Multi-Tenant Workspaces
Every company has a private, isolated workspace. Automatic tenant scoping keeps records separate on every query, with workspace setup available as soon as a company signs up.
Customer Manager
Close
More
Deals
with
Customer
Manager
Organize your customer relationships and optimize your sales process with a tool built for teams.
Key Features
Smart Features for Customer Management
Unified Contact Management
Centralize professional contacts in one searchable directory. Track lifecycle stages and lead sources, and view comprehensive profiles with linked deals and interaction histories.
Visual Kanban Deal Pipeline
Manage deals on customizable Kanban boards. Update stages, set values and close dates, categorize deal types, and link multiple contacts to a transaction.
Customizable Pipelines & Stages
Get started with a pre-built default pipeline, or let owners and admins create tailored pipelines with custom stages for their workflows.
Activity Timeline
Log calls, emails, meetings, and notes against contacts and deals. A shared chronological timeline keeps the team informed about every relationship.
Automated Deal Stage History
Record every deal stage transition automatically. Review historical progress to measure sales cycle lengths and identify operational bottlenecks.
Granular Role-Based Access Control (RBAC)
Set permissions across Owner, Admin, Manager, and Member roles. Members manage personal workloads, managers oversee direct reports, and admins retain company-wide oversight.
Team Hierarchy & Email Invitations
Build clear reporting structures and invite teammates through secure email links to onboard them into the workspace.
Centralized Company Settings
Maintain company details such as name, industry, and contact numbers, with changes reflected throughout the app.
Secure Authentication Engine
Use Laravel Sanctum token-based authentication with email password resets, rate limiting, and dedicated admin access restrictions.
Modern & Responsive Interface
Built with React 19 and Tailwind CSS, with an intuitive dark top bar, sidebar navigation, global search, and list management with sorting, pagination, and quick actions.
Docker-Ready Deployment
Deploy the Laravel, React, MySQL, Redis, Nginx, and phpMyAdmin stack with a single Docker Compose command and simple environment configuration.
FAQ Support
Frequently
Asked
Questions
Answered
Here
The platform uses Multi-Tenant Workspaces with automatic tenant scoping on every database query,
ensuring complete data segregation and privacy between different client organizations.
Yes. While the system provides a robust pre-built default pipeline, company owners and
administrators can create custom pipelines tailored specifically to their team's unique sales
workflow.
The visual Kanban board lets you update deal stages, set values, target close dates, and
categorize deal types. Furthermore, the system records an automated deal stage history to help you
measure sales cycle lengths and spot bottlenecks.
Permissions can be assigned across Owner, Admin, Manager, and Member tiers. Members control their
personal workloads, managers oversee direct reports, and admins retain total oversight of
company-wide settings.
Customer Manager is engineered using a modern React 19 and Tailwind CSS frontend paired with a
Laravel backend, easily deployed via a single Docker Compose command alongside MySQL and Redis.
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