Customers & CRM hub

Easily manage customers and contacts in one powerful hub. Create multiple contacts per customer with portal permissions. Customers, sales documents, projects, tickets, files, statements, and a credential vault all live on the same profile.

• Customer list with search, filters, stats, CSV import/export
• Soft-delete / deactivate; merge duplicate customers
• Customer groups; assigned staff; notes and attachments
• Profile hub (~18 areas): details, billing/shipping, credit, contacts, notes, timeline, statement, sales docs, projects/tasks/tickets, files, credential vault
• Credit hold / credit limit; multi-currency; VAT; portal branding
• Customer statements (print / PDF / email); custom fields

Leads & web-to-lead

Never lose a potential client. Keep leads in one place, follow progress on a kanban board, and convert to customers when ready.

• Lead table + kanban by status; lead value reporting
• Sources and statuses; notes, reminders, attachments; CSV import
• Convert lead → customer; email IMAP import + blacklist
• Unlimited embeddable web-to-lead forms with honeypot spam protection

Proposals, estimates & invoices

• Proposals - sections, line items, add-ons, pipeline, PDF, public accept/decline, e-sign; auto-convert to invoice; create project from won proposal
• Estimates - PDF, e-sign, auto-convert; public estimate-request forms
• Invoices - drafts, send, PDF, public pay links, merge, late fees, deposits, batch send, duplicate, cancel
• Multiple currencies, per-item tax, configurable number formats
• Recurring invoices - days/weeks/months/years; cron modes: autosend, unpaid, draft, only-if-paid
• Credit notes - apply credits, PDFs, e-Invoice export
• Items catalog - products/services with taxes, currencies, payment modes

Online payments & subscriptions

Global: Stripe, PayPal (+ Smart Checkout), Mollie, Braintree, Authorize.Net Accept.js, Google Pay.
Regional: Instamojo, Paytm, bKash, Nagad.

• Hosted checkout pages; offline modes (bank, cash, cheque)
• Receipts (PDF / HTML / email); saved client payment methods; gateway webhooks
• Stripe subscriptions with pause / resume / cancel and portal checkout

Projects, retainers, tasks & timers

• Projects - members, milestones, files, discussions, Gantt, templates, budget, profitability; create from won proposal/estimate
• Retainers & capacity - included hours, overage, hour ledger (burn/rollover/top-up), capacity board
• Tasks & timers - list + kanban, checklists, reminders, billable timers, timesheets, timer screenshots (role-scoped)

Appointments

• Services, providers, schedules, FullCalendar, public booking forms
• Guest manage/cancel; portal booking; convert to invoices
• Google Calendar & Outlook sync; reminders; REST API

Support tickets, chat & knowledge base

• Tickets - priorities, departments, predefined replies, spam filters, IMAP piping, public forms, AI suggest reply
• Live chat between staff and client contacts (Pusher or polling)
• Knowledge base with groups, public/guest access, usefulness voting, AI drafts
• Surveys & mail lists

Contracts, expenses & reports

• Contracts with PDF, renewals, public e-sign, merge-field templates
• Expenses (company/project), billable conversion, recurring expenses
• Reports: sales, expenses, income vs expense, leads conversion, timesheets, KB, project profitability, ledger P&L

Ledger & accounting sync

Built-in chart of accounts, auto-journals, journals list + CSV, Profit & Loss. Connect QuickBooks Online, Xero, or Tally. e-Invoice JSON/XML templates with download and bulk export.

AI assistant (10 providers)

OpenAI · Google Gemini · Anthropic Claude · Kimi · Qwen · Grok · DeepSeek · Mistral · Hugging Face · Cohere

• Suggest ticket replies · draft KB articles
• Generate setup taxonomies (departments, priorities, statuses, lead sources, expense categories, ledger mappings, and more)
• Master enable switch; human review before customer-facing send

Client portal & public access

Portal: Knowledge Base · Projects · Invoices · Contracts · Estimates · Proposals · Subscriptions · Support · Appointments · Chat

• Contact-level permissions; per-customer branding; GDPR privacy tools
• Secure public hash URLs for invoices, estimates, proposals, contracts, projects, tickets, KB, appointments
• Embeddable forms; installable portal PWA; client dark mode

Staff, roles, theme & utilities

• Staff roles with Own vs Global visibility; per-staff overrides
• Custom fields across major entities###li/li###
• Email templates + SMTP/OAuth queue; SMS (Twilio, Clickatell, MSG91); WhatsApp via Twilio
• Admin menu re-organize; media library; activity log; database backup
• Sensitive data encryption; Google reCAPTCHA; GDPR tools
• Server-side datatables; fully responsive UI

API, modules & SaaS

• REST API /api/v1 with bearer tokens, scopes, rate limits
• Outbound webhooks with HMAC signing, delivery log, and retry
• ZIP-installable modules (activate / deactivate)
• Optional SaaS landlord mode - tenants, plans, branding, public /saas/signup

Dynamic web installation

Ship Meta CRM like a product, not a framework. Standalone wizard at /install/:

• Requirements check (PHP 8.3+, extensions, writable paths)
• Directory layouts: same-folder · split (public_html/www) · subdomain
• App settings, database test, first administrator
• Writes .env, migrates, seeds, storage link, and locks

Localization

Ten locales out of the box: English, Spanish, French, Arabic, Hindi, Chinese, Bengali, Russian, Japanese, German - with RTL options for admin and customer areas.

• PHP 8.3+
• MySQL 8 / MariaDB 10.4+
• Extensions: pdo_mysql, mbstring, openssl, tokenizer, xml, ctype, json, bcmath, fileinfo, gd/Imagick
• Apache/Nginx with document root pointing to public/
• Writable: storage/, bootstrap/cache/

Quick installation

1. Upload the application files to your server
2. Point the document root to the public/ folder
3. Create an empty MySQL database
4. Open https://your-domain.com/instal... and complete the wizard
5. Sign in with the administrator account created during install

Full offline documentation is included in the download (documentation.html + docs/).

Live demo

Try Meta CRM online: https://metacrm.metasoulbd.com...

Demo data may reset periodically. Do not use personal or production data on the demo.

Changelog (v1.0.0)

• Initial Codester release - Laravel 13, PHP 8.3+
• Full CRM, billing, projects, retainers, support, appointments, chat, portal
• AI assistant, ledger, SaaS landlord mode, web installer, 10 languages

Support

Use the Codester item comments / support options.