🚀 Overview

From first touch to renewal, Onest CRM unifies contacts, companies, pipelines, emails, tickets, invoices, and analytics in one place.
Sales reps track opportunities through visual pipelines, support teams resolve issues faster, and managers get live dashboards for revenue forecasting and team performance.

Experience-led design: Workflows mirror real sales and support operations—lead capture → qualification → demos/quotes → e-signature → invoice → onboarding → renewal—reducing admin work and improving close rates.

✨ Key Features

• Leads & Contacts — forms, imports, dedupe, enrichment fields, activity timelines.
• Deals & Pipelines — kanban stages, probability, weighted forecasts, custom fields.
• Tasks & Activities — calls, meetings, notes, reminders, calendar view.
• Email & Templates — IMAP/SMTP sync, bulk email, merge tags, open/click tracking.
• Quotes & Invoices — tax/discount rules, PDF, e-sign capture, payment links.
• Support Desk — tickets, SLAs, canned replies, file attachments, customer portal.
• Automation — workflows, triggers, webhooks, assignment rules, round-robin.
• Products & Subscriptions — price books, recurring billing, renewals.
• Reports & Dashboards — funnel analytics, cohort views, forecast vs. actuals.
• Integrations — Google Calendar, OAuth email, payment gateways (Stripe/PayPal depending on build), WhatsApp/SMS providers (optional).
• Role-Based Access — teams, territories, approval flows, audit logs.
• Localization — multi-language UI, currency & timezone support, RTL.

⚙️ Technical Stack

• Backend: PHP (Laravel, typical build) or Node.js (varies by package).
• Frontend: Blade/Tailwind or Vue/React components.
• Database: MySQL / MariaDB.
• Caching/Queue: Redis/Database queues, job workers, scheduler.
• Server Requirements: PHP 8.x, Composer, OpenSSL, cURL, Mbstring, Fileinfo, GD; or Node 18+ with Nginx reverse proxy.
• APIs: JSON REST API + Webhooks for integrations.
• Security: CSRF protection, hashed passwords, RBAC, 2FA (optional), HTTPS/TLS.

🧩 Installation Guide

1. Upload source to server or run locally; set document root to public/ (if Laravel).
2. Create a MySQL database and user; update .env (DB, mail, app URL, cache/queue).
3. Run composer install → php artisan key:generate → php artisan migrate --seed.
4. Configure mail (SMTP/Google) for email sync and notifications.
5. Set up cron/queue workers for automations and reminders.
6. Log in as admin → create pipelines, roles, products, taxes, email templates → invite users.

📦 Deliverables

• Full CRM source code (GPL distribution).
• Database schema & seeders.
• Admin panel with roles/permissions.
• Sales, Support, and Billing modules.
• REST API & Webhook documentation.
• Setup guide + changelog.

📱 Supported Platforms

• Server: Linux VPS/shared (Apache or Nginx), Docker-ready.
• Browsers: Chrome, Firefox, Safari, Edge (latest).
• Email: Any SMTP/IMAP provider supported by configuration.

🧠 Notes

• License: Distributed under the GPL — you may use, modify, and redistribute under GPL terms.
• Customization Tips:
  • Create additional pipelines (e.g., Renewals, Upsell) with custom stages and probabilities.
  • Automate onboarding emails and tasks via workflow triggers and webhooks (Zapier/Make).
  • Add SSO (SAML/OAuth) for larger teams and enforce 2FA for admins.
  • Extend reports with SQL views or BI connectors (Metabase/Superset).
• Compliance: Support GDPR/CCPA practices—consent fields, export/delete requests, audit trails, data retention policies.
• SEO Assurance: Clear headings, schema metadata, and keywords such as “CRM system,” “sales pipeline software,” and “Laravel CRM source code.”

👨‍💻 Original Developer Credit

All credit goes to the original developer of Onest CRM.
For official updates, documentation, and commercial licensing, please visit the product’s listing on
CodeCanyon or the developer’s website.

🔒 Disclaimer

This package is a GPL redistribution for educational and archival purposes. We are not the original vendor and do not provide commercial support,
hosted email/telephony, or third-party service accounts. All trademarks and service marks belong to their respective owners.
For production deployments, purchase the official license and comply with regional data-privacy and email-sending regulations.