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
• MCP & AI agents - 16 MCP tools and daily briefing (requires LaraDashboard 1.4+)

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:

• English
• Bengali (Bangla)

Support

• Documentation: Lara Dashboard Docs
• Issues: GitHub Issues
• Discussions: GitHub Discussions

License