Recent Leads
Today Appointments
Recent Orders
Low Stock
| Name | Phone | Project | Budget | Temp | Status | Follow-Up | Added By / Source | Last Contacted | Actions |
|---|
Customers
| Name | Phone | City | Category | Total Spent | Source | Joined | Actions |
|---|
Appointments
| Client | Phone | Type | Date | Time | Status | Notes | Actions |
|---|
Quotations
| Number | Customer | Date | Valid Until | Total | Status | By | Actions |
|---|
Custom Orders
| Order # | Customer | Description | Price | Delivery | Status | By | Actions |
|---|
Production Jobs
| Order # | Task | Assigned | Deadline | Progress | Priority | Status | Actions |
|---|
Deliveries
| Customer | Address | Date | Driver | Installation | Status | Actions |
|---|
Invoices
| Invoice # | Customer | Date | Total | Paid | Balance | Method | Status | Actions |
|---|
Installments
| Customer | Invoice # | Due Date | Amount | Phone | Status | Action |
|---|
Finance Report
| Date | Type | Category | Description | Amount | Method | By |
|---|
Expenses
| Date | Category | Description | Amount | Method | By | Actions |
|---|
Products
| SKU | Name | Category | Material | Sale Price | Stock | Status | Actions |
|---|
Raw Materials
| Name | Category | Unit | Stock | Min | Cost/Unit | Actions |
|---|
Suppliers
| Name | Contact | Phone | Category | Address | Actions |
|---|
Purchase Orders
| PO # | Supplier | Date | Expected | Total | Status | By | Actions |
|---|
Production Workflow
Wood Storage
| Code | Name | Type | Thickness | Size | Qty | Origin | Location | Actions |
|---|
Reports
Activity by Team Member
Leads Added by Team Member
WhatsApp Inbox
WhatsApp Settings
setup.sh when asked for CRM_API_URL:
1. SSH into your Ubuntu VPS
2.
sudo bash setup.sh install3. Paste the URL above when asked for CRM API URL
4. Paste the Bridge Secret (shown after saving a number above) when asked
๐ต QR Code (whatsapp-web.js) โ Scan once with your phone. Needs a Node.js server. Good for most cases.
๐ข Baileys (Ubuntu 24) โ Same scan approach but uses Baileys library. Better media support, faster. Recommended for Ubuntu 24 servers.
๐ก Meta Cloud API โ Official WhatsApp Business API. No ban risk. Needs approved Meta Business account.
๐ด 360dialog โ Third-party Cloud API provider. Easier to get access than Meta direct.
Feedback & Referrals
| Customer | Rating | Recommendations | Complaints | Referral | Date |
|---|
Follow-Up Schedule
Team Chat โ General
Settings
Company Logo
Business Info
Entry Portals โ custom form URLs for each channel
Each portal is a named .php URL that clients see โ like facebook.php or store.php. Every portal tracks leads separately by channel so you always know where a client came from.
For a review link tied to one specific order, use the ๐ button on that order โ it's pre-filled with the client's name.
Team Members
Create accounts for staff and financial members. Each role has different access.
| Name | Username | Role | Status | Joined | Actions |
|---|
My Account โ Change Password
๐ฌ WhatsApp Inbox Connection
Connect your WhatsApp number(s) to the CRM inbox. Only the admin can connect or disconnect numbers. Go to WA Inbox panel โ โ Settings
๐ Google Sheets โ Auto-Import Leads
Connect a Google Sheet to automatically import leads. In Google Sheets: File โ Share โ Publish to web โ choose CSV format โ Publish. Copy the link and paste it below.
๐ Facebook Messenger Integration
Connect your Facebook Page to receive Messenger chats in the WA Inbox panel. Requires a Facebook App with Messenger permission.
WhatsApp Messaging (order alerts)
For order-complete and delivery alerts sent from the system. Separate from the inbox connection above.
Check & Apply All Upgrades
After uploading new files, click this once to apply the upgrade โ it adds any missing tables, columns, and indexes automatically. No phpMyAdmin needed. Safe to run any time โ your data is never touched.
Takes about 2 secondsDatabase Status
Download Backup
A complete SQL snapshot of everything โ customers, leads, orders, invoices, financial transactions, and settings. Keep it somewhere safe; do this regularly.
Restore From Backup
Upload a backup file (.sql) downloaded from this or another install. Matching records get overwritten โ nothing else is touched. Take a fresh backup first, just in case.
First-Time Setup
Setting this CRM up on a brand new server or database? Visit setup.php in this same folder to connect your MySQL database for the first time.
Auto Lead Distribution Pool
Toggle which sales team members receive automatically distributed leads. The system assigns leads in round-robin order based on who was least recently assigned. Removed or deactivated members' leads are automatically redistributed.
Sales Engineer Permissions
Grant a sales engineer the same management abilities as a Sales Manager for their leads and follow-ups.