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 roofModular 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 dashboardsProfessional Documents — PDF generation for Quotations, Invoices, and Purchase Orders with company brandingRole-Based Access Control — Fine-grained permissions for every user and every actionComplete Audit Trail — Every change logged, timestamped, and attributed to a userDemo Data Included — Pre-seeded with realistic data so you see the full value immediatelyModules & FeaturesADMIN DASHBOARDReal-time business metrics: Revenue MTD, Open Invoices, Accounts Receivable & PayableInventory status, support ticket overview, and expense approvals at a glanceFully cached for performance with live WebSocket updatesCRM MODULECustomer master records with bulk CSV importMultiple contacts per customerCustomer activity timeline — full interaction historyFollow-up reminders with automated notificationsInternal notes and communication logsSALES MODULELeads management with activity tracking, status updates, and lead-to-customer conversionQuotations — create, edit, PDF generation, email delivery, accept/reject, and convert to Sales OrderSales Orders — full lifecycle: Draft → Confirmed → Shipped → DeliveredInvoices — create from Sales Orders or standalone, with payment trackingInvoice PDF with company branding and professional layoutSales Reports — monthly/quarterly revenue trends, product performance, customer breakdownPURCHASE MODULEVendor management with bulk import and internal notesPurchase Orders — full lifecycle: Draft → Confirmed → Goods ReceiptGoods Receipts — item-level received quantity trackingVendor Bills — create from Goods Receipts or standalone, with void/reopen and payment recordingPurchase Reports — spend analysis, vendor performance, category-wise breakdownINVENTORY MODULEProduct master with categories, SKU management, and pricingMulti-warehouse support with real-time stock levels per warehouseAutomated stock movements linked to Sales and Purchase workflowsManual stock adjustments for shrinkage, damage, or physical count correctionsLow-stock alerts and warehouse utilization dashboardSUPPORT MODULETicket creation and lifecycle management: Open → In Progress → Resolved → ClosedAgent assignment with accountability trackingInternal and customer-facing comments with file attachmentsTicket categories, SLA tracking, and response time metricsFINANCE MODULEExpense creation and approval workflow (approve/reject)Expense categories for organized spend trackingFinance Ledger — general ledger view of all transactionsFinance Reports — expense trends, category analysis, and cash position✅ TODO & TASK MANAGEMENTPersonal and team task tracking with groupsAttachments, comments, and status management per taskTEAM CHAT (OPTIONAL MODULE)Real-time direct messages and group conversationsMessage reactions, pinned messages, and file attachmentsPowered by Laravel Reverb WebSocket⚙️ SETTINGS & ADMINISTRATIONGeneral settings — app name, company branding, default language and timezoneEmail configuration — SMTP setup with test email capabilityCustomizable email templates for all system notificationsModule toggle — enable/disable any module per installationMulti-currency support with exchange rate managementTax rates for sales and purchase documentsAuto-increment number sequences for all document typesAudit log — complete activity history with user attributionSystem information panel — PHP, Laravel, environment, and driver detailsUser Management & PermissionsUser invitations via emailDepartment and employee profile management with email signaturesRole & permission management powered by Spatie Laravel PermissionFine-grained control — define exactly who can do what across every moduleTwo-Factor Authentication (2FA) for all user accounts