Growstack CRM — The CRM Your Gross sales Group Really Desires
Growstack CRM is a full-featured, self-hosted buyer relationship administration platform constructed on Laravel and Vue 3. Handle contacts and accounts, seize and qualify leads, monitor offers by means of a drag-and-drop Kanban pipeline, automate follow-ups, ship contracts for e-signature, and maintain assist tickets, quotes, and appointments linked to each contact file. Full supply code. No month-to-month charges. Your information, your server.
Fast Details
- Self-hosted — set up by yourself server, personal your information outright
- Constructed with Laravel, Vue 3, Inertia.js, and Tailwind CSS
- 29+ linked modules throughout CRM, communication, and operations
- Full REST API and real-time webhooks for customized integrations
- One-time buy — no recurring SaaS subscription charges
Desk of Contents
- High Promoting Factors
- 29+ Modules at a Look
- Core CRM — Contacts, Leads & Offers
- Gross sales Pipeline (Kanban Board)
- Gross sales Instruments & Automation
- Exercise Timeline
- Contracts & E-Signature
- Automation Workflows
- Lead Seize Kinds
- Tags & Bulk Actions
- Assist, Quotes & Appointments
- Stories & Analytics
- Import, Export, API & Integrations
- Full Characteristic Listing
- CRM Dashboard & KPIs
- Who Growstack CRM Is Constructed For
- Why Select Growstack CRM
- Expertise Stack
- System Necessities
- What You Get When You Buy
- Steadily Requested Questions
- Credit & Licensing
- Assist & Sources
High Promoting Factors
4 pillars that make Growstack CRM greater than only a contact listing.
1. Contacts & Accounts — A True 360° Document
Each deal, quote, ticket, appointment, and electronic mail lives on the contact. B2B accounts group a number of contacts below one roof, with a full chronological exercise timeline.
2. Leads & Gross sales Pipeline
Seize leads from varieties, the API, or a webhook. Qualify them by means of a standing pipeline, then convert to a contact and deal in a single click on. Kanban and listing views included.
3. Assist, Quotes & Scheduling
Give purchasers a portal for assist tickets, quote requests, and appointment reserving — all linked to their CRM contact mechanically.
4. Automation & Integrations
Occasion-driven workflows assign, tag, and enroll sequences mechanically. Join something by way of REST API, webhooks, and CSV import/export.
29+ Modules at a Look
Each module hyperlinks to the others. A signed contract hyperlinks to the deal. A assist ticket hyperlinks to the contact. Actions seem on each timeline.
Core CRM
- Contacts
- Accounts
- Leads
- Offers
- Pipeline Board
Communication
- E mail Composer
- E mail Sequences
- E mail Accounts
- Actions
- Duties
Gross sales Instruments
- Contracts
- E-Signature
- Automation Workflows
- Lead Kinds
- Tags & Segments
Consumer Companies
- Assist Tickets
- Quotes
- Appointments
Analytics & Knowledge
- CRM Dashboard
- Stories
- Import / CSV
- REST API
- Webhooks
Administration
- Customers
- Roles & Permissions
- Settings
Core CRM — Contacts, Leads & Offers
Three deeply linked modules that take a prospect from first contact to closed deal.
Contacts & Accounts
A real 360° view of each buyer. Hyperlink contacts to B2B accounts, browse the total exercise timeline, and entry offers, quotes, assist tickets, and appointments — all from one profile.
- Customized fields on contacts and accounts
- Full exercise timeline — calls, emails, notes, duties
- B2B account grouping with a number of contacts
- Linked offers, quotes, tickets, and appointments
- Tag-based segmentation with bulk actions
Lead Administration
Seize leads from embedded varieties, the REST API, or direct entry. Qualify, assign, and convert to contacts and offers in a single click on — or let automation workflows deal with the handoff mechanically.
- Lead varieties embeddable on any web site
- Supply monitoring — kind, API, or guide entry
- Lead standing pipeline with task guidelines
- One-click convert to Contact + Deal
- Bulk assign, export, and tag leads
Offers & Gross sales Pipeline
Handle a number of pipelines with drag-and-drop Kanban and listing view. Observe deal worth, shut date, and stage chance. Forecast income based mostly on weighted pipeline worth at a look.
- A number of pipelines with customized levels
- Drag-and-drop Kanban board
- Deal worth, shut date, and chance monitoring
- Stage-based automation triggers
- Income forecasting by pipeline
Gross sales Pipeline (Kanban Board)
The Kanban pipeline board offers your staff a dwell view of each deal in flight. Swap to listing view for detailed sorting and bulk updates.
- Drag-and-drop deal playing cards between pipeline levels
- Stage-level deal depend and whole worth at a look
- A number of pipelines per staff, product, or area
- Stage change fires automation workflows immediately
Gross sales Instruments & Automation
The instruments your staff makes use of day by day, deeply wired into contacts, leads, and offers.
E mail Sequences
Multi-step electronic mail sequences with day-based delays. Observe open and click on charges per step. Sequences pause mechanically when a reply is available in.
Automation Workflows
10+ occasion triggers, 6 motion varieties. Set off on new leads, stage adjustments, tags added, kind submissions and extra. Actions: assign, tag, enroll sequence, create activity, ship webhook.
Actions & Duties
Log calls, conferences, notes, follow-ups. Linked to contacts, leads, and offers concurrently.
Contracts & E-Signature
Ship a signing hyperlink by electronic mail. Purchasers signal on any system — authorized audit path included.
Lead Kinds
Construct varieties within the CRM, embed wherever with one script tag. Leads arrive pre-assigned.
E mail Composer
Ship from Gmail, Outlook, or SMTP. Decide templates, CC, and each electronic mail auto-logs to the contact timeline.
Exercise Timeline
Log calls, ship emails, add notes, and create follow-up duties from wherever within the CRM. Every exercise seems on the contact, lead, and deal timeline — so your complete staff stays in sync.
- 6 exercise varieties: name, electronic mail, assembly, word, activity, follow-up
- Actions linked to contacts, leads, and offers concurrently
- Process task with due dates and reminders
- Despatched emails auto-logged to the contact timeline
Contracts & E-Signature
Create contracts, ship signature requests by electronic mail, and get legally binding signatures from purchasers on any system. Each signing is recorded with a full audit path.
How It Works
- Create the contract — Write the contract physique within the built-in editor. Add shopper title, deal worth, scope, and any customized clauses. Affiliate it with a contact or deal.
- Ship a signature request — Click on “Request Signature” and the shopper receives a branded electronic mail with a novel signing hyperlink — no account required on their finish.
- Consumer opinions & indicators — The shopper opens the hyperlink on any system, reads the contract, attracts or varieties their signature, and submits — all within the browser.
- Prompt proprietor notification — You obtain an electronic mail and in-app notification the second the contract is signed. The contract standing updates to “Signed” mechanically.
Signing Audit Path
| Area | Instance |
|---|---|
| Signer Title | John Doe |
| Signed At | Jul 1, 2026 — 14:32 UTC |
| IP Tackle | 203.0.113.45 |
| Consumer Agent | Chrome 126 / macOS |
| Signature Token | Distinctive safe token |
Automation Workflows
Construct event-driven workflows that set off mechanically when one thing adjustments in your CRM. No extra guide task, tagging, or sequence enrollment.
Occasion Triggers
- New lead created
- Lead standing modified
- Deal stage moved
- Tag added to contact
- Contact created
- Deal created
- Lead kind submitted
- Deal closed/gained
Automated Actions
- Assign proprietor
- Enroll in electronic mail sequence
- Add/take away tag
- Create activity
- Transfer to pipeline stage
- Ship webhook
Lead Seize Kinds
Construct lead varieties within the CRM, embed them wherever with a script tag, and watch submissions land instantly in your leads listing — already assigned to the fitting pipeline and proprietor.
Type Fields Supported
- First Title
- Final Title
- E mail
- Cellphone
- Firm
- Supply
- Message
- Customized Fields
Embed Wherever
<script src="https://yourcrm.app/lead-form/abc123"></script>Capabilities
- Visible kind builder — Add, reorder, and configure fields from the CRM admin. No code required.
- Embed wherever — One script tag embeds the shape on WordPress, Webflow, or any static web site.
- REST API ingestion — POST leads programmatically from your individual app or third-party system.
- Auto-assignment — Every kind pre-assigns the pipeline, stage, supply, and proprietor.
Tags & Bulk Actions
Tag contacts and leads with colour-coded labels, then filter by tag to search out actual segments. Use bulk actions to assign, electronic mail, export, or replace a whole lot of data directly.
Color-Coded Tag System
Tags are auto-assigned a color from a 10-colour palette and could be created inline whereas viewing any contact or lead. Filter lists by tag to search out and act on segments immediately.
Bulk Actions on Any Listing
- Assign proprietor — Reassign chosen data to a staff member in a single click on
- Enroll in sequence — Begin a drip electronic mail marketing campaign for the entire choice
- Add / take away tag — Tag or untag many data directly for segmentation
- Export to CSV — Obtain the chosen data as a CSV file
- Replace standing — Change lead or deal standing throughout the choice
- Delete — Completely take away chosen data with affirmation
Assist, Quotes & Appointments
Give purchasers a seamless expertise. Each interplay mechanically seems on their contact file.
Assist Tickets
Purchasers submit assist requests from a public portal or by electronic mail. Every ticket is linked to their contact file, assigned to a staff member, and tracked by means of to decision.
- Public ticket submission portal
- Precedence and standing administration
- Inner notes in your staff
- Linked to contact CRM file
Quotes
Construct itemised quotes with line objects, taxes, and reductions. Ship to purchasers as a PDF or shareable hyperlink. When permitted, convert the quote to a deal or contract in a single click on.
- Line objects with tax and reductions
- PDF era and shareable hyperlinks
- Quote standing — draft, despatched, accepted, declined
- One-click convert to contract or deal
Appointments
Let purchasers e book appointments by kind and out there time slot. Confirmed bookings seem within the CRM exercise timeline and might set off automation workflows.
- Public reserving web page per appointment kind
- Time slot administration
- Linked to contact timeline
- Automation set off on reserving
Stories & Analytics
Constructed-in CRM reviews provide you with funnel visibility, income forecasts, and staff efficiency metrics with out exporting to a spreadsheet.
Reside Metrics
- Leads this month, with month-over-month development
- Whole pipeline worth, with development
- Win fee, with development
- Common deal measurement, with development
Report Varieties
- Lead Funnel Report — Visualise how leads transfer by means of every standing — new, contacted, certified, and past.
- Pipeline & Deal Stories — Observe offers by stage, proprietor, and pipeline. Establish bottlenecks and best-performing reps.
- Income Forecast — Weighted forecast based mostly on deal chance and shut date. Filter by pipeline or time interval.
- Win/Loss Evaluation — Perceive which offers shut and which don’t. Filter by supply, proprietor, and product.
- Exercise Stories — What number of calls, emails, and conferences did your staff log? Evaluate reps facet by facet.
- CSV Export — Export contacts, leads, offers, and actions to CSV at any time for customized reporting.
Import, Export, API & Integrations
Transfer information out and in of the CRM freely. Join exterior instruments with the REST API and webhooks — or use Zapier and Make for no-code automation.
CSV Import
Bulk-import contacts and leads from any CSV file. Map columns to CRM fields and preview earlier than importing. Duplicate detection retains your information clear.
CSV Export
Export contacts, leads, offers, and actions on demand. Apply filters first to export precisely the section you want.
Webhooks
Ship real-time payloads to any URL when CRM occasions fireplace — new lead, deal stage change, contract signed, and extra. Energy Zapier, Make, or your individual integrations.
REST API
Full CRUD API for contacts, leads, offers, actions, and extra. Authenticate with an API token. Properly-documented endpoints with JSON responses.
Knowledge Enrichment
Routinely pull firm information, social profiles, and call particulars from third-party enrichment suppliers when a brand new contact or lead is created.
Zapier / Make Integration
Join the CRM to five,000+ apps with out writing code. Use the REST API and webhooks as Zapier triggers and actions — or construct a local connector.
Full Characteristic Listing
Each CRM function, organised by class.
Gross sales & CRM
- Contacts & Accounts — 360° view with linked offers, tickets, quotes, appointments, and full exercise timeline.
- Lead Administration — Seize, qualify, assign, and convert leads. Observe supply and standing by means of the pipeline.
- Offers & Pipeline — Kanban board + listing view for a number of pipelines. Observe worth, chance, and shut date.
- Quotes — Itemised quotes with PDF export. One-click convert to deal or contract.
- Contracts — Create, ship, and acquire legally binding e-signatures with full audit path.
- Tags & Segments — Color-coded tags on contacts and leads. Filter lists and run bulk actions by tag.
Communication
- E mail Composer — Ship from Gmail, Outlook, or SMTP. Template picker, CC, and auto-log to timeline.
- E mail Sequences — Multi-step drip campaigns with open/click on monitoring. Auto-stop on reply.
- Actions — Log calls, conferences, notes, and follow-ups. Hyperlink to contacts, leads, and offers.
- Assist Tickets — Consumer ticket portal linked to CRM contact data with precedence and standing monitoring.
- Appointments — Public reserving pages per appointment kind, linked to contact timeline.
- Exercise Timeline — Each electronic mail, name, word, and occasion seems chronologically on every file.
Operations
- Automation Workflows — 10+ occasion triggers, 6 motion varieties. Assign, tag, enroll in sequence, or replace fields mechanically.
- Lead Kinds — Embeddable varieties with one script tag. Auto-assign pipeline, stage, and proprietor on submission.
- Stories & Analytics — Funnel charts, pipeline reviews, win/loss evaluation, and weighted income forecasting.
- Import / Export — Bulk-import contacts and leads by way of CSV. Export any filtered listing on demand.
- API & Webhooks — Full REST API + real-time webhooks for Zapier, Make, and customized integrations.
- Roles & Permissions — Granular per-module permissions for gross sales reps, managers, and admins.
CRM Dashboard & KPIs
The CRM Dashboard aggregates contacts, leads, offers, and pipeline worth into one real-time view. KPIs, funnel charts, current exercise, and upcoming duties — all on the identical display.
- Whole Contacts, with month-over-month development
- Open Leads, with development
- Lively Offers, with development
- Pipeline worth, with development
- Offers Gained (month to this point), with development
- Quarterly income forecast, with development
Who Growstack CRM Is Constructed For
Whether or not you’re a two-person startup or a 50-rep gross sales staff, the CRM adapts to how you’re employed.
Gross sales Groups — Shut Extra Offers with Much less Admin
Give your reps a Kanban pipeline, electronic mail sequences, and auto-logged actions. Managers get real-time pipeline reviews and forecasting with out chasing standing updates.
Businesses & Consultancies — Handle Each Consumer in One Place
Observe leads from first enquiry by means of proposal, contract signature, and post-project assist — all linked to the identical contact file. Quotes convert to contracts in a single click on.
SaaS & Tech Firms — Automate the Complete Progress Funnel
Seize leads out of your web site by way of the embeddable kind or REST API, enroll them in nurture sequences mechanically, and set off deal creation once they hit a qualifying stage.
Small & Medium Companies — Enterprise CRM Options at SMB Pricing
Get contacts, leads, pipeline, electronic mail sequences, automation, contracts, tickets, and reporting with out the enterprise price ticket. Self-host by yourself server for whole information possession.
Why Select Growstack CRM
- Contacts, leads, offers & pipeline board in a single linked system
- E mail sequences with open & click on monitoring
- Automation workflows with 10+ triggers
- Contracts & e-signature movement with audit path
- Assist tickets, quotes, and appointments — all linked to contacts
- Stories, forecasting & CSV import/export
- REST API and webhooks for integrations
- Self-hosted — your information, your server, no month-to-month SaaS price
Expertise Stack
- Backend: Laravel (PHP)
- Frontend: Vue 3
- Bridge: Inertia.js
- Styling: Tailwind CSS
- Database: MySQL, MariaDB, PostgreSQL, or SQLite
System Necessities
PHP
- PHP 8.2.0 or greater required (PHP 8.3+ really helpful)
- Required extensions: OpenSSL, PDO, Mbstring, Tokenizer, XML, Ctype, JSON, cURL, Intl, GD, BCMath, Zip
Database
- MySQL 5.7+ (MySQL 8.0+ or MariaDB 10.3+ really helpful)
- PostgreSQL 10.0+ (13.0+ really helpful)
- SQLite 3.8.0+ (improvement solely, not really helpful for manufacturing)
Internet Server
- Apache 2.4+ with mod_rewrite and .htaccess assist
- Nginx 1.18+ with URL rewriting configured
Construct Instruments
- Composer 2.0 or greater
- Node.js 18.0+ and NPM 9.0+ for constructing frontend property
Server Sources
- PHP reminiscence restrict: 256MB really helpful (512MB+ for big installations)
- Disk area: 500MB minimal, 2GB+ really helpful
- Add limits: 64MB+ for upload_max_filesize and post_max_size
- max_execution_time: 300 seconds or greater
A guided net installer at /set up mechanically checks your PHP model, extensions, listing permissions, and database connectivity earlier than setup.
What You Get When You Buy
- Full utility supply code (Laravel backend + Vue 3 frontend)
- Guided net installer with automated necessities checker
- Full set up and setup documentation
- Entry to product updates
- Merchandise assist by way of CodeCanyon feedback
Steadily Requested Questions
Is that this a SaaS product or self-hosted software program?
Growstack CRM is totally self-hosted. You put in it by yourself server or internet hosting account and personal the code and information outright — there isn’t any recurring subscription to make use of the software program itself.
Do I would like coding data to put in it?
No. The guided net installer walks you thru server requirement checks, database configuration, and preliminary setup. Composer and Node.js are solely wanted when you select to construct property manually as an alternative of utilizing a pre-built launch.
Can I customise the CRM?
Sure. You obtain the total Laravel + Vue 3 supply code, so you may modify workflows, fields, permissions, and the UI to match your corporation.
Does it combine with different instruments?
Sure. Growstack CRM ships with a full REST API and real-time webhooks, which you’ll be able to hook up with Zapier, Make, or any customized integration.
Can a number of staff members use it with completely different permissions?
Sure. Roles and permissions are granular per module, so you may separate entry for gross sales reps, managers, and directors.
The place can I see it in motion earlier than buying?
A dwell demo and full documentation are linked within the Assist & Sources part under.
Credit & Licensing
Essential discover: All screenshots on this description are placeholder photographs generated for preview format functions solely. They aren’t included with the bought merchandise and don’t symbolize closing utility UI. Substitute them with your individual product screenshots earlier than publishing.
Icons
Lucide Icons: https://lucide.dev/ — Thanks to the Lucide Icons authors.
Assist & Sources
- Reside Demo: https://growstack.softentra.com/admin
- Documentation: https://docs.w3bd.com/growstack
- Assist: Obtainable by way of CodeCanyon merchandise feedback after buy
