Meta CRM - Powerful Open Source CRM

Meta CRM is the all-in-one self-hosted platform for teams that sell and deliver work. Instead of juggling a CRM, invoicing tool, project tracker, and helpdesk, you get one customer hub that powers the full journey: capture leads from the web or email, convert to customers, send proposals and estimates with e-sign, collect payments through global and regional gateways (including bKash and Nagad), deliver projects with Gantt, milestones, timers, and profitability, run hour-bank retainers with capacity planning, book appointments, support clients via tickets or live chat, and give every contact a permissioned portal - optionally as an installable PWA.

Operators get granular staff roles, GDPR tools, ten languages with RTL, a built-in ledger with QuickBooks Online / Xero / Tally sync, e-Invoice export, 10 AI providers for ticket and knowledge drafts, SMS and WhatsApp notifications, REST API and webhooks, ZIP modules, and optional SaaS landlord tenancy with plan limits. Setup is browser-first: a dynamic /install/ wizard adapts to shared hosting, split document roots, and subdomains without hand-editing .env or running Artisan.

Own your data. Brand your portal. Scale from freelancer to multi-tenant host - with Meta CRM.

Who it is for

• Digital agencies & studios - retainers, delivery, billing, and client portals
• MSPs / managed services - recurring support, credentials, subscriptions
• Consultancies & professional services - lead → delivery → invoice in one hub
• Freelancers scaling into teams - roles, shared projects, time tracking, invoicing
• Shared-hosting / panel operators - go live without SSH Composer rituals
• SaaS / white-label hosts - multi-company tenants, plans, branding, public signup
• South Asia & global service firms - local gateways (bKash, Nagad, Paytm) plus Stripe, PayPal, Mollie, and more

Core customer journey

Lead → Customer → Proposals / Estimates / Invoices / Payments → Projects / Tasks / Timers / Retainers → Appointments / Tickets / Chat / Contracts / Knowledge Base

A prospect submits your web-to-lead form. Your team moves the lead on a kanban, converts them to a customer, sends a proposal, wins the work, spins up a project from the sale, tracks billable time against a retainer, invoices overage, books follow-up appointments, and supports them through tickets or chat - while the client pays, signs, and checks progress in their portal.

Key highlights

• Complete sales stack: leads (kanban), web-to-lead, proposals, estimates, invoices, credit notes, recurring billing, subscriptions
• Delivery tools: projects, Gantt, milestones, templates, tasks, timers, timesheets, timer screenshots
• Agency economics: retainers, hour ledger, overage invoicing, capacity board, project profitability
• Support & content: tickets, knowledge base, surveys, contracts with e-sign, appointments, live chat
• Client portal with online payments, public document links, and optional PWA
• Finance depth: built-in ledger, P&L, e-Invoice export, QuickBooks Online / Xero / Tally sync
• Multi-provider AI for ticket replies, KB drafts, and setup assistance
• Global + regional payments including Stripe, PayPal, Mollie, bKash, Nagad, Paytm, and more
• Roles & permissions, GDPR tools, 10 languages with RTL, modules, REST API, webhooks
• Optional SaaS multi-tenancy for landlords and white-label hosts
• Dynamic web installation wizard (/install/) - shared hosting ready

Features

Customers & CRM hub

Easily manage customers and contacts in one powerful hub. Create multiple contacts per customer with portal permissions. Customers, sales documents, projects, tickets, files, statements, and a credential vault all live on the same profile.

• Customer list with search, filters, stats, CSV import/export
• Soft-delete / deactivate; merge duplicate customers
• Customer groups; assigned staff; notes and attachments
• Profile hub (~18 areas): details, billing/shipping, credit, contacts, notes, timeline, statement, sales docs, projects/tasks/tickets, files, credential vault
• Credit hold / credit limit; multi-currency; VAT; portal branding
• Customer statements (print / PDF / email); custom fields

Leads & web-to-lead

Never lose a potential client. Keep leads in one place, follow progress on a kanban board, and convert to customers when ready.

• Lead table + kanban by status; lead value reporting
• Sources and statuses; notes, reminders, attachments; CSV import
• Convert lead → customer; email IMAP import + blacklist
• Unlimited embeddable web-to-lead forms with honeypot spam protection

Proposals, estimates & invoices

• Proposals - sections, line items, add-ons, pipeline, PDF, public accept/decline, e-sign; auto-convert to invoice; create project from won proposal
• Estimates - PDF, e-sign, auto-convert; public estimate-request forms
• Invoices - drafts, send, PDF, public pay links, merge, late fees, deposits, batch send, duplicate, cancel
• Multiple currencies, per-item tax, configurable number formats
• Recurring invoices - days/weeks/months/years; cron modes: autosend, unpaid, draft, only-if-paid
• Credit notes - apply credits, PDFs, e-Invoice export
• Items catalog - products/services with taxes, currencies, payment modes

Online payments & subscriptions

Global: Stripe, PayPal (+ Smart Checkout), Mollie, Braintree, Authorize.Net Accept.js, Google Pay. Regional: Instamojo, Paytm, bKash, Nagad.

• Hosted checkout pages; offline modes (bank, cash, cheque)
• Receipts (PDF / HTML / email); saved client payment methods; gateway webhooks
• Stripe subscriptions with pause / resume / cancel and portal checkout

Projects, retainers, tasks & timers

• Projects - members, milestones, files, discussions, Gantt, templates, budget, profitability; create from won proposal/estimate
• Retainers & capacity - included hours, overage, hour ledger (burn/rollover/top-up), capacity board
• Tasks & timers - list + kanban, checklists, reminders, billable timers, timesheets, timer screenshots (role-scoped)

Appointments

• Services, providers, schedules, FullCalendar, public booking forms
• Guest manage/cancel; portal booking; convert to invoices
• Google Calendar & Outlook sync; reminders; REST API

Support tickets, chat & knowledge base

• Tickets - priorities, departments, predefined replies, spam filters, IMAP piping, public forms, AI suggest reply
• Live chat between staff and client contacts (Pusher or polling)
• Knowledge base with groups, public/guest access, usefulness voting, AI drafts
• Surveys & mail lists

Contracts, expenses & reports

• Contracts with PDF, renewals, public e-sign, merge-field templates
• Expenses (company/project), billable conversion, recurring expenses
• Reports: sales, expenses, income vs expense, leads conversion, timesheets, KB, project profitability, ledger P&L

Ledger & accounting sync

Built-in chart of accounts, auto-journals, journals list + CSV, Profit & Loss. Connect QuickBooks Online, Xero, or Tally. e-Invoice JSON/XML templates with download and bulk export.

AI assistant (10 providers)

OpenAI · Google Gemini · Anthropic Claude · Kimi · Qwen · Grok · DeepSeek · Mistral · Hugging Face · Cohere

• Suggest ticket replies · draft KB articles
• Generate setup taxonomies (departments, priorities, statuses, lead sources, expense categories, ledger mappings, and more)
• Master enable switch; human review before customer-facing send

Client portal & public access

Portal: Knowledge Base · Projects · Invoices · Contracts · Estimates · Proposals · Subscriptions · Support · Appointments · Chat

• Contact-level permissions; per-customer branding; GDPR privacy tools
• Secure public hash URLs for invoices, estimates, proposals, contracts, projects, tickets, KB, appointments
• Embeddable forms; installable portal PWA; client dark mode

Staff, roles, theme & utilities

• Staff roles with Own vs Global visibility; per-staff overrides
• Custom fields across major entities###li/li###
• Email templates + SMTP/OAuth queue; SMS (Twilio, Clickatell, MSG91); WhatsApp via Twilio
• Admin menu re-organize; media library; activity log; database backup
• Sensitive data encryption; Google reCAPTCHA; GDPR tools
• Server-side datatables; fully responsive UI

API, modules & SaaS

• REST API /api/v1 with bearer tokens, scopes, rate limits
• Outbound webhooks with HMAC signing, delivery log, and retry
• ZIP-installable modules (activate / deactivate)
• Optional SaaS landlord mode - tenants, plans, branding, public /saas/signup

Dynamic web installation

Ship Meta CRM like a product, not a framework. Standalone wizard at /install/:

• Requirements check (PHP 8.3+, extensions, writable paths)
• Directory layouts: same-folder · split (public_html/www) · subdomain
• App settings, database test, first administrator
• Writes .env, migrates, seeds, storage link, and locks

Localization

Ten locales out of the box: English, Spanish, French, Arabic, Hindi, Chinese, Bengali, Russian, Japanese, German - with RTL options for admin and customer areas.

Requirements

• PHP 8.3+
• MySQL 8 / MariaDB 10.4+
• Extensions: pdo_mysql, mbstring, openssl, tokenizer, xml, ctype, json, bcmath, fileinfo, gd/Imagick
• Apache/Nginx with document root pointing to public/
• Writable: storage/, bootstrap/cache/

Instructions

Quick installation

1. Upload the application files to your server
2. Point the document root to the public/ folder
3. Create an empty MySQL database
4. Open https://your-domain.com/instal... and complete the wizard
5. Sign in with the administrator account created during install

Full offline documentation is included in the download (documentation.html + docs/).

Live demo

Try Meta CRM online: https://metacrm.metasoulbd.com...

RoleLogin URLEmailPasswordAdmin/admin/authenticationadmin@test.compasswordStaff/admin/authenticationstaff1@demo.testpasswordClienthttps://metacrm.metasoulbd.com/contact1@demo.testpassword

Demo data may reset periodically. Do not use personal or production data on the demo.

Changelog (v1.0.0)

• Initial Codester release - Laravel 13, PHP 8.3+
• Full CRM, billing, projects, retainers, support, appointments, chat, portal
• AI assistant, ledger, SaaS landlord mode, web installer, 10 languages

Support

Use the Codester item comments / support options.

View this product on Codester