Caramel-CRM/README.md

# Caramel CRM

**A simple, secure, and GOBD-compliant invoicing and customer management tool for small businesses and freelancers.**

![Caramel CRM Screenshots](./Caramel%20Screenshot.webp)

Caramel CRM is an open-source web application designed for small businesses, freelancers, and non-balancing partnerships (GbRs). It provides an easy-to-use, secure, and GOBD-compliant solution for invoicing and customer management. Since 2025, e-invoicing has become mandatory in Germany, and Caramel CRM aims to bridge the gap for small businesses unprepared for this transition.

- **Self-hosted**: Run it on any web hosting service.
- **GOBD-compliant**: Ensures legal compliance for invoicing.
- **ZUGFeRD/XRechnung/Factur-X support**: Standardized e-invoicing formats.
- **AI-assisted CRM**: Helps with customer care and acquisition.
- **User-friendly**: Designed for non-technical users.


## Status

**Current Status: Prototype**

Caramel CRM is currently in the **prototype phase**. It provides basic invoicing and customer management features but is **not yet GOBD-compliant**. This project has just started development and has applied for the [Prototype Fund](https://www.prototypefund.de/).


## ⚠️ Warning

**Do not use this software in production environments yet!**

- The prototype is **not GOBD-compliant** and lacks essential security audits.
- Data loss or legal non-compliance may occur.
- Use only for **testing and development purposes**.


## Installation

### Prerequisites
- PHP 8.1+
- Composer
- Node.js (for frontend assets)
- SQLite/MySQL/PostgreSQL

### Steps
1. Clone the repository:
   ```bash
   git lfs clone https://code.tooloop.de/Tooloop/Caramel-CRM.git
   cd Caramel-CRM
   ````
2. Install dependencies:
   ```bash
   composer install
   npm install
   ```
3. Set up the environment:
   ```bash
   cp .env.example .env
   php artisan key\:generate
   ```
4. Run migrations and seeders:
   ```bash
   php artisan migrate --seed
   ```
5. Build frontend assets:
   ```bash
   npm run dev
   ```
6. Start the development server:
   ```bash
   php artisan serve
   ```

## Configuration

Edit the .env file to configure your database, mail settings, and other environment-specific variables.

## Usage

1. Access the application at http://localhost:8000.
2. Log in with the default admin credentials (see .env for details).
3. Start creating invoices and managing customers.

## Contributing

We welcome contributions!

## License
Caramel CRM is open-source software licensed under the [MIT License](LICENCE).

## Contact
For questions or feedback, get in touch :-) 

See all contact information on our wbsite at [Tooloop Multimedia](https://www.tooloop.de).
or find us in the Projekt-Matrix channel: [#caramel-crm:matrix.org](https://matrix.to/#/%23caramel-crm:matrix.org)