CRM + operational ERP
Coravo – AI CRM & ERP Software for Growing Businesses
One record from first contact through cash collected
CRM plus operational ERP: sales, purchasing, inventory, accounting, HR/payroll — one workspace, or a landlord-managed SaaS.
- Pipelines to invoices
- Stock, books, payroll
- SaaS or standalone
- AI proposes, you confirm
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01
Standalone
One company on your server. All modules, no seat metering, no landlord billing layer.
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02
Multi-tenant SaaS
Sell workspaces. Isolated tenants, plans, trials, Stripe billing, impersonation, white-label.
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03
Shared parties
The same customer, vendor, and item records flow through CRM, sales, purchasing, and inventory.
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04
Optional copilot
OpenAI, Anthropic, or a key-free demo mode. Writes are proposed — never applied until you confirm.
In the product
The screens operators actually open
Real workspace screens — dashboard, pipeline, inventory, books, HR, and AI controls.
Overview
Dashboard
What moved, what is due
Revenue charts plus optional daily brief, cash-flow forecast, and an AI agent scan flagging low stock and stale deals.
Four operating cycles
ERP is the handoff, not a pile of apps
Ownership, quantities, and accounting context stay on the record as work moves between modules.
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01
Order to cash
Lead → deal → quote → sales order → invoice → payment.
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02
Procure to stock
Supplier → purchase order → receive → warehouse → stock ledger.
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03
Record to report
Expense → journal → fiscal period → trial balance → statements.
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04
Time to payroll
Employee → attendance → leave → deductions → payroll run.
Modules
Every function on the same business record
Shared organization, permissions, and currency — not a CRM bolted onto a separate books product.
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CRM
Leads, pipelines, optional AI scoring, activities, templates, public capture form.
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Sales & billing
Quotes, orders, invoices, recurring, credit notes, optional pay links.
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Procurement
Suppliers, purchase orders, partial receipts into valued stock.
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Inventory
Items, warehouses, FIFO or weighted-average, barcodes, audited adjustments.
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Accounting
Chart of accounts, draft/post journals, fiscal periods, expenses, FX.
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HR & payroll
Employees, attendance, leave balances, itemized payroll, payslip PDFs.
Two ways to install
Sell workspaces, or run one company
Same codebase. Pick at install time. Standalone skips seat metering and the landlord UI.
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SaaS
Tenant isolation, plans, trials, Stripe, impersonation, logo and theme per tenant.
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Standalone
One organization, full modules, data on your server, same roles and audit trail.
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Later
The source includes an upgrade path if you start standalone and later go multi-tenant.
Optional copilot
AI assists. You stay in control.
Not a chat widget bolted on. Briefs, forecasts, scoring, drafting, OCR, translation — only if you add a provider key, or use the built-in demo mode.
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Propose, then confirm
Journal drafts, reminders, and other writes wait for review.
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Providers
OpenAI, Anthropic, or deterministic demo mode with no API key.
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Not required
CRM, invoices, stock, and payroll run without enabling the copilot.
Platform extras
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REST API & webhooks
Token auth for leads, deals, invoices, items, parties; outbound events.
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Security
Roles, 2FA and passkeys, audit log on financial and admin actions.
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Locales
English, Spanish, and French in the product.
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Install wizard
Browser installer checks requirements and creates the first workspace.
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AI controls
Per-workspace on/off toggle, provider picker (OpenAI, Anthropic, or a key-free demo mode), your own API key, and a monthly token cap.
Questions
Modes, modules, and the copilot
Is this just another CRM?
No. GrowStack-style CRM is the front. Coravo also runs purchasing, valued inventory, accounting close, and payroll on the same parties and items.
SaaS or self-hosted?
Either. Multi-tenant SaaS with a landlord panel, or a single standalone workspace. Chosen at install.
Do I need an AI API key?
No. The copilot is optional. Without a key you can still use demo mode, or leave AI off and run the ERP as usual.
Can customers pay invoices online?
Yes, if you configure Stripe or PayPal. Public invoice links collect payment and update the balance.
What support is included?
This store includes six months of updates and ticket support — not unlimited lifetime updates, even if a marketplace listing says otherwise.
One source, two ways to run it
- Install modes
- 2
- Estimated regular license
- $69
- Updates & support
- 6 months
- Data location
- Your server
Also included
- Leads, named pipelines, activities, email templates, public capture form
- Quotes, sales orders, invoices, recurring billing, credit notes
- Public invoice links with optional Stripe or PayPal checkout
- Purchase orders, partial receipts, warehouses, FIFO or weighted-average
- Chart of accounts, journals, fiscal periods, expenses, AR/AP aging
- Trial balance, P&L, balance sheet, cash flow — PDF and CSV
- Employees, attendance, leave balances and calendar, payroll runs, payslip PDFs
- Optional AI copilot: daily briefs, cash-flow forecasts, reorder suggestions, HR insights — writes need confirmation
- REST API, webhooks, English / Spanish / French
- SaaS landlord panel or a single standalone workspace
Requirements
PHP 8.3+, MySQL 8+ / MariaDB 10.6+, Nginx or Apache with mod_rewrite, Composer and Node.js for assets, Redis or database queues. Optional: Stripe and PayPal, an OpenAI or Anthropic API key (or built-in demo mode with no key). SSL recommended in production.
Version history
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Coravo – AI-Powered ERP & CRM for Growing Businesses: multi-tenant CRM + ERP, self-hosted standalone or run as your own SaaS from one codebase. AI platform: assistant, daily brief, forecasting, OCR, translation, voice notes, landlord health insights, and confirm-before-write workflow agents. CRM: leads, deals, multiple named pipelines, public lead-capture form, activities. Sales-to-Cash: quotes, invoices, recurring invoices, credit notes, tax rates, Stripe/PayPal payment collection on public invoice links. Inventory: items, warehouses, purchase orders, warehouse-to-warehouse transfers, manual stock adjustments and a full stock ledger. Accounting: chart of accounts, journal entries with a draft/post workflow, fiscal periods, Trial Balance/P&L/Balance Sheet/AR Aging reports with PDF and CSV export. HR (optional): employees, leave, attendance, payroll with itemized deductions. Landlord panel: tenant and plan management, impersonation for support, real subscription billing via Stripe. Onboarding wizard, white-labeling (logo/theme color), demo data seeder, in-browser install wizard.
Get the source
Get started with Coravo
Try standalone and SaaS (including the landlord panel), then buy a one-time license with six months of updates and support. Catalog price is an estimate until a marketplace listing exists.
- Instant download after purchase
- Standalone and SaaS demos
- 6 months of updates & support