Recent Leads
Today Appointments
Recent Orders
Low Stock
Customers
| Name | Phone | City | Category | Total Spent | Source | Joined | Actions |
|---|
Appointments
| Client | Phone | Type | Date | Time | Status | Notes | Actions |
|---|
Quotations
| Number | Customer | Date | Valid Until | Total | Status | By | Actions |
|---|
Custom Orders
| Order # | Customer | Description | Price | Delivery | Status | By | Actions |
|---|
Production Jobs
| Order # | Task | Assigned | Deadline | Progress | Priority | Status | Actions |
|---|
Deliveries
| Customer | Address | Date | Driver | Installation | Status | Actions |
|---|
Invoices
| Invoice # | Customer | Date | Total | Paid | Balance | Method | Status | Actions |
|---|
Installments
| Customer | Invoice # | Due Date | Amount | Phone | Status | Action |
|---|
Finance Report
| Date | Type | Category | Description | Amount | Method | By |
|---|
Expenses
| Date | Category | Description | Amount | Method | By | Actions |
|---|
Products
| SKU | Name | Category | Material | Sale Price | Stock | Status | Actions |
|---|
Raw Materials
| Name | Category | Unit | Stock | Min | Cost/Unit | Actions |
|---|
Suppliers
| Name | Contact | Phone | Category | Address | Actions |
|---|
Purchase Orders
| PO # | Supplier | Date | Expected | Total | Status | By | Actions |
|---|
Production Workflow
Wood Storage
| Code | Name | Type | Thickness | Size | Qty | Origin | Location | Actions |
|---|
Reports
Activity by Team Member
Leads Added by Team Member
WhatsApp Log
| Recipient | Type | Message | Status | Sent By | Date |
|---|
Feedback & Referrals
| Customer | Rating | Recommendations | Complaints | Referral | Date |
|---|
Team Chat — General
Settings
Company Logo
Business Info
Team Members
Create accounts for staff and financial members. Each role has different access.
| Name | Username | Role | Status | Joined | Actions |
|---|
My Account — Change Password
WhatsApp Messaging
Without a provider, payment reminders and order-complete messages still get logged and you get a one-tap wa.me link to send manually. Configure a free Meta Cloud API or Twilio account below to send automatically.
Database Status
Download Backup
A complete SQL snapshot of everything — customers, leads, orders, invoices, financial transactions, and settings. Keep it somewhere safe; do this regularly.
Restore From Backup
Upload a backup file (.sql) downloaded from this or another install. Matching records get overwritten — nothing else is touched. Take a fresh backup first, just in case.
Repair Database — Add Missing Tables
If an upgrade ever leaves a table, column, or index missing, this re-checks the full schema and adds anything that isn't there yet. Safe to run any time — existing data is never touched, nothing gets deleted.
First-Time Setup
Setting this CRM up on a brand new server or database? Visit setup.php in this same folder to connect your MySQL database for the first time.