20 min
Beginner
Lead Management
Workflow guides for capturing, qualifying, assigning, and converting leads — list views, Kanban, proposals, an...
Latest release
Latest CRM features
Explore the newest capabilities added across sales, support, automation, and compliance.
Finance
Enterprise Credit Notes
Full and partial credit notes, invoice adjustment, refund tracking, customer credit balances, and approvals.
Automation
Workflow Automation
Visual automation hub with workflow templates, executions, logs, and publish/pause controls.
Support
Support Center
Ticket dashboard, threaded conversations, internal notes, and support operations visibility.
Communication
Email Template Manager
Dashboard analytics, template editing, live preview, testing, and publish-ready workflow.
Compliance
Digital Signatures
Signature dashboard with managed documents and reusable templates for faster approvals.
UX
Sectioned Sales Navigation
ClickUp-style grouped submenus across Sales, Support, Automation, Notifications, and signatures.
Getting started
Start here
New to DevPremier? Begin with installation and server setup.
Most read
Popular guides
Documentation teams reach for every day.
15 min
Beginner
Client Portal
Customer login, documents, and self-service
20 min
Beginner
Proposals, Estimates & Invoices
Create, email, and collect payment on sales documents
Credit Notes
Credit notes — create, approve, apply to invoices, refunds, customer credit balances, and reports
15 min
Beginner
Products & Inventory
Product catalog, groups, and inventory tracking
30 min
Intermediate
Marketing & Attribution
How to track UTM leads, marketing attribution, campaign ROI, and lead sources in DevPremier CRM
Enterprise Projects
Projects workspace — dashboard, Gantt, portfolio, workload, templates, time tracking, and reports
Appointment Booking
Appointments — internal scheduling, public booking pages, availability, meeting types, and workflow events
Analytics & Custom Dashboards
Enterprise analytics, executive dashboards, report builder, custom dashboards, and kiosk mode
Workflow Automation
Visual workflow automation — triggers, conditions, delays, actions, templates, and execution logs
Support Center
Help desk tickets, inbox, SLA, public intake, customer portal, and support reports
Watch & learn
Video tutorials
See DevPremier CRM in action before you install.
Install DevPremier CRM
Full installation walkthrough
8:00Getting Started Overview
What to configure after install
GuideEnd-to-end
Business workflows
Follow real sales processes — not just feature lists.
Visitor → Paying Customer
Form, UTM, pipeline, proposal, invoice, payment
45 min · Beginner
Lead Capture
Web forms, attribution, and auto-assignment
20 min · Beginner
Sales Pipeline
Kanban stages, probability, and forecast
25 min · Intermediate
Customer Portal
Client login, invoices, and self-service
15 min · Beginner
Full library
Browse by module
Documentation organized the way your team works.
Getting Started
45 min
Beginner
Getting Started
Install DevPremier CRM, configure your server, and go live — Linux VPS, Docker, email, cron, HTTPS, and upgrad...
Sales & CRM
20 min
Beginner
Lead Management
Workflow guides for capturing, qualifying, assigning, and converting leads — list views, Kanban, proposals, an...
Customers and Contacts
Customers, contacts, notes, and account activity
Tasks & Reminders
Follow-ups, assignments, and scheduled reminders
25 min
Intermediate
Deals Pipeline
Configure pipelines, Kanban stages, win probability, and revenue forecasting in DevPremier CRM v3.0
45 min
Beginner
Visitor to Paying Customer
End-to-end workflow: capture a website visitor with UTM data, move them through your pipeline, and collect pay...
Finance
20 min
Beginner
Proposals, Estimates & Invoices
Create, email, and collect payment on sales documents
15 min
Beginner
Products & Inventory
Product catalog, groups, and inventory tracking
Expense Management
Track business expenses linked to customers and projects
Payments & Gateways
Stripe, PayPal, and recording invoice payments
Credit Notes
Credit notes — create, approve, apply to invoices, refunds, customer credit balances, and reports
Digital Signatures
E-sign documents — send for signature, OTP verification, audit trail, and signed PDF download
Marketing
30 min
Intermediate
Marketing & Attribution
How to track UTM leads, marketing attribution, campaign ROI, and lead sources in DevPremier CRM
20 min
Beginner
Web to Lead Forms
Embed forms on your website to capture leads automatically
Customer Portal
15 min
Beginner
Client Portal
Customer login, documents, and self-service
Team & Admin
15 min
Beginner
CRM Settings
Office settings, integrations, email, and CRM maintenance
10 min
Intermediate
User Roles and Permissions
Staff, roles, and module-based permissions in DevPremier CRM v3.0
Settings Center
Unified settings hub — searchable catalog linking to every CRM configuration screen
Platform Services
Audit logs, notifications, webhooks, menu builder, command palette, and My Todos
Integrations
Import & Export
Bulk Excel import and DataTables export
Email Templates
Centralized email templates — categories, layouts, variables, preview, test send, and publish workflow
Projects & Scheduling
Enterprise Projects
Projects workspace — dashboard, Gantt, portfolio, workload, templates, time tracking, and reports
Appointment Booking
Appointments — internal scheduling, public booking pages, availability, meeting types, and workflow events
Enterprise Modules
Workflow Automation
Visual workflow automation — triggers, conditions, delays, actions, templates, and execution logs
AI Assistant
Bring-your-own-provider AI — OpenAI, Gemini, Claude, Azure OpenAI, Ollama, and prompt templates
Analytics & Custom Dashboards
Enterprise analytics, executive dashboards, report builder, custom dashboards, and kiosk mode
Support Center
Help desk tickets, inbox, SLA, public intake, customer portal, and support reports
Knowledge Base
Internal and public knowledge base — articles, categories, FAQs, and customer help center
Developers
25 min
Advanced
REST API
API v1 for leads, customers, invoices, and integrations
Changelog
New in v3.1
- Enterprise Credit Notes module with refunds and customer credits
- Workflow Automation dashboard with executions and templates
- Support Center UX and operational dashboard upgrades
- Email Templates dashboard + live preview editing
- Digital Signatures dashboard, documents, and templates
- Sectioned ClickUp-style navigation for key modules
Why choose us
Why DevPremier CRM?
Self-hosted CRM for agencies, freelancers, and growing teams.
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Self-hosted
Your data stays on your server — full control, no per-seat SaaS fees.
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Full source code
Customize anything. Ideal for agencies and in-house dev teams.
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One-time purchase
CodeCanyon license with regular updates — no monthly CRM subscription.
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Modern UI
Tailwind-powered interface built for daily sales and support work.
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Dedicated support
Documentation, demo, and direct help when you need it.
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Customizable
REST API, webhooks-ready stack, and Laravel conventions.
Need help?
Installation questions, licensing, and product guidance.