ClientVault - Lightweight PHP CRM

ClientVault is a small, self-contained CRM built for freelancers, agencies, and small businesses who want to manage clients and deals without paying for a monthly SaaS subscription. It runs on ordinary shared hosting: upload the files, import one SQL file, edit a config file, and you're live. Track every contact with tags and notes, run deals through a fully customizable pipeline board, log timestamped activity on any contact or deal, and catch every upcoming or overdue follow-up right from the dashboard. With clean, modern styling and a codebase any PHP developer can read in an afternoon, it's an easy final product to install for a client or extend into your own service.

Features:

- Session-based team login with password hashing (bcrypt), supporting multiple user accounts

- Full contact management: company, email, phone, notes, and flexible comma-separated tags

- Deal pipeline linked to contacts with title, value, expected close date, and stage

- Editable pipeline stages, rename, reorder, or add stages without touching code

- Visual pipeline board grouped by stage, showing deal count and total value per column

- Timestamped activity/notes log on every contact and every deal

- Dashboard widget surfacing upcoming and overdue follow-ups, color-coded by urgency

- Instant contact search and tag filtering

- CSRF-protected forms, prepared statements throughout, escaped output, built to a real security baseline

- Zero dependencies: no Composer, no Node build step, no external services required to run

New in version 2:

- Tasks with due dates and complete/incomplete status on contacts and deals

- Saved email templates with token placeholders, plus deal win/loss reasons and a win-rate stat on the dashboard

- A global search box covering both contacts and deals

- Activity log entries now show which team member logged them, recorded automatically on stage moves, tasks, and emails

- A paginated list view for deals alongside the pipeline board, and a paginated contacts list

- Database-backed login rate limiting, secure session cookies, and security response headers

Existing v1 customers can upgrade their database in place using the upgrade guide included with the download.

Requirements

PHP 8.1 or newer MySQL 5.7+ or MariaDB 10.3+

Compatibility

PHP 8.1 - 8.3, MySQL/MariaDB