Easy CRM - PHP ScriptEasy CRM - PHP Script
"Easy CRM: Powerful Sales Funnel & Lead Management"Easy CRM - PHP Script
"Easy CRM: Powerful Sales Funnel & Lead Management"
Overview
A professional, mobile-first dashboard designed for seamless lead management. It features a dynamic Sales Funnel, advanced multi-filter search (Name, SSN, Phone, Location), and instant CSV data export. Built with PHP & MySQL, it combines real-time analytics with a clean, responsive UI to optimize your workflow and boost conversion rates. 💻📱🎯✅
Features
🚀 Key Features
- Dynamic Sales Funnel: Track leads through 6 customizable stages—from Lead and Proposal to Negotiation and Closed.
- Advanced People Search: High-performance filtering engine allowing searches by Name, SSN (Social Security Number), Phone, and Birth Date.
- US State Integration: Built-in compatibility for all 50 US States with location-based filtering (City, State, and Zipcode).
- Real-Time Analytics: Visual insights into lead density, total revenue in the pipeline, and contact availability.
- One-Click CSV Export: Instantly download filtered results into professional reports for auditing or offline use.
- Smart Action Bar: Direct shortcuts to trigger WhatsApp messages, phone calls, or copy sensitive data like SSN securely.
- 100% Responsive UI: A modern, "Mobile-First" dashboard that provides a seamless experience on Desktop, Tablet, and Mobile.
- Data Integrity: Features built-in logic for non-destructive data handling (Soft Deletes) and formatted data masking.
Requirements
To ensure your People CRM runs smoothly, here are the technical and environmental requirements. These are perfect for your documentation or a "ReadMe" file.
🖥️ Server Requirements
- Web Server: Apache 2.4+ or Nginx (with PHP-FPM).
- PHP Version: PHP 7.4 or higher (PHP 8.1+ is highly recommended for better performance and security).
- Database: MySQL 5.7+ or MariaDB 10.3+.
- PHP Extensions:
mysqliorpdo_mysql(for database communication).mbstring(for handling international characters).openssl(for secure session handling).
🌐 Client-Side (User) Requirements
- Modern Browser: Latest versions of Chrome, Firefox, Safari, or Edge.
- Internet Connection: Required for loading Font Awesome icons and Google Fonts via CDN.
- Device Support:
- Desktop: Optimized for 1920x1080 and higher.
- Mobile: Fully responsive (iOS & Android).
🛠️ Development & Environment
- Local Server Environment: XAMPP, WAMP, Laragon, or MAMP.
- SSL Certificate: Recommended (HTTPS) for secure transmission of sensitive data like SSNs.
- Permissions: Write access to the server directory for exporting CSV files (if saving to disk).
📦 Key Dependencies Included
- Font Awesome 6.4: For high-quality UI icons.
- Google Fonts: For modern, professional typography.
- MySQLi Library: For high-speed database interactions.
Instructions
🚀 Simple Installation Guide
📋 Requirements
- Web hosting with PHP & MySQL (or XAMPP on your computer)
- Database file:
u388688478_crm_system_us.sql - All PHP files from the system
🔧 Step-by-Step Installation
STEP 1: Create Database
- Login to your hosting control panel (cPanel, Plesk, etc.)
- Go to MySQL Databases
- Create new database:
crm_system - Create database user
- Add user to database with ALL permissions
STEP 2: Import SQL File
- Go to phpMyAdmin
- Select your database:
crm_system - Click Import tab
- Choose file:
u388688478_crm_system_us.sql - Click Go
✅ Database ready!
STEP 3: Upload Files
- Open File Manager in your hosting
- Go to
public_htmlfolder - Upload ALL PHP files
- Make sure all files are in same folder
STEP 4: Configure Database Connection
Edit config.php file:
php
<?php
// config.php - UPDATE THESE 4 LINES!
define('DB_HOST', 'localhost'); // Usually "localhost"
define('DB_USER', 'your_db_user'); // Your database username
define('DB_PASS', 'your_db_pass'); // Your database password
define('DB_NAME', 'crm_system'); // Your database name
?>
Example for real hosting:
php
define('DB_HOST', 'localhost');
define('DB_USER', 'crmuser_db'); // Your real username
define('DB_PASS', 'SecurePass123!'); // Your real password
define('DB_NAME', 'crmuser_system'); // Your real database
STEP 5: Test Login
- Open browser
- Go to: yoursite.com/login.php
- Login with:
- Email:
[email protected] - Password:
password
- Email:
- Click Login
✅ System ready to use!
| Category | Scripts & Code / PHP Scripts / CRM |
| First release | 29 January 2026 |
| Last update | 29 January 2026 |
| Software version | PHP 7.1, PHP 7.2, PHP 7.3, PHP 7.4, PHP 8.0, PHP 8.1, PHP 8.3, PHP 8.4 |
| Files included | .php, .sql |
| Database | MySQL 4.x, MySQL 5.x |
| Tags | responsive admin dashboard, sales funnel automation, ai-powered crm, lead management software, mobile first crm, php mysql crm source code, customer journey tracking, crm with ssn search, pipeline visualization, real-time sales analytics, b2b lead generation tool, saas crm dashboard, automated follow-ups, data privacy crm, contact enrichment |








