LIVE v1.0 · 74 tests passing · Laravel 13 + Filament 5

Close more deals without losing a lead.

Contacts, a drag-and-drop pipeline, activities, quotes your customers can accept online and a forecast, for small sales teams. Every open deal has a next step, and every closed deal is a record.

Live Demo Take the tour
Pipeline boardDrag deals between stages
ActivitiesCalls, tasks, overdue
QuotesSend, lock, accept online
ForecastWeighted by stage
crm-manager.infymerce.com
CRM Manager dashboard
WEIGHTED FORECASTUSD 310,50539 open deals
WIN RATE · 90 DAYS65%13 won, 7 lost
CRM Manager on a phone
WHY IT EXISTS

Small sales teams run on spreadsheets and memory.

Leads sit in an inbox, nobody knows which deal needs a call and the forecast is a guess. CRM Manager replaces all three with rules that never get tired.

Acme Logistics: rolloutCall today
Cedar Health: auditNo next step
Delta Foods: licenceOverdue 3 days
Falcon Works: trainingDemo Thursday
FOLLOW-UP

No deal without a next step

Open deals with nothing scheduled, or nothing logged for two weeks, are listed as stale on the dashboard.

New · 10%USD 30,550
Qualified · 30%USD 102,360
Proposal · 55%USD 42,900
Negotiation · 75%USD 223,425
FORECAST

A forecast you can trust

Each stage has a probability. Value times probability gives the weighted pipeline, by month.

Lost: no budgetClosed 12 OctEdit refusedManager can reopen
RULES

Closed means closed

Losing needs a reason. A won or lost deal is read-only until a manager reopens it, so the numbers do not change quietly.

FROM ENQUIRY TO WON DEAL

Every deal, one clear record.

Five steps from the first message to a signed-off quote, all in one screen.

1
An enquiry arrives

The public contact form creates a contact and a deal and gives it to the next sales rep in turn, with a reply task due the next working day.

2
Work the deal

Drag it across the pipeline board as it moves. Schedule calls and tasks, and log notes on the timeline.

3
Send a quote

Pick products or write custom lines, add a discount and tax, and send. A sent quote is locked: changes are made in a new draft.

4
The customer answers online

They open a private link, read the quote and accept or decline. Accepting wins the deal at the quote total.

5
Report on it

Win rate, lead sources, a monthly forecast and a leaderboard for managers.

An enquiry arrivesWork the dealSend a quoteThe customer answers onlineReport on it
QUOTE ACCEPTEDQ-2026-0082Deal won at the quote total
FEATURES

Everything a small sales team does, in one place.

Built around the real work of selling: keeping track of people, moving deals forward, quoting and knowing what will close.

CONTACTS

People and companies

Email, phone, job title, tags and source. One record per email address, and managers can merge duplicates.

PIPELINE

A board you drag

Stages with a probability. Drag a card to move it; dropping on Lost asks for a reason.

DEALS

Value, owner and close date

A timeline for every deal, a summary with weighted value, and a closed deal that is a read-only record.

ACTIVITIES

Calls, meetings, tasks, notes

Due times, assignees, overdue lists and a Done button. Stale deals are flagged for you.

QUOTES

Lines, discounts and tax

A product catalogue or custom lines, a quote discount, numbered quotes and a revise button instead of editing a sent quote.

CUSTOMER PAGE

Accept online

A signed link, expiring, where the customer reads the quote and answers. No account needed.

ENQUIRIES

Contact form with round-robin

Honeypot and rate limits. New enquiries go to active sales reps in turn, with a reply task.

REPORTS

Forecast, win rate, leaderboard

Pipeline by stage, forecast by month, win rate, source performance and rep rankings.

BUILT-IN RULES

The rules a sales team needs, handled.

Every rule is enforced in code and covered by automated tests, so it works the same on a quiet Tuesday and the last day of the quarter.

74TESTS PASSING
One contact per email
Lost needs a reason
Closed deals read-only
Sent quotes locked
Expired quotes refused
Reps see their own deals
Round-robin assignment
Accepted quote wins the deal
WORKSPACE

Every screen, ready today.

Dashboard, pipeline board, deal desk and reports, with a dashboard that shows what needs attention right now.

crm-manager.infymerce.com/admin
Dashboard
Weighted forecast Work due today Stale deals
crm-manager.infymerce.com/admin/pipeline-board
Pipeline board
Drag and drop Value per stage Closed deals at the end
crm-manager.infymerce.com/admin/deals
Deal desk
Move, reopen, reassign Schedule and log New quote
crm-manager.infymerce.com/admin/reports
Reports
Weighted by stage Source performance 90-day leaderboard
CUSTOMER PAGES

What customers see on their phone.

No app and no login. Visitors send a message from the contact form and customers answer quotes on a private link.

Contact form
Contact formA short form that creates a deal
Quote page
Quote pageLines, total, accept or decline
Pipeline on a phone
Pipeline on a phoneThe board for reps on the move
FOR EVERY ROLE

One system, four views.

Everyone sees exactly what they need, and nothing they should not.

LIVEOwner / Admin

Sets the pipeline, products, settings and logins, and sees every number.

LIVEManager

Sees all deals, reassigns, merges duplicates, reopens closed deals and reads the leaderboard.

LIVESales rep

Works their own and unassigned deals. Cannot see a colleague's pipeline.

LIVECustomer

Opens a quote link and accepts or declines.

SECURITY & CONTROL

Safe by default, without extra setup.

Four roles with ownership scoping, signed quote links, a honeypot and rate limits on the public form. No public registration and no default passwords.

ROLES

Admin, manager, sales, viewer

Each role sees only its screens. Reopening deals, reassigning and merging need a manager, and only an admin deletes.

OWNERSHIP

Reps see their own records

Lists, reports and direct links all follow ownership. Another rep's deal answers 404.

LINKS

Signed quote links

The quote link and the answer link are signed and expire. Tampered or expired links are refused and a draft is never shown.

DEMO

Signed one-hour demo logins

Demo mode is off by default. When on, one-click logins accept only signed links.

DATA

Rules live in services

Lost reason, closed deals and locked quotes are enforced in code, not only hidden in screens.

RoleOwn dealsAll dealsReassignReopen dealsPipeline setupSettingsLogins
Admin
Manager––
Sales––––––
Viewer–––––––
UNDER THE HOOD

A clean Laravel stack you can host anywhere.

Laravel 13 and Filament 5 with Blade and Tailwind 4 for the public pages. Docker image included. No obfuscated code.

BrowserStaff panel, contact form, quote page
PoliciesRole and ownership checks
ServicesDealService, QuoteService, ContactService
Eloquent11 models, scopes by owner
MySQL 811 business tables, indexed
FRAMEWORKLaravel 13

PHP 8.3+, policies, validation

ADMINFilament 5

Livewire resources, board and widgets

PUBLICBlade + Tailwind 4

Contact form and quote page

DATABASEMySQL 8

MariaDB and SQLite also work

DEPLOYDocker

HTTPS behind Cloudflare, VPS guide

QUALITY74 tests

Deals, quotes, roles, public pages

11Business tables
74Automated tests
13Admin screens
4Staff roles
AI-READY CODEBASE

Change it with your AI coding tool.

CLAUDE.md and AGENTS.md describe the architecture, conventions and how to run the tests, so an AI assistant can add a stage rule, a quote field or a report without breaking the rest.

Claude CodeOpenAI CodexCursorGitHub Copilot
CLAUDE.md
# Project overview
CRM Manager: Laravel 13 + Filament 5.
Deals  app/Services/DealService.php
Quotes app/Services/QuoteService.php
Roles admin, manager, sales, viewer

$ php artisan test
74 passed
WHAT YOU GET

Everything in the box, nothing hidden.

One end product per licence, full source, and honest limits so there are no surprises.

Included

  • Full source code, no obfuscation
  • README, HowToSetup (Docker and VPS), CHANGELOG
  • Dockerfile and docker-compose.yml with MySQL
  • database/schema.sql and seed.sql, plus migrations
  • 74 automated tests
  • CLAUDE.md and AGENTS.md for AI coding tools
  • English admin and public pages
  • One end product per licence

Honest limits

  • No email inbox sync or campaigns: log emails as activities
  • No custom-field builder: a fixed, sensible set of fields
  • No invoicing or payments: an accepted quote wins the deal
  • No CSV import in this version
  • WhatsApp uses click-to-chat links: one tap, not automatic sending
  • English only
Laravel 13Filament 5LivewireTailwind CSS 4ViteMySQL 8MariaDBSQLiteDockerPHPUnit
QUESTIONS

Answers before you ask.

The things buyers ask most.

Can two reps work the same lead?

A rep sees their own and unassigned records. A manager sees everything and can reassign a deal, so a lead always has one clear owner.

How do quotes work?

Build a draft from products or custom lines, send it, and share the private link. Sent quotes are locked; revise makes a new draft. Accepting wins the deal at the quote total.

Does it sync my email?

No. Log calls, emails and notes as activities on the deal, and use WhatsApp click-to-chat links. Syncing an inbox is outside this product.

How do I deploy it?

Docker (docker compose up -d, MySQL included, HTTPS behind Cloudflare) or any VPS with PHP 8.3 and MySQL. Both are documented step by step in HowToSetup.md.

What licence do I get?

The Vibe96 Standard License: one end product, for example one company. Each extra client install needs its own licence, and the source cannot be resold.

TRY IT NOW

Run your next quarter with CRM Manager.

See the pipeline board, a deal desk and a customer quote working with real data. No sign-up, nothing to install.

Live Demo

One click signs you in. Demo data resets every few hours.

Try it in four clicks

Open the Live DemoOne click signs you in as Admin, Manager or Sales
Open the pipeline boardDrag a deal to the next stage
Open a quoteSend it and open the customer page
Open the contact formSend an enquiry like a customer