Iceburg CRM

Laravel CRM

With optional AI Assist

Screenshots:

Project Home Page - iceburg.ca

Demo

Default usernames and passwords

• admin@iceburg.ca:admin
• user@iceburg.ca:user
• sales@iceburg.ca:sales
• accounting@iceburg.ca:accounting
• marketing@iceburg.ca:marketing

Playground

• Connect any MySQL database and create a CRM from it.
• Upload your MySQL dump file and create a CRM.
• Create your own IceburgCRM without hosting
• Host your CRM

IceburgCRM.com

About Iceburg CRM

Iceburg CRM is a metadata driven CRM that allows you to quickly prototype any CRM. The default CRM is based on a typical business CRM but the flexibility of dynamic modules, fields, subpanels allows prototyping of any number of different tyes of CRMs.

Features

• [Unlimited Relationships between any number modules without common fields]
• [Metadata creations of modules, fields, relationships, subpanels, datalets, seeding]
• [Ability to Import/Export in 6 different formats (XLSX, CSV, TSV, ODS, XLS, HTML]
• [25 different input types, Laravel field validation, Maska field masking]
• [26 themes with light and dark themes available]
• [Module based Role permissions (read, write, import, export)]
• [Calendar, Audit logs, Vue3 Charts, Convertable modules, Related Fields (related to another module)]

Created With

Iceburg CRM is created with:

• Vue 3 for the frontend
• Laravel 10 for the backend
• Tailwinds with the DaisyUI plugin
• Inertia for routing
• heroicons

Installation

If you do not have a server available visit digitalocean and get $200 dollars in free credit

If not installed, please install composer

If not installed, please install npm

composer create-project iceburgcrm/iceburgcrm iceburgcrm

or 

git clone git@github.com:iceburgcrm/iceburgcrm.git

cd iceburgcrm

Edit your database environment variables

vim .env

DB_HOST=
DB_PORT=
DB_USERNAME=
DB_PASSWORD=
DB_DATABASE=

Open permissions on the storage and

sudo chown -R www-data:www-data /path/to/your/project/public
sudo chown -R www-data:www-data /path/to/your/project/storage

Migrate

php artisan migrate
php artisan db:seed

Deploy

sudo chmod 775 storage -R

AI Assist (Optional)

// Add your OPENAI KEY AND ORG ID TO your environment file to enable AI Assist
// This will enable an AI ASSIST button in add or edit modules 
// that will allow you to fill in any field with AI Assisted data


OPENAI_API_KEY=
OPENAI_ORGANIZATION=

Default Iceburg CRM

Number of Modules: 55

Primary Modules: 14

• Accounts
• Contacts
• Contracts
• Leads
• Opportunities
• Lineitems
• Products
• Campaigns
• Cases
• Documents
• Notes
• Projects
• Groups
• Quotes

Number of Relationships: 282

Number of Relationships: 43

Number of Subpanels: 24

5 Datalets

• [pie chart] Total Sales
• [line graph] New Leads / Contacts / Accounts over 7 days
• [pie chart] New Opportunities / Contracts / Quotes
• [bar graph] Meeting (Today, 7 Days, 30 Days)
• [pie chart] Orders this month

Admin

• Settings
• Permissions
• Modules, Fields, Subpanels, Users, Datalet editing

Roles

• Accounting
• Admin
• HR
• Marketing
• Sales
• Support
• User

Future Development

Roadmaps may include:

• [additional field types such as: image, video, files]
• [admin tools for creating, editing and generating new module, field, subpanel, etc types]
• [automation]
• [calendar tooling]
• [timeline, tying in different moduels through stages]
• [Automatic crm generation of any mysql variant database based on the schema]

Sponsorship / Support

If you are interested in becoming a sponsor and getting direct email support. please visit the Iceburg Patreon page

Security Vulnerabilities

If you discover a security vulnerability within Iceburg CRM, please send an e-mail to security@iceburg.ca.

License

The Iceburg CRM is open-sourced software licensed under the AGPL

Commercial Software License Agreement Available as tier in patreon