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Package laravel-crm
Short Description A free open source CRM built as a package for laravel projects
License MIT
Homepage https://github.com/venturedrake/laravel-crm
Informations about the package 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 < 0.2
Step 1. Run the following to the update package:
Step 2. Delete previously published package views located in 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 [email protected] instead of using the issue tracker.
Credits
- Andrew Drake
- All Contributors
License
The MIT License (MIT). Please see License File for more information.
All versions of laravel-crm with dependencies
barryvdh/laravel-dompdf Version ^2.0
cknow/laravel-money Version ^4.0|^5.0|^6.0|^7.0
dcblogdev/laravel-xero Version 1.1.3
doctrine/dbal Version ^2.0|^3.0
guzzlehttp/guzzle Version ^6.0|^7.0
illuminate/support Version ^6.0|^7.0|^8.0|^9.0|^10.0|^11.0
kyslik/column-sortable Version ^6.4
lab404/laravel-auth-checker Version ^1.6|^1.7|^2.0
laracasts/flash Version ^3.2
laravel/legacy-factories Version ^1.3
livewire/livewire Version ^1.0|^2.0
mpdf/mpdf Version ^7.0|^8.0
owen-it/laravel-auditing Version ^12.0|^13.0
protonemedia/laravel-form-components Version ^3.6
rinvex/countries Version ^6.0|^8.1
spatie/laravel-permission Version ^5.0
venturedrake/laravel-encryptable Version ^0.1.2