oplixCRM — Buyer Onboarding Guide

Complete step-by-step setup: deploy, activate, rebrand & go live
Get up and running in ~30–45 minutes

Thank you for purchasing oplixCRM! This guide walks you through everything — from placing the zip on your server to sending your first WhatsApp message. If you ever get stuck, email hello@oplix.in — support is included with your license.

Table of Contents
  1. What you need before starting
  2. Upload & extract on your server
  3. Create a MySQL database
  4. Configure the .env file
  5. Point your domain at /public
  6. Run the web installer
  7. Activate your license
  8. Set up the cron job
  9. Connect WhatsApp Cloud API
  10. Enable payments (Razorpay)
  11. Rebrand & customize
  12. Final QA checklist

1What You Need Before Starting

Collect these first — it makes setup smooth and quick:

Tip: Check your PHP version in cPanel → Software → Select PHP Version. If it's below 8.2, switch it to 8.2 or 8.3.

2Upload & Extract on Your Server

  1. Log in to your cPanel and open File Manager.
  2. Navigate to your domain's folder (usually public_html).
  3. Click Upload and select oplix-saas-source.zip from your computer.
  4. Once uploaded, right-click the zip → Extract.
  5. After extraction you'll see folders: app, bootstrap, config, public, vendor, and more.
Screenshot placeholder — File Manager with the uploaded zipRight-click → Extract.
Installing in a subfolder? e.g. public_html/crm — that's fine, just remember your URL.

3Create a MySQL Database

  1. In cPanel, open MySQL® Databases.
  2. Create a database, e.g. yoursite_oplix.
  3. Create a database user with a strong password.
  4. Click Add User To Database, select both, and grant ALL PRIVILEGES.
  5. Write down these three values (you'll need them in Step 4): database name, database username, database password.
Screenshot placeholder — MySQL Databases screenCreate DB + user + add to database with all privileges.

4Configure the .env File

  1. Back in File Manager, enable Settings → Show Hidden Files (dotfiles).
  2. Inside the extracted folder, find .env.example. Copy it and rename the copy to .env.
  3. Right-click .env → Edit and fill in these lines:
APP_NAME="oplixCRM"
APP_ENV=production
APP_KEY= (leave blank — Step 6 generates it)
APP_URL=https://yourdomain.com
DB_CONNECTION=mysql
DB_HOST=127.0.0.1
DB_PORT=3306
DB_DATABASE=your_db_name
DB_USERNAME=your_db_user
DB_PASSWORD=your_db_password
LICENSED_BUILD=true (keep true — it's your licensed copy)

Replace the DB_* values with what you created in Step 3, and set APP_URL to your real domain (with https://).

Don't delete the LICENSED_BUILD=true line, and keep both the INSTALL_TOKEN and CRON_TOKEN lines intact (you'll rotate them below).

5Point Your Domain at /public

Laravel must be served from the public subfolder. Choose one option:

Option A — Best (Document Root)

  1. cPanel → Domains → Manage on your domain.
  2. Change the Document Root to the public folder, e.g. /home/username/public_html/public.

Option B — .htaccess fallback

  1. Create a file named .htaccess in public_html.
  2. Paste this inside it:
    <IfModule mod_rewrite.c>
      RewriteEngine On
      RewriteRule ^(.*)$ public/$1 [L]
    </IfModule>
Screenshot placeholder — Domains manage screen with Document RootSet the document root to the /public folder.

6Run the Web Installer

  1. Open your .env and find INSTALL_TOKEN=....
  2. Visit (change the token to yours):
    https://yourdomain.com/install?token=YOUR_INSTALL_TOKEN
  3. You'll see a status screen (PHP ✓, Database ✓, writable ✓).
  4. Fill in: Your name, Admin email, Admin password (min 8 chars).
  5. Click Install now. This creates all database tables and your admin account.
Screenshot placeholder — Installer screen with the 3 checks and the formAll three checks green ✓ and the form.
Done! You'll be redirected to /login. Log in with the admin account you just created.

7Activate Your License

Screenshot placeholder — License activation page with key filled inDomain auto-filled, paste the OPLIX-XXXX key, click Activate.
Your key works on ONE domain. To move to a new domain, email hello@oplix.in to get a new key for the new domain.

8Set Up the Cron Job (Required)

Campaigns, queue processing and scheduled jobs need a once-per-minute tick.

  1. cPanel → Cron Jobs.
  2. Find CRON_TOKEN=... in your .env.
  3. Add a cron running every minute (* * * * *) with (use YOUR token):
    wget -q -O /dev/null "https://yourdomain.com/cron/run/YOUR_CRON_TOKEN"
Screenshot placeholder — Cron Jobs screen with the scheduled commandCommon settings + the cron URL with your token.

9Connect WhatsApp Cloud API

In the admin panel

  1. Go to Admin → WhatsApp settings.
  2. Paste your Meta App Secret.
  3. Note the Webhook Verify Token shown there.

In the Meta Developer Portal

  1. Open your app → WhatsApp → Configuration.
  2. Set Callback URL: https://yourdomain.com/webhook
  3. Set Verify token: paste the value from admin Settings.
  4. Subscribe to the messages field.
  5. Create a System User access token (Business Settings → Users → System Users) with whatsapp_business_messaging + whatsapp_business_management permissions.

In oplixCRM

  1. WhatsApp Accounts → Add Account.
  2. Enter your Phone Number ID, WABA ID and system-user token → Connect.
  3. Send a test message to your number → it should appear in the Inbox within seconds.
Screenshot placeholder — WhatsApp accounts connect formPhone Number ID, WABA ID, access token.
Test: Once connected, send a WhatsApp message to your number and confirm it shows up under Inbox.

10Enable Payments (Razorpay)

  1. Admin → Settings → paste your Razorpay Key ID and Key Secret, save.
  2. (Optional) In Razorpay, add webhook https://yourdomain.com/webhook/razorpay for payment.captured.
  3. Plans are pre-seeded (Starter / Growth / Pro). Adjust prices anytime in Admin → Plans.
Screenshot placeholder — Razorpay settings formKey ID + Key Secret fields.

11Rebrand & Customize

Make it yours! All from the admin dashboard:

WhereWhat you can change
Admin → Website PagesBrand name, logo, favicon, currency, hero text, features, testimonials
Admin → Website → BrandUpload your logo & favicon (shown in nav, sidebars, landing)
Admin → PlansPlan names, prices, limits, popular tags
Admin → Footer/watermarkWatermark / attribution line, footer text
Screenshot placeholder — Website pages editorBrand settings, hero, pricing headings.

12Final QA Checklist

Run through before you announce your launch:
CheckDone
The site loads at your domain with HTTPS padlock☐
/install shows "Already installed" (locked down)☐
You can log in as admin at /login☐
Your license shows activated on /license☐
A test WhatsApp message lands in the Inbox☐
A campaign launches without errors (cron runs fine)☐
A chatbot keyword auto-reply fires☐
Wallet top-up via Razorpay credits your balance☐
Your brand name/logo appear everywhere, single copyright line☐

Troubleshooting quick reference

IssueFix
500 error after uploadConfirm PHP ≥ 8.2 and that .env exists in the project root.
Blank pageCheck storage/logs/laravel.log via File Manager.
Storage permission errorsSet storage/ and bootstrap/cache/ to 755 (files 644).
Cron not runningSome hosts block wget — use curl -s -o /dev/null "<url>" instead.
Webhooks not arrivingConfirm the messages field is subscribed and APP_URL uses https.
Redirected to /license unexpectedlyYour license isn't activated or the key/domain don't match — re-enter on /license.
Need help? Email hello@oplix.in — support is included with your license. Include your domain and which step you're on.
© Oplix — oplixCRM. All rights reserved. Built by LIONY.
Support: hello@oplix.in