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Creating CRM with Filament 3: Step-By-Step

Build a Customer Relationship Management system with Filament covering customer management, pipeline stages, document attachments, notes, custom fields, and advanced Filament features for CRM functionality.

17 lessons
1 h 37 min read
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Course Curriculum

1 Installation and First Resources

Install Laravel and Filament
2 min read
Creating Customers Resource
8 min read
Creating Lead Sources Resource
6 min read
Creating Tags for Customers
7 min read
Pipeline Stages Resource: Reorderable
7 min read

2 Managing Customers Data

Moving Customers through Pipeline Stages
4 min read
Customers by Stage: Tabs with Numbers
3 min read
SoftDeletes: Archive and Restore Customers
4 min read
Customer View Page with Infolist
4 min read
Customer Documents: Upload/Download
6 min read
Custom Fields for Customers
7 min read

3 Extra Features

Customers in a Draggable Kanban Board
6 min read
Roles/Permissions: Manage Employees
9 min read
Employee User Invitations Process
6 min read
Customer Tasks and Calendar View
10 min read
Create Customer Quotes with Products
10 min read
Generate Quote PDF
6 min read

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