OPAL CRM - Self hosted Smart CRM application for Lead Management (Miscellaneous)
A SIMPLEST CRM FOR YOUR IMMEDIATE LEAD TRACKING
TRACK YOUR LEADS!
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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Reach us : contactus@kloudportal.com
CRM Installation Documentation and steps
Opal CRM – Automatic Lead Management through Various channels
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Drag & Drop a Leads/Prospects into different buckets
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User Access Management and Notifications
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Google Material Design and intuitive with frequently used operations.
Floating action icon for frequently used operations.
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Automatic lead addition from your website/ecommerce site. (Magento ,wordpress, Drupal…) by adding 2 lines of code on your website.
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Automatic division of Hot Leads, Warm Leads and Cold Leads
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Quick Lead addition with minimum form fields
Manage the Leads & search leads. Add a users and Edit Actions
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Quick View of Activities & events with Notification click.
Responsive Design with 100% compatible to all native mobile browser friendly
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Quotations to Lead and Approval WorkFlow
Create New Quotation and filters for finding the quotations
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Manage the quote with multiCurrency support and ability to address the international customers
Calculate Each Line total respective of quantity and price
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Inline Calculations with respective of discount, taxes, and line total.
Configurable Tax options, Discounts based on percentage & fixed amounts
Save and Submit Quotation for Approval
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Conversion of quotation to Invoice with click away
Login/Password: admin@admin.com / 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
- mysqladminu root -xxxx’ password xxxxxxcurl
5. To install Composer, run these commands:sS https://getcomposer.org/installer | phpsudo 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
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