ClientNest – Self-Hosted CRM

Demo links:

Admin: admin@clientnest.com/ admin1234

Demo user: Demouser@demo.com/demo1234

ClientNest — The Complete Self-Hosted CRM

ClientNest is a full-featured self-hosted CRM and business management system built with pure PHP 8.1+. No frameworks, no Composer, no Node.js — just upload and run. Everything your agency or freelance business needs, in one clean package.

🏢 Clients & Contacts

Full client profiles with contacts, notes, activity timeline, file storage, and client portal access management.

🎯 Leads — Kanban Board

7-column Kanban board: New → Contacted → Qualified → Proposal → Negotiation → Won → Lost. One-click Convert to Deal.

💼 Deals — Sales Pipeline

Visual 6-stage pipeline with probability tracking, weighted value totals, close dates, and deal cards.

🧾 Invoices & Quotes

Professional invoices with line items, tax, discount, partial payments, Stripe online pay, PDF print, and public payment links. Quotes convert to invoices with one click.

💸 Expenses

Track business expenses by category with date filters, billable tagging, and totals dashboard.

📁 Projects & Tasks

Kanban task boards per project, time logs, budget tracking, progress percentage, and task comment threads.

⏱️ Time Tracking

Live start/stop timer, manual time entry, per-project logs, and billable hour tracking.

📝 Contracts

Create contracts and send clients a signing link. E-signature recorded with timestamp and IP address.

🎫 Support Tickets

Full help desk with priorities, internal notes, status tracking, and AI-powered reply suggestions via OpenAI, Anthropic Claude, or Google Gemini.

🌐 Client Portal

Clients log in to view invoices, pay online (Stripe), sign contracts, view quotes, and submit support tickets — all without accessing your admin panel.

💳 Stripe Payments

Clients pay invoices directly online. Webhook support for automatic payment confirmation.

🤖 AI Integration

Connect OpenAI (GPT-4o), Anthropic Claude, Google Gemini, or any custom/Ollama model for AI ticket reply suggestions.

📊 Reports & Calendar

Revenue vs. expenses chart, top clients, deal pipeline analytics, and a team calendar with color-coded events.

🎨 White-Label Ready

Upload your own logo and favicon, set company name, currency, and timezone. Fully brandable.

⚡ Why ClientNest?

• ✅ Pure PHP 8.1+ — no Composer, no npm, no framework
• ✅ 4-step web installer with automatic permission fixing
• ✅ Works on any shared hosting (cPanel) or VPS
• ✅ 3 user roles: Admin, Manager, Agent
• ✅ Secure: CSRF protection, XSS sanitization, bcrypt passwords
• ✅ Includes demo data SQL to populate instantly
• ✅ Full documentation included

Features

• Clients & Contacts with activity timeline and portal access
• Leads Kanban board — 7 stages, convert to deal
• Deals pipeline — 6 stages, probability & value tracking
• Invoices with line items, tax, discount, partial payments
• Stripe online invoice payments + webhook support
• Public payment link (no login required for clients)
• Quotes with expiry date, one-click convert to invoice
• Expenses tracker with categories and billable tagging
• Projects with Kanban task board and budget tracking
• Task comments, priorities, due dates, and assignees
• Time tracking — live timer + manual log entry
• Contracts with electronic client e-signature
• Support ticket system with internal notes
• AI reply suggestions (OpenAI / Claude / Gemini / Custom)
• Client Portal — invoices, quotes, contracts, tickets
• Reports — revenue chart, top clients, expense breakdown
• Team Calendar with event types and color coding
• Products/Services catalog for invoice line items
• 3 user roles: Admin, Manager, Agent
• 4-step web installer with auto permission fix
• CSRF protection, XSS sanitization, bcrypt passwords
• White-label: custom logo, favicon, currency, timezone
• Demo data SQL included (realistic sample data)
• Full HTML documentation included

Requirements

• PHP 8.1 or higher (8.2 / 8.3 recommended)
• MySQL 5.7+ or MariaDB 10.3+
• PHP Extensions: pdo_mysql, curl, openssl, fileinfo, mbstring
• Apache with mod_rewrite enabled (or Nginx)
• Minimum 100 MB disk space (1 GB recommended for uploads)
• Works on shared hosting (cPanel), VPS, and dedicated servers

Instructions

1. Upload the clientnest/ folder contents to your public_html/ (or subdirectory)
2. Create a MySQL database in cPanel → MySQL Databases
3. Navigate to http://yourdomain.com/install/
4. Follow the 4-step installer (requirements check → database → admin setup → done)
5. Delete the install/ folder after installation completes
6. Log in and go to Settings to configure SMTP, Stripe, and AI
7. Optionally import database/demo_data.sql via phpMyAdmin for sample data

Full documentation is included in the documentation/ folder. Open index.html in any browser.