DevPremier CRM - Convert Leads into Customers

DevPremier CRM v3.2 — Convert Leads into Customers

DevPremier CRM is a self-hosted, full-source sales and operations platform built on Laravel 13, PHP 8.3+, and a modern Tailwind CSS admin UI. Capture website visitors, attribute marketing campaigns, move deals through a visual pipeline, manage projects and appointments, send proposals and invoices, collect payments, and run support — all from one install on your own server.

No monthly per-seat SaaS fees. One CodeCanyon license. Regular updates. Ideal for agencies, freelancers, and growing sales teams who want control over their data and branding.

→ Try the live demo  |  → Documentation  |  → Installation guide

What’s new in v3.2

• Enterprise Project Management — dashboard, Gantt, portfolio, workload, milestones, tasks, time tracking, templates, and project reports
• Appointment Booking — internal scheduling, public booking pages (/book/{slug}), availability rules, meeting types, and calendar views
• Analytics Platform & Custom Dashboards — executive KPIs, sales/finance/support analytics, drag-and-drop dashboard builder with 45+ widgets, kiosk mode
• Settings Center — searchable hub linking to every CRM configuration screen from one place
• AI Assistant (BYOK) — OpenAI, Gemini, Claude, Azure OpenAI, Ollama, and custom endpoints with prompt templates and usage logs
• Knowledge Base — internal and public help articles, categories, FAQs, and client portal integration
• Platform services — global command palette (Ctrl/Cmd+K), audit logs, notification center, webhooks, menu builder, and My Todos
• Workspace-based navigation — recategorized sidebar (Sales, Projects, Appointments, Analytics, Automation, Settings) with permission-aware Quick Add
• Granular permissions — every new module registered in Office → Permissions with role-based CRUD gates
• Expanded documentation — workflow guides and module docs for projects, appointments, analytics, workflow automation, AI, support, and more

Also in v3.1

• Enterprise Credit Notes — full/partial credits, invoice adjustments, refund tracking, approvals, and customer credit balances
• Workflow Automation — visual builder, templates, executions, logs, and domain events (leads, invoices, appointments, projects)
• Support Center, Email Templates & Digital Signatures — enterprise-grade modules with dashboards and operational workflows
• Payment gateways — Stripe, PayPal, Razorpay, Flutterwave, Paddle, Square, and Mollie
• REST API Control Panel — admin-managed API on/off switches per module group with Postman collection export
• Foundation Platform Services — audit logs, notification center, outbound webhooks, and dynamic menu builder
• Mobile-Responsive Admin UX — improved sidebar, DataTables, forms, and modal behavior on small screens

End-to-end sales workflow

DevPremier is built around real business processes — not just feature lists. A typical inbound workflow:

Visitor → Lead capture → UTM attribution → Pipeline → Proposal → Customer → Invoice → Payment → Project delivery → Appointment follow-up

• Embed Web-to-Lead forms with hidden UTM fields and auto-assignment rules
• Track which campaigns produce qualified leads and revenue
• Move deals through Kanban stages with probability and forecast
• Email proposals, estimates, and invoices as branded PDFs
• Let customers pay online via the client portal
• Deliver work in Projects and book meetings via public appointment pages

Quick feature list

• Leads & lead sources with UTM mapping
• Customers, contacts & companies
• Deals pipeline & Kanban board
• Marketing attribution dashboard & campaigns
• Web-to-Lead forms & embed codes
• Proposals, estimates & invoices (PDF + email)
• Credit Notes (full/partial), applications, refunds & approvals
• Products, inventory & product groups
• Expenses & expense categories
• Enterprise Projects — Gantt, portfolio, workload, milestones, tasks, time logs, budget, templates
• Appointment Booking — calendar, public pages, availability, meeting types, reminders
• Analytics & Custom Dashboards — executive/sales dashboards, report builder, widgets, kiosk mode
• Settings Center — unified searchable settings hub
• Workflow automation with templates, executions & logs
• AI Assistant (multi-provider, prompt templates, usage tracking)
• Support Center with tickets, SLA, macros & public intake
• Email Template manager with live preview & test send
• Digital Signatures (e-sign, OTP verification, audit trail)
• Knowledge Base with public help center
• Tasks, reminders, My Todos & cron/queue delivery
• Command palette (Ctrl/Cmd+K), audit logs, webhooks & notifications
• Staff, roles & granular per-module permissions
• Client portal (proposals, invoices, payments, support, KB)
• Global search & Quick Add across modules
• Bulk import/export (Excel & CSV)
• Menu builder for custom sidebar navigation
• Twilio SMS & voice, Crisp Chat, SMTP, reCAPTCHA
• PayPal, Stripe, Razorpay, Flutterwave, Paddle, Square, Mollie
• REST API v1 (Sanctum + JWT) with admin API controls
• Multi-language admin UI

Modules

Each module is permission-controlled, mobile-friendly, and designed for day-to-day sales and operations workflows.

Lead Management Capture leads manually, via web forms, or bulk import. Map UTM sources, assign owners, filter by status and source, log calls/SMS from the list, and convert won leads to customers in one click.

Marketing & Attribution See which channels drive leads and revenue. Attribution dashboard, lead source reports, campaign budgets, and read-only marketing data on every lead record.

Deals Pipeline Visual Kanban boards with custom stages, win/loss flags, stage probability, and weighted revenue forecast. Drag deals between stages and keep your pipeline healthy.

Customer & Contact Management Full customer profiles with linked contacts, communication history, projects, invoices, and portal access. Tag by type and prospect status with custom fields.

Proposals, Estimates & Invoices Line items, taxes, discounts, PDF generation, and email delivery. Convert estimates to invoices. Track paid, overdue, and partial payments on the dashboard.

Credit Notes & Customer Credits Issue invoice-based or standalone credit notes, apply credits to invoices, track partial usage, manage approvals, and monitor refunded vs unused balances per customer.

Enterprise Project Management Full delivery workspace: project dashboard, list/grid views, Gantt chart, portfolio overview, team workload, milestones, tasks, time tracking, budget summary, file storage, discussion threads, system templates, and project reports. Role gates for members, budget, files, and client access.

Appointment Booking Schedule meetings internally or let leads/customers book via public pages. Configure meeting types, staff availability, buffers, round-robin assignment, calendar views (day/week/month), reminders, and workflow events for automation.

Analytics Platform & Custom Dashboards Executive and category dashboards (sales, finance, support, marketing). Build unlimited personalized dashboards with drag-and-drop widgets, share links, kiosk/wallboard mode, and scheduled report exports.

Settings Center One searchable hub for all CRM configuration — organization, users, sales, products, projects, support, finance, automation, analytics, integrations, security, and developer settings. No more hunting through nested Office menus.

Workflow Automation Visual workflow builder with triggers (lead created, invoice paid, appointment booked, project completed), conditions, delays, and actions. Templates, execution history, and queue-backed processing.

AI Assistant Bring-your-own-provider AI framework: OpenAI, Gemini, Claude, OpenRouter, Azure OpenAI, Ollama. Prompt templates, lead summaries, email drafts, ticket replies, and usage/cost tracking. API keys encrypted at rest.

Support Center Ticket dashboard, threaded conversations, internal notes, SLA policies, canned responses (macros), public ticket intake, and customer portal follow-up. Operational reports for response times and volume.

Email Templates Centralized template manager with categories, layouts, variables, live preview, test send, publish workflow, and delivery analytics.

Digital Signatures Send documents for e-signature with draw/type input, sequential or parallel signers, OTP verification, signed PDF download, and public verification URLs.

Knowledge Base Create help articles with categories, tags, and FAQs. Publish to a public help center and integrate with the client portal. View analytics on article usage.

Products & Inventory Product groups, pricing, descriptions, and stock tracking. Add products to sales documents instantly — inventory updates as you sell.

Expense Management Log expenses with categories, dates, billable flags, and project/customer links. Attach receipts and keep spending visible alongside revenue.

Tasks, Reminders & My Todos Assign CRM tasks with due dates and priorities. Schedule email reminders tied to leads or customers. Personal My Todos inbox for quick capture and completion tracking.

Web-to-Lead Forms Build embeddable capture forms with hidden attribution fields. Auto-assign sources, owners, pipeline stages, and tags after submit.

Client Portal Branded customer login to view proposals, estimates, invoices, payment history, support tickets, and knowledge base articles. Accept online payments 24/7.

Roles & Permissions Unlimited roles with granular create/read/update/delete per module — including all enterprise modules (projects, appointments, analytics, credit notes, AI, support, and more).

Platform & Integrations Command palette, audit logs, notification center, outbound webhooks, menu builder, company branding, SMTP, payment gateways, Twilio, Crisp Chat, Google reCAPTCHA, localization, and REST API with admin on/off controls per API group.

Server requirements

DevPremier CRM v3.2 runs on Laravel 13 with a modern PHP stack. For reliable queues, cron, Redis, and full performance, we recommend a Linux VPS or cloud server (AWS, DigitalOcean, Hetzner, Linode, etc.). Shared hosting is not recommended.

PHP >= 8.3 (8.4 recommended)
Laravel 13.x
Composer 2.x

Required PHP extensions:
    BCMath, Ctype, cURL, Fileinfo, JSON, Mbstring
    OpenSSL, PDO, Tokenizer, XML

Database:
    MySQL 8.0+ or MariaDB 10.6+ (InnoDB)

Web server:
    Apache 2.4+ (mod_rewrite) or Nginx 1.18+

Recommended:
    Redis (queues & Laravel Horizon)
    Node.js 20+ / 22+ LTS (frontend asset builds only)
    Cron jobs (reminders, automation & queued email)
    SMTP (transactional email)

All requirements are checked automatically during the built-in 3-step installation wizard.

→ Full installation documentation

Documentation & support

Full product documentation with workflow guides, installation steps, API reference, and module docs for every feature: docs.crm.devpremier.com

Live demo  |  Support

Support response time: one business day (Monday–Friday).

Update log

Version 3.2.0 / 10-07-2026

"Enterprise Project Management module (Gantt, portfolio, workload, milestones, tasks, time, templates, reports)" 
"Appointment Booking module (internal scheduling, public booking pages, availability, calendar)" 
"Analytics Platform with executive/sales/category dashboards and report builder" 
"Custom Dashboards module (drag-and-drop widgets, share links, kiosk mode)" 
"Settings Center — searchable unified settings hub" 
"AI Assistant framework (multi-provider BYOK, prompt templates, usage logs)" 
"Knowledge Base with public help center and client portal integration" 
"Platform services: command palette, audit logs, notification center, webhooks, menu builder" 
"My Todos personal productivity module" 
"Workspace-based sidebar navigation recategorization" 
"Quick Add registry with permission-aware create actions" 
"Granular permissions for all new enterprise modules" 
"Expanded product documentation for projects, appointments, analytics, automation, AI, support" 
"Demo data seeders for projects, appointments, and credit notes"

Version 3.1.0 / 08-07-2026

"Enterprise Credit Notes module added (full/partial credits, applications, refunds)" 
"Customer credit balances and credit-note reports (CSV/Excel/PDF)" 
"Approval role matrix for credit approvals (Finance/Manager/Sales)" 
"Workflow Automation dashboard improvements (workflows, executions, templates, logs)" 
"Support Center dashboard and navigation UX improvements" 
"Email Template dashboard and live-preview editing improvements" 
"Digital Signatures navigation and module structuring upgrades" 
"Sectioned ClickUp-style sidebar navigation with grouped module submenus" 
"Multiple menu usability and responsiveness fixes"

Version 3.0.1 / 06-07-2026

"Product documentation hub redesign (workflow guides, SEO, sitemap)" 
"Marketing & attribution documentation" 
"Lead management workflow guides" 
"Mobile-responsive admin sidebar and lead detail pages" 
"Multi-file upload support in Media module" 
"Demo login auto-fill for admin/staff (ENABLE_DEMO)" 
"Installer and client portal UI polish" 
"Language locale handling improved" 
"Bug fixes and performance improvements"

Version 3.0.0 / 30-06-2026

"Complete UI redesign with Tailwind CSS design system" 
"Laravel 13 + PHP 8.3+ stack upgrade (Vite 7, Vue 2.7)" 
"Marketing & attribution module (UTM, dashboards, campaigns)" 
"Deals pipeline & Kanban boards with forecast" 
"Expense Management module added" 
"Modern collapsible sidebar with improved navigation" 
"Dashboard UX refresh with analytics and inventory overview" 
"Client authentication UI revamped" 
"3-step web installer with server requirements check" 
"Document root structure for Apache/Nginx on Linux servers" 
"REST API v1 (Sanctum + JWT) enhancements" 
"Multi-language UI (EN, ZH, HI, FR, ES, AR)" 
"Stripe SDK v17 and Twilio SDK v8 upgrades" 
"Enhanced installer permissions and .env handling" 
"Public proposal view and marketing attribution fields" 
"Bug fixes and code structure improvements"

Version 2.6 / 10-03-2025

"Authentication flow refactored for improved security" 
"Installation wizard enhancements and dependency updates" 
"PHP and Composer package compatibility updates" 
"Logging and file permission handling improved" 
"Stability fixes and maintenance release"

Version 2.5 / 02-08-2024

"Upgraded to Laravel 11" 
"PHP 8.2+ compatibility" 
"Docker deployment support" 
"Queue and Horizon configuration improvements" 
"Bug fixes and framework compatibility updates"

Version 2.4 / 27-10-2023

"Docker Compose configuration added" 
"Improved deployment documentation" 
"Environment and server setup refinements" 
"Bug fixes"

Version 2.3 / 07-10-2022

"Initial Docker support added" 
"Demo credentials panel on home screen" 
"Bug fixes and deployment improvements"

Version 2.2 / 13-09-2021

"PayPal payment gateway integrated" 
"Customers can pay online from client portal" 
"Bug fixes"

Version 2.1 / 04-08-2021

"Product inventory" 
"Google reCAPTCHA integrated" 
"Twilio SMS and voice call integration" 
"Bug fixes"

Version 2.0

"Global search added" 
"Quick add for data inputs"

Version 1.3 / 04-10-2020

"New easy installer added" 
"SMTP settings under Office Settings"

Version 1.2 / 28-09-2020

"Bulk import users, products, leads, customers" 
"Invoice, proposal, estimate PDF download" 
"Multi-browser login improvements"

Version 1.1 / 23-08-2020

"Web-to-Lead forms added" 
"Bug fixes"

Version 1.0

"Initial release"