支持等业务功能,‌而且还将客户数据集中存储在一个平台上,‌使得销售、‌市场和客服团队可以协同工作,‌共享资源。‌

CRM后端目录结构

crm
├── admin         -- 系统管理模块和用户管理模块
├── auth          -- 鉴权模块,目前仅用于登录鉴权
├── bi            -- 商业智能模块
├── core          -- 通用的代码和工具类
├── crm           -- 客户管理模块
├── examine       -- 审批模块
├── quartz        -- 定时任务模块(取代xxl-job)
├── oa            -- OA模块
└── work          -- 项目管理模块
└── hrm           -- 人力资源管理模块

核心功能模块

CRM/OA功能:
客户管理:客户数据录入,支持数据查重,数据转移
线索管理:支持线索转化客户
客户池管理:可配置多个客户池,根据成交等多种条件设置回收规则
商机管理:支持设置多个商机,商机阶段自定义配置
合同管理:合同审批流配置
回款管理:回款审核、审批流配置
办公审批:支持配置审批流(请假、报销、借款、出差等自定义配置)
日程/任务:支持任务分配、任务

人力资源功能:
招聘管理:支持候选人添加、筛选、面试管理
人员管理:多维度组织架构配置
薪酬管理:可以灵活配置薪酬类型
社保管理:支持全国不同地区社保配置
绩效考核:灵活配置绩效考核流程,支持OKR和KPI绩效考核模板

员工端:
员工自助查询个人信息、薪酬信息、社保信息、绩效考核信息

系统配置:系统自定义字段配置、审批流配置、员工组织架构配置、角色权限配置(精确到字段权限)、日志配置
日志配置、公海规则配置、业务参数配置、初始化数据配置、其他配置

主要技术栈

名称 版本 说明
spring-boot 2.2.5.RELEASE 核心框架
swagger 2.10.5 接口文档
mybatis-plus 3.3.0 ORM框架
elasticsearch 2.2.5.RELEASE(6.8.6) 搜索引擎中间件
jetcache 2.6.0 分布式缓存框架

开发环境

资源下载

  • 阿里云盘:https://www.alipan.com/s/Wk6J5P5pih4
  • 说明
  • 不想安装mysql数据库,也可在下载phpStudy安装,里面默认mysql5.7,需要mysql8.0的可以在phpStudy的软件管理里面下载即可 输入图片说明

部署流程

  1. 导入doc文件夹里面的cba-crm.sql到数据库
  2. 确认自己的mysql版本 进行修改jar 在pom.xml 172行 默认8.0
  3. 修改application-dev.yml 里面自己数据库版本对应的jdbc链接
  4. 正常启动run CBAApplication.java

打包发布编译流程

  • maven编译安装pom.xml文件即可打包成jar 命令:mvn package

登陆地址

启动类

  • CBAApplication 启动类

新界面风格

数据库模型

后台代码注释风格

情况说明

  • 如果您喜欢源计划CRM,可以clone下来使用,您的star将是本人前进的动力,如果您有技术疑问,可以加群交流。
  • 如果源计划CRM对您有一点帮助,您可以点个star,就是对作者最大的支持了。
  • 源计划CRM会一直更新下去,不断叠加功能进去。

开发者联系

wiki

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简介

基于悟空CRM-11.0版本改造架构,由原来的spring-cloud改为spring-boot 展开 收起
Java
Apache-2.0
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