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Dashboard\n - Sales leads management\n - Deal management\n - Quote builder\n - Send quotes with accept/reject functionality\n - Orders \u0026 Invoicing\n - Purchase orders\n - Deliveries\n - Kanban boards \n - Activity Feed / Timelines\n - Custom fields\n - Customer management\n - Contact database management\n - Products \u0026 Product Categories\n - Notes \u0026 Tasks\n - File uploads\n - Users \u0026 Teams\n - Secure registration \u0026 login\n - Laravel Jetstream/Spark teams support\n - Roles \u0026 Permissions thanks to [Spatie Permissions](https://github.com/spatie/laravel-permission)\n - Model Audit logging thanks to [Laravel Auditing](https://github.com/owen-it/laravel-auditing)\n - Xero integration\n \n## Requirements\n\n- **PHP**: 7.3 or higher\n- **For MySQL users**: 5.7.23 or higher\n- **For MariaDB users**: 10.2.7 or higher\n- **Laravel** 6.0 or higher\n\n## Live Demo\n\n[https://demo.laravelcrm.com/register](https://demo.laravelcrm.com/register)\n\n## Quick Start\n\nIf you want to get up and running quickly with a complete Laravel CRM please go to the [laravel-crm-starter project](https://github.com/venturedrake/laravel-crm-starter).\n\nIf you prefer to install Laravel CRM into your own Laravel application, please follow the installation steps below. \n\n## Installation\n\n#### Step 1. Install a Laravel project if you don't have one already\n\nhttps://laravel.com/docs/installation\n\n#### Step 2. Make sure you have set up authentication in your project\n\nhttps://laravel.com/docs/authentication\n\n#### Step 3. Require the current package using composer:\n\n```bash\ncomposer require venturedrake/laravel-crm\n```\n\n#### Step 4. Publish the migrations, config \u0026 assets\n\n```bash\nphp artisan vendor:publish --provider=\"VentureDrake\\LaravelCrm\\LaravelCrmServiceProvider\" --tag=\"migrations\"\nphp artisan vendor:publish --provider=\"VentureDrake\\LaravelCrm\\LaravelCrmServiceProvider\" --tag=\"config\"\nphp artisan vendor:publish --provider=\"VentureDrake\\LaravelCrm\\LaravelCrmServiceProvider\" --tag=\"assets\" --force\n```\n\n#### Step 5. Update the various config settings in the published config file:\n\nAfter publishing the package assets a configuration file will be located at \u003ccode\u003econfig/laravel-crm.php\u003c/code\u003e\n\nPlease 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. \n    \nPlease note if you set the route_prefix to blank or null you will need to update the default \u003ccode\u003eroutes/web.php\u003c/code\u003e 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. \n\n###### Laravel 7 and below:\n\n```php\n\u003c?php\n\nuse Illuminate\\Support\\Facades\\Route;\n\nAuth::routes();\n\nRoute::get('/home', function (){\n    return redirect('/');\n});\n```\n\n###### Laravel 8+:\n\n```php\n\u003c?php\n\nuse Illuminate\\Support\\Facades\\Route;\n\nRoute::middleware(['auth:sanctum', 'verified'])-\u003eget('/dashboard', function () {\n    return redirect('/');\n})-\u003ename('dashboard');\n```\n\n#### Step 6. Run migrations:\n\n```bash\nphp artisan migrate\n```\n\n#### Step 7. Run database seeder:\n\n```bash\nphp artisan db:seed --class=\"VentureDrake\\LaravelCrm\\Database\\Seeders\\LaravelCrmTablesSeeder\"\n```\n\n#### Step 8. Update User Model\n\n- Add the HasCrmAccess, HasCrmTeams, HasRoles traits.\n- Add the Lab404\\AuthChecker\\Models\\HasLoginsAndDevices trait and the Lab404\\AuthChecker\\Interfaces\\HasLoginsAndDevicesInterface interface.\n\n```php\nuse Illuminate\\Foundation\\Auth\\User as Authenticatable;\nuse Spatie\\Permission\\Traits\\HasRoles;\nuse VentureDrake\\LaravelCrm\\Traits\\HasCrmAccess;\nuse VentureDrake\\LaravelCrm\\Traits\\HasCrmTeams;\nuse Lab404\\AuthChecker\\Models\\HasLoginsAndDevices;\nuse Lab404\\AuthChecker\\Interfaces\\HasLoginsAndDevicesInterface;\n\nclass User extends Authenticatable implements HasLoginsAndDevicesInterface\n{\n    use HasRoles;\n    use HasCrmAccess;\n    use HasCrmTeams;\n    use HasLoginsAndDevices;\n\n    // ...\n}\n```\n#### 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\n\nAccess the crm to register/login at http://your-project-url/crm\n\nNote if you modified the route_prefix setting from the default the above url will change dependent on that setting.\n\n## Upgrade\n\n### Upgrading from \u003e= 0.2\n\n#### Step 1. Run the following to the update migrations and publish assets:\n\n```bash\ncomposer require venturedrake/laravel-crm\nphp artisan vendor:publish --provider=\"VentureDrake\\LaravelCrm\\LaravelCrmServiceProvider\" --tag=\"migrations\"\nphp artisan vendor:publish --provider=\"VentureDrake\\LaravelCrm\\LaravelCrmServiceProvider\" --tag=\"config\"\nphp artisan vendor:publish --provider=\"VentureDrake\\LaravelCrm\\LaravelCrmServiceProvider\" --tag=\"assets\" --force\nphp artisan migrate\n```\n\n#### Step 2. Run the database seeder\n\n```bash\nphp artisan db:seed --class=\"VentureDrake\\LaravelCrm\\Database\\Seeders\\LaravelCrmTablesSeeder\"\n```\n\n#### Step 3. If using teams support then run the following permissions update command\n\n```bash\nphp artisan laravelcrm:permissions\n```\n\n#### Step 4. Run update command to update database\n\n```bash\nphp artisan laravelcrm:update\n```\n\n### Upgrading from \u003c 0.2\n\n#### Step 1. Run the following to the update package:\n\n```bash\ncomposer require venturedrake/laravel-crm\nphp artisan vendor:publish --provider=\"VentureDrake\\LaravelCrm\\LaravelCrmServiceProvider\" --tag=\"migrations\"\nphp artisan vendor:publish --provider=\"VentureDrake\\LaravelCrm\\LaravelCrmServiceProvider\" --tag=\"config\"\nphp artisan vendor:publish --provider=\"VentureDrake\\LaravelCrm\\LaravelCrmServiceProvider\" --tag=\"assets\" --force\nphp artisan migrate\n```\n\n#### Step 2. Delete previously published package views located in \u003ccode\u003eresources/views/vendor/laravel-crm/*\u003c/code\u003e\n\n#### Step 3. Add HasCrmAccess, HasCrmTeams \u0026 HasRoles traits to App\\User model, see installation Step 8.\n\n\u003c!--- ## Usage ---\u003e\n\n## Testing\n\n``` bash\ncomposer test\n```\n\n### Changelog\n\nPlease see [CHANGELOG](CHANGELOG.md) for more information what has changed recently.\n\n## Roadmap\n\n - Documents\n - Calendar\n - CSV Import / Export\n - SMS\n - Payments\n\n## Feedback\n\nParticipate in the [discord community](https://discord.gg/rygVyyGSHj)\n\n## Contributing\n\nPlease see [CONTRIBUTING](CONTRIBUTING.md) for details.\n\n### Security\n\nIf you discover any security related issues, please email andrew@venturedrake.com instead of using the issue tracker.\n\n## Credits\n\n- [Andrew Drake](https://github.com/venturedrake)\n- [All Contributors](../../contributors)\n\n## License\n\nThe MIT License (MIT). 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