Caramel CRM

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

Description

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 is actively being developed as part of the Prototype Fund application.

⚠️ 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

Clone the repository:

git clone https://code.tooloop.de/Tooloop/Caramel-CRM.git
cd Caramel-CRM

Install dependencies:
```
composer install
npm install
```

Set up the environment:

cp .env.example .env
php artisan key\:generate

Run migrations and seeders:
```
php artisan migrate --seed
```
Build frontend assets:
```
npm run dev
```
Start the development server:
```
php artisan serve
```

Configuration

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

Usage

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

Contributing

We welcome contributions!

License

Caramel CRM is open-source software licensed under the MIT License.

Contact

For questions or feedback, get in touch :-)

See all contact information on our wbsite at Tooloop Multimedia. or find us in the Projekt-Matrix channel: #caramel-crm:matrix.org

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