> ## Documentation Index
> Fetch the complete documentation index at: https://docs.azvian.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Introduction

> A self-hosted CRM for teams who manage customers, leads, projects, invoices, and support tickets in one place

Azvian CRM is a self-hosted CRM you install on your own server — no monthly per-agent fee, no vendor holding your data. It targets feature parity with [Perfex CRM](https://codecanyon.net/item/perfex-powerful-open-source-crm/14013737), built on a modern stack instead of Perfex's CodeIgniter base: Laravel 13 with an Inertia/React frontend, a real installer wizard, and no server-side coding required to run it.

## Three portals, not one interface with role flags

<CardGroup cols={3}>
  <Card title="Admin" icon="gear">
    Account-level configuration: users, permissions, integrations, menu and theme customization, backups.
  </Card>

  <Card title="Staff" icon="briefcase">
    Where the actual work happens — customers, leads, projects, invoices, tickets, reports.
  </Card>

  <Card title="Client" icon="user">
    A lighter portal your customers log into to view invoices, track projects, browse the knowledge base, and open support tickets.
  </Card>
</CardGroup>

Each portal is a genuinely separate layout, not the same screen with a role check bolted on.

## What's included

<CardGroup cols={2}>
  <Card title="Customers & Sales" icon="users" href="/crm/customers">
    Multi-contact customers, a Kanban lead pipeline, web-to-lead capture, CSV import, proposals and estimates.
  </Card>

  <Card title="Projects & Tasks" icon="diagram-project" href="/crm/projects-and-tasks">
    Kanban boards, a Gantt chart, time tracking, multi-assignee tasks, comments and attachments.
  </Card>

  <Card title="Invoicing" icon="file-invoice-dollar" href="/crm/invoicing">
    Invoices, estimates, recurring billing, Stripe checkout, PDF generation, a public pay-by-link.
  </Card>

  <Card title="Support Tickets" icon="headset" href="/crm/support-tickets">
    Departments, priorities, canned replies, private staff notes.
  </Card>

  <Card title="Reports" icon="chart-line" href="/crm/reports">
    Real charted reports across sales, customers, leads, and expenses — not static tables.
  </Card>

  <Card title="Collaboration" icon="calendar-days" href="/crm/collaboration">
    Team calendar, company newsfeed, personal to-do list, staff directory, knowledge base, media library.
  </Card>
</CardGroup>

## 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

Ready to set it up? Head to [Installation](/crm/installation).