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DevPremier CRM v3.2 — Convert Leads into Customers
DevPremier CRM is a self-hosted, full-source sales and operations platform built on Laravel 13, PHP 8.3+, and a modern Tailwind CSS admin UI. Capture website visitors, attribute marketing campaigns, move deals through a visual pipeline, manage projects and appointments, send proposals and invoices, collect payments, and run support — all from one install on your own server.
No monthly per-seat SaaS fees. One CodeCanyon license. Regular updates. Ideal for agencies, freelancers, and growing sales teams who want control over their data and branding.
→ Try the live demo | → Documentation | → Installation guide
What’s new in v3.2
- Enterprise Project Management — dashboard, Gantt, portfolio, workload, milestones, tasks, time tracking, templates, and project reports
- Appointment Booking — internal scheduling, public booking pages (
/book/{slug}), availability rules, meeting types, and calendar views - Analytics Platform & Custom Dashboards — executive KPIs, sales/finance/support analytics, drag-and-drop dashboard builder with 45+ widgets, kiosk mode
- Settings Center — searchable hub linking to every CRM configuration screen from one place
- AI Assistant (BYOK) — OpenAI, Gemini, Claude, Azure OpenAI, Ollama, and custom endpoints with prompt templates and usage logs
- Knowledge Base — internal and public help articles, categories, FAQs, and client portal integration
- Platform services — global command palette (Ctrl/Cmd+K), audit logs, notification center, webhooks, menu builder, and My Todos
- Workspace-based navigation — recategorized sidebar (Sales, Projects, Appointments, Analytics, Automation, Settings) with permission-aware Quick Add
- Granular permissions — every new module registered in Office → Permissions with role-based CRUD gates
- Expanded documentation — workflow guides and module docs for projects, appointments, analytics, workflow automation, AI, support, and more
Also in v3.1
- Enterprise Credit Notes — full/partial credits, invoice adjustments, refund tracking, approvals, and customer credit balances
- Workflow Automation — visual builder, templates, executions, logs, and domain events (leads, invoices, appointments, projects)
- Support Center, Email Templates & Digital Signatures — enterprise-grade modules with dashboards and operational workflows
- Payment gateways — Stripe, PayPal, Razorpay, Flutterwave, Paddle, Square, and Mollie
- REST API Control Panel — admin-managed API on/off switches per module group with Postman collection export
- Foundation Platform Services — audit logs, notification center, outbound webhooks, and dynamic menu builder
- Mobile-Responsive Admin UX — improved sidebar, DataTables, forms, and modal behavior on small screens



End-to-end sales workflow
DevPremier is built around real business processes — not just feature lists. A typical inbound workflow:
Visitor → Lead capture → UTM attribution → Pipeline → Proposal → Customer → Invoice → Payment → Project delivery → Appointment follow-up
- Embed Web-to-Lead forms with hidden UTM fields and auto-assignment rules
- Track which campaigns produce qualified leads and revenue
- Move deals through Kanban stages with probability and forecast
- Email proposals, estimates, and invoices as branded PDFs
- Let customers pay online via the client portal
- Deliver work in Projects and book meetings via public appointment pages

Quick feature list
- Leads & lead sources with UTM mapping
- Customers, contacts & companies
- Deals pipeline & Kanban board
- Marketing attribution dashboard & campaigns
- Web-to-Lead forms & embed codes
- Proposals, estimates & invoices (PDF + email)
- Credit Notes (full/partial), applications, refunds & approvals
- Products, inventory & product groups
- Expenses & expense categories
- Enterprise Projects — Gantt, portfolio, workload, milestones, tasks, time logs, budget, templates
- Appointment Booking — calendar, public pages, availability, meeting types, reminders
- Analytics & Custom Dashboards — executive/sales dashboards, report builder, widgets, kiosk mode
- Settings Center — unified searchable settings hub
- Workflow automation with templates, executions & logs
- AI Assistant (multi-provider, prompt templates, usage tracking)
- Support Center with tickets, SLA, macros & public intake
- Email Template manager with live preview & test send
- Digital Signatures (e-sign, OTP verification, audit trail)
- Knowledge Base with public help center
- Tasks, reminders, My Todos & cron/queue delivery
- Command palette (Ctrl/Cmd+K), audit logs, webhooks & notifications
- Staff, roles & granular per-module permissions
- Client portal (proposals, invoices, payments, support, KB)
- Global search & Quick Add across modules
- Bulk import/export (Excel & CSV)
- Menu builder for custom sidebar navigation
- Twilio SMS & voice, Crisp Chat, SMTP, reCAPTCHA
- PayPal, Stripe, Razorpay, Flutterwave, Paddle, Square, Mollie
- REST API v1 (Sanctum + JWT) with admin API controls
- Multi-language admin UI
Modules
Each module is permission-controlled, mobile-friendly, and designed for day-to-day sales and operations workflows.
Lead Management
Capture leads manually, via web forms, or bulk import. Map UTM sources, assign owners, filter by status and source, log calls/SMS from the list, and convert won leads to customers in one click.

Marketing & Attribution
See which channels drive leads and revenue. Attribution dashboard, lead source reports, campaign budgets, and read-only marketing data on every lead record.
Deals Pipeline
Visual Kanban boards with custom stages, win/loss flags, stage probability, and weighted revenue forecast. Drag deals between stages and keep your pipeline healthy.
Customer & Contact Management
Full customer profiles with linked contacts, communication history, projects, invoices, and portal access. Tag by type and prospect status with custom fields.

Proposals, Estimates & Invoices
Line items, taxes, discounts, PDF generation, and email delivery. Convert estimates to invoices. Track paid, overdue, and partial payments on the dashboard.

Credit Notes & Customer Credits
Issue invoice-based or standalone credit notes, apply credits to invoices, track partial usage, manage approvals, and monitor refunded vs unused balances per customer.
Enterprise Project Management
Full delivery workspace: project dashboard, list/grid views, Gantt chart, portfolio overview, team workload, milestones, tasks, time tracking, budget summary, file storage, discussion threads, system templates, and project reports. Role gates for members, budget, files, and client access.
Appointment Booking
Schedule meetings internally or let leads/customers book via public pages. Configure meeting types, staff availability, buffers, round-robin assignment, calendar views (day/week/month), reminders, and workflow events for automation.
Analytics Platform & Custom Dashboards
Executive and category dashboards (sales, finance, support, marketing). Build unlimited personalized dashboards with drag-and-drop widgets, share links, kiosk/wallboard mode, and scheduled report exports.
Settings Center
One searchable hub for all CRM configuration — organization, users, sales, products, projects, support, finance, automation, analytics, integrations, security, and developer settings. No more hunting through nested Office menus.
Workflow Automation
Visual workflow builder with triggers (lead created, invoice paid, appointment booked, project completed), conditions, delays, and actions. Templates, execution history, and queue-backed processing.
AI Assistant
Bring-your-own-provider AI framework: OpenAI, Gemini, Claude, OpenRouter, Azure OpenAI, Ollama. Prompt templates, lead summaries, email drafts, ticket replies, and usage/cost tracking. API keys encrypted at rest.
Support Center
Ticket dashboard, threaded conversations, internal notes, SLA policies, canned responses (macros), public ticket intake, and customer portal follow-up. Operational reports for response times and volume.
Email Templates
Centralized template manager with categories, layouts, variables, live preview, test send, publish workflow, and delivery analytics.
Digital Signatures
Send documents for e-signature with draw/type input, sequential or parallel signers, OTP verification, signed PDF download, and public verification URLs.
Knowledge Base
Create help articles with categories, tags, and FAQs. Publish to a public help center and integrate with the client portal. View analytics on article usage.
Products & Inventory
Product groups, pricing, descriptions, and stock tracking. Add products to sales documents instantly — inventory updates as you sell.
Expense Management
Log expenses with categories, dates, billable flags, and project/customer links. Attach receipts and keep spending visible alongside revenue.
Tasks, Reminders & My Todos
Assign CRM tasks with due dates and priorities. Schedule email reminders tied to leads or customers. Personal My Todos inbox for quick capture and completion tracking.
Web-to-Lead Forms
Build embeddable capture forms with hidden attribution fields. Auto-assign sources, owners, pipeline stages, and tags after submit.
Client Portal
Branded customer login to view proposals, estimates, invoices, payment history, support tickets, and knowledge base articles. Accept online payments 24/7.
Roles & Permissions
Unlimited roles with granular create/read/update/delete per module — including all enterprise modules (projects, appointments, analytics, credit notes, AI, support, and more).
Platform & Integrations
Command palette, audit logs, notification center, outbound webhooks, menu builder, company branding, SMTP, payment gateways, Twilio, Crisp Chat, Google reCAPTCHA, localization, and REST API with admin on/off controls per API group.
Server requirements
DevPremier CRM v3.2 runs on Laravel 13 with a modern PHP stack. For reliable queues, cron, Redis, and full performance, we recommend a Linux VPS or cloud server (AWS, DigitalOcean, Hetzner, Linode, etc.). Shared hosting is not recommended.
All requirements are checked automatically during the built-in 3-step installation wizard.
→ Full installation documentation
Documentation & support
Full product documentation with workflow guides, installation steps, API reference, and module docs for every feature: docs.crm.devpremier.com
Support response time: one business day (Monday–Friday).
Update log
Version 3.2.0 / 10-07-2026
Version 3.1.0 / 08-07-2026
Version 3.0.1 / 06-07-2026
Version 3.0.0 / 30-06-2026
Version 2.6 / 10-03-2025
Version 2.5 / 02-08-2024
Version 2.4 / 27-10-2023
Version 2.3 / 07-10-2022
Version 2.2 / 13-09-2021
Version 2.1 / 04-08-2021
Version 1.3 / 04-10-2020
Version 1.2 / 28-09-2020
Version 1.1 / 23-08-2020
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