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CRM

Core Customer Relationship Management Module. Integrates with SystemCore for shared customer data and TaskSystem for task management (optional).

Features​

  • Lead management - Capture and nurture potential customers
  • Deal pipeline - Visual pipeline for tracking sales opportunities
  • Contact management - Manage contacts and communication history
  • Activity tracking - Log calls, emails, meetings, and notes
  • Deal-to-project conversion - Convert won deals to projects (with PM)
  • Task integration - Create and track CRM-related tasks (with TaskSystem)

Requirements​

Dependencies: SystemCore

Optional integrations:

  • PM - For converting deals to projects
  • TaskSystem - For task management within CRM

Installation​

Via Admin Panel​

  1. Go to Settings > Addons
  2. Find CRM
  3. Click Enable

Via Command Line​

php artisan module:enable CRMCore
note

SystemCore must be enabled before activating CRM.

Usage​

Managing Leads​

  1. Navigate to CRM > Leads
  2. Click Add Lead to create a new lead
  3. Enter lead information:
    • Contact name and details
    • Company information
    • Lead source
    • Initial notes
  4. Assign the lead to a sales representative
  5. Track lead status through qualification

Converting Leads to Deals​

  1. Open a qualified lead
  2. Click Convert to Deal
  3. The system creates:
    • A new customer in SystemCore (if not existing)
    • A deal in your pipeline
  4. Continue nurturing in the deal pipeline

Deal Pipeline​

  1. Go to CRM > Deals
  2. View deals in Kanban or list view
  3. Drag deals between stages:
    • Qualification
    • Proposal
    • Negotiation
    • Closed Won
    • Closed Lost
  4. Click a deal for detailed view and actions

Activity Tracking​

For any lead, deal, or contact:

  1. Open the record
  2. Go to Activities tab
  3. Log activities:
    • Call - Phone conversations
    • Email - Email correspondence
    • Meeting - Scheduled meetings
    • Note - General notes
  4. Set follow-up reminders

Deal-to-Project Conversion​

When PM is enabled:

  1. Mark a deal as Closed Won
  2. Click Convert to Project
  3. A new project is created with deal information
  4. The customer is automatically linked

Task Integration​

When TaskSystem is enabled:

  1. Create tasks directly from leads or deals
  2. Assign tasks to team members
  3. Set due dates and priorities
  4. Track task completion within CRM context

Reports​

Access CRM reports under CRM > Reports:

  • Pipeline Report - Deals by stage and value
  • Lead Conversion - Lead to deal conversion rates
  • Activity Report - Team activity summary
  • Sales Forecast - Projected revenue by period
  • Won/Lost Analysis - Deal outcome analysis

Best Practices​

  • Follow up on leads within 24 hours
  • Keep activity logs updated
  • Move deals through pipeline stages promptly
  • Use consistent qualification criteria
  • Review pipeline weekly for accuracy
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