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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 key is about host-application teams — the Jetstream or Spark tenant a user is currently switched to. It is unrelated to the CRM's own teams module (crm_teams), which groups users inside a single tenant. See Teams for how the two differ.

Host Team Model

The Eloquent model in the host application that represents a team a user can switch to — typically Jetstream's or a starter kit's App\Models\Team. When set, the + New enterprise link in the CRM header uses this model to create the team and switches the user's current team to it.

'host_team_model' => env('LARAVEL_CRM_HOST_TEAM_MODEL'),
Environment Variable Default Description
LARAVEL_CRM_HOST_TEAM_MODEL null Fully-qualified host team model. Leave unset to auto-detect via the user's ownedTeams() relationship

Tip: Set this if your host application's own teams.create route sits behind middleware the CRM cannot satisfy — Jetstream's hasNoTeam, for instance. See Teams → Creating a Team from the CRM.

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 Domain

The full host the CRM is served from, e.g. crm.yourdomain.com.au. New in 2.6.0, and the recommended setting for a subdomain install.

'route_domain' => env('LARAVEL_CRM_ROUTE_DOMAIN'),
Environment Variable Default Description
LARAVEL_CRM_ROUTE_DOMAIN null Fixed host for the CRM, login and API routes

When set, it wins over route_subdomain:

  • The CRM, login and API route groups are bound to exactly this host. Route registration no longer reads the request, so php artisan route:cache, queue workers and generated URLs no longer depend on the host of whatever request booted the app.
  • With route_prefix empty, GET and HEAD requests for the bare domain or www. (e.g. yourdomain.com.au/leads) redirect to the same path and query on this host, including URLs that match no CRM route. The redirect is global HTTP middleware (RedirectToRouteDomain). Other methods, /api/* and the public /p routes (portal, chat widget embed, email and SMS tracking) are never redirected, because their signed URLs would stop validating.
  • Any other host gets a 404 on the CRM routes.

A typical subdomain install:

LARAVEL_CRM_ROUTE_DOMAIN=crm.yourdomain.com.au
LARAVEL_CRM_ROUTE_PREFIX=

Leave it empty to keep working the host out from route_subdomain.

Route Subdomain

Serve the CRM on a subdomain, e.g. https://crm.yourdomain.com. Prefer route_domain above, which wins over this key when both are set.

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

The domain is worked out from the host of each request, which only works for hosts of three or four labels. Since 2.6.0, a GET or HEAD request for a two-label host such as yourdomain.com is redirected to {route_subdomain}.yourdomain.com, keeping the path and query; other methods get a 404. The check also runs on the login routes, before authentication, so a guest is sent to the subdomain before the login page. Before 2.6.0 the login page rendered on the bare domain and every CRM page behind it returned a 404.

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.

The rule is read in two places, and both give the same answer: the @hasleadsenabled / @hasquotesenabled / … Blade directives, and VentureDrake\LaravelCrm\Support\Modules for PHP callers such as the Settings component deciding which tabs to render. Note that an empty modules array means every module is enabled, not none — "unconfigured" is treated as "everything on", and [] is unconfigured.

Order Form

Trim the order create and edit form. New in 2.6.0. Every key defaults to the full form, so an install that sets nothing sees no change.

'orders' => [
    'form' => [
        'description' => true,
        'labels' => true,
        'custom_fields' => true,
        'unallocated_owner' => true,
        'addresses' => ['billing', 'shipping'],
    ],
],
Key Default Description
orders.form.description true false hides the description textarea
orders.form.labels true false hides the labels picker
orders.form.custom_fields true false hides both custom field blocks
orders.form.unallocated_owner true false removes "Unallocated" from the owner select, presets an order with no owner to the signed-in user, and makes the owner required
orders.form.addresses ['billing', 'shipping'] Address tabs to show and save, by address type name. With one listed it is shown without tabs; an empty array hides the addresses card

These keys are install-wide, including on teams installs, and have no environment variables. Hiding a field never changes stored data. See Orders → Form options.

Note: An existing install picks these keys up without re-publishing the config. If you add an orders block to a published config, any form key you leave out keeps its default.

Deliveries

Options for the Deliveries module. New in 2.6.0.

'deliveries' => [
    'delivered_on' => true,
    'delivery_expected_label' => 'delivery_expected',
],
Key Default Description
deliveries.delivered_on true false hides the "Delivered on" date from the delivery form, show page, index and related index. The column, the API and any stored value are left alone
deliveries.delivery_expected_label delivery_expected A key in the laravel-crm::lang file used to label the expected delivery date on the form, show page, indexes and PDFs. An unknown key falls back to delivery_expected

These keys are install-wide, including on teams installs, and have no environment variables. See Deliveries → Delivery options.

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),
    'max_response_bytes' => env('LARAVEL_CRM_MONITORING_MAX_RESPONSE_BYTES', 5 * 1024 * 1024),
    '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 HTTP request timeout used by the check service (seconds)
LARAVEL_CRM_MONITORING_SSL_RECHECK_HOURS 12 How often to re-check SSL certificates
LARAVEL_CRM_MONITORING_MAX_RESPONSE_BYTES 5242880 (5 MiB) Cap on the response body a check will read, so a monitored endpoint streaming an unbounded response cannot exhaust the queue worker's memory
LARAVEL_CRM_MONITORING_ALLOW_PRIVATE_TARGETS false Allow monitors to target private/loopback IPs (off by default to prevent SSRF)

Note: max_response_bytes ships as 5 MiB in the config file, but MonitorCheckService falls back to 2 MiB when the key is absent. An install with a published config/laravel-crm.php written before 2.4.0 therefore gets 2 MiB until the key is added. Add it explicitly if the value matters to you.

Four further monitoring keys are read by the code but absent from the shipped config file. They fall back to the defaults below; add them to your published config to change them.

Key Default Description
monitoring.perf_alert_rate_limit_minutes 60 Minimum gap between slow-response alerts for one monitor
monitoring.recovered_alert_rate_limit_minutes 60 Minimum gap between recovery alerts for one monitor
monitoring.down_debounce_minutes 2 How long an endpoint must stay down before a downtime alert fires
monitoring.ssl_alert_rate_limit_hours 24 Minimum gap between SSL expiry alerts for one monitor

See Monitoring → Alert Rate Limiting.

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

Important: LARAVEL_CRM_PORTAL_TEAM_ID / portal.team_id was removed in 2.4.2. There is no configured portal team any more — every signal is derived from the request or the record. Under multi-tenant teams mode each team has its own board at /p/features/team/{id}, and bare /p/features resolves the board from, in order: the team in the URL, the board remembered in the visitor's session, the signed-in user's current team, and — where exactly one team has a public board — that team. Delete the variable from your .env, and the team_id line from a published config/laravel-crm.php. See Portal → Portal Teams and the Upgrade Guide.

API

Settings for the REST API. These two throttle POST /crm/api/v2/auth/token per email address, on top of the IP-keyed throttle:6,1 limiter the route already carries.

'api' => [
    'token_attempts_per_account' => env('LARAVEL_CRM_API_TOKEN_ATTEMPTS_PER_ACCOUNT', 5),
    'token_attempts_decay_seconds' => env('LARAVEL_CRM_API_TOKEN_ATTEMPTS_DECAY_SECONDS', 600),
],
Environment Variable Default Description
LARAVEL_CRM_API_TOKEN_ATTEMPTS_PER_ACCOUNT 5 Failed token requests allowed per email address per window
LARAVEL_CRM_API_TOKEN_ATTEMPTS_DECAY_SECONDS 600 Length of that window, in seconds

The counter is incremented only on a failed attempt and cleared on success. See API → Rate limits.

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

When this is off, the system-check banner renders nothing and the Updates sidebar item is hidden. See Updates.

Documentation URLs

Where the CRM's own in-app links point. Override either if you host your own documentation.

'docs_url' => env('LARAVEL_CRM_DOCS_URL', 'https://github.com/venturedrake/laravel-crm'),

'upgrade_guide_url' => env('LARAVEL_CRM_UPGRADE_GUIDE_URL', 'https://laravelcrm.com/docs/2.x/upgrading'),
Environment Variable Default Description
LARAVEL_CRM_DOCS_URL https://github.com/venturedrake/laravel-crm Target of the "View version X details" link — release notes
LARAVEL_CRM_UPGRADE_GUIDE_URL https://laravelcrm.com/docs/2.x/upgrading Target of every "Upgrade guide" link — the updates page and the system check banner

The two are separate because they answer different questions: docs_url answers what is in this release?, upgrade_guide_url answers how do I install it?.

Localisation

The package ships four locale directories under resources/lang:

Locale Contents
en The complete key set — every other locale falls back to this one
en_au A small regional override file (≈30 keys): Australian spellings and terms such as ABN Number and postcode. Since 2.6.0 it also carries delivery_expected and delivery_date for delivery_expected_label
en_gb The same, for British spellings
fa Persian — a full translation, new in 2.4.0

Note: en_au and en_gb are deliberately partial. They override only the keys whose wording differs regionally and fall through to en for everything else, so they need no maintenance when new keys are added.

fa is a full translation, but it is currently missing the ~62 keys added during the 2.4.0 cycle — the invitation emails, the PDF template picker, the system-check banner and the decimal-quantity validation messages. Those strings render in English for a Persian-locale user until the translation catches up.

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.