SIMPLEST CRM FOR YOUR IMMEDIATE LEAD TRACKING

Designed with Passion & love and every feedback is special for us.

TRACK YOUR LEADS! Good News- Andriod Mobile app is released

CRM that helps you to keep track of your leads from all your campaigns, Facebook Ads and Website contact forms. 

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Login/Password: admin@admin.com / admin123

Reach us : contactus@kloudportal.com

CRM Installation Documentation and steps

Complete Cloud based solution , ability to manage multiple businesses & Leads, SaaS based design

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
• Calendar view for all the leads and available tasks for the day / Week / Month
• Manage Departments
• Manage Products 
• Lead Reminders for followup’s
• Events & Notifications for all the update activities. 
• Added the new feature recurring subscriptions using paypal button integration.
• MultiLanguage Support upto 94 languages

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.
• PipeLine Report: Set the monthly pipelines and view the targets of quotation, invoices and dollars.

Technical Features:

• Restful Endpoints for integrating to Android/iOS applications
• SMTP options for monetising your requirement.
• Monetise with your application name and Logo.
• Swagger restful documentation and supports integration with Java , C#, Android, objective C, Swift, perl client integration code base.
• Supports any of the hosting providers.

 

Opal CRM – Automatic Lead Management System and readily integrable with your business website, ecommerce with just two lines of code. Much Reduced Data entry work.

Drag & Drop a Leads/Prospects into different buckets. Intuitive Design.

User Access Management and Notifications

 

MultiLanguage Support – 94 Languages

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Login/Password: admin@admin.com / admin123

Detailed Technical Documentation

 

OpalCrm a self-hosted platform based on Laravel 5.4 PHP Framework.

Hosting Providers: Any hosting providers who supports private virtual machine (VPS) .

Minimum- 2GB Ram, 10 GB hard disk, 1 cpu and access to SSH console

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
– mysqladmin u root xxxx password xxxxxx
5. To install Composer, run these commands:
– curl sS https://getcomposer.org/installer | php
– sudo 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

API Documentation

Source Code Change Log – Latest version 1.6

*18th Aug 2018 Added Invoice Reconciliation fixes , pipeline fixes, Access to Employee Reports
* 24th June 2018 Pipeline Report and configure the monthly , yearly targets .
* 17th May 2018 Added Calendar View for Today, Week & monthwise .
* 3rd Apr 2018 Added the new feature recurring subscriptions using paypal button integration.
Support for Mobility integration and hot fixes
* 11 Mar 2018 Enabled Swagger documentation for Restful Services<br />* 25 Feb 2018 MultiLanguage Support<br />* 17 Feb 2018 Added Quotation module and approve quotation workflow
* 13 Feb 2018 - Initial launch v1.0
  

Relavent OPAL CRM Mobile APP

codecanyon-21359932-opal-crm-self-hosted-smart-crm-application-for-lead-management.zip