iceburgcrm / iceburgcrm

Laravel CRM - PHP CRM - AI CRM - Metadata CRM. Iceburg CRM is Open Source, metadata driven, extendable, unlimited relationships, convertable modules, 29 default themes, light/dark themes. It also have optional AI Abilities Using AI describe your CRM and use AI to Create it.

Iceburg CRM

A Laravel CRM Builder

With optional AI Assist, AI Builder

Screenshots:

Project Home Page - iceburg.ca

Demo

Default usernames and passwords

Username	Password
[email protected]	admin
[email protected]	user
[email protected]	sales
[email protected]	accounting
[email protected]	marketing

Describe your CRM and let's AI create it.

About Iceburg CRM

Iceburg CRM is a metadata driven CRM with AI abilities that allows you to quickly prototype any CRM. The default CRM is based on a typical business CRM but the flexibility of dynamic modules, fields, subpanels allows prototyping of any number of different tyes of CRMs.

Features

• [Unlimited Relationships between any number modules without common fields]
• [Metadata creations of modules, fields, relationships, subpanels, datalets, seeding]
• [Ability to Import/Export in 6 different formats (XLSX, CSV, TSV, ODS, XLS, HTML]
• [25 different input types, Laravel field validation, Maska field masking]
• [26 themes with light and dark themes available]
• [Module based Role permissions (read, write, import, export)]
• [Calendar, Audit logs, Vue3 Charts, Convertable modules, Related Fields (related to another module)]

Created With

Iceburg CRM is created with:

• Vue 3 for the frontend
• Laravel 10 for the backend
• Tailwinds with the DaisyUI plugin
• Inertia for routing
• heroicons

Installation

Quick Install

composer create-project iceburgcrm/iceburgcrm iceburgcrm

// Default
php artisan iceburg:seed

// Convert Existing DB to CRM
php artisan iceburg:seed --type=adminpanel 

// Use AI
php artisan iceburg:seed --type=ai --prompt="Create a stamp collecting crm"

Ways to Install

• Default - Install the default Classic IceburgCRM: 55 Modules, 282 Fields, 43 Relationships, 24 Subpanels, 5 Datalets

php artisan iceburg:seed

• AdminPanel - Point to an existing Database and turn it into a CRM. Type is requires but additional parameters are optional. If not supplied will use existing connection details.

php artisan iceburg:seed --type=adminpanel --connection_host=123.123.123.123 --connection_port=3306 --connection_database=databasename --connection_username=dbuser --connection_password=dbpassword --connection_charset=utf8mb4 --connection_collation=utf8mb4_unicode_ci

Example of a live wordpress database converted to a CRM. Wordpress CRM
Wordpress Website

• Core - Install only the core files. This will create a blank CRM template.

php artisan iceburg:seed --type=core

• Custom - Add your own modules, field, relationships, subpanels and generate it.

php artisan iceburg:seed --type=custom

• AI - Describe the CRM you want and let AI create it. Including the logo parameter will create an unique image for your login page. ChatGPT 3.5 is used as the default. Dalle-3 is used for image generation. Cost: 4 cents per crm with logo or a 1 penny without the logo.

php artisan iceburg:seed --type=ai --prompt="Create a stamp collecting crm" logo="yes"

Each AI generation is different. Based on the prompt above here are three CRM's created: Stamp Collectors CRM 1 Stamp Collectors CRM 2 Stamp Collectors CRM 3

Note: Connection parameters, can be used with different types of installation.

Full Installation

If you do not have a server available visit digitalocean and get $200 dollars in free credit

If not installed, please install composer

If not installed, please install npm

composer create-project iceburgcrm/iceburgcrm iceburgcrm

or 

git clone [email protected]:iceburgcrm/iceburgcrm.git

cd iceburgcrm

Edit your database environment variables

vim .env

DB_HOST=
DB_PORT=
DB_USERNAME=
DB_PASSWORD=
DB_DATABASE=

Open permissions on the storage and

sudo chown -R www-data:www-data /path/to/your/project/public
sudo chown -R www-data:www-data /path/to/your/project/storage


Deploy
```php
sudo chmod 775 storage -R

AI Assist (Optional)

// Add your OPENAI KEY AND ORG ID TO your environment file to enable AI Assist
// This will enable an AI ASSIST button in add or edit modules 
// that will allow you to fill in any field with AI Assisted data


OPENAI_API_KEY=
OPENAI_ORGANIZATION=

Default Iceburg CRM

Number of Modules: 55

Primary Modules: 14

• Accounts
• Contacts
• Contracts
• Leads
• Opportunities
• Lineitems
• Products
• Campaigns
• Cases
• Documents
• Notes
• Projects
• Groups
• Quotes

Number of Fields: 282

Number of Relationships: 43

Number of Subpanels: 24

5 Datalets

• [pie chart] Total Sales
• [line graph] New Leads / Contacts / Accounts over 7 days
• [pie chart] New Opportunities / Contracts / Quotes
• [bar graph] Meeting (Today, 7 Days, 30 Days)
• [pie chart] Orders this month

Admin

• Settings
• Permissions
• Modules, Fields, Subpanels, Users, Datalet editing

Roles

• Accounting
• Admin
• HR
• Marketing
• Sales
• Support
• User

IceburgCRM.com

Don't want to self install? Create CRMs Online for free

• Describe your CRM and build it with AI
• Select from our premade CRM templates
• Make any Database into a CRM

IceburgCRM.com

Templates

Classic CRM

**Classic CRM. Accounts, Contacts, Contracts, LineItems, etc.** [Preview](https://classic.iceburg.ca)

Rare Books CRM

**A platform for sneaker enthusiasts to catalog their collections, track market values, manage trades or sales, and connect with other collectors.** [Preview](https://rarebooks.iceburg.ca)

Wine Connoisseurs CRM

**For wine enthusiasts and sellers, offering cellar management, tasting notes, vintage tracking, and a community feature for sharing recommendations and organizing tastings.** [Preview](https://wine.iceburg.ca)

Fitness Studio CRM

**Tailored for small to medium fitness studios, featuring membership management, class scheduling, fitness progress tracking for members, and integration with wearable tech for health data.** [Preview](https://fitness.iceburg.ca)

Professional Networking CRM

**A niche CRM for professional networking organizations, offering event planning, member engagement tracking, mentorship program management, and job boards.** [Preview](https://networking.iceburg.ca)

Crafting Supplies CRM

**For retailers and enthusiasts of crafting, offering inventory management, project tracking, supplier databases, and community features for sharing project ideas and tutorials.** [Preview](https://crafting.iceburg.ca)

Gourmet Coffee Enthusiasts CRM

**A platform for coffee lovers to track their favorite beans, roasts, brewing methods, and café experiences, including a marketplace for specialty beans and equipment.** [Preview](https://coffee.iceburg.ca)

BeeKeeping CRM

**For beekeepers to track hive health, manage honey production records, schedule maintenance, and engage with local and online beekeeping communities.** [Preview](https://beekeeping.iceburg.ca)

Wordpress CRM

**This is a premade instance of a wordpress database with iceburgcrm. Once created, download and point your wordpress files.** Changing the data in the CRM will change the wordpress website. [CRM Preview](https://wordpress.iceburg.ca) [Wordpress Website](https://wordpresssite.iceburg.ca)

Star History

Security Vulnerabilities

If you discover a security vulnerability within Iceburg CRM, please send an e-mail to [email protected].

License

The Iceburg CRM is open-sourced software licensed under the AGPL

iceburgcrm's Issues

Integrity constraint violation error when adding new user

Iceburg CRM doesn't allow an administrator to add a new user since it doesn't have a password field. I added one manually, but the profile picture isn't sent in the request, causing an integrity constraint violation error.

Request sent to server.

Integrity constraint violation.

Also tried with adding back the register routes, but that doesn't have a profile picture input, causing the same integrity constraint violation error.

No permissions created for new module

I created a module via the builder and noticed that no permissions were created for it, so I cannot access the new module even though it was created, all the fields are in the database, and the module's database was created as well.

And I cannot seems to find a way to manually add permissions in the panel either. 🤔