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Example code of refineder/filament-crm

Informations about the package filament-crm

Refineder Filament CRM

Refineder Filament CRM

A real-time CRM plugin for Filament v5 powered by WhatsApp messaging via WasenderAPI.

Latest Version on Packagist Total Downloads License PHP 8.2+ Laravel 11.28+ Filament 5.x

Features • Requirements • Installation • Configuration • Usage • Webhook Setup • Customization • Events • Translations • Roadmap • License

Overview

Refineder Filament CRM transforms your Filament admin panel into a full-featured customer relationship management system with real-time WhatsApp messaging. Connect one or more WhatsApp accounts via WasenderAPI, receive customer messages instantly, reply directly from your dashboard, and manage deals through a visual pipeline -- all without leaving Filament.

Features

WhatsApp Integration

Contact Management

Deal Pipeline

Dashboard Widgets

Developer Experience

Requirements

Dependency Version
PHP 8.2+
Laravel 11.28+
Filament 5.x
Livewire 4.0+
WasenderAPI Account Sign up

Installation

1. Install the package

2. Publish and run migrations

3. Register the plugin in your Panel Provider

4. (Optional) Publish the configuration file

Configuration

After publishing, the configuration file is located at config/refineder-crm.php.

Feature Toggles

Enable or disable individual CRM modules:

Plugin Fluent API

You can also configure features directly on the plugin instance:

Chat Polling Interval

Control how frequently the chat checks for new messages (in seconds):

Currency

Set the default currency for deal values:

Overriding Models

Replace any model with your own implementation:

Usage

Setting Up a WhatsApp Session

  1. Navigate to CRM > WhatsApp Sessions in your Filament panel
  2. Click Create and fill in your session details:
    • Session Name -- a friendly label (e.g. "Sales Team")
    • WasenderAPI Session ID -- from your WasenderAPI dashboard
    • API Key -- the unique key for this session
    • Webhook Secret -- for verifying incoming webhooks
  3. Save the session -- a Webhook URL will be generated automatically
  4. Copy the Webhook URL into your WasenderAPI session settings
  5. Use the Connect button to establish the WhatsApp connection

Sending Messages

Once a session is connected, navigate to any conversation and type your reply in the chat box. Press Enter or click the send button. The message is sent via WasenderAPI and stored in your database.

Managing Deals

Navigate to CRM > Deals to create and track deals. Each deal can be linked to a contact and moves through configurable pipeline stages.

Webhook Setup

The plugin registers a webhook endpoint at:

WasenderAPI Configuration

  1. Open your session in the WasenderAPI dashboard
  2. Set the Webhook URL to the URL shown in your session's edit page
  3. Set the Webhook Secret to match the secret stored in the plugin
  4. Enable the following events:
    • messages.received
    • messages.upsert
    • message.sent
    • messages.update
    • messages.delete
    • session.status

Webhook Verification

Every incoming request is verified by comparing the X-Webhook-Signature header against the stored webhook secret. If no secret is configured, all requests are accepted.

Supported Events

Event Description
messages.received Incoming message -- creates contact, conversation, stores message
messages.upsert All messages (incoming + outgoing)
message.sent Outgoing message confirmation
messages.update Delivery / read status updates
messages.delete Message deletion
session.status Session connection status change

Customization

Extending Resources

All Filament resources follow the v5 pattern with separate Schemas/, Tables/, and Pages/ directories. You can extend any resource by publishing and modifying the files.

Custom Navigation Group

Disabling Specific Features

Events

The plugin dispatches Laravel events that you can listen for in your application:

Event Payload When
Refineder\FilamentCrm\Events\MessageReceived CrmMessage $message, array $rawPayload New incoming message processed
Refineder\FilamentCrm\Events\MessageSent CrmMessage $message Outgoing message sent successfully
Refineder\FilamentCrm\Events\SessionStatusChanged WhatsappSession $session, SessionStatus $previous, SessionStatus $new Session connection status changed

Example Listener

Translations

The plugin ships with full English and Arabic translations. To add a new language, publish the translations and create a new directory:

Translation files are located in resources/lang/vendor/refineder-crm/:

Database Schema

The plugin creates the following tables (all prefixed with crm_):

Table Purpose
crm_whatsapp_sessions WhatsApp session credentials and status
crm_contacts Customer contact profiles
crm_conversations Chat threads with contacts
crm_messages Individual messages with type and status
crm_deals Sales deals with pipeline stages
crm_deal_stages Customizable pipeline stage definitions

Security

Roadmap

Planned features for future releases:

Testing

Changelog

Please see CHANGELOG for more information on what has changed recently.

Contributing

Contributions are welcome! Please see CONTRIBUTING for details.

License

The MIT License (MIT). Please see License File for more information.

Built with care by Refineder • Powered by Filament • WhatsApp via WasenderAPI

All versions of filament-crm with dependencies

PHP Build Version
Package Version
Requires php Version ^8.2
filament/filament Version ^5.0
filament/forms Version ^5.0
filament/tables Version ^5.0
spatie/laravel-package-tools Version ^1.15.0
wasenderapi/wasenderapi-laravel Version ^1.0
Composer command for our command line client (download client) This client runs in each environment. You don't need a specific PHP version etc. The first 20 API calls are free. Standard composer command

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