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Flarepoint CRM

Flarepoint is a new customer relationship management system (CRM) which purpose is to help you keep track of your customers, tickets etc. Flarepoint is a free, open-source and self-hosted platform based on Laravel 5.3 PHP Framework.

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Installation

How to

  • Insert project into empty folder / git clone (repository url)
  • Create an empty database table
  • Run the following commands
    copy .env.example .env
    php artisan key:generate
    composer install
    php artisan migrate --seed
  • login in with these credentials Mail: admin@admin.com Password: admin123 (Can be changed in the dashboard)
  • DONE

Logging in Admin, Staff

I've made the admin, staff login separate from the users, clients (clientheads) That means that you get Multi Authorization, but it required some extra coding.

I ran into trouble with 'Token Mismatch Exception' and did lots of troubleshooting.

Run tests, to see everything is ok for your environment!

Insertion of dummy data

If you want to just play around and test the CRM, you can very easily insert dummy data after completeing the steps above, follow the commands below.

    php artisan db:seed --class=UsersDummyTableSeeder (Creates 5 extra users and are required)
    php artisan db:seed --class=StaffDummyTableSeeder (Creates 10 extra staff and are required)
    php artisan db:seed --class=RelationsDummyTableSeeder (Creates 500 new relations)
    php artisan db:seed --class=TicketsDummyTableSeeder (Creates 1750 tickets, requires relations & users seeding)
    php artisan db:seed --class=LeadsDummyTableSeeder (Creates 30 leads, requires relations & users seeding)
    

All of these will fill the datbase with relation, tickets, leads etc, to give a fast example of how the CRM works, it is important, that nothing else is done as some of the data is inserted to work with a speific ID.

Features overview

  • Tickets management
  • Leads management
  • Simple invoice management
  • Easy & simple time management for each ticket
  • Role management (Create and update your own roles)
  • Easy configurable settings
  • Relation overview (Keep easy track of open tickets for each relation etc)
  • Upload documents to each relations (easy track of contracts and more)
  • Fast overview over your own open tickets, leads etc
  • Global dashboard

To-do

Flarepoint is still under development, so there are a lot on my to-do list.

  • Multiple integrations (Slack, e-conomic, Google Drive, dropbox etc.)
  • Different Color schemes
  • API
  • Excel Import/export
  • Better cache
  • Even easier installation
  • User tagging

And much more (in no particular order)

Contribution Guide

Flarepoint CRM follows PSR-2 coding standard.

Packages

The packages used are the following...

License

Flarepoint is open-sourced software licensed under the MIT license