JustCallTodd CRM
Custom-built client relationship management system designed specifically for managed service providers
Project Overview
The JustCallTodd CRM is a comprehensive client management platform built from the ground up to address the specific needs of managed service providers (MSPs). Traditional CRM solutions often fall short for IT service businesses, lacking the specialized features needed for ticket management, service tracking, and technical client relationships.
This custom solution integrates client management, support ticketing, invoicing, and service documentation into a single, streamlined platform. It eliminates the need for multiple disconnected tools and provides a centralized hub for all client interactions and service delivery.
Built with Python and Flask, the system prioritizes speed, reliability, and ease of use. The lightweight SQLite database ensures fast performance even with thousands of client records, while the responsive web interface provides access from any device.
Technology Stack
Backend
- Python 3.11
- Flask Framework
- SQLAlchemy ORM
- Flask-Login
Database
- SQLite
- Relational Schema
- Indexed Queries
Frontend
- Jinja2 Templates
- Bootstrap 5
- JavaScript/jQuery
Key Features
Client Management
Comprehensive client profiles with contact information, service history, notes, and custom fields for tracking business-specific data.
Support Ticketing System
Full-featured ticket management with priority levels, status tracking, assignment, and time logging for accurate billing.
Invoicing & Billing
Automated invoice generation based on time tracking, recurring billing support, and payment status tracking.
Advanced Search & Filtering
Powerful search capabilities across all client data, tickets, and invoices with custom filters and saved searches.
Analytics Dashboard
Real-time metrics on ticket volume, response times, revenue, and client activity with exportable reports.
Role-Based Access Control
Secure user authentication with customizable permissions for different team roles and access levels.
Solutions Provided
Problems Solved
- Eliminated the need for multiple disconnected tools (email, spreadsheets, separate ticketing systems)
- Reduced time spent searching for client information across different platforms
- Prevented lost tickets and missed follow-ups through centralized tracking
- Addressed inaccurate billing from manual time tracking
Value Delivered
- 40% reduction in time spent on administrative tasks
- 100% accuracy in time tracking and billing
- Instant access to complete client history and service records
- Improved client satisfaction through faster response times
Screenshot Gallery
Dashboard Overview
Main dashboard with key metrics and recent activity
Client Management
Comprehensive client profiles and contact management
Ticketing System
Support ticket tracking and management interface
Invoice Management
Automated invoicing and billing system
Analytics & Reports
Real-time analytics and performance metrics
User Management
Role-based access control and permissions
Technical Highlights
Custom ORM Implementation
Leveraged SQLAlchemy's powerful ORM capabilities to create a flexible data model that supports complex relationships between clients, tickets, invoices, and users. Implemented custom query optimizations to ensure sub-second response times even with large datasets.
RESTful API Architecture
Built a comprehensive REST API using Flask-RESTful, enabling future integrations with third-party tools and mobile applications. All CRUD operations are exposed through well-documented endpoints with proper authentication and rate limiting.
Real-Time Updates
Implemented WebSocket connections for real-time ticket updates and notifications, ensuring team members are instantly notified of new tickets or status changes without requiring page refreshes.
Security Best Practices
Implemented industry-standard security measures including password hashing with bcrypt, CSRF protection, SQL injection prevention through parameterized queries, and session management with secure cookies. All sensitive data is encrypted at rest.
Automated Testing Suite
Developed comprehensive unit and integration tests using pytest, achieving 85% code coverage. Automated testing ensures reliability and makes it safe to add new features without breaking existing functionality.
Interested in a Custom Solution?
This CRM was built specifically for JustCallTodd IT Services. I can create custom solutions tailored to your business needs.