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Laravel CRM

Configuration

After publishing the package assets, a configuration file will be located at config/laravel-crm.php. Below is a reference for all available settings.

CRM Owner

The primary owner of the CRM. This must be set to the email address of a registered user so you can access the CRM initially.

'crm_owner' => env('LARAVEL_CRM_OWNER', ''),
Environment Variable Default Description
LARAVEL_CRM_OWNER '' Email address of the CRM owner

Teams Support

Enable multi-tenant support using Laravel Jetstream or Spark teams. Each team acts as a separate account with its own users, contacts, leads, etc.

'teams' => env('LARAVEL_CRM_TEAMS', false),
Environment Variable Default Description
LARAVEL_CRM_TEAMS false Enable teams/multi-tenant support

Important: Only enable this if you are using Jetstream or Spark teams. Enabling without the feature installed will break your installation. This requires Spatie Permissions v5+ with teams support enabled. See the Spatie docs for setup.

Note: This is unrelated to the user teams feature within the CRM itself, which is simply a way of grouping users.

Default Settings

These defaults are also used each time a user creates a new team when team support is enabled.

'currency' => env('LARAVEL_CRM_CURRENCY', 'USD'),
'country' => env('LARAVEL_CRM_COUNTRY', 'United States'),
'language' => env('LARAVEL_CRM_LANGUAGE', 'english'),
'timezone' => env('LARAVEL_CRM_TIMEZONE', 'UTC'),
'date_format' => env('LARAVEL_CRM_DATE_FORMAT', 'Y-m-d'),
'time_format' => env('LARAVEL_CRM_TIME_FORMAT', 'g:i A'),
'tax_name' => env('LARAVEL_CRM_TAX_NAME', 'Tax'),
'tax_rate' => env('LARAVEL_CRM_TAX_RATE', null),
Environment Variable Default Description
LARAVEL_CRM_CURRENCY USD Default currency code
LARAVEL_CRM_COUNTRY United States Default country
LARAVEL_CRM_LANGUAGE english Default language
LARAVEL_CRM_TIMEZONE UTC Default timezone
LARAVEL_CRM_DATE_FORMAT Y-m-d PHP date format string
LARAVEL_CRM_TIME_FORMAT g:i A PHP time format string
LARAVEL_CRM_TAX_NAME Tax Label for tax on quotes/invoices
LARAVEL_CRM_TAX_RATE null Default tax rate percentage

Route Subdomain

Serve the CRM on a subdomain, e.g. https://crm.yourdomain.com.

'route_subdomain' => env('LARAVEL_CRM_ROUTE_SUBDOMAIN', null),
Environment Variable Default Description
LARAVEL_CRM_ROUTE_SUBDOMAIN null Subdomain for CRM routes

Route Prefix

Define the URL prefix for the CRM. Set to a subfolder like crm or leave blank to serve from the root.

'route_prefix' => env('LARAVEL_CRM_ROUTE_PREFIX', 'crm'),
Environment Variable Default Description
LARAVEL_CRM_ROUTE_PREFIX crm URL prefix (e.g. /crm)

Tip: Use a subfolder prefix if you are installing the CRM into an existing Laravel project that already has its own routes and controllers.

Route Middleware

Add any custom middleware to the CRM routes.

'route_middleware' => [],

Pass an array of middleware class names or aliases to apply to all CRM routes.

Database Table Prefix

All CRM database tables are prefixed with this value.

'db_table_prefix' => env('LARAVEL_CRM_DB_TABLE_PREFIX', 'crm_'),
Environment Variable Default Description
LARAVEL_CRM_DB_TABLE_PREFIX crm_ Prefix for all CRM tables

Tip: If installing into an existing project, keep the default crm_ prefix to avoid table name conflicts.

Database Field Encryption

Encrypt personal information in certain database fields as an added layer of privacy protection.

'encrypt_db_fields' => env('LARAVEL_CRM_ENCRYPT_DB_FIELDS', false),
Environment Variable Default Description
LARAVEL_CRM_ENCRYPT_DB_FIELDS false Enable encryption of sensitive fields

User Interface

The CRM comes with a built-in user interface. Disable this if you want to build your own frontend.

'user_interface' => env('LARAVEL_CRM_USER_INTERFACE', true),
Environment Variable Default Description
LARAVEL_CRM_USER_INTERFACE true Enable the built-in UI

Note: When disabled, routes using the CRM route prefix will not load, preventing users from accessing the default views.

Optional Modules

Enable or disable CRM modules based on your business needs. Remove a module from the array to disable it.

'modules' => [
    'leads',
    'deals',
    'quotes',
    'orders',
    'invoices',
    'deliveries',
    'purchase-orders',
    'teams',
    'chat',
    'email-marketing',
    'sms-marketing',
    'features',
    'monitoring',
],
Module Description
leads Lead management and pipeline tracking
deals Deal/opportunity tracking through pipeline stages
quotes Quote generation with line items and PDF export
orders Order management with fulfillment tracking
invoices Invoice management with payment tracking and PDF export
deliveries Delivery tracking for physical goods
purchase-orders Purchase order management for suppliers
teams User team grouping within the CRM
chat Live chat with embeddable widget — see Chat
email-marketing Email campaigns and templates — see Email Marketing
sms-marketing SMS campaigns and templates — see SMS Marketing
features Public feature-request and voting board — see Features
monitoring Uptime and SSL monitoring for HTTP/HTTPS endpoints — see Monitoring

Tip: If you sell digital products or services, you can remove deliveries since it won't be relevant.

Monitoring

Defaults for the Monitoring module. These are used by MonitorService when creating monitors without explicit values, and by the RunMonitorCheck job when scheduling and evaluating checks.

'monitoring' => [
    'default_frequency_minutes' => env('LARAVEL_CRM_MONITORING_DEFAULT_FREQUENCY_MINUTES', 5),
    'default_ssl_days_before_expiry_alert' => env('LARAVEL_CRM_MONITORING_DEFAULT_SSL_DAYS_BEFORE_EXPIRY_ALERT', 14),
    'request_timeout_seconds' => env('LARAVEL_CRM_MONITORING_REQUEST_TIMEOUT_SECONDS', 15),
    'ssl_recheck_hours' => env('LARAVEL_CRM_MONITORING_SSL_RECHECK_HOURS', 12),
    'allow_private_targets' => env('LARAVEL_CRM_MONITORING_ALLOW_PRIVATE_TARGETS', false),
],
Environment Variable Default Description
LARAVEL_CRM_MONITORING_DEFAULT_FREQUENCY_MINUTES 5 Default check frequency for new monitors (minutes)
LARAVEL_CRM_MONITORING_DEFAULT_SSL_DAYS_BEFORE_EXPIRY_ALERT 14 Days before SSL expiry to trigger an alert
LARAVEL_CRM_MONITORING_REQUEST_TIMEOUT_SECONDS 15 Default HTTP request timeout (seconds)
LARAVEL_CRM_MONITORING_SSL_RECHECK_HOURS 12 How often to re-check SSL certificates
LARAVEL_CRM_MONITORING_ALLOW_PRIVATE_TARGETS false Allow monitors to target private/loopback IPs (off by default to prevent SSRF)

Portal

Settings for the public-facing Portal (feature board, signed quote/invoice/purchase-order links).

'portal' => [
    'allow_registration' => env('LARAVEL_CRM_PORTAL_ALLOW_REGISTRATION', false),
],
Environment Variable Default Description
LARAVEL_CRM_PORTAL_ALLOW_REGISTRATION false Allow visitors to self-register on the portal so they can vote and comment on features

Note: When enabled, /p/register writes rows to the host application's users table and dispatches Laravel's Registered event for each signup.

Features

Settings for the Features module.

'features' => [
    'view_dedup_minutes' => env('LARAVEL_CRM_FEATURES_VIEW_DEDUP_MINUTES', 60),
],
Environment Variable Default Description
LARAVEL_CRM_FEATURES_VIEW_DEDUP_MINUTES 60 View de-duplication window in minutes. Set to 0 to record every page view.

Update Notifications

Show or hide package update notifications for CRM users.

'update_notifications' => env('LARAVEL_CRM_UPDATE_NOTIFICATIONS', true),
Environment Variable Default Description
LARAVEL_CRM_UPDATE_NOTIFICATIONS true Show update notifications

Models with Global

In multi-tenant mode, certain model tables can have rows marked as global (shared across all teams) using a global column.

'model_with_global' => [
    'settings',
],

By default, only settings are global. Add other model names to share their data across teams.