Three portals, not one interface with role flags
Admin
Account-level configuration: users, permissions, integrations, menu and theme customization, backups.
Staff
Where the actual work happens — customers, leads, projects, invoices, tickets, reports.
Client
A lighter portal your customers log into to view invoices, track projects, browse the knowledge base, and open support tickets.
What’s included
Customers & Sales
Multi-contact customers, a Kanban lead pipeline, web-to-lead capture, CSV import, proposals and estimates.
Projects & Tasks
Kanban boards, a Gantt chart, time tracking, multi-assignee tasks, comments and attachments.
Invoicing
Invoices, estimates, recurring billing, Stripe checkout, PDF generation, a public pay-by-link.
Support Tickets
Departments, priorities, canned replies, private staff notes.
Reports
Real charted reports across sales, customers, leads, and expenses — not static tables.
Collaboration
Team calendar, company newsfeed, personal to-do list, staff directory, knowledge base, media library.
Requirements
- PHP 8.3+
- MySQL 5.7+ (or MariaDB equivalent)
- Apache or Nginx, document root pointed at
public/ - No Composer or Node.js needed on your server — the release package ships with
vendor/and built frontend assets already in place