Flarepoint CRM

Flarepoint is a new customer relationship management system (CRM) which purpose is to help you keep track of your customers, tasks etc. Flarepoint is a free, open-source and self-hosted platform based on Laravel 5.3 PHP Framework.

Installation

How to

• Insert project into empty folder / git clone https://github.com/Bottelet/Flarepoint-crm.git
• Create a empty database table
• Copy the .env.example to .env and insert the Database config
• Run the following commands

    composer install
    php artisan migrate --seed
    php artisan key:generate

• login in with these credentials Mail: admin@admin.com Password: admin123 (Can be changed in the dashboard)
• DONE

Insertion of dummy data

If you want to just play around and test the CRM, you can very easily insert dummy data after completeing the steps above, follow the commands below.

    php artisan db:seed --class=UsersDummyTableSeeder (Creates 5 extra users and are required)
    php artisan db:seed --class=ClientsDummyTableSeeder (Creates 50 new clients)
    php artisan db:seed --class=TasksDummyTableSeeder (Creates 130 tasks, requires clients & users seeding)
    php artisan db:seed --class=LeadsDummyTableSeeder (Creates 30 leads, requires clients & users seeding)
    

All of these will fill the datbase with client, tasks, leads etc, to give a fast example of how the CRM works, it is important, that nothing else is done as some of the data is inserted to work with a speific ID.

Features overview

• Tasks management
• Leads management
• Simple invoice management
• Easy & simple time management for each task
• Role management (Create and update your own roles)
• Easy configurable settings
• Client overview (Keep easy track of open tasks for each client etc)
• Upload documents to each clients (easy track of contracts and more)
• Fast overview over your own open tasks, leads etc
• Global dashboard

To-do

Flarepoint is still under development, so there are a lot on my to-do list.

• Multiple integrations (Slack, e-conomic, Google Drive, dropbox etc.)
• Different Color schemes
• API
• Excel Import/export
• Better cache
• Even easier installation
• User tagging

And much more (in no particular order)

Contribution Guide

Flarepoint CRM follows PSR-2 coding standard.

Packages

The packages used are the following...

• LaravelCollective
• laravel-datatables
• Entrust
• Notifynder

License

Flarepoint is open-sourced software licensed under the MIT license