LeadSync - Lead Management System

At LeadSync, we empower fast-growing teams to capture, manage, and close leads smarter—not harder. Born from the challenges faced by B2B tech companies and digital agencies, LeadSync is a modern lead management platform built for real-time collaboration, intelligent automation, and sales velocity. We’ve reimagined the sales process for founders, sales reps, and marketers who need clarity, control, and speed—without the complexity of traditional CRMs. Why LeadSync? Intuitive dashboards tailored for fast-moving teams Real-time assignments, notifications, and lead tracking Smart filtering, tagging, and commenting just like Slack Seamless integrations with the tools you already use Built-in reports and activity insights—no setup needed From first touch to final close, LeadSync keeps your team in perfect rhythm, turning potential into performance. Our Promise: We’re not just another CRM. We’re your lead flow co-pilot, built for teams that want to move faster and grow smarter. LeadSync — Your Leads. In Sync. Always.

Features

5. LeadSync – Leads Management System

LeadSync is a powerful, modular PHP-based Lead & Lab Management System built for B2B teams, agencies, and CRM-focused workflows. Built with Bootstrap 5, PDO, and SweetAlert2, it’s scalable, secure, and ready to deploy.

🚀 Core Features

• Fully-featured Lead Management System in PHP
• Modular & scalable architecture using PDO
• Responsive design with Bootstrap 5
• Installer Wizard with database setup
• Clean UI with real-time collaboration tools

👥 User Management

• Add, Edit, Delete Users with Profile Picture
• Assign roles and specializations
• Track last login and manage password

🔐 Role & Permission Management

• Super Admin full control access
• Create and manage custom roles (Admin, PM, BDM)
• Group permissions by module
• Dynamic sidebar rendering by permission
• Access control via database-driven RBAC

📈 Lead Management

• Create, assign, edit, delete leads
• Slack-style @tagging for users
• Real-time comments with timestamps
• Multi-user lead assignments
• Leads filtering by stage, source, category

💬 Real-Time Collaboration

• Slack-style messaging system (Pusher-based)
• Public/private channels with invites
• @mention notifications with sounds
• Read/unread tracking for messages and invites

📁 Document Management

• Upload files and folders per lead
• Rename/delete folders and files
• Progress bar for uploads
• 25MB file limit

📧 Email Notifications

• Send email when new user, lead created or assigned
• SMTP configurable from settings
• Send test email functionality

⚙️ System Settings

• Update logo, favicon, site title, footer
• Manage company info, SMTP, notifications, Pusher
• Reorder sidebar items with drag-and-drop

✅ Installer Wizard

• Step-by-step install (check requirements, DB, admin setup)
• Installer lock with installed.txt

🛡️ Security

• Sanitized inputs and form validation
• Secure password hashing
• Session-based access
• Centralized permission checks

📦 Developer Friendly

• Well-commented code and clean structure
• Modular JS and PHP files by feature
• SweetAlert2 toast and Bootstrap 5 modals
• AJAX-based interaction (CRUD, validation, etc.)

🎯 Ready to take your CRM or leads management workflow to the next level? Get LeadSync now!

Requirements

• PHP 8.0 or higher
• MySQL 5.7 or higher
• Apache or Nginx web server
• Enabled PHP extensions: pdo_mysql, mbstring, fileinfo, openssl

Instructions

Please follow detailed documentation in documentation folder and also watch video