A full-featured CRM backend — leads, meetings, demos, quotations, payroll, attendance, communication integrations and more. All secured with Sanctum authentication and role-based access control.
Every module is production-ready with service layers, form request validation, API resources, and Eloquent relationships.
Full lead lifecycle — create, update, transfer, share, bulk delete, export/import. Status conversions to verified, not interested, or callback. Priority management and notes.
Record sales against leads, track payment history, manage incentives, and run aggregated or individual sales reports. Finance approval and billing workflows included.
Schedule and manage client meetings with full lifecycle support — transfer, reschedule, cancel, OTP-based verification, arrived/started/completed status tracking.
Schedule product demos with assignees, products, and Google Calendar integration. Full demo lifecycle — start, complete, cancel, reschedule, and share with attendees.
Build and send professional quotations with line items, terms, and custom email bodies. Draft workflow, PDF export, email history, and resend functionality.
Multi-assignee tasks with tags, queries, logs, and recurrence management. Task completion tracking, product attachments, and per-user activity logs.
Manage client projects end-to-end with team assignments, tickets, media file uploads, project chat, and task linking. Active and completed project views.
Central product catalogue used across sales, demos, meetings, tasks, and quotations. CRUD with search and CSV export.
Log and track field sales visits. Create, fetch, search, and delete visit records. Linked to leads for a complete activity trail.
GPS-enabled check-in/check-out with real-time location tracking. Aggregated and detailed attendance reports, backfill support, and subordinate views.
Define leave types and entitlements per user. Application workflow with approval and rejection by managers. Pending, approved, and rejected leave views.
Generate and manage payroll payments with additions and deductions. Export individual or all payroll records. Payment type configuration included.
Configure work shifts and manage the company holiday calendar. Year-based holiday views and dashboard holiday widget for employees.
Full user lifecycle with profiles, documents, bank details, addresses, and assets. Role-based permission system with granular access control and user impersonation.
Multi-company support with active/inactive status management. Each company operates as an independent tenant with its own users, leads, and settings.
IVR and manual call log tracking with incoming/outgoing call reports. Aggregated analytics, per-user call records, and bulk data uploads from IVR systems.
Configure multiple messaging channels — WhatsApp Business (WABA), SMS, RCS, IVR, and SMTP email — per account. Per-user integration settings supported.
Role-aware dashboard aggregating today's attendance, latest leads, meetings, tasks, projects, demos, visits, upcoming holidays, and team birthdays.
Immutable per-user activity audit trail tracking every meaningful action across the system for compliance and debugging.
Push notification delivery to user devices with per-user notification feeds. Scheduled notifications and notification integration configuration.
Email + OTP registration with Sanctum token-based auth. Google OAuth login, email verification, and secure logout. Account-level validation middleware.
Flexible tagging system shared across tasks and projects. Create, update, delete, and search tags for better content organisation.
Every endpoint returns a predictable envelope so clients never need to guess the structure.
✅ Success Response
{
"success": true,
"message": "Lead created successfully",
"data": {
"id": 42,
"name": "Acme Corporation",
"status": "new",
"priority": "high",
"created_at": "2026-06-20T10:00:00Z"
}
}
❌ Error Response
{
"success": false,
"message": "Validation failed",
"errors": {
"name": [
"The name field is required."
],
"email": [
"The email must be a valid address."
]
}
}
Modern, stable technologies chosen for performance and long-term maintainability.