🔥 All-in-One Business CRM – Self-Hosted & Fully Customizable

This powerful CRM is designed for agencies, freelancers, and companies looking to manage customers, leads, and operations efficiently — all under your brand and server with a one-time investment.

🧲 Smart Lead Integration

• ✅ Auto-import leads from IndiaMART, JustDial, Facebook, emails, and web forms.

• ✅ Unlimited web-to-lead forms for your landing pages.

• ✅ Organize leads with drag-and-drop stages and track progress in real-time.

• ✅ Import from CSV and set automated follow-ups & reminders.

💼 Customer & Contact Management

• Manage customer profiles and multiple contact persons.

• Each client has a private client portal for invoices, projects, and tickets.

• Assign permissions per contact and monitor activity logs.

💰 Invoicing & Payments

• Create and track professional invoices, estimates, proposals, and contracts.

• Enable recurring invoices and expenses.

• Accept online payments via PayPal, Stripe, Razorpay, PayU Money, and more.

• Multi-currency, multi-tax support with detailed financial reporting.

📊 Project & Task Management

• Powerful project dashboard with milestones, Gantt charts, and task assignments.

• Recurring tasks, time tracking, team collaboration, and document sharing.

• Link tasks to invoices, proposals, or leads.

🎯 Sales & Goals

• Track sales targets, lead conversions, and opportunity pipeline.

• Automate proposal generation with notifications for client actions.

• Auto-convert accepted estimates into invoices.

🎟️ Support Ticket System

• Full-featured ticket system with:

  • Email-to-ticket auto-import

  • Priority handling

  • Staff notes, canned replies, and client replies via email.

📚 Knowledge Base & Surveys

• Create a searchable knowledge base and enable article feedback.

• Run automated customer satisfaction surveys to boost retention.

🔐 Security, Backups & Customization

• Encrypted sensitive data (passwords, API keys, etc.)

• Auto database backups every X days.

• Theme styling & custom CSS with no coding required.

• Role-based staff permissions & admin customization.

• Fully responsive, works on desktop, tablet, and mobile.

🧩 Advanced Features

• Staff reminders, company newsfeed, events calendar

• Personal staff to-do dashboards

• File/media manager per staff

• Server-side datatables for large datasets

• ReCaptcha, activity logs, and hooks for advanced custom features

🏷️ Why Choose This CRM?

• ✅ One-time investment – no monthly fee

• ✅ Self-hosted – full control & data privacy

• ✅ White-label – brand it your way

• ✅ Customizable for any industry

• ✅ Perfect for reselling with regular and extended licenses