File: README.md

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README.md

File:	`README.md`
Role:	Documentation
Content type:	`text/markdown`
Description:	Documentation
Class:	Iceburg CRM CRM application to manage contacts
Author:	By Robert Devenyi
Last change:
Date:	1 year ago
Size:	`4,821 bytes`

Download

Iceburg CRM

Screenshots: <a href="https://www.iceburg.ca/images/screenshot1.jpg" target="_blank">

<img src="https://www.iceburg.ca/images/screenshot1.jpg" width="50" />

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<img src="https://www.iceburg.ca/images/screenshot3.jpg" width="50" />

</a> <a href="https://www.iceburg.ca/images/screenshot4.jpg" target="_blank">

<img src="https://www.iceburg.ca/images/screenshot4.jpg" width="50" />

</a> <a href="https://www.iceburg.ca/images/screenshot5.jpg" target="_blank">

<img src="https://www.iceburg.ca/images/screenshot5.jpg" width="50" />

</a>

Demo

Default usernames and passwords

admin@iceburg.ca:admin
user@iceburg.ca:user
sales@iceburg.ca:sales
accounting@iceburg.ca:accounting
marketing@iceburg.ca:marketing

About Iceburg CRM

Iceburg CRM is a metadriven CRM that allows you to quickly prototype any CRM. The default CRM is based on a typical business CRM but the flexibility of dymanic modules, fields, subpanels allows prototyping of any number of different tyes of CRMs.

Features

[Unlimited Relationships between any number modules without common fields]
[Metadata creations of modules, fields, relationships, subpanels, datalets, seeding]
[Ability to Import/Export in 6 different formats (XLSX, CSV, TSV, ODS, XLS, HTML]
[25 different input types, Laravel field validation, Maska field masking]
[26 themes with light and dark themes available]
[Module based Role permissions (read, write, import, export)]
[Audit logs, Vue3 Charts, Convertable modules, Related Fields (related to another module)]

Created With

Iceburg CRM is created with: - Vue 3 for the frontend - Laravel 9 for the backend - Tailwinds with the DaisyUI plugin - Inertia for routing - heroicons

Installation

If you do not have a server available visit digitalocean and get $200 dollars in free credit

If not installed, please install composer

If not installed, please install npm

composer create-project iceburgcrm/iceburgcrm iceburgcrm

or 

git clone git@github.com:iceburgcrm/iceburgcrm.git

cd iceburgcrm

Edit your database environment variables

vim .env

DB_HOST=
DB_PORT=
DB_USERNAME=
DB_PASSWORD=
DB_DATABASE=

Open permissions on the storage and

sudo chown -R www-data:www-data /path/to/your/project/public
sudo chown -R www-data:www-data /path/to/your/project/storage

or 

sudo chmod 777 storage
sudo chmod 777 public

Migrate

php artisan migrate
php artisan db:seed

Deploy

sudo chmod 777 storage

Default Iceburg CRM

Number of Modules: 55

Primary Modules: 14

Accounts
Contacts
Contracts
Leads
Opportunities
Lineitems
Products
Campaigns
Cases
Documents
Notes
Projects
Groups
Quotes

Number of Relationships: 43

Number of Subpanels: 27

5 Datalets

[pie chart] Total Sales
[line graph] New Leads / Contacts / Accounts over 7 days
[pie chart] New Opportunities / Contracts / Quotes
[bar graph] Meeting (Today, 7 Days, 30 Days)
[pie chart] Orders this month

Admin

Settings
Permissions
Modules, Fields, Subpanels, Users, Datalet editing

Roles

Accounting
Admin
HR
Marketing
Sales
Support
User

Future Development

Roadmaps may include:

[additional field types such as: image, video, files]
[admin tools for creating, editing and generating new module, field, subpanel, etc types]
[automation]
[calendar tooling]
[timeline, tying in different moduels through stages]
[Automatic crm generation of any mysql variant database based on the schema]