django-acquisitions¶
A Django package for customer acquisition pipeline management. Track prospective clients, manage contacts, automate outreach campaigns, and handle customer onboarding.
Features¶
- Prospective Client Management
Track potential customers through your acquisition pipeline with customizable statuses (new, contacted, qualified, proposal, negotiation, won, lost, dormant).
- Contact Management
Multiple contacts per prospective client with role tracking (decision maker, influencer, champion, end user, gatekeeper).
- Touchpoint Tracking
Record all interactions: emails, calls, SMS, meetings, video calls, social media, and physical mail.
- Outreach Campaigns
Automated multi-step sequences with email and SMS support. Configurable delays, skip-if-responded logic, and rate limiting.
- Marketing Documents
Manage brochures, case studies, pricing sheets, proposals, and presentations with usage tracking.
- Seller Profiles
Internal seller profiles with working hours, timezone support, auto-assignment, and performance stats.
- REST API
Full Django REST Framework API for all models with filtering, search, and nested endpoints.
- Flexible Architecture
Works with any user model
Optional Celery integration for async tasks
Pluggable SMS backends (Twilio, console)
Pluggable email backends
Contents:
Quick Start¶
Install the package:
pip install django-acquisitions
Add to your Django settings:
INSTALLED_APPS = [
...
'acquisitions',
]
Run migrations:
python manage.py migrate acquisitions
Create your first prospective client:
from acquisitions.models import ProspectiveClient
pc = ProspectiveClient.objects.create(
company_name="Acme Corp",
status=ProspectiveClient.Status.NEW,
source=ProspectiveClient.Source.WEBSITE,
)