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Requirements

CRM-NG runs anywhere a modern WordPress site runs. Check these before you install.

Server

Component Minimum Recommended Why it matters
WordPress 5.5 The current release CRM-NG uses current WordPress features for the editor, passkeys and REST endpoints.
PHP 7.4 8.2 or later Newer PHP is markedly faster for list screens and PDF generation.
PHP extensions sodium, openssl, mbstring, json, curl, gd or imagick the same sodium encrypts vault secrets and documents; gd/imagick resizes logos and images for PDFs.
Database MySQL 5.7 or MariaDB 10.3 MySQL 8 / MariaDB 10.6+ Standard WordPress tables plus CRM-NG's own, created automatically.
Memory 256 MB for PHP 512 MB Large imports and PDF batches need headroom.
HTTPS Required Passkeys and security keys work only over HTTPS, and sign-in cookies must be secure.

Protect the private folder

CRM-NG keeps client documents and vault attachments in wp-content/ccp-private/ and serves them only to signed-in people with permission. On Apache the plugin writes the rule that blocks direct downloads. On Nginx you or your host must add the equivalent rule, for example:

location ^~ /wp-content/ccp-private/ { deny all; return 404; }

Test it: opening https://your-site/wp-content/ccp-private/ in a private browser window must not list or serve anything.

Scheduled tasks

Reminders, the vault expiry digest, service-plan clocks and email retries run on WordPress's scheduler (WP-Cron). WP-Cron only runs when someone visits the site, so on a quiet site schedule a real cron job that calls it every five minutes:

*/5 * * * * curl -s https://your-site/wp-cron.php?doing_wp_cron > /dev/null

Then add define( 'DISABLE_WP_CRON', true ); to wp-config.php so visitors don't trigger it as well.

Email

Everything CRM-NG sends (notifications, ticket replies, estimates, invoices, campaigns) goes out as WordPress email. Most hosts' built-in mail is unreliable or blocked. Plan to connect a real mail service with CRM-NG SMTP Email; see Email on your own server.

What to have ready

  • Your licence key (Pro and the modules you bought), from your purchase email.
  • The plugin zip files: CRM-NG, CRM-NG Pro and each module.
  • Your company details for letterheads: legal name, address, phone, email, website and logo.
  • Your hourly rate(s), default tax rate and payment terms, if you will bill from the CRM.
  • An administrator account on the WordPress site.