Creating a New Tenant workspace
Shows the signup flow for creating a new tenant workspace.
Multi-Tenant SaaS Customer Relationship Management (CRM)
Trade CRM is a Django-based multi-tenant CRM solution for trade and service businesses. The project is currently in MVP development, with tenant signup, authentication, role-based permissions, clients, jobs, staff workflows, and a dynamic pricebook already implemented.
Adding Staff Members
Adds a staff member to the tenant workspace. Password setup is not included yet; in a future version, staff users should receive an email link to create their own password.
Adding a Client
Adds a new client record to the CRM.
Creating a Job
Creates a job using the selected client, assigned staff member, priority, schedule, and job details.
Adding Job Notes and Checking Activity
Adds notes to a job and shows how those notes appear in the job activity timeline.
Creating Pricebook Categories
Creates categories used to organize pricebook/catalog items.
Creating Custom Fields
Adds category-specific custom fields that can later be used when creating catalog items.
Adding a Catalog Item
Adds a catalog item using a category and its configured custom fields.
Try Live Demo
Use fake data only. Demo data is automatically deleted every day. First load may take up to 50 seconds due to Render's free tier cold start.
Completed Features
- Multi-tenant signup, session authentication, and tenant-scoped data isolation.
- Role-based access for owner, admin, manager, and staff users.
- Client, job, activity timeline, and pricebook workflows with dynamic custom fields.
In Progress / Missing Features
- Quotes, invoices, and scheduling modules.
- Dashboard analytics, and notifications.
- Production-grade billing/subscription layer and further desktop/mobile UI refinement.
Tech Stack
- Backend: Django
- API layer: Django REST Framework
- Database: PostgreSQL/Neon
- Frontend rendering: Django templates (planned migration to Next.js)
- Deployment: Render