This listing is for Eggy CRM Elite Regular Edition. It includes the full core CRM system shown below. Professional/Enterprise upgrade features are separate future upgrade options and are not included unless specifically stated.

Eggy CRM Elite is a self-hosted PHP/MySQL CRM script for agencies, freelancers, consultants, studios and service businesses that want to manage leads, clients, companies, deals, tasks and follow-ups from their own hosting.
This listing includes the Regular Edition of Eggy CRM Elite. The Regular Edition provides the core CRM system needed to run a private customer relationship dashboard, while also including a built-in License & Extensions area designed for future upgrades.

The Extensions area gives buyers a clear upgrade path from the Regular Edition to higher editions such as Professional or Enterprise. Users can start with the Regular Edition and later purchase or activate eligible upgrades through the CRM’s extension/licensing area, depending on the seller’s upgrade setup.
Eggy CRM Elite is ideal for buyers who want a private CRM they can host on their own domain without relying on monthly SaaS platforms.
Regular Edition Features

• Self-hosted PHP/MySQL CRM script
• Clean Eggy-style CRM dashboard
• Admin and staff login system
• Lead management
• Client management
• Company management
• Contact records
• Deals and sales pipeline
• Tasks
• Follow-up reminders
• Calendar/reminder view
• Notes
• File attachments
• Staff management
• Staff roles
• CRM settings
• Pipeline stages
• Import/export support
• Reports
• Activity/audit logs
• Responsive admin interface
• CSRF-protected forms
• Password hashing
• Flash success/error messages
• Runs on standard PHP/MySQL hosting
• No monthly SaaS subscription required for the core CRM

Lead Management
Manage new business opportunities from one place. Leads can include contact details, company name, source, status, estimated value, urgency, engagement level, assigned staff member, last contact date, next follow-up date and internal notes.
Sales Pipeline

Track opportunities through pipeline stages and keep a clearer view of sales progress. Users can organise leads by stage, monitor deal values and follow opportunities from first contact through to conversion or loss.
Client Management

Store and manage customer records with contact details, linked company information, lifecycle status and internal notes.
Company Management

Create company profiles for business accounts, websites, industries and customer notes so leads and clients can be organised around real organisations.
Tasks and Follow-Ups

Create follow-up reminders, assign them to staff users, set due dates and track important sales actions. This helps users avoid missing callbacks, proposals, renewals and client updates.

Contacts
Store contact records for people connected to leads, clients and companies.
Notes and Activity

Add internal notes and keep a simple activity history so teams can track what happened with each lead, client or account.

Staff and Roles
Create staff users and manage CRM access for small teams. The Regular Edition is suitable for small agency, freelancer, consultant and service-business workflows.

Reports and Activity Logs
Use built-in reports and activity logs to review CRM activity, sales progress and important updates.

License & Extensions Area
Eggy CRM Elite includes a License & Extensions area that is designed to support upgrades and feature activation. This gives the Regular Edition a stronger long-term upgrade path.

Instead of being a fixed one-version CRM, the system is structured so buyers can begin with the Regular Edition and later move toward higher-tier packages such as Professional or Enterprise when those upgrades are available.

The upgrade area can be used to present extension options, licence status and higher-edition upgrade messaging from inside the CRM dashboard.

Professional and Enterprise Upgrade Path
The Regular Edition is the core CRM package. Higher editions can be positioned as optional upgrades for users who need more advanced business tools.
Professional or Enterprise upgrades may include advanced features such as:

• Smart Lead Scoring
• Deal Health Scores
• Follow-Up Risk Detection
• Client Lifecycle Tracking
• Revenue Forecasting
• Lead Source ROI Reporting
• Automation Studio
• Custom Fields Builder
• Saved Smart Views
• Public Lead Capture Forms
• Extension Manager
• Client Intelligence Timelines
• White-Label Branding Controls
• Security/System Health Centre
• Advanced automation
• Advanced permissions
• Advanced reporting
• Advanced audit logs
• Advanced revenue forecasting
• Advanced lifecycle automation
• Advanced lead scoring rules
• Advanced deal health rules
• Advanced file storage options
• Advanced branding controls
• Advanced email settings
• Advanced staff insights
• Developer/commercial documentation

Important: This listing is for the Regular Edition unless otherwise stated in the package contents. Professional and Enterprise features are part of the upgrade path and may require a separate purchase, unlock code, extension package or Enterprise Edition activation.
Ideal For

• Agencies
• Freelancers
• Consultants
• Studios
• Service businesses
• Small sales teams
• Local businesses
• Client-based businesses
• Businesses that want a private self-hosted CRM
• Buyers who want a CRM with a future upgrade path

Installation Overview

1. Upload the CRM files to your hosting.
2. Create a MySQL database.
3. Run the installer or import the included SQL file, depending on the package version.
4. Enter your database details.
5. Create or use the admin login details.
6. Login to the CRM dashboard.
7. Change any default credentials immediately after installation.

Requirements

• PHP hosting
• MySQL database
• Apache, Nginx or compatible web server
• Ability to upload files to hosting
• Ability to create/import a MySQL database

Why Choose Eggy CRM Elite?
Eggy CRM Elite gives buyers a clean, self-hosted CRM foundation with an upgrade-ready structure. The Regular Edition includes the essential CRM tools needed to manage leads, clients, companies, deals, staff activity and follow-ups, while the Extensions area gives the product room to grow into higher-tier Professional or Enterprise functionality.
It is a practical starting point for businesses that want a private CRM on their own hosting, with the option to expand later through edition upgrades or extension-based features.

• Self-hosted PHP/MySQL CRM script
• Regular Edition included
• Built-in Extensions area for upgrade options
• Professional and Enterprise upgrade path
• Clean Eggy-style CRM dashboard
• Admin and staff login system
• Lead management
• Client management
• Company management
• Contact records
• Deals and sales pipeline
• Pipeline stage tracking
• Task management
• Follow-up reminders
• Calendar/reminder view
• Internal notes
• File attachments
• Staff management
• Staff roles
• CRM settings area
• Import/export support
• Reports module
• Activity/audit logs
• Responsive admin interface
• CSRF-protected forms
• Secure password hashing
• Flash success and error messages
• Standard PHP/MySQL hosting support
• No monthly SaaS subscription required for the core CRM

Lead Features

• Add and manage sales leads
• Store lead contact details
• Track lead source
• Track estimated deal value
• Set lead status
• Track urgency and engagement level
• Assign leads to staff users
• Set last contact date
• Set next follow-up date
• Add internal lead notes

Pipeline Features

• Organise deals by sales stage
• Track new, qualified, proposal, won and lost opportunities
• Monitor deal progress
• View sales opportunities in a structured CRM workflow

Client Features

• Add and manage client records
• Store client contact details
• Link clients to company records
• Track client lifecycle status
• Add internal client notes

Company Features

• Add company records
• Store company website
• Store company industry
• Add company notes
• Organise leads and clients by business account

Task and Follow-Up Features

• Create follow-up reminders
• Assign follow-ups to staff users
• Set follow-up due dates
• Track important sales actions
• Manage callbacks, proposals, renewals and client updates

Staff and Role Features

• Create staff users
• Manage CRM access
• Support admin and staff roles
• Suitable for small teams, agencies and freelancers

Reporting and Activity Features

• View CRM reports
• Review sales activity
• Track important account updates
• Maintain activity/audit logs

Extensions and Upgrade Features

• Built-in License & Extensions area
• Upgrade-ready structure
• Supports messaging for Professional and Enterprise upgrades
• Allows buyers to start with Regular Edition and upgrade later
• Suitable for extension-based feature activation
• Enterprise upgrade path can include advanced CRM modules when purchased or activated separately

Possible Professional / Enterprise Upgrade Features

• Smart Lead Scoring
• Deal Health Scores
• Follow-Up Risk Detection
• Client Lifecycle Tracking
• Revenue Forecasting
• Lead Source ROI Reporting
• Automation Studio
• Custom Fields Builder
• Saved Smart Views
• Public Lead Capture Forms
• Extension Manager
• Client Intelligence Timelines
• White-Label Branding Controls
• Security/System Health Centre
• Advanced automation
• Advanced permissions
• Advanced reporting
• Advanced audit logs
• Advanced lifecycle automation
• Advanced deal health rules
• Advanced file storage options
• Advanced branding controls
• Advanced staff insights

Requirements

• PHP hosting
• MySQL database
• Apache, Nginx or compatible web server
• PHP 8.0 or higher recommended
• MySQL 5.7+ or MariaDB equivalent recommended
• PDO / MySQL database support enabled
• Ability to create a MySQL database
• Ability to import an SQL file or run the included installer
• Ability to upload files by FTP, cPanel File Manager, Plesk File Manager or similar
• Writable permissions for required storage/config folders if used by the package
• Modern web browser for accessing the CRM dashboard

Recommended Server Setup

• PHP 8.1+
• MySQL 8+ or MariaDB 10+
• Apache with mod_rewrite enabled, or Nginx with equivalent rewrite support
• HTTPS/SSL certificate for secure login usage
• Standard shared hosting, VPS, cPanel or Plesk hosting environment

Buyer Should Know

• Basic hosting/file upload knowledge is recommended
• Buyer should be able to create a database and enter database credentials
• Buyer should change any default admin login details immediately after installation
• No monthly SaaS subscription is required for the core Regular Edition
• Professional or Enterprise upgrades may require a separate purchase, extension package or activation code

Installation Instructions

1. Download the Eggy CRM Elite package.
2. Extract the ZIP file on your computer.
3. Upload the CRM files to your chosen domain, subdomain or folder using FTP, cPanel File Manager, Plesk File Manager or a similar hosting file manager.
4. Create a new MySQL database from your hosting control panel.
5. Create or assign a MySQL database user with full permissions for that database.
6. Open the CRM installer in your browser, if included in your package.
7. Enter your database host, database name, database username and database password.
8. Complete the installation steps shown by the installer.
9. Create your admin login details or use the provided default admin details if supplied in the documentation.
10. Login to the CRM admin dashboard.
11. Change any default admin password immediately after first login.
12. Review the CRM settings area and update your site/company details.
13. Configure staff users, pipeline stages, leads, clients, companies and follow-up settings as needed.
14. Visit the License & Extensions area if you want to review available upgrade options such as Professional or Enterprise features.

Manual SQL Installation
If your package uses manual SQL installation instead of an installer:

1. Create a MySQL database.
2. Import the included SQL file using phpMyAdmin or your hosting database tool.
3. Open the included config file.
4. Enter your database host, database name, database username and database password.
5. Save and upload the updated config file.
6. Visit the CRM login page in your browser.
7. Login using the admin credentials supplied in the documentation.
8. Change the default password after first login.

Important Notes

• Always upload the files into the correct webroot or install folder.
• Make sure required config/storage folders are writable if the installer needs to write files.
• Use HTTPS/SSL for secure login usage.
• Keep a backup of your database and files before making changes.###li/li###
• Professional and Enterprise features may require a separate purchase, upgrade package, extension package or activation code.###li/li###