OPAL CRM – Self hosted Smart CRM application for Lead Management (Miscellaneous)

A SIMPLEST CRM FOR YOUR IMMEDIATE LEAD TRACKING

TRACK YOUR LEADS! Good News- Andriod and iOS Mobiles are coming soon

A CRM that helps you to keep track of your leads from all your campaigns, Facebook Ads and Website contact forms. 

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Login/Password: [email protected] / admin123

Reach us : [email protected]

CRM Installation Documentation and steps

Opal CRM – Automatic Lead Management through Various channels

Drag & Drop a Leads/Prospects into different buckets

User Access Management and Notifications

 

 

 
 

Quotations to Lead and Approval WorkFlow

 

 

Try Demo

Login/Password: [email protected] / admin123

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
• Manage Departments
• Manage Products 
• Lead Reminders for followup’s
• Events & Notifications for all the update activities. 

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.

Technical Features:

• Restful Endpoints for integrating to Android/iOS applications
• SMTP options for monetising your requirement.
• Monetise with your appname and Logo.

Detailed Technical Documentation

 

OpalCrm a self-hosted platform based on Laravel 5.4 PHP Framework.

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

Change Log

* Added Quotation module and approve quotation workflow
* 13 Feb 2018 - Initial launch v1.0
  

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