What is TextCRM?

TextCRM is a modern Customer Relationship Management (CRM) system built around text-first customer engagement, particularly via WhatsApp Business API. It’s designed for businesses that rely on messaging as the primary way to interact with leads and customers — whether for sales outreach, support conversations, marketing, or automation. In a traditional CRM, interactions are tracked across many channels (email, calls, forms, etc.). In a TextCRM, these capabilities are specialised toward text messaging workflows — making communication faster, more contextual, and easier to manage at scale.

Minimum System Requirements

Before you get started, please ensure that your server meets the following minimum system requirements:

Server Requirements

  • Web Server: Apache or Nginx
  • Operating System: TextCRM is compatible with a wide range of operating systems, including but not limited to Linux, macOS, and Windows. You can use TextCRM on your preferred operating system without any compatibility concerns.
  • Server Resources:
    • CPU: At least 1-2 CPU cores
    • RAM: 1 GB of RAM
    • Disk Space: 10-20 GB of disk space

PHP Version

TextCRM requires PHP version 8.2 or higher.

MySQL Version

TextCRM is compatible with MySQL version 5.7 or higher.

Get Support

If you need assistance or have any questions, our support team is here to help.

You can reach us for support through the following channels:

We're available to assist you with any inquiries or issues you may encounter while using TextCRM.

Installation

Before you start the installation, please read the key considerations below.

Key Considerations

  • Database: Do not import the database manually, as the auto-installer will do it automatically.
  • ZIP Extraction: When extracting vx.x.x - Project Management - Task Management & Productivity Tool.zip downloaded from your codecanyon account, ensure extraction completed without path too long issue prompt. To resolve this, move the ZIP file to a shorter path and rename it to a shorter name and try to extract it again.

  1. Login into you cPanel.
  2. Go to database in your cPanel.
  3. Enter database name and Create a new database.
  4. Create Database user.
  5. Assign Database to the user.
  6. Open File manager now.
  7. Go to public_html or public_html/your-textcrm.com folder in the file manager, whichever folder your domain points to.
  8. Upload the downloaded zip in public_html or public_html/your-textcrm.com folder.
  9. Unzip or extract the Code vX.X - upload this on server.zip file that you have just uploaded.
  10. Verify that all these files are in public_html or public_html/your-textcrm.com folder.
  11. Verify that all these files are in public_html or public_html/your-textcrm.com folder. Then rename .env.example to .env.
  12. Visit http://your-textcrm.com/install and welcome to TextCRM start installation.
  13. Visit http://your-textcrm.com/install and proceed to the system requirements.
  14. Visit http://your-textcrm.com/install and set permissions for files and folders.
  15. Visit http://your-textcrm.com/install and setup the general and database configuration.
  16. Visit http://your-textcrm.com/install and complete the license verification.
  17. Visit http://your-textcrm.com/install and configure the admin user.
  18. Visit http://your-textcrm.com/install and and confirm that the installation is successful.

Now click Go to Login. That's it! You are ready to run your App: http://your-textcrm.com

Installation on Local Computer

  1. Install Prerequisites: Ensure you have the following installed:
    • PHP (version >= 8.2).
    • Web Server (e.g., XAMPP, WAMP, or LAMP). Start Apache and MySQL services after installation.
  2. Download the Project: Extract the ZIP file: Code v1.1.1 – upload this on server.zip. Place the extracted folder in your web server’s root directory:
    • For XAMPP: C:/xampp/htdocs/
    • For WAMP: C:/wamp/www/
    • For LAMP: /var/www/html/
  3. Set Up Environment File: Open the .env file included with the project and update the database details: 
                    DB_CONNECTION=mysql
                DB_HOST=127.0.0.1
                DB_PORT=3306
                DB_DATABASE=your_database_name
                DB_USERNAME=root
                DB_PASSWORD=
  4. Set Up the Database: Open phpMyAdmin in your browser: http://localhost/phpmyadmin. Create a new database with the same name as specified in the .env file under DB_DATABASE.
  5. Serve the Application: Run the Laravel development server: 
    php artisan serve
    Access the application at http://127.0.0.1:8000.

Key Considerations and Recommended Actions

Below are critical scenarios along with corresponding recommended actions to take if encountered:

1. Issues with the system after an update:

In the event that you experience unexpected behavior or errors after updating the system to the new version, we recommend following the steps below:

  1. Inside new update files, You can see zip named Code vx.x.x - upload this on server extrat it and copy vendor folder & composer.json and composer.lock files from the root directory.
  2. Go to the root directory of your current project (TextCRM) files, Take backup, and replace the vendor folder & composer.json and composer.lock files.
  3. Run the following command in your terminal or command prompt from root directory:
    • composer dump-autoload
    (Some cPanel providers offer built-in terminals, or you can use SSH access.)
  4. All done, check if the system works as expected. If not, please revert all the changes by restoring the backup. Feel free to reach out to us for further assistance.

Configure TextCRM

Note

In order to Configure TextCRM you must have Admin Account.

Use the given guide to configure and customize TextCRM as you need.

Login as admin by,

  1. Enter Admin Log in id and password. Click Sign in.
  2. Great! You have logged in as Admin.

General Settings

First Of all, we need to set general setting of account information.

After that, we need to set general setting of security information.

Finally, we need to set general setting of notifications.

App Config

Now go to app config. Without app config app logo and app name functionality will not work.

Language

Create and Manage Languages.

Email Settings

Now go to email setting. Without email setting email functionality will not work.

Email Templates

Here you can manage email template settings.

Broadcast Settings

Now go to broadcast setting. Without broadcast setting chat functionality will not work.

SEO Settings

Manage your website’s SEO easily by setting the page title, meta description, and keywords from one simple settings panel.

Role & Permission

Admin always have all the permission. Here you can set permissions for agent and company.

Generate API Key

Here admin can set api key for api secrete manager.

Meta App

Here, the admin can manage the WhatsApp Business API configuration.

Connect WABA

Here, the admin can connect the WhatsApp Business API to start messaging with customers.

Inbox

Here, admins and users can chat with anyone using the inbox.

Contacts

Manage and organize your contacts, segments, lists and folders.

Segment

Here, you can manage and organize your segments. Create, modify and manage segments.

List

Here, you can manage and organize your lists. Create, modify and manage lists.

Folder

Here, you can manage and organize your folders. Create, modify and manage folders.

Contacts

Here, you can manage all your contacts across all segments, lists and folders.

Template

Here, you can create and establish personalized message templates.

Campaign

Here, you can create and schedule your WhatsApp message campaign with real-time delivery.

Automation

Manage and organize your automation flow.

Chatboat Flow

Here you can design, automate and manage interactive chatbot conversations effortlessly with the flow builder.

Keyword Automation

Here, you can create, edit & delete all your automated actions.

Reply Material

Here, you can create and manage all your list of reply materials.

Working Hours

Here, you can manage your working hours, which form the basis for managing your system.

Default Actions

Here, admin can configure and manage default actions that automate system responses and workflows.

Task Manager

Here, the admin can create and assign tasks to agents.

Chat Widget

Here, you can create and customize widget script.

Webhook Flow

Here, the admin can create and send WhatsApp template messages based on data received from a third-party webhook and view the reports.

Manage Agent

Manage and organize your agent lists.

Create Agent

Here, admin can create agent.

Agent List

Here, the admin can create and view an overview of active agents and their roles.