ApexAgent CRM

ApexAgent CRM is a lightweight, self-hosted customer relationship management system built for independent real estate agents. Manage property listings, organize prospective buyers and sellers, track lead progress, and schedule property viewings from one centralized console.

Key Features

• Dashboard & KPIs: View key performance indicators, recent leads, and upcoming property viewings.
• Property Listings: Add, edit, delete, and filter property records, with image uploads for property photos.
• Lead Management: Maintain client leads with their sources, pipeline stages, property interests, and notes.
• Kanban-Style Pipeline: Track lead progress using stage updates through AJAX-powered dropdowns.
• Viewing Scheduler: Organize upcoming and past property viewings with double-booking prevention.
• Account Settings: Update your agent profile and change your password.
• Self-Hosted Architecture: Run the CRM on your own compatible PHP and MySQL server.
• Guided Installation: Check server requirements, create the database, optionally import demo data, create an agent account, and generate the configuration file.

Real Estate Workflow

1. Add and maintain property listings.
2. Record prospective clients and their property interests.
3. Track each lead through the sales pipeline.
4. Schedule property viewings and monitor upcoming appointments.
5. Use dashboard metrics and recent activity to stay organized.

Security Features

• CSRF token protection
• PDO prepared statements
• Password hashing with PHP's password_hash()
• MIME validation for uploaded files
• .htaccess access restrictions
• Login-gated administrative controllers

Follow the setup guide and remove or rename the installation directory immediately after installation. Review permissions and server configuration before using the CRM with real client information.

Technology Stack

• PHP 8.0 or higher
• MySQL 5.7+ or MariaDB 10.3+
• Apache 2.4+ with mod_rewrite
• PDO and PDO MySQL
• HTML, CSS, JavaScript, and AJAX

Installation

Install locally using XAMPP, WAMP, or MAMP, or deploy to compatible Apache hosting. The installation wizard checks requirements, creates the database schema, optionally loads sample records, creates your agent account, and generates the configuration file.

Demo Access

If demo data is imported during setup, the README lists the following example login:

• Email: demo@demo.com
• Password: password123

Demo credentials are intended for evaluation only. Change default passwords and remove the installer before production use.

Ideal For

• Independent real estate agents
• Property consultants and sales professionals
• Small real estate businesses
• Developers building real estate CRM solutions
• Freelancers and agencies delivering customized property management tools

Requirements

PHP 8.0+, MySQL 5.7+ or MariaDB 10.3+, Apache 2.4+ with mod_rewrite, and a writable uploads directory for property photos.

Important Notes

ApexAgent CRM is documented as a single-agent CRM. The README does not establish integrated email campaigns, external property portal synchronization, online payments, or a multi-agent team workspace. These should not be advertised as built-in features unless verified separately.

Version: Check CHANGELOG.md for the current release version before publishing.