VaultCRM is a premium self-hosted client portal built for freelancers, agencies, and small businesses who want a professional way to manage their clients, projects, invoices, and file sharing — all from one clean dashboard.

It runs on your own server so you own 100% of your data. No monthly fees, no third-party subscriptions. Just upload it to any standard PHP hosting (cPanel, VPS, etc.) and you're live in minutes.

The system comes with a built-in first-time setup wizard — no hardcoded passwords or messy config files. Just visit your site after installation and create your admin account right from the browser.

Your clients get their own secure login where they can track project progress, view and pay invoices with a credit card through Stripe, and download shared files from the Asset Hub. Everything is permission-locked so clients only see what belongs to them.

On the admin side, you get a full overview dashboard showing revenue, active projects, pending invoices, and client activity. You can create detailed invoices with line items and tax, manage projects with a drag-and-drop Kanban board, and upload deliverables directly to each client's private vault.

The Stripe integration handles payments automatically. When a client pays, the system receives a webhook from Stripe and instantly marks the invoice as paid. No manual updates needed.

Security was a top priority. Login attempts are rate-limited to block brute-force attacks. Passwords require uppercase, lowercase, and numbers. File uploads are filtered by MIME type and dangerous extensions like .php and .exe are blocked at the server level. All uploaded files are stored outside the public web root so they can never be accessed directly by URL.

Built with Laravel 11, Tailwind CSS, and Alpine.js. Clean code, well-organized structure, easy to customize.

- First-time setup wizard (no default passwords)
- Admin dashboard with revenue tracking and project overview
- Client dashboard with project progress and invoice history
- Full client management (create, edit, activate/deactivate)
- Project management with status tracking and deadlines
- Drag-and-drop Kanban board for task management per project
- Professional invoice builder with line items and tax calculation
- Stripe Checkout integration for client payments
- Automatic invoice status updates via Stripe webhooks
- Secure Asset Hub for file sharing between admin and clients
- Role-based access control (Admin vs Client)
- Rate-limited login to prevent brute-force attacks
- Strong password enforcement (8+ chars, uppercase, lowercase, number)
- MIME-type validation and dangerous file extension blocking
- Files stored outside public root for maximum security
- Mobile-responsive dark-themed UI
- SQLite support for quick local testing
- MySQL support for production deployment
- Pre-compiled frontend assets (no build step needed for buyers)

- PHP 8.2 or higher
- MySQL 8.0+ or MariaDB 10.6+
- Standard PHP extensions (BCMath, Ctype, Fileinfo, JSON, Mbstring, OpenSSL, PDO, cURL)
- Any hosting with terminal access (cPanel, VPS, dedicated server)
- Stripe account (free) for payment processing

1. Upload the 1-Production-Build folder contents to your hosting
2. Rename .env.example to .env and fill in your database and Stripe details
3. Open Terminal in cPanel and run: php artisan key:generate
4. Run: php artisan migrate --force
5. Visit your website — the setup wizard will appear automatically
6. Create your admin account and start adding clients