README

A self-hosted SaaS platform for detecting early warning signals when client relationships are at risk

🎯 Product Overview

This is NOT a CRM. This is NOT a Helpdesk. This is NOT an Invoicing system.

This is a relationship intelligence & risk detection platform for small businesses, agencies, freelancers, and service companies.

The Problem We Solve

Businesses lose clients not because of bad service, but because of:

• Broken promises and missed commitments
• Silent disengagement
• Unnoticed sentiment shifts
• Poor communication cadence
• Trust erosion happening invisibly

By the time you notice, revenue is already lost.

Our Solution

A lightweight monitoring system that:

• Tracks non-financial commitments (the promises that build trust)
• Monitors communication patterns (detects silence before it's too late)
• Calculates transparent relationship health scores
• Triggers early warning alerts
• Works perfectly WITHOUT AI (AI is optional)

🚀 Core Features

1. Commitment & Promise Tracking

Track delivery dates, feature promises, support actions, and follow-ups. Never forget a commitment again.

2. Relationship Health Scoring Engine

Transparent, rule-based scoring system. No black-box algorithms. Fully configurable weights and thresholds.

3. Early Warning System

Automatic alerts when:

• Trust score drops
• Commitments are missed
• Client goes silent
• Sentiment turns negative

4. Interaction Logging

Log all meaningful touchpoints: meetings, calls, emails, tickets. Build a complete relationship timeline.

5. Risk Dashboard

See all at-risk clients at a glance. Prioritize outreach based on data, not gut feeling.

6. Relationship Timeline

Chronological view of commitments, interactions, breaches, and recoveries.

7. Reports & Analytics

• Clients at risk
• Commitment success rates
• Response time analysis
• Churn signal detection

8. Team Management

Role-based access control (Admin, Manager, Team Member).

📸 Application Screenshots

🛠️ Technical Stack

• Backend: PHP 8.1+, Laravel 11+
• Frontend: Blade templates, Alpine.js, Tailwind CSS, Font Awesome
• Database: MySQL 8+ or MariaDB 10.3+
• Queue: Laravel Queues for background jobs
• Scheduler: Laravel Scheduler for cron tasks

📋 System Requirements

• PHP >= 8.1
• MySQL >= 8.0 or MariaDB >= 10.3
• Composer
• Node.js & NPM (for asset compilation)
• Web server (Apache/Nginx)

Required PHP Extensions

• BCMath
• Ctype
• Fileinfo
• JSON
• Mbstring
• OpenSSL
• PDO
• Tokenizer
• XML
• cURL

📦 Installation

Quick Install (Web Installer)

1. Upload files to your server
2. Navigate to https://yourdomain.com/install
3. Follow the wizard:
   • Requirements check
   • Database configuration
   • Automated migration runner
   • Admin account creation
   • Installation lock file
   • Done!

🔐 Security

• CSRF protection enabled
• SQL injection prevention (Eloquent ORM)
• XSS protection (output escaping)
• Secure password hashing (bcrypt)
• Rate limiting on sensitive routes
• Multi-tenant data isolation
• Encrypted API keys
• Audit logging

🎯 Target Users

• Agencies - Monitor client satisfaction across multiple accounts
• Freelancers - Never lose a client due to forgotten commitments
• SaaS Founders - Track customer health beyond MRR
• Consultants - Maintain strong client relationships
• Service Businesses - Detect churn signals early

💡 Unique Selling Points

What Makes This Different

1. Commitment-Centric: No one else focuses on promises as trust currency
2. Transparent Scoring: No black-box AI, fully configurable rules
3. Non-AI Core: Works perfectly without AI (AI is additive only)
4. Self-Hosted: Full data control, no vendor lock-in
5. Lightweight: Not bloated like CRMs, focused on one job
6. Early Warning: Proactive, not reactive

Competition Analysis

🙏 Credits

Third-Party Libraries

• Laravel - PHP framework (MIT License)
• Alpine.js - JavaScript framework (MIT License)
• Tailwind CSS - CSS framework (MIT License)
• Font Awesome - Icon set (MIT License)

📊 Changelog

Version 1.0.0 - Initial release

• Client Relationship Management
• Commitment & Promise Tracking (Core Differentiator)
• Relationship Health Scoring Engine
• Early Warning Alert System
• Interaction & Communication Logging
• Multi-Tenant Architecture
• User Management
• Reporting & Analytics
• Timeline & Activity Stream

Support

• Source: GitHub Repository
• Issues: GitHub Issues