Veltrox – Intelligent Sales Operations CRM

VeltroxCRM is a modern, all-in-one Business Management & CRM platform built with Laravel 12 and Vue 3. It goes beyond a traditional CRM — combining Sales Pipeline, Purchase Management, Inventory Control, Support Ticketing, and Financial Reporting into one clean, intelligent system. Designed for SMBs, agencies, and growing teams that need real operations power without juggling multiple disconnected tools.

Why VeltroxCRM?

• End-to-End Business Management — Sales, Purchases, Inventory, Finance, and Support under one roof
• Modular Architecture — Enable only the modules your business needs. Turn off what you don’t.
• Real-Time Collaboration — Live notifications, built-in team chat, and WebSocket-powered dashboards
• Professional Documents — PDF generation for Quotations, Invoices, and Purchase Orders with company branding
• Role-Based Access Control — Fine-grained permissions for every user and every action
• Complete Audit Trail — Every change logged, timestamped, and attributed to a user
• Demo Data Included — Pre-seeded with realistic data so you see the full value immediately

Modules & Features

ADMIN DASHBOARD

• Real-time business metrics: Revenue MTD, Open Invoices, Accounts Receivable & Payable
• Inventory status, support ticket overview, and expense approvals at a glance
• Fully cached for performance with live WebSocket updates

CRM MODULE

• Customer master records with bulk CSV import
• Multiple contacts per customer
• Customer activity timeline — full interaction history
• Follow-up reminders with automated notifications
• Internal notes and communication logs

SALES MODULE

• Leads management with activity tracking, status updates, and lead-to-customer conversion
• Quotations — create, edit, PDF generation, email delivery, accept/reject, and convert to Sales Order
• Sales Orders — full lifecycle: Draft → Confirmed → Shipped → Delivered
• Invoices — create from Sales Orders or standalone, with payment tracking
• Invoice PDF with company branding and professional layout
• Sales Reports — monthly/quarterly revenue trends, product performance, customer breakdown

PURCHASE MODULE

• Vendor management with bulk import and internal notes
• Purchase Orders — full lifecycle: Draft → Confirmed → Goods Receipt
• Goods Receipts — item-level received quantity tracking
• Vendor Bills — create from Goods Receipts or standalone, with void/reopen and payment recording
• Purchase Reports — spend analysis, vendor performance, category-wise breakdown

INVENTORY MODULE

• Product master with categories, SKU management, and pricing
• Multi-warehouse support with real-time stock levels per warehouse
• Automated stock movements linked to Sales and Purchase workflows
• Manual stock adjustments for shrinkage, damage, or physical count corrections
• Low-stock alerts and warehouse utilization dashboard

SUPPORT MODULE

• Ticket creation and lifecycle management: Open → In Progress → Resolved → Closed
• Agent assignment with accountability tracking
• Internal and customer-facing comments with file attachments
• Ticket categories, SLA tracking, and response time metrics

FINANCE MODULE

• Expense creation and approval workflow (approve/reject)
• Expense categories for organized spend tracking
• Finance Ledger — general ledger view of all transactions
• Finance Reports — expense trends, category analysis, and cash position

✅ TODO & TASK MANAGEMENT

• Personal and team task tracking with groups
• Attachments, comments, and status management per task

TEAM CHAT (OPTIONAL MODULE)

• Real-time direct messages and group conversations
• Message reactions, pinned messages, and file attachments
• Powered by Laravel Reverb WebSocket

⚙️ SETTINGS & ADMINISTRATION

• General settings — app name, company branding, default language and timezone
• Email configuration — SMTP setup with test email capability
• Customizable email templates for all system notifications
• Module toggle — enable/disable any module per installation
• Multi-currency support with exchange rate management
• Tax rates for sales and purchase documents
• Auto-increment number sequences for all document types
• Audit log — complete activity history with user attribution
• System information panel — PHP, Laravel, environment, and driver details

User Management & Permissions

• User invitations via email
• Department and employee profile management with email signatures
• Role & permission management powered by Spatie Laravel Permission
• Fine-grained control — define exactly who can do what across every module
• Two-Factor Authentication (2FA) for all user accounts