CRM Manager – Sales & Marketing Software | Vibe96

Sales & Marketing

CRM Manager

Source code included

Sales CRM for small teams: contacts, pipeline board, activities, quotes and reports

Built by Infymerce Updated 23 Oct 2026 11,735 lines of code

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Why CRM Manager

What makes it better
than the alternatives

  1. 01

    Customer quote acceptance

    Signed links let customers read, accept or decline quotes online; accepting wins the deal at the quote total

  2. 02

    Round-robin assignment

    Public contact form creates a deal and assigns it to the next sales rep in turn, with a follow-up task scheduled

  3. 03

    Stale deal detection

    Automatically flags open deals with no pending activity or nothing logged for 14 days

  4. 04

    Weighted forecast

    Groups open deals by expected close month, weighted by stage probability; won and lost deals feed the win rate

  5. 05

    Ownership visibility

    Sales reps reach their own and unassigned records; managers, admins and viewers see all; viewers are read-only

Contacts & Companies

  • Contact records with email (unique)
  • phone
  • job title
  • tags
  • source
  • marketing consent and notes
  • Company records linked to contacts
  • Email uniqueness enforced case-insensitively; duplicate merge by managers
  • ContactService: create
  • findByEmail
  • createOrMatch
  • merge duplicates

Deals & Pipeline

  • Deal records with title
  • value
  • expected close date
  • contact
  • company
  • source and owner
  • Visual pipeline board with drag-and-drop between stages
  • Multiple pipelines supported; new deals start in first stage of default pipeline
  • Deal status (open
  • won
  • lost) mirrors stage kind; probability copied from stage on move
  • DealService: create
  • update
  • move to stage
  • reopen (managers only)
  • reassign
  • close with reason

Activities

  • Calls
  • meetings
  • emails and tasks with due time and assignee
  • Notes logged against deals
  • Mark done
  • reschedule
  • view overdue
  • Completing or logging an activity touches deals.last_activity_at
  • ActivityService: schedule
  • log notes
  • complete
  • reschedule

Quotes

  • Line items from product catalogue or custom
  • with quantity
  • price
  • line discount
  • Quote-level discount and tax; numbered Q-2026-0001
  • Draft editable; sending locks it; revision creates new draft
  • Customer quote page via signed 60-day link (configurable QUOTE_LINK_DAYS)
  • Customer accepts (wins deal at quote total) or declines via second signed link
  • QuoteService: create draft
  • replace lines
  • recalculate totals
  • send
  • accept
  • decline
  • revise

Public Contact Form

  • Creates contact (or finds existing by email)
  • company and deal
  • Round-robin assignment via AssignmentService to next active sales user
  • Schedules reply task for assigned rep
  • Honeypot field
  • 6 requests per minute per IP
  • 3 enquiries per hour per email
  • Route: /contact (GET and POST)

Reports & Dashboard

  • Open pipeline by stage with weighted value (deal value × stage probability)
  • Forecast grouped by expected close month; deals with no date listed separately
  • Win rate for last 90 days
  • Lead source breakdown and sales leaderboard (managers only)
  • Dashboard widgets: pipeline stats
  • weighted forecast
  • won this month
  • win rate
  • overdue activities
  • charts
  • due today
  • stale deals
  • ReportService: all reports scoped to what user may see

Roles & Permissions

  • Four roles: admin
  • manager
  • sales
  • viewer
  • Sales reps see own and unassigned records (User::seesAll() returns false)
  • Managers
  • admins and viewers see all records (User::seesAll() returns true)
  • Viewers read-only (User::canWrite() returns false)
  • Only admins delete records
  • Policies: RecordPolicy (ownership)
  • SetupPolicy (pipelines
  • products
  • sources)
  • ActivityPolicy
  • CompanyPolicy
  • ContactPolicy
  • DealPolicy
  • PipelinePolicy
  • ProductPolicy
  • QuotePolicy
  • UserPolicy

Setup & Configuration

  • Pipelines with stages (each stage has kind: open/won/lost and probability)
  • Product catalogue for quote line items
  • Lead sources tracked on contacts and deals
  • Settings: company name
  • STALE_DAYS (default 14)
  • QUOTE_LINK_DAYS (default 60)
  • Demo mode (DEMO_MODE=true): landing page
  • one-click logins
  • prevents login changes

Integrations

  • WhatsApp click-to-chat links for contacts and quotes (one tap
  • no automatic sending); no email sync
  • no payments

Quality report

Manually reviewed

92/ 100

Automated audit score

✓ Passed the audit

Passed the audit and a manual review.
Audit run: 20 Oct 2026
Reviewed by Vibe96 staff, Dubai.

Security96
Code structure82
Docs & completeness100
Dependency health85
Build & deploy92
Reviewer notes (3 minor)

Schema solid, minor indexing gaps on foreign keys and one unscoped whereraw; good separation of concerns with minor duplication and configuration leakage; strong authentication and authorization; minor ownership gaps on read-only endpoints. None of these stop the software from working; the developer has been told and improvements come in a future update.

Versions & updates

1.0.0
First release23 Oct 2026✓ Reviewed & audited

No updates yet. New versions appear here with a changelog.
Buyers receive updates free for 1 year.

Quality report

What you get

  • </>Full source codeThe complete audited source, delivered as a download from your account. No obfuscation.
  • ▤DocumentationSetup guide, architecture notes, CLAUDE.md and AGENTS.md.
  • ↻One year of updatesEvery new version the builder publishes, free for 12 months.
  • ♧30 days of supportInstallation and defect support through Vibe96 tickets.
$99Single-site licence Details