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Upping CRM: Open Source Laravel CRM and Project Management9.3.3

Overview

Upping CRM is an open source, self-hosted CRM and project management system built on Laravel and designed for small businesses. It manages leads, contacts, tasks and events in one application, with powerful search across every field — and because you host it, there are no per-user fees and your customer data stays yours.

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Leads, contacts, tasks and events in one app

Manage the whole customer relationship without switching between separate tools.

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Self-hosted — you own your data

Runs on your own server, so your customer data never leaves your infrastructure.

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Built on Laravel

A standard Laravel/PHP codebase your own developers can read, extend and maintain.

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Powerful search across every field

Find any lead, contact or task instantly instead of digging through menus.

How It Works

13 steps

  1. Step 01

    Contacts

    In this section, you can add a new client. Login to this application. The existing contacts can be modified and updated.

    • Manage Contact
    • Contact based tasks
    • Contact based events
    • Export Contacts

  2. Step 02

    Leads

    Keep track of leads in one place and easily follow their progress. Existing leads can be modified and updated

    • Create Leads
    • Filter Leads
    • Export Leads as CSV
    • Manage and assigning Leads

  3. Step 03

    Events

    Built-in Events Management System let's you digitally organized your tasks and events within Xfinity CRM.

    • Shared and Private Calendar
    • Google Calendar Integration
    • Drag and Drop update
    • Multiple Calendar Views

  4. Step 04

    Tasks

    Organize your tasks in stages and change stages easily with drag and drop. Assign and Sync task with Google without leaving CRM.

    • Prioritize tasks by drag and drop
    • Filters to manage tasks easily
    • Sync with Google Calendar
    • Manage task easily with friendly UI

  5. Step 05

    Global Search

    Global search provides option to select modules to perform a search. Search can be performed in single as well as all modules.

    • Ajax search option
    • Search result are optimized
    • Search count and pagination option
    • Select modules to perform search

  6. Step 06

    Theme Settings

    Provide option from changing button color to background-color. In-short modify look and feel of CRM according to your brand.

    • Modify CRM color to suit your brand
    • Change Primary color
    • Change Secondary color
    • Button text color

  7. Step 07

    Language Translation

    People from different countries are working in your organization. Xfinity CRM lets you add languages dynamically.

    • Create language
    • Adding languages dynamically
    • Manage languages
    • Add languages of diffrenrt countries

  8. Step 08

    Calendar Settings

    Different settings are available in calendar to managing tasks and events easily. Xfinity CRM let you add manage your calendar according to your need.

    • Assign different color to mange task
    • Enable/ Disable Google Calender
    • Manage Views of Calender
    • Default Events status and Tasks activity

  9. Step 09

    Profile

    Xfinity CRM let your organization's employee to manage their profile. CRM users can modify or update their information.

    • Change profile picture
    • Change email address
    • Change profile name
    • Change password

  10. Step 10

    Custom Fields

    Custom Fields make Xfinity CRM richer to manage your contact, lead, a task as per your demand.

    • Add new fields to any module
    • Modify existing fields from modules
    • Delete unnecessary fields
    • Add section of fields to module

  11. Step 11

    Roles

    Xfinity CRM lets you create Roles and Permissions according to your organization's needs.

    • Control access of people
    • Control access to each feature
    • Create New Role
    • Create role as much as required

  12. Step 12

    User

    Xfinity CRM provide easy to use a module to manage user of CRM. Moreover, provide an option to assign roles and permission to each user.

    • Manage user in single screen
    • Assign Role and Permission
    • Create User
    • Delete User

  13. Step 13

    Importer

    Xfinity CRM give ultimate freedom from annual fee and lets you host your own CRM with just one-time payment.

    • Select module you want to import
    • Import data in CSV format
    • Compatible to use Data of any CRM
    • Large Data file supported
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Try Upping CRM today. Deploy Upping CRM on your own server.

See the Demo

Frequently Asked Questions

  • What are the server requirements?

    Upping CRM runs on a standard LAMP/LEMP-style stack — the same PHP and MySQL/MariaDB environment any Laravel application needs. Check the included documentation for the exact versions the current release targets.

  • Is it really open source?

    Yes — it's a self-hosted Laravel codebase you can read, modify and extend yourself.

  • How does it compare to hosted CRMs like HubSpot?

    The core difference is ownership: instead of paying a per-seat subscription to a hosted platform, you run Upping CRM on your own server and keep full control of your customer data.

  • Can I import existing contacts?

    Yes — Upping CRM supports importing your existing contact data so you're not starting from zero.