iceburgcrm/iceburgcrm

Laravel CRM - PHP CRM - AI CRM - Metadata CRM. Iceburg CRM is Open Source, metadata driven, extendable, unlimited relationships, convertable modules, 29 default themes, light/dark themes. It also have optional AI Abilities Using AI describe your CRM and use AI to Create it.

Iceburg CRM

Laravel CRM

With optional AI Assist

Screenshots:

Project Home Page - iceburg.ca

Demo

Default usernames and passwords

• [email protected]:admin
• [email protected]:user
• [email protected]:sales
• [email protected]:accounting
• [email protected]:marketing

Playground

• Connect any MySQL database and create a CRM from it.
• Upload your MySQL dump file and create a CRM.
• Create your own IceburgCRM without hosting
• Host your CRM

IceburgCRM.com

About Iceburg CRM

Iceburg CRM is a metadata driven CRM that allows you to quickly prototype any CRM. The default CRM is based on a typical business CRM but the flexibility of dynamic modules, fields, subpanels allows prototyping of any number of different tyes of CRMs.

Features

• [Unlimited Relationships between any number modules without common fields]
• [Metadata creations of modules, fields, relationships, subpanels, datalets, seeding]
• [Ability to Import/Export in 6 different formats (XLSX, CSV, TSV, ODS, XLS, HTML]
• [25 different input types, Laravel field validation, Maska field masking]
• [26 themes with light and dark themes available]
• [Module based Role permissions (read, write, import, export)]
• [Calendar, Audit logs, Vue3 Charts, Convertable modules, Related Fields (related to another module)]

Created With

Iceburg CRM is created with:

• Vue 3 for the frontend
• Laravel 10 for the backend
• Tailwinds with the DaisyUI plugin
• Inertia for routing
• heroicons

Installation

If you do not have a server available visit digitalocean and get $200 dollars in free credit

If not installed, please install composer

If not installed, please install npm

composer create-project iceburgcrm/iceburgcrm iceburgcrm

or 

git clone [email protected]:iceburgcrm/iceburgcrm.git

cd iceburgcrm

Edit your database environment variables

vim .env

DB_HOST=
DB_PORT=
DB_USERNAME=
DB_PASSWORD=
DB_DATABASE=

Open permissions on the storage and

sudo chown -R www-data:www-data /path/to/your/project/public
sudo chown -R www-data:www-data /path/to/your/project/storage

Migrate

php artisan migrate
php artisan db:seed

Deploy

sudo chmod 775 storage -R

AI Assist (Optional)

// Add your OPENAI KEY AND ORG ID TO your environment file to enable AI Assist
// This will enable an AI ASSIST button in add or edit modules 
// that will allow you to fill in any field with AI Assisted data


OPENAI_API_KEY=
OPENAI_ORGANIZATION=

Default Iceburg CRM

Number of Modules: 55

Primary Modules: 14

• Accounts
• Contacts
• Contracts
• Leads
• Opportunities
• Lineitems
• Products
• Campaigns
• Cases
• Documents
• Notes
• Projects
• Groups
• Quotes

Number of Relationships: 282

Number of Relationships: 43

Number of Subpanels: 24

5 Datalets

• [pie chart] Total Sales
• [line graph] New Leads / Contacts / Accounts over 7 days
• [pie chart] New Opportunities / Contracts / Quotes
• [bar graph] Meeting (Today, 7 Days, 30 Days)
• [pie chart] Orders this month

Admin

• Settings
• Permissions
• Modules, Fields, Subpanels, Users, Datalet editing

Roles

• Accounting
• Admin
• HR
• Marketing
• Sales
• Support
• User

Future Development

Roadmaps may include:

• [additional field types such as: image, video, files]
• [admin tools for creating, editing and generating new module, field, subpanel, etc types]
• [automation]
• [calendar tooling]
• [timeline, tying in different moduels through stages]
• [Automatic crm generation of any mysql variant database based on the schema]

Sponsorship / Support

If you are interested in becoming a sponsor and getting direct email support. please visit the Iceburg Patreon page

Security Vulnerabilities

If you discover a security vulnerability within Iceburg CRM, please send an e-mail to [email protected].

License

The Iceburg CRM is open-sourced software licensed under the AGPL

Commercial Software License Agreement Available as tier in patreon

iceburgcrm's Issues

Integrity constraint violation error when adding new user

Iceburg CRM doesn't allow an administrator to add a new user since it doesn't have a password field. I added one manually, but the profile picture isn't sent in the request, causing an integrity constraint violation error.

Request sent to server.

Integrity constraint violation.

Also tried with adding back the register routes, but that doesn't have a profile picture input, causing the same integrity constraint violation error.

No permissions created for new module

I created a module via the builder and noticed that no permissions were created for it, so I cannot access the new module even though it was created, all the fields are in the database, and the module's database was created as well.

And I cannot seems to find a way to manually add permissions in the panel either. 🤔