{"id":489728,"date":"2025-04-29T13:12:55","date_gmt":"2025-04-29T13:12:55","guid":{"rendered":"https:\/\/webkul.com\/blog\/?p=489728"},"modified":"2025-04-29T13:16:28","modified_gmt":"2025-04-29T13:16:28","slug":"white-label-crm-documentation","status":"publish","type":"post","link":"https:\/\/webkul.com\/blog\/white-label-crm-documentation\/","title":{"rendered":"User Guide for White Label CRM"},"content":{"rendered":"\n<p><a href=\"https:\/\/store.webkul.com\/white-label-crm.html\" target=\"_blank\" rel=\"noreferrer noopener\">White Label CRM<\/a> provides companies with a comprehensive CRM platform that can be fully rebranded to meet their specific needs. <\/p>\n\n\n\n<p>It delivers extensive customization options and powerful tools for managing customer relationships.<\/p>\n\n\n\n<p>This solution is self-hosted, providing total control over your data while enabling effortless white label branding. <\/p>\n\n\n\n<p>You can personalize logos, themes, and workflows to align with your brand identity. With adaptable pricing options, you can establish your own rates and create customized packages.<\/p>\n\n\n\n<p>Administrators can modify the menu by adjusting items, changing colors, and overseeing the &#8216;Powered By&#8217; section. <\/p>\n\n\n\n<p>Additionally, there&#8217;s an option to upload and set a logo as required, ensuring smooth branding and personalization.<\/p>\n\n\n\n<p>Apart from this, if you want to get started with a CRM, then you can check <a href=\"https:\/\/store.webkul.com\/krayin-starter-pack.html\" target=\"_blank\" rel=\"noreferrer noopener\">Krayin CRM Starter Pack<\/a>.<\/p>\n\n\n\n<div class=\"wk-index-wrap\"><div class=\"block-wrap\">\n<h3 class=\"wp-block-heading index-title\">Features<\/h3>\n<\/div><\/div>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Comprehensive CRM features, including contact and lead management, pipeline tracking, task handling, custom workflows, and email integration.<\/li>\n\n\n\n<li>Additional capabilities for monitoring lead pipelines, managing tasks, setting up workflows, and integrating email.<\/li>\n\n\n\n<li>Fully open-source and customizable, built on the Laravel framework for complete code control.<\/li>\n\n\n\n<li>Self-hosted deployment for full ownership of data and infrastructure.<\/li>\n\n\n\n<li>Seamless white-label branding, with options to customize logos, themes, and automated workflows.<\/li>\n\n\n\n<li>Flexible pricing schemes, letting you define your own rates and tailor packages.<\/li>\n\n\n\n<li>Admin can customize menu items, menu colors, and the \u201cPowered By\u201d section.<\/li>\n\n\n\n<li>Admin can easily upload and set a custom logo image.<\/li>\n<\/ul>\n\n\n\n<div class=\"wk-index-wrap\"><div class=\"block-wrap\">\n<h3 class=\"wp-block-heading index-title\">Installation of White Label CRM<\/h3>\n<\/div><\/div>\n\n\n\n<p>To Install White Label CRM, execute these commands below, in order <\/p>\n\n\n\n<pre class=\"EnlighterJSRAW\">composer create-project<\/pre>\n\n\n\n<p>Find .env file in root directory and change the APP_URL param to your domain.<\/p>\n\n\n\n<p>Also, Configure the Mail and Database parameters inside .env file.<\/p>\n\n\n\n<pre class=\"EnlighterJSRAW\">php artisan krayin-crm:install<\/pre>\n\n\n\n<p>To execute White Label CRM:<\/p>\n\n\n\n<p><strong>On server:<\/strong><\/p>\n\n\n\n<p>Warning: Before going into production mode we recommend you uninstall developer dependencies. In order to do that, run the command below:<\/p>\n\n\n\n<pre class=\"EnlighterJSRAW\">composer install --no-dev<\/pre>\n\n\n\n<p>Open the specified entry point in your hosts file in your browser or make an entry in hosts file if not done.<\/p>\n\n\n\n<p><strong>On local:<\/strong><\/p>\n\n\n\n<pre class=\"EnlighterJSRAW\">php artisan route:clear<\/pre>\n\n\n\n<pre class=\"EnlighterJSRAW\">php artisan serve<\/pre>\n\n\n\n<div class=\"wk-index-wrap\"><div class=\"block-wrap\">\n<h3 class=\"wp-block-heading index-title\">Configuration<\/h3>\n<\/div><\/div>\n\n\n\n<p>Once the White Label CRM is installed, Admin proceeds to configure the CRM. They navigate to Configuration section as per below image,<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" width=\"1120\" height=\"880\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2025\/04\/webkul-krayin-white-label-crm-configuration.webp\" alt=\"white label crm configuration\" class=\"wp-image-489881\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2025\/04\/webkul-krayin-white-label-crm-configuration.webp 1120w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2025\/04\/webkul-krayin-white-label-crm-configuration-300x236.webp 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2025\/04\/webkul-krayin-white-label-crm-configuration-250x196.webp 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2025\/04\/webkul-krayin-white-label-crm-configuration-768x603.webp 768w\" sizes=\"(max-width: 1120px) 100vw, 1120px\" loading=\"lazy\" \/><\/figure>\n\n\n\n<p>Next, they to setup the CRM as per their requirement, they get two options which are <strong>General<\/strong> and <strong>Settings<\/strong>. Let&#8217;s check them below,<\/p>\n\n\n\n<h4 class=\"wp-block-heading\"><strong>General<\/strong><\/h4>\n\n\n\n<p>Under this option, admin gets the option to set the Locale and Admin Logo. It is displayed as per below image,<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" width=\"1120\" height=\"880\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2025\/04\/4-webkul-krayin-white-label-crm-admin-logo-upload.webp\" alt=\"white label crm general settings\" class=\"wp-image-489965\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2025\/04\/4-webkul-krayin-white-label-crm-admin-logo-upload.webp 1120w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2025\/04\/4-webkul-krayin-white-label-crm-admin-logo-upload-300x236.webp 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2025\/04\/4-webkul-krayin-white-label-crm-admin-logo-upload-250x196.webp 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2025\/04\/4-webkul-krayin-white-label-crm-admin-logo-upload-768x603.webp 768w\" sizes=\"(max-width: 1120px) 100vw, 1120px\" loading=\"lazy\" \/><\/figure>\n\n\n\n<p>The below settings are available under this section,<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Locale Settings <\/strong>&#8211; Defines the language used in the user interface, such as Arabic (ar), English (en), Spanish (es), Persian(fa) and Turkish (tr).<\/li>\n\n\n\n<li><strong>Admin Logo<\/strong> &#8211; Configure the Logo for your admin panel.<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\">Settings<\/h4>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" width=\"1120\" height=\"880\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2025\/04\/5-webkul-krayin-white-label-crm-configuration.webp\" alt=\"settings\" class=\"wp-image-489977\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2025\/04\/5-webkul-krayin-white-label-crm-configuration.webp 1120w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2025\/04\/5-webkul-krayin-white-label-crm-configuration-300x236.webp 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2025\/04\/5-webkul-krayin-white-label-crm-configuration-250x196.webp 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2025\/04\/5-webkul-krayin-white-label-crm-configuration-768x603.webp 768w\" sizes=\"(max-width: 1120px) 100vw, 1120px\" loading=\"lazy\" \/><\/figure>\n\n\n\n<p>Under the Settings section, users get the option to configure the <strong>Powered By Section<\/strong> and <strong>Menu Items<\/strong>.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Powered By Section &#8211; <\/strong>Enter the Text for your Powered By Section here.<\/li>\n\n\n\n<li><strong>Menu Items &#8211; <\/strong>Set the names of Menu Items as per requirement.<\/li>\n<\/ul>\n\n\n\n<p><strong>Menu Item Color Configurations<\/strong><\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" width=\"1120\" height=\"880\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2025\/04\/6-webkul-krayin-white-label-crm-additional-configuration.webp\" alt=\"menu item color configurations\" class=\"wp-image-490022\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2025\/04\/6-webkul-krayin-white-label-crm-additional-configuration.webp 1120w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2025\/04\/6-webkul-krayin-white-label-crm-additional-configuration-300x236.webp 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2025\/04\/6-webkul-krayin-white-label-crm-additional-configuration-250x196.webp 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2025\/04\/6-webkul-krayin-white-label-crm-additional-configuration-768x603.webp 768w\" sizes=\"(max-width: 1120px) 100vw, 1120px\" loading=\"lazy\" \/><\/figure>\n\n\n\n<p>User can also set the color of the menu items from the <strong>Menu Item Color Configuration<\/strong> section.<\/p>\n\n\n\n<div class=\"wk-index-wrap\"><div class=\"block-wrap\">\n<h3 class=\"wp-block-heading index-title\">Support<\/h3>\n<\/div><\/div>\n\n\n\n<p>So that is it for the White Label CRM. If you have any other queries or require further assistance, please email us at <a href=\"mailto:support@webkul.com\">support@webkul.com<\/a> or <a href=\"https:\/\/webkul.uvdesk.com\/en\/customer\/create-ticket\/\" target=\"_blank\" rel=\"noreferrer noopener\">create a ticket<\/a>.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>White Label CRM provides companies with a comprehensive CRM platform that can be fully rebranded to meet their specific needs. It delivers extensive customization options and powerful tools for managing customer relationships. This solution is self-hosted, providing total control over your data while enabling effortless white label branding. You can personalize logos, themes, and workflows <a href=\"https:\/\/webkul.com\/blog\/white-label-crm-documentation\/\">[&#8230;]<\/a><\/p>\n","protected":false},"author":551,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[1],"tags":[],"class_list":["post-489728","post","type-post","status-publish","format-standard","hentry","category-uncategorized"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v24.5 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>User Guide for White Label CRM<\/title>\n<meta name=\"description\" content=\"In this guide for White Label CRM, check how you can configure, setup and white label the CRM as per business requirements.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" 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