https://github.com/relaticle/relaticle

The Next-Generation Open-Source CRM Platform written with Laravel and Filament
https://github.com/relaticle/relaticle

alpine company contacts crm filament laravel livewire note opportunity people saas sales task team tracking

Last synced: about 1 month ago
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The Next-Generation Open-Source CRM Platform written with Laravel and Filament

• Host: GitHub
• URL: https://github.com/relaticle/relaticle
• Owner: Relaticle
• License: apache-2.0
• Created: 2024-09-25T16:56:14.000Z (8 months ago)
• Default Branch: main
• Last Pushed: 2025-04-27T21:11:26.000Z (about 1 month ago)
• Last Synced: 2025-04-27T21:29:23.311Z (about 1 month ago)
• Topics: alpine, company, contacts, crm, filament, laravel, livewire, note, opportunity, people, saas, sales, task, team, tracking
• Language: PHP
• Homepage: https://relaticle.com
• Size: 5.29 MB
• Stars: 75
• Watchers: 1
• Forks: 9
• Open Issues: 0
• Metadata Files:
  • Readme: README.md
  • License: LICENSE

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README

        


  

    

  



 Next-Generation Open-Source CRM




  

  

  

  





  🌐 Website ·

  📚 Documentation ·

  🛣️ Roadmap





  



---

## 🚀 Introduction

Relaticle is a powerful, adaptable CRM platform built with modern technologies to help businesses effectively manage client relationships, streamline sales processes, and enhance team collaboration. Unlike traditional CRM solutions, Relaticle adapts to your team's workflows through customizable data models and workspace segmentation.

**Core Strengths:**

- 💪 **Fully Customizable** - Create and manage custom fields without coding

- 🔄 **Multi-Team Support** - Securely manage multiple business units with isolated workspaces

- 🚀 **Modern Technology** - Built on Laravel 12, PHP 8.3, and Filament 3

- 🔒 **Privacy-Focused** - Self-host with complete data ownership

- 🌱 **Open Source** - Transparent development with GPL-3.0 license

## ✨ Features

Relaticle includes a robust set of features to help you manage your business relationships:

- **Contact Management**

    - Unified company and people profiles

    - Custom fields for contacts and organizations

    - LinkedIn profile integration

- **Sales Pipeline**

    - Visual kanban board for opportunities

    - Customizable sales stages

    - Deal tracking with monetary values

- **Task Management**

    - Task assignment and tracking

    - Visual task board by status and priority

    - Due date management

    - Task notifications

- **Notes & Documentation**

    - Rich text editor for detailed notes

    - Notes linked to companies, people, and opportunities

    - Collaborative note-taking

- **Team Collaboration**

    - Team-based workspaces

    - Role-based access control

    - Team member invitations

    - Personal and shared workspace segmentation

- **Security**

    - Two-factor authentication

    - Social login (Google, GitHub)

    - API token management

    - Secure password handling

## 🏁 Quick Start

### Prerequisites

- PHP 8.3+ with PostgreSQL support

- Composer

- Node.js & NPM

### Installation

```bash

# Clone the repository

git clone https://github.com/Relaticle/relaticle.git

cd relaticle

# Install dependencies

composer install

npm install

# Set up environment and database

cp .env.example .env

php artisan key:generate

# Configure your database in .env then run migrations

php artisan migrate

# Link storage for file uploads

php artisan storage:link

# Build assets and start the development server

npm run dev

php artisan serve

```

Visit `http://localhost:8000` in your browser and create your admin account to get started.

## 📚 Documentation

Relaticle comes with comprehensive documentation:

- [Business Guide](resources/markdown/documentation/business-guide.md) - Using Relaticle from a business perspective

- [Quick Start Guide](resources/markdown/documentation/quick-start-guide.md) - Step-by-step getting started guide

- [Technical Guide](resources/markdown/documentation/technical-guide.md) - Architecture and development information

- [API Documentation](resources/markdown/documentation/api-guide.md) - Integration with the Relaticle API

## 🧩 Premium Components

While Relaticle is fully open-source, it offers a premium component:

**Custom Fields** - A Filament plugin providing dynamic data modeling capabilities throughout the application, enabling unlimited customization possibilities without coding. This component is required for full functionality.

- [Documentation](https://custom-fields.relaticle.com/introduction)

- [Marketplace](https://filamentphp.com/plugins/relaticle-custom-fields)

This premium component supports ongoing development of the open-source platform.

## 🔧 Tech Stack

Relaticle is built with modern technologies:

- **Backend**: PHP 8.3, Laravel 12

- **Frontend**: Tailwind CSS, Alpine.js

- **Admin Interface**: Filament 3

- **Database**: PostgreSQL (recommended), SQLite support for development

- **Authentication**: Laravel Jetstream, Laravel Fortify

- **Queue Processing**: Laravel Horizon

- **Error Tracking**: Sentry integration

## 🤝 Contributing

We welcome contributions from developers of all skill levels!

### Development Workflow

1. Fork the repository

2. Create a feature branch: `git checkout -b feat/amazing-feature`

3. Make your changes following our coding standards

4. Run tests to ensure quality: `composer test`

5. Commit your changes: `git commit -am 'Add some amazing feature'`

6. Push to your branch: `git push origin feat/amazing-feature`

7. Create a Pull Request

For more details, see our [Contributing Guide](CONTRIBUTING.md).

## 📝 License

Relaticle is open-source software licensed under the [GPL-3.0 license](LICENSE).