"; fwrite($myfile, $txt); fclose($myfile); $_SESSION['alert_message'] = "Database successful"; header("setup.php?import_database"); } if(isset($_POST['import_database'])){ include("config.php"); // Name of the file $filename = 'db.sql'; // Temporary variable, used to store current query $templine = ''; // Read in entire file $lines = file($filename); // Loop through each line foreach ($lines as $line){ // Skip it if it's a comment if(substr($line, 0, 2) == '--' || $line == '') continue; // Add this line to the current segment $templine .= $line; // If it has a semicolon at the end, it's the end of the query if(substr(trim($line), -1, 1) == ';'){ // Perform the query mysqli_query($mysqli,$templine); // Reset temp variable to empty $templine = ''; } } //Create Some Data mysqli_query($mysqli,"INSERT INTO accounts SET account_name = 'Cash', account_created_at = NOW()"); mysqli_query($mysqli,"INSERT INTO categories SET category_name = 'Office Supplies', category_type = 'Expense', category_color = 'blue', category_created_at = NOW()"); mysqli_query($mysqli,"INSERT INTO categories SET category_name = 'Travel', category_type = 'Expense', category_color = 'red', category_created_at = NOW()"); mysqli_query($mysqli,"INSERT INTO categories SET category_name = 'Advertising', category_type = 'Expense', category_color = 'green', category_created_at = NOW()"); mysqli_query($mysqli,"INSERT INTO categories SET category_name = 'Service', category_type = 'Income', category_color = 'orange', category_created_at = NOW()"); mysqli_query($mysqli,"INSERT INTO categories SET category_name = 'Cash', category_type = 'Payment Method', category_color = 'purple', category_created_at = NOW()"); mysqli_query($mysqli,"INSERT INTO categories SET category_name = 'Check', category_type = 'Payment Method', category_color = 'brown', category_created_at = NOW()"); mysqli_query($mysqli,"INSERT INTO calendars SET calendar_name = 'Default', calendar_color = 'blue', calendar_created_at = NOW()"); } if(isset($_POST['add_user'])){ include("config.php"); $name = strip_tags(mysqli_real_escape_string($mysqli,$_POST['name'])); $email = strip_tags(mysqli_real_escape_string($mysqli,$_POST['email'])); $password = md5(mysqli_real_escape_string($mysqli,$_POST['password'])); if($_FILES['file']['tmp_name']!='') { $path = "uploads/users/"; $path = $path . time() . basename( $_FILES['file']['name']); $file_name = basename($path); move_uploaded_file($_FILES['file']['tmp_name'], $path); } mysqli_query($mysqli,"INSERT INTO users SET name = '$name', email = '$email', password = '$password', avatar = '$path', created_at = NOW()"); $_SESSION['alert_message'] = "User added"; } if(isset($_POST['add_company_settings'])){ include("config.php"); $config_company_name = strip_tags(mysqli_real_escape_string($mysqli,$_POST['config_company_name'])); $config_company_address = strip_tags(mysqli_real_escape_string($mysqli,$_POST['config_company_address'])); $config_company_city = strip_tags(mysqli_real_escape_string($mysqli,$_POST['config_company_city'])); $config_company_state = strip_tags(mysqli_real_escape_string($mysqli,$_POST['config_company_state'])); $config_company_zip = strip_tags(mysqli_real_escape_string($mysqli,$_POST['config_company_zip'])); $config_company_phone = strip_tags(mysqli_real_escape_string($mysqli,$_POST['config_company_phone'])); $config_company_site = strip_tags(mysqli_real_escape_string($mysqli,$_POST['config_company_site'])); mysqli_query($mysqli,"INSERT INTO settings SET config_company_name = '$config_company_name', config_company_address = '$config_company_address', config_company_city = '$config_company_city', config_company_state = '$config_company_state', config_company_zip = '$config_company_zip', config_company_phone = '$config_company_phone', config_company_site = '$config_company_site', config_start_page = 'dashboard.php'"); header("login.php"); } ?> Install CRM
Setup Database
Create your first user
Company Settings
Start Install

Click on the install button to start the install process, you must create a database before starting

This process will accomplish the following

  • Create a config.php
  • Creates the following expense cataegories (Office Supplies, Advertising, Travel)
  • Created the following payment methods (Cash, Check)
  • Creates an account named Cash
  • Creates an income

After install add cron.php to your cron and set it to run once everyday at 12AM. This is so recurring invoices will automatically be sent out and created. This will also trigger late payment reminders, along with alerts such as domains expiration, etc.

An API is present to allow integration with other third pary apps. To activate the API you must enter an api key under settings. The API will give you the following capabilities

  • Address book XML for VOIP Phones
  • Caller ID Lookup
  • Get List of Emails in CSV to export to a mailing list
  • Get Balance, can be useful for customer's to get balances by phone
Install