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Modules Overview

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PHPCRM edited this page Dec 1, 2025 · 1 revision

📦 Modules Overview

PHPCRM comes with essential CRM modules designed to help businesses manage sales, customers, tasks, communication and daily operations efficiently.

Below is an overview of all core modules included in PHPCRM.

🧲 Leads Module

The Leads module helps businesses track potential customers and sales opportunities.

You can:

  • Add new leads
  • Assign leads to team members
  • Track lead status and source
  • Schedule follow-ups
  • Convert leads to customers

👥 Customers Module

The Customers module stores complete customer information and helps in building long-term relationships.

You can:

  • Store customer contact details
  • View customer history and interactions
  • Track projects / services provided
  • Add notes and documents

🗓 Tasks / Follow-Ups Module

Never miss important updates or reminders.

You can:

  • Create tasks / follow-ups
  • Assign across team members
  • Set reminders and due dates
  • Track pending & completed tasks

📝 Notes / Activity Logging

Keep a record of communication and progress with leads/customers.

You can:

  • Log important notes
  • Track phone calls and conversations
  • Record meeting outcomes
  • Maintain team collaboration transparency

📊 Dashboard Module

The dashboard gives a quick snapshot of CRM performance & key business metrics.

It includes:

  • Lead summary
  • Customer summary
  • Pipeline status
  • Tasks due today
  • Productivity insights

🔑 User Management

Secure access for the team with role-based permissions.

You can:

  • Create and manage users
  • Change password
  • Control module access via roles (if enabled)

🛡 Authentication & Security

CRM includes built-in security features to keep business data safe.

  • Secure login
  • Password hashing
  • Session handling
  • Access control

🔮 Upcoming / Optional Advanced Modules (Cloud Edition)

The Cloud edition includes advanced features such as:

  • Email & SMS communication
  • Marketing campaigns
  • API / Webhooks
  • Roles & permissions
  • Reports & analytics
  • Automation workflows

✔ Summary

Module Purpose
Leads Convert prospects to customers
Customers Manage existing clients
Tasks Stay on top of follow-ups
Notes Keep communication history
Dashboard View performance KPIs

For setup instructions →
📌 See Installation Guide

For feature comparison →
📌 See Editions — Cloud vs Open-Source

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