venturedrake / laravel-crm

Laravel CRM The free Laravel CRM you have been looking for, this package will add CRM functionality to your laravel projects or can be used as a complete standalone CRM built with Laravel. Use Cases • Use as a free CRM for your business or your clients • Build a custom CRM for your business or your clients • Use as an integrated CRM for your Laravel powered business (Saas, E-commerce, etc) • Use as a CRM for your Laravel development business • Run a multi-tenant CRM Saas business Features • Dashboard • Sales leads management • Deal management • Quote builder • Send quotes with accept/reject functionality • Orders & Invoicing • Purchase orders • Deliveries • Kanban boards • Activity Feed / Timelines • Custom fields • Customer management • Contact database management • Products & Product Categories • Notes & Tasks • File uploads • Users & Teams • Secure registration & login • Laravel Jetstream/Spark teams support • Roles & Permissions thanks to Spatie Permissions • Model Audit logging thanks to Laravel Auditing • Xero integration Requirements • **PHP**: 7.3 or higher • **For MySQL users**: 5.7.23 or higher • **For MariaDB users**: 10.2.7 or higher • **Laravel** 6.0 or higher Live Demo https://demo.laravelcrm.com/register Quick Start If you want to get up and running quickly with a complete Laravel CRM please go to the laravel-crm-starter project. If you prefer to install Laravel CRM into your own Laravel application, please follow the installation steps below. Installation Step 1. Install a Laravel project if you don't have one already https://laravel.com/docs/installation Step 2. Make sure you have set up authentication in your project https://laravel.com/docs/authentication Step 3. Require the current package using composer: Step 4. Publish the migrations, config & assets Step 5. Update the various config settings in the published config file: After publishing the package assets a configuration file will be located at config/laravel-crm.php Please read the comments in this file for each setting. Most can be left as the default, however you will need to update the "CRM Owner" setting to access the CRM initially. Please note if you set the route_prefix to blank or null you will need to update the default routes/web.php file. All the crm routes are managed by the package, so it should look just as per below after removing the default welcome route and redirecting the default /home route to the dashboard. Laravel 7 and below: Laravel 8+: Step 6. Run migrations: Step 7. Run database seeder: Step 8. Update User Model • Add the HasCrmAccess, HasCrmTeams, HasRoles traits. • Add the Lab404\AuthChecker\Models\HasLoginsAndDevices trait and the Lab404\AuthChecker\Interfaces\HasLoginsAndDevicesInterface interface. Step 9. Register at least one user and log in or if you already have a user login with the crm owner you set in step 5 Access the crm to register/login at http://your-project-url/crm Note if you modified the route_prefix setting from the default the above url will change dependent on that setting. Upgrade Upgrading from >= 0.2 Step 1. Run the following to the update migrations and publish assets: Step 2. Run the database seeder Step 3. If using teams support then run the following permissions update command Step 4. Run update command to update database Upgrading from resources/views/vendor/laravel-crm/* Step 3. Add HasCrmAccess, HasCrmTeams & HasRoles traits to App\User model, see installation Step 8. Testing Changelog Please see CHANGELOG for more information what has changed recently. Roadmap • Documents • Calendar • CSV Import / Export • SMS • Payments Feedback Participate in the discord community Contributing Please see CONTRIBUTING for details. Security If you discover any security related issues, please email andrew@venturedrake.com instead of using the issue tracker. Credits • Andrew Drake • All Contributors License The MIT License (MIT). Please see License File for more information.