CRM PRO – All in One CRM in Laravel for cPanel Review
Introduction:
As a business owner, having a reliable Customer Relationship Management (CRM) system in place is crucial for effective sales and customer management. CRM PRO, an all-in-one CRM solution, is designed to streamline daily operations and boost productivity. With its seamless integration of Laravel and React.js, this software provides a cutting-edge platform for managing contacts, companies, opportunities, and quotes.
Features:
The CRM PRO software offers an impressive range of features, including:
- Dashboard: Customizable dashboard design with real-time updates, announcements, and recent creations.
- Contact Management: Manage contacts, including creation, update, tracking, categorization, searching, filtering, and import/export functions.
- Company Management: Store company profiles, track company contacts, and monitor interactions and activities related to companies.
- Opportunity Management: Track and manage sales opportunities, including creation, update, assignment, tracking, and analysis.
- Quote Management: Create and manage quotes for products or services, including pricing details, tracking, and status.
- Task Management: Assign tasks, set due dates, track progress, and manage multiple tasks under accounts, companies, or opportunities.
- Employee Management: Store employee information, contacts, education management, salary history, promotions, and designation history.
- Notes Management: Create and manage unlimited notes under accounts, companies, or opportunities.
- Attachment Management: Manage multiple attachments under accounts, companies, or opportunities.
- Email Management: Send unlimited emails using SMTP server setup.
- Customer Support Ticket Management: Allow customers to create tickets, and support managers to reply and log resolutions.
Upcoming Features:
- Marketing Automation
- Campaigns management
- Invoice management
Documentation and Support:
CRM PRO comes with a comprehensive documentation package, including a detailed installation guide and a quick start guide. A dedicated customer support portal is available for assistance with installation, usage, or any issues that may arise.
Conclusion:
Overall, CRM PRO is a robust and user-friendly CRM solution that meets the demands of modern business operations. With its feature-rich functionality, seamless integration, and responsive design, it is an excellent choice for businesses looking to streamline their sales and customer management processes.
Rating: (0)
Recommendation: Based on the feature set, documentation, and support offered, I would recommend CRM PRO to businesses of all sizes, particularly those operating in the B2B sector. The software is well-suited for small to medium-sized businesses and can be customized to fit the specific needs of larger enterprises.
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Introduction
Laravel is a popular PHP web framework used for building robust and scalable web applications. One of the key features of Laravel is its ability to integrate with other tools and services to provide a comprehensive solution for managing data and workflows. One such tool is the CRM PRO - All in One CRM, a robust customer relationship management system designed specifically for Laravel.
In this tutorial, we will walk you through the process of setting up and using the CRM PRO - All in One CRM with Laravel in cPanel. We will cover the installation process, configuration, and basic usage of the CRM PRO.
Prerequisites
Before starting this tutorial, you should have:
- A cPanel hosting account
- Laravel installed on your server
- Basic knowledge of PHP and Laravel
- Familiarity with cPanel
Step 1: Installing CRM PRO - All in One CRM
To install CRM PRO - All in One CRM, you will need to download the package and install it using Composer. Here are the steps:
- Download the CRM PRO - All in One CRM package from the official website.
- Extract the package contents to a directory on your server, for example
crm-pro. - Navigate to the
crm-prodirectory in the terminal and run the commandcomposer installto install the dependencies. - Run the command
php artisan migrateto run the database migrations. - Run the command
php artisan db:seedto seed the database with default data.
Step 2: Configuring CRM PRO - All in One CRM
Once you have installed CRM PRO - All in One CRM, you need to configure it to work with your Laravel application. Here are the steps:
- Open the
config/crm-pro.phpfile in a text editor and configure the settings to match your database settings. - Set the
database_connectionsetting to the name of your database connection (e.g.mysql). - Set the
database_usernameanddatabase_passwordsettings to your database credentials. - Set the
table_prefixsetting to a unique prefix for your CRM PRO tables (e.g.crm_). - Save the changes to the
config/crm-pro.phpfile.
Step 3: Creating a CRM PRO - All in One CRM Instance
To create a new instance of CRM PRO - All in One CRM, you will need to create a new table in your database using the php artisan make:crm-pro command. Here are the steps:
- Open a terminal and navigate to the root directory of your Laravel application.
- Run the command
php artisan make:crm-proto create a new instance of CRM PRO. - Follow the prompts to configure the instance, including setting the instance name and database connection.
- Once the instance is created, you can access it by visiting the URL
http://your-domain.com/crm-pro/your-instance-name.
Step 4: Using CRM PRO - All in One CRM
Now that you have created a new instance of CRM PRO - All in One CRM, you can start using it to manage your customers, contacts, and sales leads. Here are some basic features and how to use them:
- Customers: To view and manage customers, navigate to the
Customerstab in the CRM PRO interface. From here, you can search for customers, view their contact information, and create new customers. - Contacts: To view and manage contacts, navigate to the
Contactstab in the CRM PRO interface. From here, you can search for contacts, view their contact information, and create new contacts. - Sales Leads: To view and manage sales leads, navigate to the
Sales Leadstab in the CRM PRO interface. From here, you can search for sales leads, view their contact information, and create new sales leads. - Activities: To view and manage activities, navigate to the
Activitiestab in the CRM PRO interface. From here, you can search for activities, view their details, and create new activities. - Reports: To view reports, navigate to the
Reportstab in the CRM PRO interface. From here, you can view reports on customers, contacts, sales leads, and activities.
That's it! With these steps, you should be able to set up and use CRM PRO - All in One CRM with your Laravel application in cPanel.
Here is an example of how to configure CRM PRO - All in One CRM in Laravel for cPanel:
Database Settings
To configure the database settings, follow these steps:
- In the
.envfile, update the following variables:DB_HOST=localhostDB_DATABASE=crm_proDB_USERNAME=your_database_usernameDB_PASSWORD=your_database_password
- Run the following command to create the database tables:
php artisan migrate
Mail Settings
To configure the mail settings, follow these steps:
- In the
.envfile, update the following variables:MAIL_DRIVER=smtpMAIL_HOST=smtp.gmail.comMAIL_PORT=587MAIL_USERNAME=your_email_usernameMAIL_PASSWORD=your_email_passwordMAIL_ENCRYPTION=tls
- Make sure to enable less secure apps in your email account settings.
SMTP Settings
To configure the SMTP settings, follow these steps:
- In the
config/mail.phpfile, update the following variables:smtp.host=smtp.gmail.comsmtp.port=587smtp.username=your_email_usernamesmtp.password=your_email_passwordsmtp.encryption=tls
Security Settings
To configure the security settings, follow these steps:
- In the
config/auth.phpfile, update the following variables:guards.web=webguards.api=api
- In the
config/session.phpfile, update the following variables:driver=databasetable=sessions
Payment Gateway Settings
To configure the payment gateway settings, follow these steps:
- In the
config/payments.phpfile, update the following variables:stripe.secret_key=your_stripe_secret_keystripe.publishable_key=your_stripe_publishable_keypaypal.client_id=your_paypal_client_idpaypal.client_secret=your_paypal_client_secret
Other Settings
To configure other settings, follow these steps:
- In the
config/app.phpfile, update the following variables:timezone=your_timezonelocale=your_locale
- In the
config/crm.phpfile, update the following variables:default_language=your_default_languagedefault_currency=your_default_currency
Make sure to replace the placeholders with your actual values.
Here are the features of CRM PRO - All in One CRM in Laravel for cPanel:
Dashboard
- Elegant dashboard design
- Total count and value-wise view of Contacts, Companies, Opportunities, and Quotes
- Announcements and all recent creations
Contact Management
- Creation and management of contacts
- Update contact information
- Track communication history with contacts
- Assign categories or tags to contacts
- Search and filter contacts
- Import and export contact data
Company Management
- Creation and management of company profiles
- Store company details such as name, address, and industry
- Track company contacts and relationships
- Assign ownership or account managers
- Monitor interactions and activities related to companies
Opportunity Management
- Track and manage sales opportunities
- Create and update opportunity records
- Assign opportunity stages and probabilities
- Track associated contacts and companies
- Analyze opportunity pipeline
Quote Management
- Create and manage quotes for products or services
- Add line items and pricing details
- Track quote status
Product Management
- Create and manage product information
- Store product details such as name, and pricing
- Link products to quotes, orders, or opportunities
Task Management
- Create and manage tasks
- Assign tasks to members
- Set due dates and priorities
- Add task descriptions
- Track task progress and completion
Employee Management
- Employee information, contacts, education management
- Employee salary history management
- Employee promotion and designation history management
- Employee's awards history management
Notes Management
- Create and manage notes
- Manage unlimited notes under Account, Company, or Opportunity
Attachment Management
- Create and manage multiple attachments
- Manage unlimited attachments under Account, Company, or Opportunity
Email Management
- Send unlimited Emails
- SMTP server setup
- Manage unlimited emails under Account, Company, or Opportunity
Customer Support Ticket Management
- Customer can register and create tickets with attachments
- Support manager can log in and reply to the tickets
- Logging ticket resolution time
- Manage all ticket related functionalities
UPCOMING FEATURES
- Marketing Automation
- Campaigns management
- Invoice management
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