Preview: OPAL CRM – Self hosted Smart CRM application for Lead Management
SIMPLEST CRM FOR YOUR IMMEDIATE LEAD TRACKING
Designed with Passion & love and every feedback is special for us.
TRACK YOUR LEADS! Good News- Andriod Mobile app is released
CRM that helps you to keep track of your leads from all your campaigns, Facebook Ads and Website contact forms.
Table of Contents
Try Demo
Login/Password: [email protected] / admin123
Reach us : [email protected]
CRM Installation Documentation and steps
Complete Cloud based solution , ability to manage multiple businesses & Leads, SaaS based design
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
- Calendar view for all the leads and available tasks for the day / Week / Month
- Manage Departments
- Manage Products
- Lead Reminders for followup’s
- Events & Notifications for all the update activities.
- Added the new feature recurring subscriptions using paypal button integration.
- MultiLanguage Support upto 94 languages
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.
- PipeLine Report: Set the monthly pipelines and view the targets of quotation, invoices and dollars.
Technical Features:
- Restful Endpoints for integrating to Android/iOS applications
- SMTP options for monetising your requirement.
- Monetise with your application name and Logo.
- Swagger restful documentation and supports integration with Java , C#, Android, objective C, Swift, perl client integration code base.
- Supports any of the hosting providers.
Opal CRM – Automatic Lead Management System and readily integrable with your business website, ecommerce with just two lines of code. Much Reduced Data entry work.
Drag & Drop a Leads/Prospects into different buckets. Intuitive Design.
User Access Management and Notifications
MultiLanguage Support – 94 Languages
Try Demo
Login/Password: [email protected] / admin123
Detailed Technical Documentation
OpalCrm a self-hosted platform based on Laravel 5.4 PHP Framework.
Hosting Providers: Any hosting providers who supports private virtual machine (VPS) .
Minimum- 2GB Ram, 10 GB hard disk, 1 cpu and access to SSH console
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
API Documentation
Source Code Change Log – Latest version 1.6
*18th Aug 2018 Added Invoice Reconciliation fixes , pipeline fixes, Access to Employee Reports
* 24th June 2018 Pipeline Report and configure the monthly , yearly targets .
* 17th May 2018 Added Calendar View for Today, Week & monthwise .
* 3rd Apr 2018 Added the new feature recurring subscriptions using paypal button integration.
Support for Mobility integration and hot fixes
* 11 Mar 2018 Enabled Swagger documentation for Restful Services<br />* 25 Feb 2018 MultiLanguage Support<br />* 17 Feb 2018 Added Quotation module and approve quotation workflow
* 13 Feb 2018 - Initial launch v1.0
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OPAL CRM – Self hosted Smart CRM application for Lead Management
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