OM — CRM, projects and a client portal for one company, on your own server.

What it does

Built for real work.

OM is a single-company back office: leads and deals, projects and tasks, invoices, and a portal your clients log into to see their work. It installs on any standard PHP host, the same kind that runs WordPress.

01Leads, deals and a pipelineMove a lead through stages, log calls and emails, convert it to a client without retyping anything.
02Projects and tasksBoards and lists per project, assigned to your team, with time and files attached.
03A portal for clientsClients sign in to see their projects, approve work and download invoices. No more status emails.
04One install, one companyNo tenants, no seats. Install it once for your business and everyone on the team uses it.

Inside the app

Every page, at a glance.

6 parts, each one doing one job.

SalesLeads, pipeline, web forms, estimates, proposals and contracts.

ClientsClients, contacts, groups and the client portal.

DeliveryProjects, milestones, tasks, timesheets, calendar and files.

MoneyInvoices, payments, credit notes, expenses, items and taxes.

SupportTickets, canned replies and a knowledge base.

SettingsTeam, roles and permissions, brands, email templates, API tokens and webhooks.

Before you buy

What you need.

Server: PHP 8.2+, MySQL 8 or MariaDB 10.6+
Web server: Apache or LiteSpeed with mod_rewrite

Licence

Price on request

Runs as: Self-hosted web app
Built with: Laravel, Filament admin, Client portal
Version: 1.0

Ask about OM

Live demo

Try it yourself.

Pick a role on the sign-in card: Owner, Manager, Team member, Accountant or Support agent. The client portal is at /portal. Every client, invoice and person in the demo is made up, and no email, Slack message or webhook goes out.

Rebuilt with fresh sample data every night.

Open the live demo

Demo addressOnline

om-demo.zinuxtech.com