Enterprise CRM & xCRUD Pro Integration

xCRUD CRM: A comprehensive CRM developed by PHP & MySQL (xCRUD)

Easy to use & customize for your business

A self-hosted Customer Relationship Management software built for companies and freelancers, combining powerful project management, customer portals, and financial tracking.

View Live Demo How to Install How to Customize
CRM Dashboard Overview

Complete CRM Feature Modules

Customer Management & Portal

Manage customers and contacts with separate client portal access. Present all financial data, invoices, and documents in clear view.

Invoices & Recurring Schedules

Keep track of invoices, multi-currency pricing, item-based taxes, and fully automated recurring invoices across days, weeks, months, or years.

Projects, Milestones & Gantt Charts

Manage projects, track time per staff member, organize milestones with drag-and-drop tasks, and utilize professional Gantt charts.

Leads Pipeline & Web-to-Lead Forms

Track leads in drag-and-drop stages. Auto-import from emails and web landing page forms, with full CSV import capabilities.

Support Ticket System & Departments

Robust support ticketing with auto-responses, IMAP integration, department routing, private staff notes, and predefined replies.

Expenses, Estimates & Proposals

Record company expenses, bill clients directly, convert estimates to invoices instantly, and accept global online payments.

Payments & Credit Notes

Record incoming payments via bank, cash, or card. Issue credit notes for refunds or adjustments, with automatic invoice balance updates.

Tasks & Time Tracking

Break projects into manageable tasks with priority levels, recurring schedules, and team assignments. Track who is doing what.

Items & Services Catalog

Maintain a reusable product/service library with rates, taxes, and categories. Pick from the catalog when creating invoices and estimates.

Sales & Financial Reports

Generate dynamic reports for invoices, payments, estimates, proposals, and new customers. Filter by date range and export results instantly.

System Settings

Configure currencies, tax rates, document numbering sequences, email templates, and global preferences — all from one central admin panel.

Native AI Assistant

Bridges conversational intelligence with direct database operations to automate workflows, write queries, and summarize data instantly.

Easy Customization — No Black Box

Every screen in this CRM is a plain PHP file in the pages/ folder. You edit it directly with xCRUD's fluent API — no compiled binaries, no hidden templates.

Fluent PHP API

Chain methods like table(), columns(), relation(), change_type(), and fields_arrange() to reshape any module in minutes.

Tabbed & Grouped Forms

Use fields_arrange() to organize fields into labeled tabs. Use list_tab() to split list views into filtered tabs like "Paid", "Unpaid", "Overdue".

Hooks & Callbacks

Attach custom PHP functions to after_insert, before_update, column_callback, and field_callback events. All custom functions live in lib/xcrud/functions_crm.php.

Nested Tables & Relations

Link lookup tables with relation(). Embed child records (e.g., invoice line items) inline using nested_table(). Add computed columns with subselect().

Labels & Language

Rename any field label with label() or set_lang(). Support multiple languages out of the box — no template edits needed.

Field Type Switching

Turn any field into a dropdown, checkbox, date picker, price input, boolean toggle, or textarea instantly with change_type(). No database schema changes required.

xCRUD Pro Engine

Ultra-rapid UI modifications, server-side data handling for massive databases, dynamic table grouping, and instant inline toggles.

Access Control Hub xCRUD Pro Active
Easy Window Create
Dynamic UI mapping
Configured
Role & Window Assignment
Create roles & assign users
Secured
Audit Logs
Real-time action tracking
Logging
  • Instant CSV & Print exports
  • Server-side datatables speed
  • Custom fields across all entities

User & Role Configuration

Control exactly who sees what. Create roles, assign users, and configure each menu window — all through a simple admin interface.

Roles Create as many roles as you need (Admin, Sales, Finance, Support, etc.). Each role is a named permission set stored in the sys_roles table.
User Assignment Assign one or more roles to each user via sys_user_roles. Users can switch active role on the fly from the header dropdown.
Window Visibility Each menu item (window) in sys_menu is tied to a role. Toggle isactive and isvisible to show/hide windows per role — instantly.
Menu Hierarchy Build multi-level menus with parent/child links, custom icons, and slug-based URLs. Duplicate an entire role (with all its windows) in one click.

Native AI Assistant

Bridges conversational intelligence with direct database operations to automate workflows, write queries, and summarize data instantly.

  • Automated SQL query generation
  • Intelligent record summarization
  • Intent-based action routing

System Stack & Security

  • PHP Version: >= 8.1
  • Database: MySQL 5.1+ / 8.x
  • Data Security: Encrypted Keys & Passwords
  • Protection: Google reCaptcha & Hooks

Third-Party Modules

Employee Chat Appointments Dark / Light Themes REST API SaaS Multitenancy