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https://github.com/venturedrake/laravel-crm

Open Source Laravel CRM Package
https://github.com/venturedrake/laravel-crm

contact-management contact-management-system contacts contacts-manager crm crm-integration crm-online crm-platform crm-sdk crm-system customer customer-management laravel laravel-crm laravel-package lead-management leads management sales sales-management

Last synced: about 10 hours ago
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Open Source Laravel CRM Package

Host: GitHub
URL: https://github.com/venturedrake/laravel-crm
Owner: venturedrake
License: mit
Created: 2020-08-31T23:31:11.000Z (over 4 years ago)
Default Branch: master
Last Pushed: 2024-04-15T15:09:31.000Z (9 months ago)
Last Synced: 2024-05-01T09:36:17.661Z (9 months ago)
Topics: contact-management, contact-management-system, contacts, contacts-manager, crm, crm-integration, crm-online, crm-platform, crm-sdk, crm-system, customer, customer-management, laravel, laravel-crm, laravel-package, lead-management, leads, management, sales, sales-management
Language: PHP
Homepage: https://laravelcrm.com
Size: 10.9 MB
Stars: 210
Watchers: 14
Forks: 69
Open Issues: 20
Metadata Files:
- Readme: README.md
- Changelog: CHANGELOG.md
- Contributing: CONTRIBUTING.md
- Funding: .github/FUNDING.yml
- License: LICENSE.md

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README

# Laravel CRM

[![Latest Stable Version](https://img.shields.io/packagist/v/venturedrake/laravel-crm.svg?style=flat-square)](https://packagist.org/packages/venturedrake/laravel-crm)
[![MIT Licensed](https://img.shields.io/badge/license-MIT-brightgreen.svg?style=flat-square)](LICENSE.md)
[![Codacy Badge](https://api.codacy.com/project/badge/Grade/1946e83f51de4a0eb430a8e0a1aab3cf)](https://app.codacy.com/gh/venturedrake/laravel-crm?utm_source=github.com&utm_medium=referral&utm_content=venturedrake/laravel-crm&utm_campaign=Badge_Grade_Settings)
[![Total Downloads](https://img.shields.io/packagist/dt/venturedrake/laravel-crm.svg?style=flat-square)](https://packagist.org/packages/venturedrake/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](https://github.com/spatie/laravel-permission)
- Model Audit logging thanks to [Laravel Auditing](https://github.com/owen-it/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](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](https://github.com/venturedrake/laravel-crm-starter).

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:

```bash
composer require venturedrake/laravel-crm
```

#### Step 4. Publish the migrations, config & assets

```bash
php artisan vendor:publish --provider="VentureDrake\LaravelCrm\LaravelCrmServiceProvider" --tag="migrations"
php artisan vendor:publish --provider="VentureDrake\LaravelCrm\LaravelCrmServiceProvider" --tag="config"
php artisan vendor:publish --provider="VentureDrake\LaravelCrm\LaravelCrmServiceProvider" --tag="assets" --force
```

#### 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:

```php
get('/dashboard', function () {
return redirect('/');
})->name('dashboard');
```

#### Step 6. Run migrations:

```bash
php artisan migrate
```

#### Step 7. Run database seeder:

```bash
php artisan db:seed --class="VentureDrake\LaravelCrm\Database\Seeders\LaravelCrmTablesSeeder"
```

#### 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.

```php
use Illuminate\Foundation\Auth\User as Authenticatable;
use Spatie\Permission\Traits\HasRoles;
use VentureDrake\LaravelCrm\Traits\HasCrmAccess;
use VentureDrake\LaravelCrm\Traits\HasCrmTeams;
use Lab404\AuthChecker\Models\HasLoginsAndDevices;
use Lab404\AuthChecker\Interfaces\HasLoginsAndDevicesInterface;

class User extends Authenticatable implements HasLoginsAndDevicesInterface
{
use HasRoles;
use HasCrmAccess;
use HasCrmTeams;
use HasLoginsAndDevices;

// ...
}
```
#### 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:

```bash
composer require venturedrake/laravel-crm
php artisan vendor:publish --provider="VentureDrake\LaravelCrm\LaravelCrmServiceProvider" --tag="migrations"
php artisan vendor:publish --provider="VentureDrake\LaravelCrm\LaravelCrmServiceProvider" --tag="config"
php artisan vendor:publish --provider="VentureDrake\LaravelCrm\LaravelCrmServiceProvider" --tag="assets" --force
php artisan migrate
```

#### Step 2. Run the database seeder

```bash
php artisan db:seed --class="VentureDrake\LaravelCrm\Database\Seeders\LaravelCrmTablesSeeder"
```

#### Step 3. If using teams support then run the following permissions update command

```bash
php artisan laravelcrm:permissions
```

#### Step 4. Run update command to update database

```bash
php artisan laravelcrm:update
```

### 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

``` bash
composer test
```

### Changelog

Please see [CHANGELOG](CHANGELOG.md) for more information what has changed recently.

## Roadmap

- Documents
- Calendar
- CSV Import / Export
- SMS
- Payments

## Feedback

Participate in the [discord community](https://discord.gg/rygVyyGSHj)

## Contributing

Please see [CONTRIBUTING](CONTRIBUTING.md) for details.

### Security

If you discover any security related issues, please email [email protected] instead of using the issue tracker.

## Credits

- [Andrew Drake](https://github.com/venturedrake)
- [All Contributors](../../contributors)

## License

The MIT License (MIT). Please see [License File](LICENSE.md) for more information.