惯性聚合 高效追踪和阅读你感兴趣的博客、新闻、科技资讯
阅读原文 在惯性聚合中打开

推荐订阅源

C
CXSECURITY Database RSS Feed - CXSecurity.com
V2EX - 技术
V2EX - 技术
美团技术团队
NISL@THU
NISL@THU
C
CERT Recently Published Vulnerability Notes
Google DeepMind News
Google DeepMind News
Cyber Security Advisories - MS-ISAC
Cyber Security Advisories - MS-ISAC
MyScale Blog
MyScale Blog
C
Cybersecurity and Infrastructure Security Agency CISA
W
WeLiveSecurity
博客园 - 聂微东
Hacker News - Newest:
Hacker News - Newest: "LLM"
H
Help Net Security
GbyAI
GbyAI
G
GRAHAM CLULEY
The Last Watchdog
The Last Watchdog
U
Unit 42
罗磊的独立博客
B
Blog RSS Feed
K
Kaspersky official blog
宝玉的分享
宝玉的分享
Blog — PlanetScale
Blog — PlanetScale
Know Your Adversary
Know Your Adversary
IT之家
IT之家
www.infosecurity-magazine.com
www.infosecurity-magazine.com
Y
Y Combinator Blog
S
Secure Thoughts
P
Privacy & Cybersecurity Law Blog
S
Schneier on Security
Last Week in AI
Last Week in AI
Hacker News: Ask HN
Hacker News: Ask HN
L
LINUX DO - 热门话题
雷峰网
雷峰网
Martin Fowler
Martin Fowler
Recent Commits to openclaw:main
Recent Commits to openclaw:main
N
Netflix TechBlog - Medium
T
Tor Project blog
The GitHub Blog
The GitHub Blog
The Hacker News
The Hacker News
F
Fortinet All Blogs
Webroot Blog
Webroot Blog
Spread Privacy
Spread Privacy
Cloudbric
Cloudbric
freeCodeCamp Programming Tutorials: Python, JavaScript, Git & More
Schneier on Security
Schneier on Security
人人都是产品经理
人人都是产品经理
P
Privacy International News Feed
cs.CL updates on arXiv.org
cs.CL updates on arXiv.org
T
The Exploit Database - CXSecurity.com
Microsoft Security Blog
Microsoft Security Blog

DEV Community

Authentication Security Deep Dive: From Brute Force to Salted Hashing (With Java Examples) Why AI Systems Don’t Fail — They Drift Spilling beans for how i learn for exam😁"Reinforcement Learning Cheat Sheet" I Replaced Chrome with Safari for AI Browser Automation. Here's What Broke (and What Finally Worked) How Python Borrows Other People's Work The $40 Architecture: Processing 1 Billion API Requests with 99.99% Uptime Vibe Coding: A Workflow Guide (From Zero to SaaS) Most webhook security guides protect the wrong side. The scary part is delivery. Headless CMS for TanStack Start: Build a Blog with Cosmic EU Age Verification App "Hacked in 2 Minutes" — What Actually Happened Comfy Cloud’s delete function does not actually remove files Running AI Models on GPU Cloud Servers: A Beginner Guide Event-driven media intelligence with AWS Step Functions and Bedrock I scored 500 AI prompts across 8 quality dimensions — here's what broke How to Call Google Gemini API from Next.js (Free Tier, No Backend Needed) The Portal Protocol: Reclaiming Human Connection in the Age of AI How to Fix Your Team's Scattered Knowledge Problem With a Self-Hosted Forum Intro to tc Cloud Functors: A Graph-First Mental Model for the Modern Cloud Designing Multi-Tenant Backends With Both Ownership and Team Access I Built a Neumorphic CSS Library with 77+ Components — Here's What I Learned PostgreSQL Performance Optimization: Why Connection Pooling Is Critical at Scale Cómo construí un SaaS multi-rubro para gestionar expensas en Argentina con FastAPI + Vue 3 🚀 I Built an Ethical Hacking Scanner Tool – Open Source Project I Replaced /usage and /context in Claude Code With a Single Statusline A Pythonic Way to Handle Emails (IMAP/SMTP) with Auto-Discovery and AI-Ready Design I Collected 8.9 Million Polymarket Price Points — Here's What I Found About How Markets Really Move EcoTrack AI — Carbon Footprint Tracker & Dashboard Everyone's Using AI. No One Agrees How. 5 self-hosted ebook managers worth trying in 2026 Building Your First AI Agent with LangChain: From Chatbot to Autonomous Assistant Common SOC 2 Failures (Real World) Stop Vibe-Checking Your AI App: A Practical Guide to Evals How to Use SonarQube and SonarScanner Locally to Level Up Your Code Quality Your Next To-Do App Is Dead — I Replaced Mine with an OpenClaw AI Sign a Nostr event in 60 lines of Python using coincurve — no nostr-sdk, no nbxplorer, no rust toolchain ITGC Audit Explained Like You’re in Big 4 Patch Tuesday abril 2026: Microsoft parcha 163 vulnerabilidades y un zero-day en SharePoint Stop scraping everything: a better way to track competitor price changes Listing on MCPize + the Official MCP Registry while routing payments OUTSIDE the marketplace — how I kept 100% of my x402 revenue Building an AI-Powered Risk Intelligence System Using Serverless Architecture Why We Ripped Function Overloading Out of Our AI Toolchain Testing AI-Generated Code: How to Actually Know If It Works SaaS Churn Is Killing Your Business. Here Is What to Do About It (Without a Support Team) The Speed of AI Is No Longer Linear - And Self-Improving Models Are Why How to Implement RBAC for MCP Tools: A Practical Guide for Engineering Teams From Standard Quote to Persuasive Proposal: AI Automation for Arborists I built a CLI that scaffolds complete multi-tenant SaaS apps Axios CVE-2025–62718: The Silent SSRF Bug That Could Be Hiding in Your Node.js App Right Now The dashboard that ended our friendship Data Pipelines Explained Simply (and How to Build Them with Python) The Hidden Cost of AI Systems Nobody Talks About. undefined vs undeclared, and how typeof behaves Switching from file-based jobs to NATS/Kafka in Rust without changing code io_uring Adventures: Rust Servers That Love Syscalls Why Agentic AI is Killing the Traditional Database The POUR principles of web accessibility for developers and designers Quantum Neural Network 3D — A Deep Dive into Interactive WebGL Visualization How To Install Caveman In Codex On macOS And Windows Automation Pipeline Reliability: Why Your Workflow Breaks When Nobody Is Watching I Built an 'Open World' AI Coding Agent — It Works From ANY Folder From Freelancing to Product: A Tech Service Company's SaaS Transformation China's AI Giants: Adding Tencent Hunyuan & ByteDance Doubao to AI University (74 Providers) On the Vibe Coders and Their Lies clerk: Auto-Summarize Your Claude Code Sessions AI Weekly — 2026/04/10–04/17 | The Model Lockdown Is Here, but the Toolchain Is the Real Battleground AI 週報 — 2026/04/10–2026/04/17 模型封鎖潮來了,但工具鏈才是真戰場 Maybe this is how Open-Source apps are born... 🚀 Fine-Tune LLMs with LoRA and QLoRA: 2026 Guide tRPC v11 + Next.js App Router: End-to-End Type Safety Without the Boilerplate ShadCN UI in 2026: Why I Stopped Installing Component Libraries and Started Owning My Components SaaS Billing in React Server Components: Stripe + Supabase Without a Single `useEffect` Join our DEV Weekend Challenge — $1,000 in Prizes Across TEN winners! Submissions Due April 20 at 6:59 AM UTC. Implementing FSRS Spaced Repetition in Flutter + Supabase — Adding Memory Science to an AI Learning App "I Texted My Localhost From the Train — Claude Code Fixed the Bug Before I Got Home" I Built a Sales Prep AI and It Went Deeper Than Expected Design to Code #2: One JSON, Eleven Outputs Solving the 100M-Row Problem: A Summary Table Pattern for High-Volume Push Notification Logs Flutter Web With Wasm: What Actually Changes For Developers I Built 50 Royalty-Free Soundtracks for My Side Project in a Weekend Using AI Music Generation The Vibe Coding Security Checklist: 7 Things to Check Before You Ship Stop Letting Googlebot Guess Fix Your React App's SEO Right Desconstruindo o Streaming do LinkedIn: Como Criar um Engine de Extração de Vídeo de Alta Performance com HLS e FFmpeg (EDA Part-1) EDA (Exploratory Data Analysis) Explained With Real Life — Why Looking at Your Data Is the Most Important Step in Machine Learning Brand Relationship Management at Scale: Our 4-Touch Outreach System for 200+ Brands Why String.fromEnvironment() Might Return an Empty String in Dart JGuardrails 1.0.0 — Hardening Java LLM Apps Against Jailbreaks, Toxicity, and Prompt Injection Plan and Schedule a Full Week of Threads Content From One Claude Conversation Coding Cat Oran Ep3, Five Tables Changed Everything Updated: BFF Pattern I'm done watching freelancers get buried by 200 proposals. So I'm building the alternative. This is my first post BFS Algorithm in Java Step by Step Tutorial with Examples Tracking LLM Pricing Monthly: An Open Dataset for 22 AI Models How We Measure Content ROI on a Comparison Site: Revenue Attribution Without Perfect Data Introducing Nova AI Ops: The AI-Native Operating System for SRE Teams I built a free desktop video downloader for Windows — Grabbit How Talkie OCR Helps Vision-Impaired & Dyslexic Users Read the World Around Them VRCFaceTracking安装和iPhone面捕配置教程,有bug Even CrowdStrike Can't See Your Agents The Automation Gold Rush: What n8n Workflows and Claude Are Opening Up for Developers Right Now
Build a CRM with Python: Track Leads and Deals Without Paying for Salesforce
Brad · 2026-05-14 · via DEV Community

Brad

Managing leads and clients in spreadsheets is a recipe for lost deals. Here's how to build a lightweight CRM in Python that tracks everything — for free.

Why Not Just Use Salesforce?

Salesforce costs $25-300/user/month. For freelancers and small businesses managing under 500 contacts, you're paying for complexity you don't need. A Python-based CRM gives you exactly what you need.

The Core Data Structure

import sqlite3
import datetime

def init_db():
    conn = sqlite3.connect('crm.db')
    c = conn.cursor()

    c.execute('''CREATE TABLE IF NOT EXISTS contacts (
        id INTEGER PRIMARY KEY,
        name TEXT,
        email TEXT UNIQUE,
        phone TEXT,
        company TEXT,
        status TEXT DEFAULT 'lead',
        created_at TEXT,
        last_contact TEXT,
        notes TEXT
    )''')

    c.execute('''CREATE TABLE IF NOT EXISTS deals (
        id INTEGER PRIMARY KEY,
        contact_id INTEGER,
        title TEXT,
        value REAL,
        stage TEXT DEFAULT 'prospect',
        expected_close TEXT,
        notes TEXT,
        FOREIGN KEY (contact_id) REFERENCES contacts (id)
    )''')

    c.execute('''CREATE TABLE IF NOT EXISTS interactions (
        id INTEGER PRIMARY KEY,
        contact_id INTEGER,
        type TEXT,
        notes TEXT,
        created_at TEXT,
        FOREIGN KEY (contact_id) REFERENCES contacts (id)
    )''')

    conn.commit()
    return conn

Enter fullscreen mode Exit fullscreen mode

Adding and Updating Contacts

def add_contact(conn, name, email, company=None, phone=None, status='lead'):
    c = conn.cursor()
    now = datetime.datetime.now().isoformat()
    c.execute('''INSERT OR REPLACE INTO contacts
                 (name, email, phone, company, status, created_at, last_contact)
                 VALUES (?, ?, ?, ?, ?, ?, ?)''',
              (name, email, phone, company, status, now, now))
    conn.commit()
    return c.lastrowid

def update_contact_status(conn, email, new_status):
    """Move contact through pipeline: lead -> qualified -> proposal -> won/lost"""
    valid_statuses = ['lead', 'qualified', 'proposal', 'negotiation', 'won', 'lost']
    if new_status not in valid_statuses:
        raise ValueError(f"Invalid status. Choose from: {valid_statuses}")

    c = conn.cursor()
    c.execute('UPDATE contacts SET status = ?, last_contact = ? WHERE email = ?',
              (new_status, datetime.datetime.now().isoformat(), email))
    conn.commit()

Enter fullscreen mode Exit fullscreen mode

Auto-Follow-Up Reminders

This is the killer feature — automatic reminders for contacts you haven't touched:

import smtplib
from email.mime.text import MIMEText

def check_follow_ups(conn, days_threshold=7):
    """Find contacts not touched in X days."""
    c = conn.cursor()
    cutoff = (datetime.datetime.now() - datetime.timedelta(days=days_threshold)).isoformat()

    c.execute('''SELECT name, email, company, status, last_contact
                 FROM contacts
                 WHERE last_contact < ? AND status NOT IN ('won', 'lost')
                 ORDER BY last_contact ASC''', (cutoff,))

    return c.fetchall()

def send_follow_up_digest(overdue_contacts, your_email, smtp_password):
    """Email yourself a daily digest of overdue follow-ups."""
    if not overdue_contacts:
        return

    body = "Daily CRM Follow-Up Digest\n\n"
    body += f"Contacts needing attention ({len(overdue_contacts)}):\n\n"

    for contact in overdue_contacts:
        name, email, company, status, last_contact = contact
        days_ago = (datetime.datetime.now() - datetime.datetime.fromisoformat(last_contact)).days
        body += f"- {name} ({company or 'No company'}): {status} pipeline, last contacted {days_ago} days ago\n"
        body += f"  Email: {email}\n\n"

    msg = MIMEText(body)
    msg['Subject'] = f"CRM Alert: {len(overdue_contacts)} contacts need follow-up"
    msg['From'] = your_email
    msg['To'] = your_email

    with smtplib.SMTP_SSL('smtp.gmail.com', 465) as server:
        server.login(your_email, smtp_password)
        server.send_message(msg)

Enter fullscreen mode Exit fullscreen mode

Deal Pipeline Tracking

def add_deal(conn, contact_email, title, value, expected_close_days=30):
    c = conn.cursor()
    contact = c.execute('SELECT id FROM contacts WHERE email = ?', (contact_email,)).fetchone()
    if not contact:
        raise ValueError(f"Contact not found: {contact_email}")

    expected_close = (datetime.datetime.now() + datetime.timedelta(days=expected_close_days)).date().isoformat()

    c.execute('''INSERT INTO deals (contact_id, title, value, stage, expected_close)
                 VALUES (?, ?, ?, 'prospect', ?)''',
              (contact[0], title, value, expected_close))
    conn.commit()
    return c.lastrowid

def get_pipeline_summary(conn):
    """Get pipeline value by stage."""
    c = conn.cursor()
    c.execute('''SELECT stage, COUNT(*), SUM(value)
                 FROM deals
                 WHERE stage NOT IN ('won', 'lost')
                 GROUP BY stage''')

    results = c.fetchall()
    print("\n=== Pipeline Summary ===")
    total_value = 0
    for stage, count, value in results:
        print(f"{stage.capitalize()}: {count} deals worth ${value:,.0f}")
        total_value += value
    print(f"Total Pipeline: ${total_value:,.0f}")
    return results

Enter fullscreen mode Exit fullscreen mode

Putting It Together

def run_daily_crm():
    conn = init_db()

    # Check for overdue follow-ups
    overdue = check_follow_ups(conn, days_threshold=5)

    if overdue:
        send_follow_up_digest(overdue, "you@gmail.com", "your-app-password")
        print(f"WARNING: {len(overdue)} contacts need follow-up")
    else:
        print("All contacts up to date")

    # Show pipeline
    get_pipeline_summary(conn)
    conn.close()

if __name__ == '__main__':
    run_daily_crm()

Enter fullscreen mode Exit fullscreen mode

Running It Daily

0 9 * * 1-5 /usr/bin/python3 /path/to/crm.py >> /var/log/crm.log 2>&1

Enter fullscreen mode Exit fullscreen mode

Extending the CRM

Once you have the basics working:

  • Web interface: Add Flask for a browser UI
  • Import from CSV: Parse your existing spreadsheet data
  • Email templates: Store follow-up templates, auto-personalize
  • Revenue forecasting: Weight deals by stage probability

This entire CRM system — and 20 more Python business automation scripts — are available as a ready-to-run toolkit at https://lukassbrad.gumroad.com/l/ugeka.


What CRM features matter most to your business? Drop a comment below.