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jeffersongoncalves/laravel-erp-crm
==================================

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Laravel ERP CRM
===============

[](#laravel-erp-crm)

ERP CRM — leads, opportunities and campaigns for the Laravel ERP ecosystem.

This package is the CRM module of an ERPNext-native rebuild. It owns the pre-sales relationship documents (leads, opportunities, campaigns, contracts and appointments) and converts them into the downstream selling documents. It depends on [`jeffersongoncalves/laravel-erp-core`](https://github.com/jeffersongoncalves/laravel-erp-core) and [`jeffersongoncalves/laravel-erp-selling`](https://github.com/jeffersongoncalves/laravel-erp-selling).

Features
--------

[](#features)

- **CRM masters** — Lead sources, campaigns and contracts (with party, signing status and contract terms).
- **Leads** — A relationship record with contact details and its own workflow status (`Lead → Open → Replied → Opportunity → Quotation → Converted`, plus `Do Not Contact`), tied to a lead source and campaign.
- **Opportunities** — A qualified deal with line items, amount, probability, type (`Sales`, `Support`, `Maintenance`) and an ERPNext-style status (`Open`, `Quotation`, `Converted`, `Lost`, `Closed`, `Replied`).
- **Appointments** — Scheduled meetings with a party and contact details.
- **Conversion services** — `LeadService` promotes a lead into a selling **Customer** (flagging the lead `Converted`) or opens an **Opportunity** from it; `OpportunityService` turns an opportunity into a draft selling **Quotation**, copying every line.
- **Customizable Models** — Override any model via config (ModelResolver pattern).
- **Translations** — English and Brazilian Portuguese.

Compatibility
-------------

[](#compatibility)

PackagePHPLaravel`^1.0``^8.2``^11.0 | ^12.0 | ^13.0`Installation
------------

[](#installation)

```
composer require jeffersongoncalves/laravel-erp-crm
```

Publish and run the migrations (the core and selling package migrations must be published too):

```
php artisan vendor:publish --tag="erp-core-migrations"
php artisan vendor:publish --tag="erp-selling-migrations"
php artisan vendor:publish --tag="erp-crm-migrations"
php artisan migrate
```

Publish the config (optional):

```
php artisan vendor:publish --tag="erp-crm-config"
```

Conversion
----------

[](#conversion)

`LeadService` and `OpportunityService` are registered as singletons.

```
use JeffersonGoncalves\Erp\Crm\Services\LeadService;
use JeffersonGoncalves\Erp\Crm\Services\OpportunityService;

// Lead -> Customer (the lead is flagged Converted and linked to the new customer)
$customer = app(LeadService::class)->createCustomer($lead);

// Lead -> Opportunity (the lead moves to the Opportunity stage)
$opportunity = app(LeadService::class)->createOpportunity($lead);

// Opportunity -> Quotation (draft; the opportunity moves to the Quotation stage)
$quotation = app(OpportunityService::class)->createQuotation($opportunity);
```

- **createCustomer** instantiates the selling `Customer` from the lead (using the company name when present), saves it, then links the lead back via `customer_id` and flags it `Converted`.
- **createOpportunity** opens a CRM `Opportunity` from the lead (`opportunity_from = Lead`) and moves the lead to the `Opportunity` stage.
- **createQuotation** copies the party/company onto a draft selling `Quotation` and copies every opportunity line into a quotation line, then moves the opportunity to the `Quotation` stage.

Database Tables
---------------

[](#database-tables)

All tables use the configured prefix shared across the ERP ecosystem (default: `erp_`): `lead_sources`, `campaigns`, `contracts`, `leads`, `opportunities`, `opportunity_items`, `appointments`.

Testing
-------

[](#testing)

```
composer test
```

License
-------

[](#license)

The MIT License (MIT). Please see [License File](LICENSE.md) for more information.

###  Health Score

20

—

LowBetter than 13% of packages

Maintenance65

Regular maintenance activity

Popularity2

Limited adoption so far

Community6

Small or concentrated contributor base

Maturity8

Early-stage or recently created project

 Bus Factor1

Top contributor holds 100% of commits — single point of failure

How is this calculated?**Maintenance (25%)** — Last commit recency, latest release date, and issue-to-star ratio. Uses a 2-year decay window.

**Popularity (30%)** — Total and monthly downloads, GitHub stars, and forks. Logarithmic scaling prevents top-heavy scores.

**Community (15%)** — Contributors, dependents, forks, watchers, and maintainers. Measures real ecosystem engagement.

**Maturity (30%)** — Project age, version count, PHP version support, and release stability.

### Community

Maintainers

![](https://avatars.githubusercontent.com/u/411493?v=4)[Jefferson Gonçalves](/maintainers/jeffersongoncalves)[@jeffersongoncalves](https://github.com/jeffersongoncalves)

---

Top Contributors

[![jeffersongoncalves](https://avatars.githubusercontent.com/u/411493?v=4)](https://github.com/jeffersongoncalves "jeffersongoncalves (1 commits)")

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