This software is a great project management and CRM tool to increase output and client satisfaction. You can handle your clients, teams, projects, and many other things conveniently in one location. Everything you require for an effective business operation is provided.
We routinely update the software based on feedback from thousands of customers. As a consequence, we have created such exquisite, user-friendly, flexible, and easy-to-use software! Installing the complete source code on your computer is possible by downloading it.
ULTIMATE CRM FeaturesÂ
Projects
Add as many projects and tasks as you like. Send invoices to your clients, assign tasks to your team, and keep account of the time spent on each project and task. Set milestones, view auto-calculated project progress, and reach deadlines. Work together with your staff and solicit client feedback.
Tasks
Clarify the progression of the task. Give your team members duties, and keep an eye on their progress. Team members can leave comments and attach files to the duties. Get immediate notifications when you mention other people in the comments. Simple task creation and task cloning are provided. Create labels and checklists to aid in comprehension.
Recurring tasks
On the days you’ve designated, automatically create recurring tasks. Set up recurring tasks if there are certain types of jobs you must complete at regular intervals. To make the tasks, you can specify the time duration as daily, weekly, monthly, or yearly.
Requests for estimates
Create estimate request forms based on the services you offer and get estimates from your leads and users. Finding potential clients and getting more tasks are both benefits.
Estimates
Send your customers estimates in response to their request for an estimate or the services you offer. Get your customers’ approval before sending them a PDF estimate. Estimates can then be used to generate tasks and invoices.
Invoices
Include your personalized invoices, then email your customers a PDF attachment of the invoice. For various clients, it accepts various currencies. Get information about your invoices and sort them by their state. Add various taxes to the bills. To better represent your business, alter the invoice’s color and logo. Create a unique footer in the pdf for more details.
Recurring invoices
You can program recurring bills to create invoices automatically on a monthly, annual, or another schedule. Automatically send the invoices to cut down on extra labor.
Payments
It accepts purchases made online through Paytm, PayPal, and Stripe. The choice to accept only partial payments can be turned on or off. The invoice is immediately marked as paid and a notification of payment confirmation is generated.
Proposals
Send attractive proposals to your clients and prospects to increase business.
Contracts
Make agreements with your clients and provide hassle-free service.
Clients
Manage both your clients and their contacts. You have the option of allowing customers to register or directly adding customers. Learn specifics about each client’s contacts, projects, bills, payments, estimates, requests for estimates, support complaints, necessary files, events, and notes. You can give your customers access to the client site. Each client will have access to a personal dashboard where they can view their tasks, invoices, and other data. Allow your clients to monitor the tasks and provide immediate feedback. Establish client rights to restrict access.
Chat with clients
Clients can be contacted via chat and text. Determine which team members have the authorization to communicate with clients. View your customers’ online status.
Communicate with teammates
Send your team members personal messages. Create multiple conversations about various subjects. Project management can be made more efficient by reducing the time spent waiting for input.
Leads
Manage prospective clients and keep track of their progress. Obtain leads automatically from public estimate inquiries. With the addition of notes, files, and events, leads can be converted into customers quickly and simply.
Support ticketsÂ
Allow your customers to submit help tickets and receive email and web-based notifications. Create tickets automatically using client emails. Give team members access to tickets, and respond to remarks with attachments. Control customer assistance from one location.
Expenses
Get cost overviews for projects and team members, and keep track of all your expenditures. Check your expenditures in each category, then compare your income to your expenses. Check out the graph of income and expenditures for various time periods.
The knowledge base
For your clients, develop knowledge base articles to help you deal with customer support more effectively. Create various knowledge base categories and allow clients to resolve issues on their own without seeking assistance.
Articles to help
For your team members, establish an internal knowledge base. Add unique articles for various regulations and information. The help documents are only accessible to team members.
Managing a team
Assign various roles to the members of your team after adding them. Obtain general information and manage their funds in one location. Based on their permissions, every team member gets access to their dashboards.
Event Calendar
Create your own schedule of events and share it with your team and clients. Google Calendar integration keeps you up to date. In the dashboard, view scheduled events.
Notes
Keep secret notes in the cloud and add files. To make it easier to locate them, add helpful tags and notes. Project members can view public notes you create for the project.
Announcements
Publish announcements for your customers and team members on their dashboards. It makes it easier to share any notification with others.
Timeline
With your team, share documents and ideas. To help your team develop, add relevant news and links.
Timesheets
Time cards are used to track the attendance of team members. You can restrict IP addresses for time card access, preventing team members from logging time from outside the workplace.
Leaves
Manage the leave requests of your team members. Verify the total amount of leaves each team member has taken. Add additional types of leaves. Requests for leave of absence may be granted or rejected. Designate supervisors for various organizations or team members.
Personal to-do list
Make a personal to-do plan to better organize your workload. Keep your attention on your daily job and don’t forget to complete any necessary tasks. Personal to-do lists can be added by each customer and team member.
Notifications
Receive alerts for all significant activities, such as the creation of tasks, comments, tickets, messaging, etc. There are two distinct notification categories. Both the application and email have notification options. You can choose who will receive which notifications and activate or disable all notifications.
Notifications via push
A pusher allows you to receive real-time alerts in your browser.
reCaptcha
Add an additional layer of protection by integrating Google reCaptcha into all login forms.
Google Drive integration
Google Drive is an additional storage option. The application will store all of the files you submit in Google Drive.
Multiple displays
Create numerous dashboards with a variety of preset widgets. You can use various kinds of helpful widgets for your various kinds of dashboards. You can create a custom dashboard design by dragging and dropping the elements. Add the tools you created. It permits the addition of embedded widgets from third parties, such as weather widgets.
Customization of features
According to your requirements, enable or disable the modules. You might not be interested in utilizing all of the available features. It is simple to turn off unused functions.
Supports multiple languages
Change one file to translate the program into various languages. Check out the translation’s example files on GitHub.
Activity logs
Learn more about the activities of team members in various projects. Monitor the actions of your team members and remain updated.
Custom email themes
All email templates should be updated with your personalized design and content. Easily alter the content using an editor or the complete source code.
Custom variables
Add custom fields to clients, contacts, leads, tasks, team members, projects, invoices, events, expenditures, and estimates to save more data as needed.
Custom design
Custom CSS can be added to alter the design. To create your own, use various color patterns or replicate any color plate.Â
Installation
The updates are very easy to install, and you can do so from the Settings>Updates tab with just one click.
Usability
By using Codeigniter 4. It is quick and simple to use. Every UI element is made so as to enable fast navigation. Some of the rising were discussed here. Many more are included in the footage.
