A lightweight, feature-rich CRM system built with PHP on a LAMP/WAMP stack, designed for U.S.-based small businesses.

Features

  • Secure Authentication: Admin, staff, and client login/logout with role-based permissions.
  • Customer Management: CRUD with CSV import/export.
  • Call Logging: Log calls with dashboard, reports, and CSV support.
  • Document Management (v1.1.0): Upload and version documents (e.g., contracts, tax forms).
  • Payment Tracking (v1.1.0): Log payments with alerts and reports.
  • Court Calendar (v1.2.0): Track deadlines (court, tax, contracts) with notifications.
  • Compliance Checks (v1.2.0): Ensure compliance with U.S. regulations (e.g., wage garnishment, IRS, FLSA, contracts).
  • Task Management (v1.3.0): Assign, track, and automate tasks with Kanban board.
  • Invoicing (v1.4.0): Generate, send, and track invoices with payment integration.
  • Analytics (v1.5.0): Visual reports on customers, payments, tasks, and compliance.
  • Notifications (v1.6.0): Email and SMS for automated alerts and communication.
  • Multi-User Roles (v2.1.0): Admin, staff, and viewer roles with permissions and activity logs.
  • Client Portal (v2.0.0): Secure portal for clients to view status and communicate.

Tech Stack

  • Backend: PHP
  • Database: MySQL
  • Frontend: HTML, Bootstrap 5.3, FullCalendar 5.11, Chart.js, Custom CSS
  • Server: Apache (LAMP/WAMP)
  • Libraries: PHPMailer, TCPDF (via Composer)

Prerequisites

  • LAMP or WAMP stack (e.g., XAMPP)
  • PHP 7.4+
  • MySQL 5.7+
  • Composer for PHPMailer and TCPDF

Installation

  1. Download: Get crm.zip from CountryCashflow.com.
  2. Extract: Place files in web server root (e.g., htdocs).
  3. Install Dependencies: Run composer require phpmailer/phpmailer tecnickcom/tcpdf in the CRM directory.
  4. Database: Run setup.sql in MySQL, replacing password hashes.
  5. Config: Update config.php with MySQL credentials and SMTP settings.
  6. Run: Start Apache/MySQL, visit http://localhost/login.php (admin/staff) or http://localhost/client_login.php (client).

Usage

  • Admin Dashboard: Manage all features with role-based access.
  • Client Portal: View payments, messages, and reply.
  • Import/Export: CSV for customers, calls.
  • Reports: Analytics and payment reports.

File Structure

crm/
├── config.php
├── login.php
├── client_login.php
├── logout.php
├── index.php
├── add_customer.php
├── edit_customer.php
├── import.php
├── export.php
├── calls_dashboard.php
├── add_call.php
├── edit_call.php
├── calls_report.php
├── import_calls.php
├── export_calls.php
├── documents_dashboard.php
├── upload_document.php
├── payments_dashboard.php
├── add_payment.php
├── payment_report.php
├── calendar.php
├── add_deadline.php
├── client_portal.php
├── compliance_dashboard.php
├── tasks_dashboard.php
├── add_task.php
├── invoices_dashboard.php
├── add_invoice.php
├── generate_invoice_pdf.php
├── analytics.php
├── notifications.php
├── users_management.php
├── edit_user.php
├── version_history.php
├── style.css
├── setup.sql
├── README.md
├── vendor/ (Composer dependencies)

Security Notes

  • Prepared statements prevent SQL injection.
  • Passwords hashed with password_hash().
  • XSS protection via htmlspecialchars().
  • Role-based permissions restrict access.
  • Client portal and email assume SSL in production.

Version History

  • 1.0.0 (2025-04-01): Initial release.
  • 1.1.0 (2025-04-15): Document management, payment tracking.
  • 1.2.0 (2025-05-01): Calendar, compliance checks.
  • 1.3.0 (2025-05-15): Task management.
  • 1.4.0 (2025-06-01): Invoicing.
  • 1.5.0 (2025-06-15): Analytics.
  • 1.6.0 (2025-07-01): Notifications.
  • 2.0.0 (2025-07-15): Client portal.
  • 2.1.0 (2025-08-01): Multi-user roles.

Download

Copyright & License

  • Copyright: © 2025 CountryCashflow.com
  • Author: Rick Hayes
  • Version: 1.0.0 (Current)
  • License: MIT License

Contributing

Fork, modify, and submit pull requests. Suggestions welcome!