Coravo – AI-Powered CRM ERP SaaS Platform

Coravo is a multi-tenant Business OS that takes a company from first lead all the way to closed books — CRM, sales, invoicing, inventory, accounting and HR in one connected app. Run it as your own hosted SaaS and sell subscriptions to your own customers, or deploy it standalone for a single company. Built on Laravel 13, Inertia.js and Vue 3, with an AI copilot woven through the core workflows.

Coravo is organized around real business domains — CRM, Sales, Inventory, Accounting, HR and AI — each isolated per tenant with strict data separation. A landlord panel lets you manage tenants, plans and platform billing, while every tenant gets their own branded, permission-controlled workspace.

Key Features

Multi-Tenant SaaS Foundation

• Full multi-tenant architecture with strict per-tenant data isolation
• Landlord panel to create, suspend and manage tenants and plans
• Tenant impersonation for support and troubleshooting
• Tenant-scoped domains
• Onboarding wizard for new tenant signup
• Self-hosted installer wizard for buyers running Coravo on their own server
• License activation flow for self-hosted deployments
• Multi-language support (English, Spanish, French)

Billing & Subscriptions

• Platform-level subscription plans and billing for your own SaaS tenants
• Stripe integration for subscription and invoice payments
• PayPal integration for invoice payments
• Recurring invoices for tenants billing their own customers

CRM

• Leads with CSV import, public lead-capture forms and AI-assisted enrichment
• Deals pipeline with drag-and-drop Kanban board
• Custom pipelines and stages
• Activities and a unified activity inbox
• Email templates and email sending
• Shared contact and vendor records (Parties) reused across CRM, Sales and Inventory

Sales & Invoicing

• Quotes with public, shareable accept links
• Invoices with public share links and online payment collection
• Recurring invoices
• Sales orders and credit notes
• Configurable tax rates

Inventory & Purchasing

• Item catalog with CSV import
• Multiple warehouses
• Purchase orders
• Stock ledger, stock adjustments and stock transfers
• Low-stock notifications

Accounting & Financial Reports

• Chart of accounts and journal entries
• Fiscal period management
• Expense tracking
• Trial balance, general ledger, profit & loss and balance sheet reports
• Cash flow, accounts receivable aging and accounts payable aging reports
• PDF export for invoices, payslips and financial reports

HR & Payroll

• Employee records
• Attendance tracking
• Leave types, leave requests and a leave calendar
• Payroll runs and configurable deduction types

AI Copilot

• In-app AI assistant chat and daily business brief
• AI-suggested actions across modules
• CRM lead and deal scoring
• Cash-flow forecasting and financial anomaly detection
• AI-assisted collections coaching
• Receipt OCR for expense capture
• AI lead enrichment and natural-language search
• AI-assisted journal entry drafting
• Smart CSV column mapping for imports
• Document translation

Security, Roles & White-Labeling

• Role-based permissions per tenant (Admin, Sales, Accountant, Warehouse, and custom roles)
• Two-factor authentication and passkey (WebAuthn) login
• Audit log for financial and administrative actions
• Webhooks and API tokens for integrations
• Tenant white-labeling: logo, favicon and branding
• Demo mode with write-protection and seeded demo data