CRM Module for Lara Dashboard
A comprehensive Customer Relationship Management (CRM) module for Lara Dashboard. Manage contacts, deals, tickets, email campaigns, invoices, and more with a modern, intuitive interface.
Features
- Contact Management - Full lifecycle management with groups, tags, and custom fields
- Deal Pipeline - Visual Kanban board with drag-and-drop deal management
- Ticket System - Complete helpdesk with public submission and customer portal
- Email Campaigns - Create, schedule, and track email marketing campaigns
- Invoice Management - Generate invoices with payment tracking
- Product Catalog - Manage products with categories and pricing
- Activity Tracking - Log calls, meetings, tasks, and follow-ups
- Analytics Dashboard - Insights into contacts, deals, and campaigns
Installation
Purchase the CRM module from the Lara Dashboard Marketplace and just install the module to get started.
Contact Management
Manage your customer relationships with a powerful contact system.
- Contact Types - Categorize contacts as Lead, Customer, Opportunity, or Subscriber
- Lead Statuses - Track lead progress: New, In Progress, Closed, Lost
- Contact Groups - Organize contacts into groups for easy segmentation
- Contact Tags - Add multiple tags for flexible categorization
- Custom Fields - Store additional data with custom fields
- Social Links - Link social media profiles to contacts
- Addresses - Manage billing and shipping addresses
- Import/Export - Bulk import from CSV, export contact data
- Activity History - View all activities associated with a contact
Activity & Task Management
Track all interactions and tasks related to your contacts and deals.
Activity Types:
- Note, Email, SMS, Call, Meeting, Task, Follow-up, Reminder, Schedule, Transaction, Feedback
Features:
- Assign activities to multiple team members
- Set reminder dates for follow-ups
- Mark activities as complete/incomplete
- Attach files to activities
- Tag activities for organization
- Filter by upcoming, overdue, or completed
Deal Pipeline
Visual deal management with customizable pipelines and stages.
Pipeline Features:
- Create multiple sales pipelines
- Define custom stages per pipeline
- Drag-and-drop deals between stages
- Track deal value and probability
- Calculate weighted pipeline value
Deal Properties:
- Status - Open, Negotiation, Proposal, Won, Lost, On Hold
- Priority - Low, Medium, High, Urgent
- Source - Direct, Referral, Website, Cold Call, Cold Email, Social Media, Advertising, Event, Partner, and more
- Probability - 0-100% chance of closing
- Expected Close Date - Forecasted close date
- Hot Deal - Flag high-priority deals
Deal Management:
- Comments with file attachments
- Activity history and audit trail
- Internal notes
- Deal tags
- Bulk actions
- Deal statistics and reporting
Ticket System
Complete helpdesk solution with public submission and customer portal.
Features:
- Public ticket submission form for customers
- Customer portal for status tracking
- Internal notes vs. public replies
- File attachments
- Ticket assignment to team members
- Priority and status management
- First response time tracking
- Satisfaction ratings
Ticket Statuses:
Open, In Progress, Waiting, Resolved, Closed, On Hold
Ticket Sources:
Web, Email, Phone, Chat, API, Social, Internal
Email Campaigns
Create and manage email marketing campaigns with tracking.
Campaign Features:
- Visual email builder
- Template system with variables
- Recipient targeting by groups/tags
- Exclusion lists
- Scheduling and batch sending
- Real-time sending progress
Campaign Statuses:
Draft, Scheduled, Sending, Sent, Paused, Completed, Cancelled
Analytics & Tracking:
- Open rate tracking
- Click tracking with UTM parameters
- Bounce handling
- Unsubscribe management
- Delivery logs
- Campaign analytics dashboard
Additional Features:
- Test email sending
- Campaign duplication
- Pause/resume campaigns
- Retry failed recipients
Invoice Management
Generate professional invoices with payment tracking.
Features:
- Auto-generated invoice numbers
- Multiple payment terms (Due on Receipt, Net 7/15/30/60, Custom)
- Tax and discount calculations
- PDF generation and download
- Email delivery
- Payment recording
- Recurring invoice support
Invoice Statuses:
Draft, Sent, Paid, Partially Paid, Overdue, Cancelled
Product Catalog
Manage your product inventory for invoicing.
Features:
- SKU management
- Product categories
- Multiple pricing (Cost, Regular, Sale)
- Sale date ranges
- Product images/gallery
- Availability tracking
Multi-language Support
The module supports multiple languages:
Requirements
Support
License
This module is part of Lara Dashboard and is licensed under the MIT License.