CRMHub

CRMHub is a dynamic and modular Customer Relationship Management (CRM) solution tailored for businesses of all sizes. Designed to improve operational efficiency, CRMHub offers a wide range of features, including user role management, task tracking, calendar integrations, messaging systems, and comprehensive data analytics.

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🔑 Key Features

User Management

• Create, edit, and manage user accounts.
• Assign roles dynamically with a hierarchical permission structure.
• Manage user avatars and profile details.

Role-Based Access Control (RBAC)

• Secure access with customizable roles (e.g., Admin, Manager, Employee, Client).
• Assign multiple roles to a single user via a user-role management system.

Task Management

• Create, prioritize, and manage tasks with status updates (Pending, In Progress, Completed, Overdue).
• Assign tasks to specific users and link them to opportunities, companies, or contacts.
• Monitor deadlines with due dates.

Calendar Integration

• View and manage personal events using the FullCalendar library.
• Filter events by user or category for efficient scheduling.
• Access shared organizational calendars for collaboration.

Messaging and Interaction Logging

• Integrated WhatsApp messaging for seamless communication.
• Log message details, ensuring a record of client interactions.
• Retrieve interaction history directly in user and contact profiles.

Reports and Analytics

• Generate insights on tasks, events, and user activity.
• Monitor business operations and customer engagement trends.
• Export reports for offline analysis.

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🚀 Getting Started

Prerequisites

• PHP: 8.x or later.
• MySQL: 5.7 or later.
• Apache/Nginx: Ensure mod_rewrite is enabled.
• Composer: For dependency management.

🛠 Configuration

• Roles and Permissions
• Predefined roles include:
• Admin: Full access to all modules.
• Manager: Can manage teams, tasks, and calendars.
• Employee: Limited task management and profile editing.
• Client: Restricted to personal data and assigned tasks.

Extend roles via the roles table in the database.

Environment Variables Use .env to configure sensitive settings such as API keys for third-party integrations like WhatsApp or Google Calendar.

📜 License

This software is proprietary. Contact 2TInteractive for licensing, pricing, and customization.

🛡️ Security

All passwords are hashed using password_hash() for enhanced security. Role-based access ensures granular control over sensitive data.