Open source contact management software for Security

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modern powerful affordable platform to manage your customer relationships this is how 20 is presenting itself and it perfectly describes it let me present you a free open source CRM with nearly 10,000 stars on GitHub 20 it's a great alternative to pipe drive and sales force with additional features and full control you can Define data models use apis and in the near future connect existing data sources such as tripe and pulg and on top of that a Nee UI with a great user experience including tasks views notes and an incredible search bar before diving into the platform overview let's see the different options available to use it you can use the cloud version of 20 pric at $9 a month per user or self deploy it yourself on your server by following the installation guide on their GitHub repository together we will use our platform lso to it on the cloud provider of your choice or on your own server while with care of doing backups updates and maintenance for you to 20 with us head to ls. and click on login then click on create a new service search for 20 click on select choose between the different cloud provider I will choose header adjust your region and service plan based on your needs and then click on next adjust your level of support I will keep the free included one change the admin email of your password if you need to and then click on create ser service once your installation is finished you receive an email follow the link to get your password then click on that icon to copy the password of your admin dashboard and follow the link for your instance welcome to 20 continue with email the email is your admin email address continue and paste the password from your clipboard and you're ready to go sign in now we need to create our workspace it's related to your company to your business to what you're doing let's upload our logo and then the workspace name so LS continue now our workspace is created we need to create our member profile I will upload my picture and some no and then first name last name and continue we end directly on companies filled with data because it's ready to use CRM template we have full control of everything we can do adjust it but for now we'll just browse the existing data they provide us there are companies we can see they have have a name and a logo a domain name we have a link icon creation date number of employees some additional data too then the second data set we have is people it contains their name the email of the people and if they are related to a company by default they are not attached maybe for Simplicity but you can assign them a company and again some additional information with a phone creation date City different social link and the last one is opportunities with a nice Canan view but we will skip it for now before creating other data set let's just have a look at the search bar it's a very nice feature they have it's a very Advanced component that you can find in modern application instead of opening like people and using a search bar and searching within people data or within companies you can use the search bar and there is even a shortcut to open it and from there you have access to all the data so you have Easy Action to do like GP it will open people or you can do GC to open companies but once you type within it you have access to all the datas from your instance so you know you're looking for data about Dyan you go you click and you have access directly to it but let's not spoil that view for now and let's go to the settings and create a new table go to data model here you can see the existing table or objects you have companies it's a standard type with 14 fields and five instances instances is the number of objects inside the number of rows people and opportunities let's create a new one so click on ADD object and let's say we want to create additional data based on our CRM so let's name it actions so here it's singular so singular is action and the plural name is actions you can choose a different icon let's do this one and let's say actions to be taken and save it created our new object and within it has by default a creation date different activities attachments events and a name it's the First Column we'll see later what is activities attachments and events but every object when you use 20 has it so when we have an action we need extra data so let's add a field and we need someone in charge to do the action let's say it's a team member of someone using 20 with us so team member can choose a different icon but this one is perfect team member in charge of the action the type here is not a text we want a real reference to the team member so we need to go to relation and you can see we have a lot of different types relation so what do we want to relate it to it will not be related to a people because people are people from the company and here we want people from our company so team members it's workspace members currently there's only me so it will automatically preview it with me and currently the relation is in the wrong way so one action has multiple workspace members we want the opposite so belongs to one we want the action to be related to one workspace member and then on workspace members we will have the reverse relation so we need to name it let's say actions but we don't have view access to workspace members I think so for here it's not so important now you can see on top we have team member let's add another one so another relation this one is company so to which company it is related I'm just using random icon company targeted by the action it's again a relation it's again in the oppos it side and the object destination so it's all the different type of object you have in your 20 instance this time it's a company and on companies it will create a new column for the opposite side of the relation let's name it actions and save it our example data is almost finished let's add another field so let's name it result so what was the outcome of our action let's take one two three out come of the action the type we could make true or false or a drop down with a select and we need to define the different options available so if it's a success if we had no answer no reply to whatever intended action it was and if it failed we had something not approved or denied we can adjust the colors and hit save now our new data model is ready we can leave the settings and on the left now in our workspace we have access to actions the UI is very nice with the animated icon here and you can see we have name creation date and result so we are missing our other column this is by default The View that we have here was created with this so it stick to this so it doesn't impact your past views we just need to add the column to this view so we want to add also the company and the team member let's let's create our first action add an action so here we can fill it directly so the name of the action what did we try to do tried selling a hosting solution when it was now the result it failed and the company I tried to do it was figma and Associated team member is Me So currently there's only me on the instance but you would have the comp list of who is present in your team let's add another rle you can hit the plus button here and let's say send the contract with docil which was our last week video creation date again let's say I was very productive today result no answer for now the company it was to stripe and team member again it's me let's create a different view to see all our actions all our data here so here it's to open the view panel we have all actions it is locked because we can't touch the default view we always need a view and we can add another view let's name it action to redo if we had no answer view type it will be a Canan and the stages it will use it will use our drop down so the result column and click on create now we have our three column but we don't want to redo every action only the one with no answer for this we can apply different filters so we want to filter if the result is no answer so now we have only send the contract we can cancel our filter with reset or save it with update View and when we want to know what we have to do we just open that view we have all the list of the no answer so we need to perform an action again do it and either swipe it to success or failed let's say it was a success it disappear because it's not in that filter anymore now we can go back to the all actions and you can see that this action now is in success mode you can apply other filter here sort your data based on different things for example the name or the result you can also import data or export data into or from a CSV file let's open one row of our data so you can click on here and you have that nice view from one row of your data so it's not just a row in a table it's a full object containing all the data you have a nice overview of it so the title creation date the result success you can edit with in here you have the company the team member Associated to it and on the right you have that interesting part now here you have the timeline of what has been done to that object currently it's empty so let's open for example notes you will say what you did about it so let's name it contract written and you have a full markdown editor here so you can do heading hello this was the contract perfect it's attached by default you can add multiple not add files to it if you need to upload the PDF maybe of the contract and if you go to timeline you will see every action that has been done to that object so you have a clear overview of who did what and when and let's say the result wasn't a success maybe it failed so you would add another task a subtask based on this let's say send the contract with updated details so maybe there was an issue when we need an update when do we need to do do it in two days you can add extra data again with the nice editor here which is quite powerful and have like a notion like appearance the list of the change you must do change a change B and so on let's leave it it's here in our task but you can also open the task view here and you have a nice overview of all the task that you have within your 20 instance currently we only have one but you can imagine if you have a whole team working together if you are the team leader you can view for everyone but if you are just a team member you can filter based on who you are or who you wanted to see the data from and because you are working hard you do your task you check it and mission accomplished but because for now there is only me on the instance let's see how we can add other users so let's head to the settings part and jump to the members section you can copy the link send it to your team members and they can sign up following that link there are no Advanced customization options but you can still change the appearance with light or dark Theme by default it's based on your system settings so if you are in dark mode you would see dark mode to go further with your data you have multiple options the first one is to enable Integrations so soon they plan to do air table and post gr SQL but they already have zappier so you can integrate with almost everything the main difference is you would have the cost of zaap here while if they do their own integration it would be free and if you need to go further and things that are not automatable within here you can go to the developer sections get your API Keys plug some web Hooks and read the documentation to see what is available to do I will put you the link in the description but you can see it automatically generate AR rest and graph Fu API to communicate with your data thank you for watching we hope you enjoy discovering 20 with us if you find our content useful please hit the like button to make our content more visible to other open source lovers don't forget to subscribe to not miss our upcoming platform overviews in the meantime you can continue your open source Journey with this video here [Music]