Welcome to ONE STOP CRM

Customer relationship management System

We bring you Customer relationship management System Delighted to introduce, we provide (Dashboard, HR, Employees, Leave Management, Attendance, Payroll, Accounts, Clients, Tasks, Projects, Awards, Travels, Performance, Meeting, Appointment, Visit, Support, Announcement, Contacts, Report, Setup & Configuration, Website Setup, Settings etc) features for Customer relationship management System (CRM).

Customer relationship management System web application is built under Laravel Version 8.

Key Features

  • Lead Management
  • Client Management
  • Project Management
  • Task Management
  • Sales Management
  • Invoice Management
  • Payment Management
  • Expense Management
  • Report Management
  • Support Management
  • HR Management
  • Payroll Management
  • Attendance Management
  • Leave Management
  • Employee Management
  • Account Management

Server Requirements

Note!

To begin installation Customer relationship management your server must have to satisfy some requiremnts as well as some extensions.

  • PHP >= 8.2
  • MySQLi
  • GD
  • cURL
  • date. timezone
  • BCMath PHP Extension
  • allow_url_fopen
  • Ctype PHP Extension
  • Fileinfo PHP Extension
  • JSON PHP Extension
  • Mbstring PHP Extension
  • OpenSSL PHP Extension
  • PDO PHP Extension
  • Tokenizer PHP Extension
  • XML PHP Extension

File Writable Permissions

Attention!

Please make sure you have set the writable permission on the following folders/files:

  • /routes
  • /resources
  • /public
  • /storage
  • .env

If you are using Linux/Mac, you may follow the below command

sudo chmod -R 777 ./routes
sudo chmod -R 777 ./resources
sudo chmod -R 777 ./bootstrap
sudo chmod -R 777 ./public
sudo chmod -R 777 ./storage
sudo chmod 777 .env

env Setup

APP_URL Setup For your Application 

APP_URL=https://example.com


The APP_URL configuration setting in a Laravel application specifies the root URL of the application. It is used by Laravel's Artisan command line tool to generate URLs correctly when running tasks.
To set the APP_URL, you should assign it the root URL of your application, such as https://example.com. If your application is not running in a subdirectory, you can remove the APP_URL configuration setting from your .env file.
Overall, setting the APP_URL configuration setting is important for ensuring that your Laravel application generates correct URLs when running tasks through the Artisan command line tool.

APP_PDO=true/false in ENV file 

APP_PDO=false


In a Laravel application, the APP_PDO configuration setting is used to enable or disable the use of the PHP Data Objects (PDO) extension to connect to the database.
If APP_PDO is set to true, the application will use PDO to connect to the database. PDO is a database abstraction layer in PHP that provides a consistent interface for accessing different database systems, such as MySQL, PostgreSQL, and SQLite.
If APP_PDO is set to false or not set at all, the application will use the Laravel database abstraction layer, which uses the Laravel Query Builder to interact with the database. The Query Builder is a higher-level abstraction layer that provides a more expressive and convenient way to interact with the database than using raw SQL queries.
Overall, the choice of whether to use PDO or the Laravel database abstraction layer depends on the specific requirements and preferences of the application. PDO may be preferred for more complex or customized database interactions, while the Laravel database abstraction layer may be preferred for simpler or more common database interactions.

Mail Setup Configuration in ENV file 

# Set the mailer driver to use
MAIL_MAILER=smtp

# Other mailer configuration settings
MAIL_HOST=smtp.example.com
MAIL_PORT=587
[email protected]
MAIL_PASSWORD=secret
MAIL_ENCRYPTION=tls


In a Laravel application, the MAIL_MAILER configuration setting is used to specify the mailer driver that should be used to send email messages from the application.
Laravel provides support for several mailer drivers, including SMTP, Mailgun, Mandrill, Amazon SES, and others. Each driver has its own configuration options and requirements. For example, the SMTP driver requires the configuration of SMTP host, port, username, and password, while the Mailgun driver requires the configuration of an API key and domain name.
In this example, the MAIL_MAILER configuration setting is set to smtp, which tells Laravel to use the SMTP mailer driver to send email messages. The other configuration settings (MAIL_HOST, MAIL_PORT, MAIL_USERNAME, MAIL_PASSWORD, and MAIL_ENCRYPTION) provide the necessary information to configure the SMTP mailer driver, including the SMTP server hostname, port, username, password, and encryption method.
Note that the exact configuration settings and values may vary depending on the specific mailer driver being used. For example, if using the mailgun driver, the MAILGUN_DOMAIN and MAILGUN_SECRET configuration settings would need to be set instead of MAIL_HOST, MAIL_PORT, MAIL_USERNAME, and MAIL_PASSWORD.
To learn more about Mail Configuration

AWS S3 Setup Configuration in ENV file 

# AWS configuration settings
AWS_ACCESS_KEY_ID=your-access-key-id
AWS_SECRET_ACCESS_KEY=your-secret-access-key
AWS_DEFAULT_REGION=us-west-2


In this example, the AWS_ACCESS_KEY_ID and AWS_SECRET_ACCESS_KEY configuration settings are set to the corresponding access key ID and secret access key for the AWS account. The AWS_DEFAULT_REGION setting is also included to specify the default AWS region to use for API requests. Note that the specific AWS configuration settings and values may vary depending on the AWS service or API being used. It's important to refer to the AWS documentation for the specific service or API being used to determine the necessary configuration settings and values. To learn more about File Storage for AWS S3

Database

Create Database

Attention!

Do not use a password that contains a #(Hash) character (It will be treated as a comment).

You’ll need to create a new database along with a user to access it. Follow the steps below:

  • Give your database a name e.g crm_testing
  • Create a database user and set up a password like @MakeSureStrongEnough!23)
  • Add the user to the database and give the user All privileges to the database

Most hosting companies provide an interface to handle this or you can run the SQL statements below. 

CREATE DATABASE onno_db;
                CREATE USER 'crm_db' IDENTIFIED BY 'crm_db@@'; 
                GRANT ALL PRIVILEGES ON onno_db.* to crm_db@'%' identified by 'crm_db@@'; 
                FLUSH PRIVILEGES;

Installation

Note!

Before going for installation make sure to fulfill the requirements and writable permissions and created database, Database user.

Installation

Just simply follow the steps, and our installer will handle all the process of installation. You don't need to do anything manually.

  • Step:1 Download Main_File.zip from CodeCanyon
  • Step:2 Extract Main_File.zip
  • Step:3 Go inside the "source_code" folder and make zip all files & folders.
  • Step:4 Upload the zip file to your server public_html or www or root directory.
  • Step:5 Extract the uploaded zip file
  • Step:6 Make sure you have uplaoded .env file from source_code to your server public_html or www or root directory.
  • Step:7 Open the browser and hit your server URL. Example: https://yourdomain.com/
  • Step:8 Welcome to installation, click Get Started button Home Page
  • Step:9 Check server environments, permissions & if all okay then click let's go next Home Page
  • Step:10 Now verify your license code.
    • Accrss Code: You are expected to obtain a license code from Codecanyon (for testing purposes, you may use 123456789)
    • Envato Email: Your envato email
    • Installed Domain: Your Domain
    Home Page
  • Step:11 Now enter your database name, username, password. Then check force delete previous table if have previous tables in Database
    • DB Host: localhost or your ip
    • DB Port: Your database port (default database port 3306)
    • DB Database: Your Database name (example database name: crm_testing)
    • DB Username: Your Database username (example database username: root)
    • DB Password: Your Database password
    Home Page
  • Step:12 Now enter superadmin login credentials as you want Home Page
  • Step:13 Congrats! You have successfully installed. click go to home button Home Page
Attention!

Before going for installation make sure to fulfill the requirements and writable permissions.

File Setup

Just simply follow the steps, and our installer will handle all the process of installation. You don't need to do anything manually.

  • Step:1 Download Main_File.zip from CodeCanyon
  • Extract Main_File.zip
  • Go inside the "source_code" folder and make zip all files & folders.
  • Upload the zip file to your server public_html or www or root directory.
  • Open the browser and hit your server URL. Example: https://examplenews.com/

Admin Panel Usage Guidelines

Login

By registration, you are accessing your facility we are protecting your information and facilities you can access them by login to your account In this section, you will have a login page where you have to provide your email and password to access your facilities.

Home Page

Forget Password

It is possible that many times you will forget your password so we have a forgot password option where you have to provide your email to get reset the password link in your email.

Home Page

Admin Dashboard

This is the Admin dashboard where the admin can see all status and revenue at a glance. We have dark mode available for every page. For login to admin, use credential while installing the project.

Home Page
Home Page

Change Language

To change language first, click the language button then select language it will make change your language. We already set 3 language for you. Engli

Home Page
Home Page
Home Page

Profile Setup

In this Profile update

Designation
Designations

Change Password

In this section you can update your password

Designation
Designations

Client

Client Add

Admin is Able to create client from here.

Designation
Designations

Client List

All client lists and details show in this section and manage clients here.

Designation
Designations

Projects

Projects Add

Admin is Able to create projects from here.

Designation
Designations

Projects List

All projects lists and details show in this section and manage projects here.

Designation
Designations

Task

Task Add

Admin is Able to create task from here.

Designation
Designations

Task List

All task lists and details show in this section and manage Task here.

Designation
Designations

Sales

Here you can manage those Units of Sales -

  • Manage Products Units
    • Manage Category
    • Manage Brand
    • Manage Unit
    • Manage Tax
    • Manage Warehouse
    • Manage Supplier
    • Manage Product
    • Print Barcode
    • Adjustment List
    • Stock Count
  • Manage Purchase
    • Manage Purchase
  • Manage Sale
    • Manage Purchase
    • Manage Gift Card
    • Manage Coupon
    • Manage Delivery
  • Manage Expense
  • Manage Quotation
  • Manage Transfer
  • Manage Return

Sales Add

Admin is Able to create sales from here.

Designation
Designations

Leads

Here you can manage those Units of leads -

  • Manage Leads
  • Manage Lead Types
  • Manage Lead Sources
  • Manage Lead Status
  • Manage Proposals

Leads Add

Admin is Able to create leads from here.

Designation
Designations

Leads List

Admin is Able to create leads from here.

Designation
Designations

Human Resource

Here you can manage those Units of Human Resource -

  • User and Roles
    • Manage Designations
    • Manage Departments
    • Manage Roles
  • Leaves
    • Manage Leaves Type
    • Manage Assign Leaves
    • Manage Leave Request
  • Manage Attendance
  • Payroll
    • Manage Commission
    • Payroll Setup
    • Manage Advance Type
    • Manage Advance
    • Manage Salary
  • Manage Awards
  • Manage Travels
  • Manage Performance
    • Manage Indicator
    • Manage Appraisal
    • Manage Goal
    • Manage Advance
    • Manage Competencies
  • Manage Meeting
  • Manage Appointment
  • Manage Visit
  • Manage Employees

Employee Add

Admin is Able to create Employee from here.

Designation
Designations

Employee List

Admin is Able to create Employee from here.

Designation
Designations

HR Setup

Configuration

Admin can configure site from here. Admin can manage TimeZone, Date format, Language, Attendance Method, Max Work Hours, Live tracking setting, Api Key , Currency from here.

Designation
Designations

Weekend Setup

Here Admin can manage Weekend from this page.

Designation
Designations

Holiday Manage

Here Admin can manage holiday from this page.

Designation
Designations

Shift Manage

Here Admin can manage shift from this page.

Designation
Designations

Duty Schedule

Here Admin can manage duty schedule from this page.

Designation
Designations

IP Whitelist

Here Admin can whitelist any ip.

Designation
Designations

Location Binding

Here Admin can bind location for user by this page.

Designation
Designations

Activation

Here Admin can set Time format also can manage enable/disable IP Address Bind, Location Bind, Multiple Check In & Check Out, Live Tracking, Auto Generate User Password from here.

Designation
Designations

Settings

General Settings

Admin is Able to manage background image, logo, icon, footer, email setup, storage setup, database backup from this page.

Designation
Designations

App Settings

Admin is Able to manage background image, logo, icon, footer, email setup, storage setup, database backup from this page.

Designation
Designations

Language

Admin is Able to manage background image, logo, icon, footer, email setup, storage setup, database backup from this page.

Designation
Designations

Thank You!

Again, thank you for purchasing Customer relationship management . If you need some help or support please use the email or contact form via codecanyon Hope you happy with the Onest One Stop CRM, all the best with your business.