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CRM Module Overview ​

The CRM module is the core of this application. It provides contact management, lead capture, deal tracking, sales pipelines, activity logging, and unified customer data across quotes, tickets, and appointments.

Note: Legacy CMS and e-commerce modules (blog, products, courses, etc.) remain available but are disabled by default on fresh installs. Enable them in Settings → Module Settings if needed.

Table of Contents ​

  1. Features
  2. Admin Routes
  3. Default Module Profile
  4. Permissions
  5. Key Concepts
  6. Related Modules
  7. Next Steps

Features ​

  • ✅ Contacts — Central customer records with 360° view
  • ✅ Accounts — B2B company management
  • ✅ Leads — Capture, qualify, score, and convert leads
  • ✅ Deals — Track opportunities with value and close dates
  • ✅ Pipeline Board — Kanban drag-and-drop deal management
  • ✅ Pipelines — Configurable stages with win/loss probability
  • ✅ Activities — Calls, emails, meetings, notes, and tasks
  • ✅ Email Composer — Send from Gmail, Outlook, or SMTP with auto-logging
  • ✅ Email Sequences — Multi-step drip campaigns with open/click tracking
  • ✅ Automation Workflows — Trigger-based automation (assign, enroll, task, webhook)
  • ✅ Contracts — E-signature collection via public signing link
  • ✅ Lead Forms — Embeddable web forms that create leads automatically
  • ✅ Segments — Saved dynamic contact groups with re-sync
  • ✅ Tags — Colour-coded labels across contacts, leads, and deals
  • ✅ CRM Dashboard — Pipeline KPIs, funnel charts, lead sources
  • ✅ Reports — Sales analytics with CSV export
  • ✅ Import / Export — CSV for contacts, leads, and deals
  • ✅ API — Sanctum-protected REST API + public lead capture
  • ✅ Webhooks — Inbound (Zapier/Make) and outbound events
  • ✅ Unified Data — Quotes, tickets, appointments link to contacts

Admin Routes ​

PageRoute
CRM Dashboard/admin/crm
CRM Reports/admin/crm/reports
Import / Export/admin/crm/import-export
Contacts/admin/contacts
Accounts/admin/accounts
Leads/admin/leads
Deals (table)/admin/deals
Pipeline Board/admin/deals-kanban
Pipelines/admin/pipelines
Email Integration/admin/crm/email-integration
Email Sequences/admin/email-sequences
Email Tracking/admin/crm/email-tracking
Automation Workflows/admin/crm/workflows
Contracts/admin/contracts
Lead Forms/admin/crm/lead-forms
Segments/admin/crm-segments
Tags/admin/crm/tags

After login, users with CRM access are redirected to the CRM dashboard by default.

Default Module Profile ​

Fresh installs use the CRM-first profile (CrmProfileSeeder):

StatusModules
EnabledCRM, Settings, Users, Pages, Media, Tickets, Quotes, Appointments, Services, Task Manager
DisabledBlog, Products, Pricing Plans, Courses, Projects, Case Studies, Events, Causes, Jobs

Re-enable optional modules anytime at Settings → Module Settings.

Permissions ​

CRM uses granular Spatie permissions:

PermissionDescription
view contactsView contact list and details
create contactsCreate new contacts
edit contactsEdit existing contacts
delete contactsDelete contacts
view accountsView company accounts
create accountsCreate accounts
edit accountsEdit accounts
delete accountsDelete accounts
view leadsView leads
create leadsCreate leads
edit leadsEdit leads
delete leadsDelete leads
convert leadsConvert lead to contact/deal
view dealsView deals
create dealsCreate deals
edit dealsEdit deals
delete dealsDelete deals
manage pipelinesCreate/edit pipelines and stages
view crm reportsAccess CRM reports and exports

Recommended roles:

  • CRM Admin — All CRM permissions
  • Sales Manager — All except delete and pipeline management
  • Sales Rep — View/create/edit own contacts, leads, and deals

See Roles & Permissions for setup details.

Key Concepts ​

Contact is the Hub ​

Every customer interaction links to a Contact record. Quotes, tickets, appointments, orders, and deals all reference contact_id for a unified 360° view.

Lead → Contact + Deal ​

Leads are unqualified prospects. When qualified, use Convert Lead to create (or link) a Contact and optionally a Deal in the default pipeline. Data carries over — nothing is duplicated.

Pipeline Stages ​

Deals move through configurable stages (e.g., New Lead → Contacted → Qualified → Proposal → Negotiation → Won/Lost). Each stage has a probability percentage used in forecasting.

Activities ​

Activities (calls, emails, meetings, notes, tasks) attach polymorphically to contacts, accounts, leads, or deals. Due activities trigger reminder notifications.

Automatic Lead Capture ​

Leads are created automatically from:

  • Website contact form (/contact)
  • Service inquiry submissions
  • Quote requests
  • Public API (POST /api/public/leads)
  • Inbound webhooks (POST /api/public/webhooks/leads)

Client Portal (/dashboard) ​

Registered users access a CRM-first client portal at /dashboard. Navigation and dashboard widgets are driven by enabled modules — disabled modules never appear and their data is not queried.

Default CRM profile portal items ​

SectionRouteModule gate
Overview/dashboardAlways
Support/dashboard/supporttickets
My Appointments/appointments/my-appointmentsappointments
My Quotes/dashboard/quotesquotes
My Profile/dashboard/profileAlways

E-commerce sections (orders, wallet, wishlist, downloads, address book) appear only when the products module is enabled. Disabled module URLs redirect to the portal overview with a flash message.

Linking contacts to portal users ​

When a contact record has a user_id, the admin Contact 360° view shows the linked portal account and a link to /dashboard.

ModuleCRM Integration
QuotesLinked to contacts and deals
Support TicketsLinked to contacts
AppointmentsLinked to contacts
ServicesInquiries create leads
Task ManagerSeparate from CRM activities

Next Steps ​

Last updated: June 2026

Released under the MIT License.

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