🚀 Overview

CRM OS is a scalable Customer Relationship Management solution designed for
startups, SMEs, and agencies. It centralizes leads, clients, projects, tasks, invoices, and support
into one powerful platform — helping businesses boost productivity, improve customer retention, and streamline operations.

Built with real-world business workflows in mind — from sales nurturing to post-sale project delivery and helpdesk support.

✨ Key Features

• Sales CRM: Pipeline stages, deal tracking, reminders & follow-ups.
• Lead Management: Capture forms, lead status, scoring & conversion tools.
• Contact & Company Profiles: Communication history & documents in one place.
• Project & Task Management: Kanban boards, milestones, time tracking.
• Helpdesk & Tickets: Customer support workflows with priorities & SLAs.
• Invoicing & Estimates: Quotes to invoices, taxes, payment tracking.
• Documents & File Manager: Contracts, proposals & media attachments.
• User Roles & Permissions: Secure access control for teams & departments.
• Dashboards & Reports: Sales analytics, team performance & forecasts.
• Notifications: Email & in-app alerts for tasks, deals & ticket updates.
• Localization: Multi-language support for global teams.
• Customization: Brand theming, custom fields & pipeline configuration.

⚙️ Technical Details

• Backend: PHP (Laravel framework preferred / varies by version)
• Database: MySQL/MariaDB
• Frontend: Bootstrap, Vue/React or standard modular JS (build dependent)
• Hosting Requirements: PHP 8+, HTTPS, PDO, OpenSSL, cURL, GD, mod_rewrite
• Deployment: On-premise, VPS, cloud hosting (Apache or Nginx)

🧩 Installation Guide

1. Upload files to your server or VPS.
2. Create a new database & update .env credentials.
3. Install dependencies & run migrations (if Laravel: composer install).
4. Configure email SMTP, cron jobs & branding settings.
5. Login as Admin → add pipelines, users & permissions.

📦 Deliverables Included

• CRM OS source code (CRM + Helpdesk + Projects modules)
• Database schema / migration files
• Documentation: install, admin guide & feature configuration
• Branding assets & UI settings

📱 Supported Devices & Browsers

• ✅ Web application (Chrome, Edge, Safari, Firefox)
• ✅ Responsive design for desktop, tablet & mobile

🧠 Notes & Compliance

• License: Distributed under the GPL license — modify & redistribute under GPL terms.
• Security Required: Use HTTPS, secure database, strong passwords & RBAC.
• GDPR/Privacy: Enable consent, retention & data export policies where required.
• Scalability: Ideal for growing teams with modular upgrade paths.

👨‍💻 Original Developer Credit

Full credit to the original developer and marketplace listing on
CodeCanyon.
This is a GPL redistribution without official affiliation or endorsement.

🔒 GPL Disclaimer

This software is released under the GNU GPL for lawful educational and commercial use.
Users are responsible for securing customer data and maintaining compliance with business regulations.