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CRM & Customers Reusable Highly reusable

Customer & Contact CRM Core

Reusable customer, contact and address management for CRM and administration systems.

Try in CRM Demo Discuss a feature
2 implementations Proven uses
Laravel 13 Compatibility
Filament 5 Compatibility
The Customers list with View and Edit actions.
Business value

Why this feature matters

Problem it solves

Client projects repeatedly need a reliable way to store organisations or customers, their people, addresses and core contact information.

How it works

Provide a reusable Laravel and Filament customer/contact foundation with structured relationships, searchable administration and extensible record detail areas.

Benefits

Speeds up new CRM builds, gives customer data a consistent structure and provides a dependable base for notes, tasks, email, events and reporting.

Reusable capabilities included

Includes 3 capabilities

Admin UX Table Filters Let users narrow large admin tables using useful business filters. Admin UX Table Column Reordering Allow users to arrange table columns to suit their workflow. Admin UX Development Test Data Button Populate forms with safe development-only presets for faster testing.
Help tutorials

See how it works

These are the same published Help Tutorials used inside the application, for Feature version 1.0.

The Customers list with View and Edit actions.
Guide 1 · Revision 2 Managing Customers, Notes and Files

Review converted or manually created Customers, maintain their details, and keep useful notes and supporting files attached to the record.

View tutorial →
Tutorial screenshots

See it in practice

The Customers list with View and Edit actions.
Managing Customers, Notes and Files — Open the Customers list
The Customer View drawer showing the available information tabs.
Managing Customers, Notes and Files — Use the quick View drawer
The Customer edit page with main details and a linked appointment in Events.
Managing Customers, Notes and Files — Edit Customer details and review Events
The Add note dialog with a customer note being entered.
Managing Customers, Notes and Files — Add a note
The Customer Notes & Files tab with a saved note and file area.
Managing Customers, Notes and Files — Review Notes & Files
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