EasyCRM - Awesome Powerful Open Source CRM

EasyCRM is a simple, open-source Customer Relationship Management system — accounts, contacts, opportunities, tasks and orders in one modern, responsive web application. It is easy to install, easy to customize and ships with the full source code.

EasyCRM is built with ASP.NET Core 10.0 MVC, C# and TypeScript on the Serenity application framework, using an MS SQL Server database.

Important:

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Demo Information:

Admin Login:

Link: http://easycrm.optimumsol.com//

Username: admin

Password: admin1234

Features

Technology

• Full source code included — ASP.NET Core 10.0, C#, TypeScript, MS SQL Server, Serenity framework
• A modular, service based web application model
• Full documentation included

CRM Dashboard

• Accounts, contacts, open opportunities and order KPIs with charts

Sales Pipeline

• Opportunity pipeline board — kanban by status with per-column counts and total values
• Opportunities with status, amount and close date
• Tasks with types and statuses linked to opportunities

Customer Management

• Accounts (companies) with countries and contact persons
• Account 360 profile print — contacts, opportunities, recent orders and tasks on one page
• Contacts linked to accounts

Quotations

• Quotations with line items — products, discount, VAT and freight, totalled on the server
• One-click conversion to an order, carrying the lines across and linking the two documents
• Quote from an opportunity, so a won deal becomes a quote and then an order without re-keying
• Conversion guards prevent quoting twice or converting an empty quote

Orders

• Orders with line items (products, discount, VAT, freight, net total)
• Order print and email — branded order document with amount in words, emailed through your SMTP settings
• Product groups and products catalog

Cash & Bank

• Bank accounts and statement reconciliation with an uncleared-transaction picker and report

Accounting

• Chart of accounts, journals and vouchers with a transactions ledger

Administration

• User management, roles and granular permissions
• Theme presets, branding and notification settings (Email / SMS / WhatsApp)
• Languages and translations
• Company general settings

System Requirement.

• Windows Server or Windows Based Hosting
• IIS7 OR above
• .Net Core 10.0 Should be Installed
• MS SQL Server 2019 or above version
• Visual Studio 2026

Installation Steps

• Unzip Solution
• Upload to your hosting domain or iis
• Create a database in your hosting and run a given sql script.
• Change Connection string of database in appsetting.json file
• Run It
• your application ready to use now.

Application change history

V 2.2
Date: 06/09/2026
New: Quotations with line items, discount, VAT and freight
New: One-click quotation to order conversion, carrying the lines across and linking both documents
New: Quote directly from a won opportunity without re-keying
New: Conversion guards prevent quoting twice or converting an empty quotation

V 2.1
Date: 29/08/2026
New: Opportunity pipeline board — kanban by status with counts and total values
New: Order print and email with amount in words
New: Account 360 profile print — contacts, opportunities, orders and tasks
New: Bank accounts and bank statement reconciliation with report

V 2.0
Date: 28/08/2026
Framework upgraded to ASP.NET Core 10.0
Complete rebuild on the latest Serenity platform with a modern UI, theme presets, branding and notification settings
New: CRM dashboard with KPIs and charts
New: Accounting module - chart of accounts, journals and vouchers
Modernized grids and dialogs across accounts, contacts, opportunities, tasks and orders

V 1.0.0
Initial release: Date: 12/12/2020