CRM Lite

📋 Project Overview

CRM Lite is a lightweight customer relationship management (CRM) application built in Kotlin for Android. It allows users to efficiently manage:

• Their own user account
• A list of customers
• A product catalog
• Quotes, each linked to a customer and including multiple products

Built on Firebase, CRM Lite provides storage, making it ideal for small businesses and freelancers looking for a simple yet powerful mobile CRM solution.

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📦 Installation Instructions

You can install CRM Lite in two ways:

📱 Option 1: Install via APK

1. Download the latest .apk file from the Releases section of this repository.
2. On your Android device, allow installation from unknown sources (Settings > Security).
3. Open the .apk file and follow the prompts to install the app.

💻 Option 2: Build from Source (GitHub)

Requirements

• Android Studio (Meerkat recommended)
• Kotlin (bundled with Android Studio)
• Firebase project with Firestore enabled

Steps

1. Clone this repository:

   git clone https://github.com/yourusername/crm-lite.git
   cd crm-lite
   ### Open the project in Android Studio

2. Add your Firebase configuration:

   • Go to Firebase Console
   • Create a new project (or use an existing one)
   • Register your Android app and download the google-services.json file
   • Place google-services.json in the app/ directory

3. Sync the project with Gradle files and run the app on your emulator or physical device.

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🛠 Configuration

CRM Lite uses Firebase for backend services. To connect your own Firebase project:

• Set up Firestore and enable authentication (email/password or anonymous).
• Add your google-services.json file to the app/ directory.
• Adjust Firebase security rules as needed.

  Note: For development, open rules may be acceptable, but secure them before going to production.

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🚀 Usage Guide

Basic Workflow

🔐 Register/Login

• Start the app and register or log in with your credentials.

👤 Add Customers

• Navigate to the Customers section and tap the “Nieuwe klant” button to add a new customer.

📦 Create Products

• Go to the Products section and add the items or services you offer.

🧾 Generate Quotes

• Select a customer and add one or more products to create a quote.

• Save and optionally send the quote via email or messaging apps.

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🗺 Roadmap

Planned features for future releases:

• Uploading documents to a customer profile
• Multi-language support
• Offline mode with local caching
• Personalization of quotes
• Removing hardcoded admin ID
• Saving documents in Firebase Storage, instead of locally or in Firestore

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📣 Communication and Evaluation Strategy

To ensure CRM Lite continues to meet user needs and maintain quality, the project follows a clear communication and evaluation approach:

📬 Feedback & Communication

• Users and developers are encouraged to share feedback via GitHub Issues.
• For direct communication, contributors can use Discussions or Pull Request comments to coordinate efforts.
• Major updates or changes will be announced in the repository’s Releases section.

✅ Evaluation and Improvement

• All features are tested manually before each release to ensure stability.
• User feedback plays a key role in shaping upcoming improvements and feature priorities.
• Bugs and edge cases are tracked via the issue tracker and reviewed regularly.
• Internal testing focuses on usability, performance, and Firebase integration reliability.

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Maintaining an open feedback loop and prioritizing usability helps CRM Lite remain an accessible tool for freelancers and small businesses.

📄 License

Apache-2.0 License. See the LICENSE file for details.