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IUM-CRM

v1.0.0

Customer Relationship Management

Modular CRM logic for Laravel. Manage contacts, companies, leads, and pipelines with a clean fluent API — pure business logic, no UI, no bloat.

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Quick Install

$composer require obelaw/ium-crm

PHP 8.2+ • Laravel 10+

All Features

Everything you need to manage customer relationships at scale, without the monolithic overhead.

Contacts & Companies

Unified contact and company management with tagging, type classification, and role-based linking. Handle individuals and organizations from one coherent API.

  • Individual and company contact types
  • Tag-based organization and filtering
  • Role-based contact-to-company linking
  • Industry, size, and domain tracking
  • OMS order history per contact

Lead Management

Capture, score, and qualify leads from any source. Move them seamlessly through the qualification process and convert directly into pipeline opportunities.

  • Multi-source tracking (web, referral, social, cold-call)
  • Lead scoring from 0–100
  • BANT qualification (budget, authority, need, timeline)
  • One-step conversion to opportunity
  • Disqualification with reason tracking

Sales Pipelines

Define custom sales pipelines with configurable stages and probability weights. Track opportunities from discovery to close with full deal value monitoring.

  • Fully customizable pipeline stages
  • Per-stage probability configuration
  • Multi-currency deal value tracking
  • Won / lost close with reason logging
  • PIM product and OMS order attachment

Activity Tracking

Log every customer interaction and schedule future tasks. Keep your team coordinated with call logs, meeting schedules, email records, and pending task queues.

  • Activity types: call, email, meeting, task, note
  • Log past and schedule future activities
  • Link activities to contacts and opportunities
  • User assignment and pending task queues
  • Call duration and occurrence tracking

Smart Segments

Build dynamic contact segments using composable filter rules. Apply bulk actions like tagging to entire segments for targeted outreach or promotional campaigns.

  • Composable filter rules (tag, date, spend, etc.)
  • Operators: contains, equals, greater_than, in
  • Bulk tag and untag segment contacts
  • WMS integration for stock-based targeting
  • Real-time contact membership evaluation

Reports & Analytics

Get actionable insights from your CRM data. Pipeline reports, team activity summaries, lead source attribution, and revenue forecasting — all via fluent query builders.

  • Pipeline win rate and deal size analytics
  • Team activity reports per user
  • Lead source attribution breakdown
  • Revenue forecasting by quarter
  • Date-ranged filtering on all reports

Native Integration

IUM-CRM connects natively with the rest of the IUM ecosystem without any configuration.

IUM-OMS

Order Management

Link won opportunities to orders. Pull full order history and spending stats for any contact.

IUM-PIM

Product Information

Attach products to opportunities and suggest relevant catalog items based on contact history.

IUM-WMS

Warehouse Management

Target segment campaigns based on real-time stock levels and warehouse availability.

Start with CRM

Read the full documentation for installation guides, code examples, and API reference.

Read CRM Docs