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 roof
Modular 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 dashboards
Professional Documents — PDF generation for Quotations, Invoices, and Purchase Orders with company branding
Role-Based Access Control — Fine-grained permissions for every user and every action
Complete Audit Trail — Every change logged, timestamped, and attributed to a user
Demo Data Included — Pre-seeded with realistic data so you see the full value immediately
Modules & Features
ADMIN DASHBOARD
Real-time business metrics: Revenue MTD, Open Invoices, Accounts Receivable & Payable
Inventory status, support ticket overview, and expense approvals at a glance
Fully cached for performance with live WebSocket updates
CRM MODULE
Customer master records with bulk CSV import
Multiple contacts per customer
Customer activity timeline — full interaction history
Follow-up reminders with automated notifications
Internal notes and communication logs
SALES MODULE
Leads management with activity tracking, status updates, and lead-to-customer conversion
Quotations — create, edit, PDF generation, email delivery, accept/reject, and convert to Sales Order
Sales Orders — full lifecycle: Draft → Confirmed → Shipped → Delivered
Invoices — create from Sales Orders or standalone, with payment tracking
Invoice PDF with company branding and professional layout
Sales Reports — monthly/quarterly revenue trends, product performance, customer breakdown
PURCHASE MODULE
Vendor management with bulk import and internal notes
Purchase Orders — full lifecycle: Draft → Confirmed → Goods Receipt
Goods Receipts — item-level received quantity tracking
Vendor Bills — create from Goods Receipts or standalone, with void/reopen and payment recording
Purchase Reports — spend analysis, vendor performance, category-wise breakdown
INVENTORY MODULE
Product master with categories, SKU management, and pricing
Multi-warehouse support with real-time stock levels per warehouse
Automated stock movements linked to Sales and Purchase workflows
Manual stock adjustments for shrinkage, damage, or physical count corrections
Low-stock alerts and warehouse utilization dashboard
SUPPORT MODULE
Ticket creation and lifecycle management: Open → In Progress → Resolved → Closed
Agent assignment with accountability tracking
Internal and customer-facing comments with file attachments
Ticket categories, SLA tracking, and response time metrics
FINANCE MODULE
Expense creation and approval workflow (approve/reject)
Expense categories for organized spend tracking
Finance Ledger — general ledger view of all transactions
Finance Reports — expense trends, category analysis, and cash position
✅ TODO & TASK MANAGEMENT
Personal and team task tracking with groups
Attachments, comments, and status management per task
TEAM CHAT (OPTIONAL MODULE)
Real-time direct messages and group conversations
Message reactions, pinned messages, and file attachments
Powered by Laravel Reverb WebSocket
⚙️ SETTINGS & ADMINISTRATION
General settings — app name, company branding, default language and timezone
Email configuration — SMTP setup with test email capability
Customizable email templates for all system notifications
Module toggle — enable/disable any module per installation
Multi-currency support with exchange rate management
Tax rates for sales and purchase documents
Auto-increment number sequences for all document types
Audit log — complete activity history with user attribution
System information panel — PHP, Laravel, environment, and driver details
User Management & Permissions
User invitations via email
Department and employee profile management with email signatures
Role & permission management powered by Spatie Laravel Permission
Fine-grained control — define exactly who can do what across every module
Two-Factor Authentication (2FA) for all user accounts