algos crm.
CRM Documentation
The same product docs available in the dashboard—guides for setup, architecture, modules, and day-to-day use.
Modules overview
Tenant CRM feature map (company users). Super Admin is documented separately.
Sidebar map (typical)
| Area | Menu | Permission (gate) |
|---|---|---|
| CRM | Dashboard | authenticated tenant |
| CRM | Customers | view.customers |
| CRM | Leads | view.leads |
| CRM | Inbox | view.inbox |
| CRM | Tasks | view.tasks |
| CRM | Reports | view.reports |
| Administration | Channels | view.channels |
| Administration | Website Lead Demo | website_lead.demo |
| Administration | Users | view.users |
| Administration | Roles | view.roles |
| Administration | Activity Log | activity log access |
| Administration | Company Profile / Settings | company settings access |
| Account | Profile | authenticated |
Exact labels live in config/adminlte.php.
Module summaries
Dashboard
DashboardController — company KPIs and shortcuts.
Customers
Full resource CRUD, CSV import/export, plan limit on create.
Leads
Resource CRUD, board/kanban updates, convert to customer, activity log entries, CSV import/export, follow-up reminders (scheduler).
Inbox
List/show conversations from channels (notably WhatsApp). Reply (reply.inbox), assign (assign.inbox), status open/pending/closed. See WhatsApp Cloud.
Tasks
Resource CRUD, status updates, board updates, due/overdue reminders.
Channels
Connect providers, webhook URL, test/sync/retry/disconnect, regenerate secret. See Channels overview.
Reports
Aggregated reporting UI + export endpoints. See Reports.
Users & invitations
User CRUD, activate/deactivate, invite flow, CSV import/export. Subject to plan max_users.
Roles
Per-company roles and permission checkboxes (system admin role protected).
Company profile & settings
- Profile (
/company) — read-only overview - Settings (
/company/settings) — edit identity, address, hours, logo
Activity logs
Tenant audit trail of important actions.
Notifications
In-app notifications (+ email depending on preferences / templates).
Global search
Search across tenant entities (search.index, search.suggest).
Website Lead Demo
Internal demo of the website webhook payload for permitted users.
CSV import / export
| Type | Import | Export |
|---|---|---|
| leads | yes | yes |
| customers | yes | yes |
| users | yes | yes |
| tasks | — | yes |
Routes under imports.* and exports.*.