Customer Relationship Management (CRM) Software in PHP with Source Code | Client Management & Sales Automation System

The Customer Relationship Management (CRM) Software in PHP with Source Code is a fully functional client management and sales automation system designed to help businesses organize customer data, manage leads, track interactions, and automate follow-ups. Built using PHP and MySQL, this CRM empowers companies to enhance customer engagement, streamline sales processes, and improve business productivity — all from a unified platform.

This CRM software is ideal for startups, agencies, and enterprises that want to manage clients efficiently, automate tasks, and maintain strong customer relationships without monthly fees or third-party restrictions.

Overview

The CRM Software is a web-based solution that provides everything a business needs to track customers, manage leads, and close more sales. Users can record customer information, track conversations, schedule reminders, and analyze sales performance in one dashboard.

The admin and staff can manage pipelines, assign leads, and monitor progress in real time. The system supports multiple user roles, team collaboration, and detailed reporting to help businesses scale operations effectively.

It’s a must-have for service-based businesses, marketing firms, and sales teams looking to replace spreadsheets or manual client tracking with a modern, centralized solution.

Core Features

Lead & Customer Management

• Add, edit, and manage unlimited customer profiles

• Track leads, inquiries, and conversion status

• Assign leads to sales agents or team members

• Tag and categorize customers by segment or source

• Lead scoring and pipeline visualization

Communication & Interaction Tracking

• Log calls, meetings, and messages with timestamps

• Schedule follow-ups and automated reminders

• Email notifications for pending or upcoming tasks

• Store all communication history in one place

Sales Pipeline & Deals Management

• Visual sales funnel to track deal progress

• Create, edit, and update deals across stages

• Customizable deal stages and workflows

• Real-time revenue forecasting and conversion insights

Task & Activity Management

• Assign and track tasks for team members

• Calendar view for meetings, calls, and deadlines

• Task reminders via email or dashboard alerts

Reporting & Analytics

• Comprehensive reports on leads, deals, and conversions

• Activity logs for every user and team

• Revenue projections and sales insights

• Export data as CSV or PDF for analysis

User & Role Management

• Multi-user system with role-based permissions

• Admin, Manager, and Staff user levels

• Secure login authentication

• Manage users, teams, and departments

System & General Features

• Responsive dashboard with intuitive design

• Customer import/export via CSV

• Data backup and restore options

• Search and filter tools for quick access

• Fully customizable PHP source code

Technical Information

Technology Used: PHP, MySQL, HTML5, CSS3, JavaScript
Framework: Core PHP
Database: MySQL
Files Included: Full Source Code, SQL Database, Installation Documentation
Server Requirements: PHP 7.4+, MySQL 5.6+, Apache or Nginx
Version: 1.0

Use Case & Benefits

Use Cases

• Sales teams tracking prospects and managing pipelines

• Service providers managing client interactions

• Marketing agencies organizing lead generation campaigns

• Businesses automating customer communication

Benefits

• Streamlines sales and customer management processes

• Improves client retention through consistent follow-ups

• Enhances team productivity and accountability

• Centralizes all customer data in one secure platform

• Saves cost by eliminating expensive SaaS CRM subscriptions

Why Choose This Script

This CRM script offers full control and ownership of your customer management data without relying on third-party platforms. It’s lightweight, secure, and customizable to fit any business workflow — from small startups to large enterprises.

Unlike cloud-based CRMs with recurring costs, this self-hosted version gives you lifetime access, unlimited customers, and total flexibility. It’s perfect for businesses looking to scale efficiently with an in-house CRM solution.

Demo & Installation

Demo Information
Admin:
http://www.perfexcrm.com/demo/admin/
Email: admin@test.com
Password: perfexdemo

Staff 1:
http://www.perfexcrm.com/demo/admin/
Email: staff1@test.com
Password: perfexdemo

Client: http://www.perfexcrm.com/demo/
Email: client@test.com
Password: perfexdemo

Installation Steps:

1. Upload files to your server.

2. Import the SQL database.

3. Configure the connection details in the config file.

4. Log in to the admin panel and set up users, pipelines, and clients.

Setup takes less than 10 minutes.

Download / Purchase

Buy Now: Download the Customer Relationship Management (CRM) Software in PHP with Source Code from sourcecodes.store to manage clients, automate sales, and scale your business efficiently.
Support: Includes installation documentation and optional setup support.