Open Source CRM

Overview

Open Source CRM is a modern, production-grade customer relationship platform built for small and medium businesses that have outgrown spreadsheets and messy WhatsApp chats. It combines everything you need to run daily operations — leads, quotations, invoices, follow-ups, client portal, expenses, team activity — in one clean, blazing-fast interface.

Built on the latest web stack (Next.js 16, React 19, PostgreSQL, TypeScript), it out-performs older PHP CRMs in speed, mobile responsiveness, and developer experience. You get the full source code, deploy it to your own server, and own your data forever. No monthly SaaS fees, no vendor lock-in.

Perfect for salons, real-estate agencies, garages, cleaning companies, restaurants, and any local business that wants a professional CRM without paying subscription fees for years.

What you get

• ✅ Complete source code — Next.js 16 + Prisma + PostgreSQL, fully TypeScript
• ✅ Self-hosted — deploy on your own VPS / server
• ✅ One-domain license — buy once, use on one production domain
• ✅ Free updates for 6 months — patches, new features, security fixes
• ✅ 30 days support included (WhatsApp + email)
• ✅ Installation guide with step-by-step commands
• ✅ Sample data seeder so you can demo before onboarding real clients
• ✅ Built-in license activation system (bind to your domain in one click)

Key modules

🎯 Lead management - Modern drag-and-drop Kanban pipeline with touch support (works on mobile) - Industry-specific starter stages: Salon, Real Estate, Garage, Cleaning, Restaurant, Retail - Lead priorities: Hot / Warm / Cold with visual pills - Tags, custom fields, expected value, probability %, expected close date - Interaction timeline — log calls, WhatsApp messages, meetings, notes, emails - Duplicate detection by phone/email on lead entry - Assignment to team members with proper role-based visibility

💰 Invoicing (built-in) - Full invoice module with line items (name, description, qty, unit price) - Auto-calculated subtotal, discount %, VAT %, total - Recurring invoices (weekly / monthly / yearly) — generate automatically - Stripe pay-link — customers pay online with card, receipt auto-sent - Multiple payment methods: Stripe, cash, bank transfer, cheque - PDF export with your branding (org name, logo, address) - Email invoice with PDF attached, one click - Public pay page — no login required for your customers - Status flow: Draft → Sent → Viewed → Paid (with events timeline)

📝 Quotations - Line-item quotes with catalog picker - PDF export + email - Convert quote → invoice with one click - Status tracking: Draft, Sent, Accepted, Rejected, Expired

📦 Service / Item catalog - Reusable library of your services and products - Price, description, SKU, taxable flag - Insert into quotes/invoices with one click

💸 Expenses - Track business expenses with categories and receipts - Categorize (rent, utilities, marketing, supplies, salaries — you define) - Attach receipt images/PDFs - Mark as billable → link to a customer's next invoice - Reports: expenses by category, cash flow (revenue - expenses)

👥 Team management - 3-tier role system: Admin, Manager, Agent - Admin — full access, team + billing + settings - Manager — sees all team leads + activity log, no user management - Agent — sees only own assigned leads (privacy for larger teams) - Team invites via email (7-day expiry, secure token) - Comprehensive activity log — every action tracked (created, updated, moved stage, sent quote, etc.)

🌐 Client portal - Your customers log in to their own dashboard - View all their invoices with status - Pay unpaid invoices online via Stripe - Download PDFs - Change their own contact details / password - Enable/disable per-customer from the admin

📊 Reports & analytics - Revenue by month (6-month rolling chart) - Expenses by category (this month with breakdown) - Cash flow = Revenue − Expenses this month - Leads by source (WhatsApp, Instagram, Facebook, referral, walk-in, website) - Conversion funnel (leads → contacted → quoted → won) - Sales by employee (admin/manager only) - Win rate %

📥 Web-to-lead forms - Create public embed forms for your website - One HTML snippet, paste anywhere - Submissions land directly as leads in your CRM - Configurable source, priority, and redirect URL

⚙️ Customization - Custom fields per entity (leads + customers) — text, number, date, select - Tags with color-coded chips - Pipeline editor — rename, reorder, recolor stages - Expense categories with custom colors - Email templates for invoices, receipts, portal invites

🔒 Security - JWT-based sessions (30-day expiry, httpOnly cookies) - bcrypt password hashing (10 rounds) - Multi-tenant data isolation (every query scoped by org) - Password reset flow with expiring tokens - HTTPS enforced

Tech stack

• Frontend: Next.js 16 (App Router, RSC, Turbopack), React 19, TypeScript, Tailwind CSS v4
• Backend: Next.js server actions, Node 20+
• Database: PostgreSQL 14+ via Prisma ORM
• Auth: JWT (jose) with bcrypt
• PDF: @react-pdf/renderer (branded quote/invoice output)
• Drag & drop: @dnd-kit (mouse + touch)
• Email: Nodemailer over SMTP / Postfix
• Payments: Stripe (checkout + webhook)

Requirements

• Node.js 20 or later
• PostgreSQL 14 or later
• Any SMTP server (Postfix works out of the box)
• A domain (used for license activation)
• Optional: Stripe account (for online payments — invoicing works without it)

Installation (5 minutes)

1. Unzip the package to /var/www/mycrm (or wherever)
2. Copy .env.example to .env and fill in:
3. npm install
4. npx prisma db push (creates all tables)
5. npm run build && npm run start
6. Set up nginx reverse proxy + Let's Encrypt SSL
7. Add the reminder cron: /15 * cd /var/www/mycrm && node scripts/send-reminders.mjs

Full step-by-step guide included in the ZIP.

Live demo

Try it now — no signup required, sample data pre-loaded:

• URL: crm.hades.ae
• Admin login: demo@hades.ae / demo2026
• Manager login: manager@hades.ae / demo2026
• Agent login: agent@hades.ae / demo2026

Each role shows a different view. Try Admin first to see everything.

Why choose us over other CRM solutions

• Modern stack — Next.js 16 + React 19 + PostgreSQL + Tailwind v4. Not another decade-old PHP + Bootstrap 3 CRM.
• Native mobile UX — Drawer sidebar, touch drag-and-drop Kanban, iOS-optimized inputs. Works one-handed on a phone.
• Multi-tenant by design — Sell to multiple businesses from one deployment, or run one team per install. Legacy CRMs are single-org.
• Full TypeScript — Every file strictly typed. Refactor with confidence. Legacy PHP CRMs have no type safety.
• 5-minute install — Extract ZIP → set env → prisma push → npm start. No complex config, no legacy dependencies.
• Modern payments — Built-in Stripe Connect (Express). Each merchant connects their own Stripe, gets paid directly to their bank. Not an afterthought.
• Client portal included — Customers log in, see invoices, pay online. No add-on modules to buy.
• Real-time interactive — Server-side rendered pages, no page reloads for drag/drop, no wait for AJAX spinners.
• You own the code — Full source, no obfuscation, no license servers checking every request. Modify freely.
• Priced fairly — One-time payment, one domain, 30 days support, 6 months of updates. No subscription trap.

License

• One purchase = one production domain
• Development / staging domains don't count against your license
• Use for your own business OR your client's business (agencies welcome)
• Reselling as-is is not allowed
• Full source code, no obfuscation
• Modify freely for your own project

Changelog

v2.0.0 (Aug 2026)
- Full invoicing module with recurring + Stripe pay-links
- Client portal (customers pay online)
- Expenses tracking
- Item/service catalog
- Web-to-lead forms
- Activity log
- Sales by employee report

v1.0.0 (Aug 2026)
- Initial release: leads, customers, quotations, tasks, teams, reports

Support

• 30 days of email + WhatsApp support included with every purchase
• 6 months of free updates
• Priority bug fixes via WhatsApp
• Full source access means you can modify anything