PHP CRM

PHP CRM is a robust, web-based customer relationship management (CRM) software designed to streamline business operations efficiently. It is a self-hosted solution, providing complete control over your data while offering a comprehensive suite of features for managing leads, customer support, staff attendance, invoicing, inventory, and more.

By hosting the CRM on your own server, you ensure top-tier security, full data ownership, and scalability without relying on third-party services.

Key Features of PHP CRM

βœ… Lead & Customer Management

Efficient lead and customer management is crucial for any business. PHP CRM offers:

  • Lead Capture & Tracking: Automatically capture leads from web forms, emails, and social media.
  • Customer Database Management: Store and manage customer details, including contact information, past interactions, and transaction history.
  • Automated Follow-ups: Schedule reminders for follow-ups to convert leads into paying customers.
  • Lead Assignment & Notifications: Assign leads to sales representatives and get notified of status changes.
  • Sales Funnel Tracking: Monitor the sales pipeline and analyze lead conversion rates.
  • Custom Tags & Filters: Categorize leads based on interest level, industry, and potential value.

βœ… Support Ticket System

Delivering excellent customer support is essential. PHP CRM includes a built-in ticketing system to manage customer queries efficiently.

  • Ticket Creation & Prioritization: Customers can raise tickets via email or the customer portal.
  • Assign Tickets to Agents: Ensure queries reach the right department or staff member.
  • Status & Resolution Tracking: Monitor the ticket status (Open, In Progress, Resolved, Closed).
  • Automated Escalation Rules: If an issue isn’t resolved within a set timeframe, escalate it automatically.
  • Canned Responses & Knowledge Base: Provide predefined responses to common queries.
  • Service-Level Agreements (SLAs): Define response and resolution time limits to enhance service quality.

βœ… Staff Attendance & Work Management

Managing employee attendance and work schedules is simple with PHP CRM.

  • Time Tracking & Attendance Monitoring: Employees can clock in/out, and managers can track work hours.
  • Shift Scheduling: Assign shifts and notify employees in real-time.
  • Task Management & Work Logs: Assign tasks and monitor progress on daily work activities.
  • Performance Reports: Generate reports to evaluate staff productivity.
  • Leave & Absence Management: Track employee leaves and automate approval processes.
  • Role-Based Access Control: Grant different levels of access based on job roles and responsibilities.

βœ… Invoices & Tax Management

Streamline financial operations with PHP CRM’s invoicing module.

  • Generate & Customize Invoices: Create professional invoices with company branding and tax details.
  • Multiple Tax Calculations: Automatically apply different tax rates (VAT, GST, Service Tax, etc.).
  • Recurring Invoices: Set up automated billing for subscriptions or repeat customers.
  • Multi-Currency Support: Accept payments in different currencies.
  • Payment Reminders & Overdue Alerts: Automatically send notifications for pending payments.
  • Financial Reports: Track revenue, outstanding balances, and profit margins.

βœ… Item & Inventory Management

Keep track of your products, services, and stock levels with ease.

  • Product & Service Catalog: Maintain a database of items and services offered.
  • Stock Level Monitoring: Get real-time updates on inventory levels.
  • Low Stock Alerts: Receive notifications when stock levels fall below a defined threshold.
  • Purchase Order Management: Generate and track purchase orders for suppliers.
  • Barcode Scanning: Support for barcode integration to speed up inventory management.
  • Batch & Expiry Date Tracking: Ensure perishable goods are managed efficiently.

Why Choose PHP CRM?

πŸ”’ Self-Hosted & Highly Secure

  • Complete Data Ownership: Unlike cloud-based CRMs, your data stays on your server.
  • No Third-Party Access: Prevent unauthorized access to customer and business data.
  • Data Encryption & Secure Backups: Protect sensitive information from cyber threats.
  • Multi-Level Authentication: Secure user logins with two-factor authentication (2FA).

πŸš€ Easy to Use, Scalable & Business-Friendly

  • User-Friendly Dashboard: Clean and intuitive interface for quick navigation.
  • Role-Based Access Control: Limit access to modules based on user roles.
  • Scalable for Any Business: Supports startups, SMBs, and large enterprises.
  • Multi-Language Support: Available in multiple languages for global usability.

Β Frequently Asked Questions (FAQs)

What is PHP CRM?

PHP CRM is a self-hosted web-based customer relationship management (CRM) software designed to help businesses manage leads, customers, invoices, support tickets, staff attendance, inventory, and daily work management efficiently.

Who can use PHP CRM?

PHP CRM is suitable for startups, small businesses, and large enterprises across industries such as retail, healthcare, real estate, IT services, education, and consulting firms.

How does PHP CRM differ from cloud-based CRMs?

Unlike cloud-based CRMs, PHP CRM is self-hosted, meaning you store all data on your own server, ensuring higher security, full control, and no third-party access to your information.

How do I install PHP CRM?

Installation is simple:

  1. Download the PHP CRM software from the official website.
  2. Upload the files to your server.
  3. Create a database and configure it in the setup wizard.
  4. Follow the on-screen instructions to complete the installation.

What are the server requirements for PHP CRM?

PHP CRM requires:

  • Web Server: Apache, Nginx, or IIS
  • PHP Version: 7.4 or later
  • Database: MySQL or MariaDB
  • Extensions: cURL, GD, MBString, OpenSSL, PDO

Can I install PHP CRM on a shared hosting server?

Yes, PHP CRM is lightweight and works on shared hosting, VPS, and dedicated servers. However, for better performance, a VPS or dedicated server is recommended.

Can I manage multiple businesses with PHP CRM?

Yes, PHP CRM supports multi-business management, allowing you to manage multiple companies, customers, and invoices from a single dashboard.

Does PHP CRM support multiple users?

Yes, PHP CRM supports unlimited users with role-based access control (RBAC) to ensure different users have appropriate permissions.

Does PHP CRM have a mobile app?

Currently, PHP CRM is a web-based application, but it is mobile-friendly and can be accessed on any device via a browser. A mobile app version may be released in the future.

Can I integrate PHP CRM with third-party apps?

Yes, PHP CRM supports API integrations with payment gateways, email services, accounting software, and other business tools.

Is PHP CRM secure?

Yes! PHP CRM offers advanced security features, including:
βœ… Data encryption for sensitive information
βœ… Two-factor authentication (2FA) for login security
βœ… Role-based permissions to control user access
βœ… Regular software updates to prevent vulnerabilities

Where is my data stored?

Since PHP CRM is self-hosted, your data is stored on your own server, ensuring full control and privacy.

Can I back up my data?

Yes, PHP CRM provides automatic and manual backup options to ensure your data is safe.

Can I modify PHP CRM to fit my business needs?

Yes! PHP CRM provides full access to the source code, allowing developers to customize, add features, and integrate with other tools.

Does PHP CRM support multiple languages and currencies?

Yes, PHP CRM is multi-language and multi-currency supported, making it ideal for global businesses.

Can PHP CRM handle high traffic and large databases?

Yes, PHP CRM is scalable and can handle large data volumes efficiently when hosted on a powerful server (VPS or dedicated server).

Is PHP CRM free or paid?

PHP CRM offers both free and premium versions. The free version includes basic CRM features, while the premium version includes advanced modules, integrations, and priority support.

Do you provide customer support?

Yes, PHP CRM offers:
βœ… Community support via forums and documentation
βœ… Email support for paid users
βœ… Premium support (for businesses needing faster response times)

How often do you release updates?

PHP CRM receives regular updates to improve security, add new features, and fix bugs. Updates are available for free to all licensed users.

Can I request a new feature for PHP CRM?

Absolutely! You can submit feature requests, and if feasible, they may be included in future updates.

How to Get Started with PHP CRM?

1️⃣ Download & Install

  • Download the PHP CRM software from the official website.
  • Upload it to your server and configure the database.
  • Complete the installation through the setup wizard.

2️⃣ Customize & Configure

  • Set up user roles, permissions, and business details.
  • Customize invoice templates, lead pipelines, and workflow automation.

3️⃣ Start Managing Your Business!

  • Track leads, manage customers, handle support tickets, generate invoices, and monitor staff performance all from one platform!

Industries That Benefit from PHP CRM

PHP CRM is versatile and serves multiple industries, including:

βœ… Retail & E-Commerce – Manage products, customers, and orders efficiently.
βœ… Healthcare & Clinics – Keep patient records and appointment histories secure.
βœ… Real Estate – Track property listings, leads, and client interactions.
βœ… IT & Software Services – Monitor projects, support tickets, and client subscriptions.
βœ… Education & Training Centers – Manage student enrollments, courses, and payments.
βœ… Consulting & Professional Services – Handle contracts, invoices, and service records.

Enhance Your Business Efficiency with PHP CRM!

Take control of your business operations with a secure, customizable, and powerful CRM solution.

πŸ’» Visit the official website to download PHP CRM today!
πŸ“© Need support? Contact us for installation assistance and customization options!

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