Veltrox - Intelligent Sales & Operations CRM

#Tags: company management contact management crm software CRM solution crm system customer relationship management email smtp helpdesk laravel crm pwa crm Quote Builder react crm sales pipeline self-hosted crm support ticket

VeltroxCRM is a modern, all-in-one Business Management & CRM platform built with Laravel 12 and Vue 3. It goes beyond a traditional CRM — combining Sales Pipeline, Purchase Management, Inventory Control, Support Ticketing, and Financial Reporting into one clean, intelligent system. Designed for SMBs, agencies, and growing teams that need real operations power without juggling multiple disconnected tools.

Why VeltroxCRM?
End-to-End Business Management — Sales, Purchases, Inventory, Finance, and Support under one roof Modular Architecture — Enable only the modules your business needs. Turn off what you don’t. Real-Time Collaboration — Live notifications, built-in team chat, and WebSocket-powered dashboards Professional Documents — PDF generation for Quotations, Invoices, and Purchase Orders with company branding Role-Based Access Control — Fine-grained permissions for every user and every action Complete Audit Trail — Every change logged, timestamped, and attributed to a user Demo Data Included — Pre-seeded with realistic data so you see the full value immediately
Modules & Features
Admin Dashboard
Real-time business metrics: Revenue MTD, Open Invoices, Accounts Receivable & Payable Inventory status, support ticket overview, and expense approvals at a glance Fully cached for performance with live WebSocket updates
CRM Module
Customer master records with bulk CSV import Multiple contacts per customer Customer activity timeline — full interaction history Follow-up reminders with automated notifications Internal notes and communication logs
Sales Module
Leads management with activity tracking, status updates, and lead-to-customer conversion Quotations — create, edit, PDF generation, email delivery, accept/reject, and convert to Sales Order Sales Orders — full lifecycle: Draft → Confirmed → Shipped → Delivered Invoices — create from Sales Orders or standalone, with payment tracking Invoice PDF with company branding and professional layout Sales Reports — monthly/quarterly revenue trends, product performance, customer breakdown
Purchase Module
Vendor management with bulk import and internal notes Purchase Orders — full lifecycle: Draft → Confirmed → Goods Receipt Goods Receipts — item-level received quantity tracking Vendor Bills — create from Goods Receipts or standalone, with void/reopen and payment recording Purchase Reports — spend analysis, vendor performance, category-wise breakdown
Inventory Module
Product master with categories, SKU management, and pricing Multi-warehouse support with real-time stock levels per warehouse Automated stock movements linked to Sales and Purchase workflows Manual stock adjustments for shrinkage, damage, or physical count corrections Low-stock alerts and warehouse utilization dashboard
Support Module
Ticket creation and lifecycle management: Open → In Progress → Resolved → Closed Agent assignment with accountability tracking Internal and customer-facing comments with file attachments Ticket categories, SLA tracking, and response time metrics
Finance Module
Expense creation and approval workflow (approve/reject) Expense categories for organized spend tracking Finance Ledger — general ledger view of all transactions Finance Reports — expense trends, category analysis, and cash position
✅ Todo & Task Management
Personal and team task tracking with groups Attachments, comments, and status management per task
Team Chat (Optional Module)
Real-time direct messages and group conversations Message reactions, pinned messages, and file attachments Powered by Laravel Reverb WebSocket
⚙️ Settings & Administration
General settings — app name, company branding, default language and timezone Email configuration — SMTP setup with test email capability Customizable email templates for all system notifications Module toggle — enable/disable any module per installation Multi-currency support with exchange rate management Tax rates for sales and purchase documents Auto-increment number sequences for all document types Audit log — complete activity history with user attribution System information panel — PHP, Laravel, environment, and driver details
User Management & Permissions
User invitations via email Department and employee profile management with email signatures Role & permission management powered by Spatie Laravel Permission Fine-grained control — define exactly who can do what across every module Two-Factor Authentication (2FA) for all user accounts
Tech Stack
Backend
Laravel 12 (PHP 8.2+) MySQL 8.0+ / MariaDB 10.6+ Laravel Jetstream + Sanctum Inertia.js (server-driven SPA) Laravel Reverb (WebSocket real-time) Spatie Laravel Permission Spatie Laravel Activity Log Maatwebsite Excel (import/export) Barryvdh DOMPDF (PDF generation)
Frontend
Vue 3 (Composition API) Tailwind CSS 3.4 Vite 8 Pinia (state management) Lucide Vue Next (icons) FlatPickr, Vue Multiselect Laravel Echo + Pusher.js
Requirements
PHP 8.2 or higher MySQL 8.0+ or MariaDB 10.6+ Composer 2.x Node.js 18+ and NPM Web server: Apache or Nginx
Perfect For
Small to medium businesses (SMBs) needing an integrated CRM + operations platform Sales teams managing leads, quotations, orders, and invoices Agencies handling multiple client records and projects E-commerce or product businesses needing inventory + purchase workflow Service businesses managing customer support with ticketing Any growing company that wants one platform instead of five
What’s Included
Full Laravel + Vue 3 source code Database migrations and seeders with demo data Sample CSV import templates for Customers and Vendors PDF templates for Invoices, Quotations, and Purchase Orders Detailed installation and configuration documentation

VeltroxCRM is built for teams that want to move fast without breaking things. Clean code, modular design, and a complete feature set — ready to deploy, ready to customize.

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