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Clientverse
Clientverse


An efficient CRM that can be installed on your server.

GitHub GitHub release (latest by date) GitHub All Releases

AboutFeaturesSetupInstallationSeeding Demo DataLicense

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About

Clientverse is a modern CRM application designed for clarity, control, and efficiency. Managing clients, projects, and relationships takes care and structure—especially as your business grows. With Clientverse, you get a real-time overview of your customers, interactions, and ongoing work, helping you stay organized, informed, and always one step ahead.

Features

The application allows you to manage and organize your clients, contacts, and customer relationships in one centralized system.

Setup

To clone and run this application, you'll need Docker installed on your computer. From your command line:

# Clone this repository
$ git clone https://github.com/alextselegidis/clientverse.git

# Go into the repository
$ cd clientverse

# Install dependencies
$ docker compose up -d

Then you can SSH into the PHP-FPM container and install the dependencies with composer install.

Note: the current setup works with Windows and WSL & Docker.

You can build the files by running bash build.sh. This command will bundle everything to a build.zip archive.

Installation

You will need to perform the following steps to install the application on your server:

  • Make sure that your server has Apache/Nginx, PHP (8.2+) and MySQL installed.
  • Create a new database (or use an existing one).
  • Copy the "clientverse" source folder on your server.
  • Make sure that the "storage" directory is writable.
  • Rename the ".env.example" file to ".env" and update its contents based on your environment.
  • Run the php artisan migrate:fresh command from the terminal.
  • Open the browser on the Clientverse URL and log in with admin@example.org and 12345678 as the password.

That's it! You can now use Clientverse at your will.

Seeding Demo Data

Clientverse ships with a dedicated DemoSeeder that populates the database with a realistic dataset for an IT services / managed support company. It is useful for evaluating the application, recording demos, or developing against a fully populated CRM.

The seeder generates approximately:

  • 100 corporate customers across 15 industries (with VAT IDs, addresses, currencies and metadata)
  • 2–5 contacts per customer (decision maker, finance, technical, etc.)
  • A sales pipeline of 1–3 opportunities per customer with coherent stages and probabilities
  • Projects, milestones and signed contracts derived from "won" sales
  • Customer notes, tags, project teams and file metadata
  • ~12 internal staff users (account managers, engineers, project managers)

Important: DemoSeeder is not registered in DatabaseSeeder.php and will never run during a normal php artisan db:seed. It is opt-in and must be invoked explicitly.

Run the seeder

From the project root (or inside the PHP-FPM container if you use Docker):

# Seed demo data into an existing database
php artisan db:seed --class=DemoSeeder

# Reset the database and load demo data in one shot
php artisan migrate:fresh --seed --seeder=DemoSeeder

Demo credentials

  • The default admin user (admin@example.org / 12345678) is preserved.
  • Generated staff users use the email pattern firstname.lastname@clientverse-demo.test and the password password.

Resetting

To wipe demo data and start over, run php artisan migrate:fresh followed by either the regular installer steps or the DemoSeeder command above.

You will find the latest release at github.com/alextselegidis/clientverse. You can also report problems on the issues page and help the development progress.

License

Code Licensed Under GPL v3.0 | Content Under CC BY 3.0


Website alextselegidis.com  ·  GitHub alextselegidis  ·  Twitter @alextselegidis

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