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OPAL CRM – Self hosted Smart CRM application for Lead Management (Miscellaneous)

A SIMPLEST CRM FOR YOUR IMMEDIATE LEAD TRACKING

TRACK YOUR LEADS! Good News- Andriod and iOS Mobiles are coming soon

A CRM that helps you to keep track of your leads from all your campaigns, Facebook Ads and Website contact forms. 

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Login/Password: [email protected] / admin123

Reach us : [email protected]

CRM Installation Documentation and steps

Opal CRM – Automatic Lead Management through Various channels

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Drag & Drop a Leads/Prospects into different buckets

Manager your leads

User Access Management and Notifications

User Access Management and controls

Material Design view

 
CRM website Integration snippet

 

QuickLead Addition

 
 

Quick View of Activities & events with Notification click.

Quotations to Lead and Approval WorkFlow

Create New Quotation and filters for finding the quotations

 

Calculate Each Line total respective of quantity and price

 

Save and Submit Quotation for Approval

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Login/Password: [email protected] / admin123

List of Features

Functional Features:

  • Self Service User Registration. 
  • User Roles & Controls
  • MultiTenant based Users which means multiple companies/portfolio admins can be managed. Add/Edit/Delete Users
  • Track & add activities of each Lead
  • Automatic lead addition in CRM with 2 lines of Code Integration
  • Manage Quotations and support for MultiCurrency
  • Manage Tax , Discounts
  • Approval Workflow for Quotation
  • Convert Quotation to Invoice with a Single Click
  • Manage Departments
  • Manage Products 
  • Lead Reminders for followup’s
  • Events & Notifications for all the update activities. 

Reporting Features:

  • Product Interest View – List of the Leads who are interested to the product
  • Graphical Report with Leads who are interested, won, lost.
  • Possible Lead Report: List of Leads based on various channels and who are interested.

Technical Features:

  • Restful Endpoints for integrating to Android/iOS applications
  • SMTP options for monetising your requirement.
  • Monetise with your appname and Logo.

Detailed Technical Documentation
 

OpalCrm a self-hosted platform based on Laravel 5.4 PHP Framework.

Tech Stack Version: 
php-5.6 or above
MySQL-5.6 or above
Laravel – 5.4

Prerequisites of OS, software versions (php, MySQL.,apache .):::
INSTALLATION OF LARAVEL USING COMPOSER ::
STEPS ::
NOTE :- If you are using centOS. please using yum instead of apt-get. (Ubuntu)

1. Use the following command to update the package lists for upgrades for packages that need upgrading, as well as new packages that have just come to the repositories.
– sudo apt-get update
– sudo apt-get dist-upgrade
2. enable the Apache mod_rewrite module
– sudo a2enmod rewrite
3. To know your mysql password
– cat /etc/motd.tail
4. To change your password
– mysqladmin u root -xxxx’ password xxxxxx
5. To install Composer, run these commands:
curl sS https://getcomposer.org/installer | php
sudo mv composer.phar /usr/local/bin/composer
6. Now Extract the downloaded zip file and copy the code folder in /var/www/html .

… Detailed info will be available from the Downloaded package

Change Log


* Added Quotation module and approve quotation workflow
* 13 Feb 2018 - Initial launch v1.0
  

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