CRM & PROJECT MANAGEMENT SYSTEM WITH LARAVEL

To meet the different needs of organizations, we introduce a versatile web-based software solution that includes Customer Relationship Management (CRM), Project Management, and Billing functionalities. This comprehensive software enables businesses across sectors to increase efficiency and effectiveness by leveraging the strong Laravel 5.7 foundation and the adaptable Bootstrap 4.2 CSS foundation.

A centralized platform for managing customer connections is offered by CRM software, allowing companies to keep track of interactions, communications, and crucial customer data. Process simplification helps companies better comprehend and serve customers’ demands, resulting in stronger client connections and more customer satisfaction. Along with CRM, the software has strong Project Management tools that make it easy to plan, run, and keep track of projects. Teams are able to work together without difficulty, assign tasks, and keep track of project progress, assuring effective delivery and on-time completion.

A strong Billing module, which streamlines financial administration procedures, complements these capabilities. Businesses can efficiently manage billing cycles, track payments, and generate correct invoices. The software’s web-based format offers adaptability and accessibility to enterprises of all sizes. Unlock the potential of this complete software solution by utilizing its state-of-the-art features and modules to boost productivity, automate client contacts, improve project management, and improve financial processes in a cutthroat business environment.

Features of CRM

Project Management: 

Businesses can effectively manage projects from the beginning to the end thanks to this capability. It has features including project planning, task delegation, progress monitoring, and deadline management. Users can assign resources, establish milestones, and keep track of project schedules to guarantee successful project execution.

Timesheet & Tasks: 

Businesses can use this tool to create and assign projects to team members, manage task progress, and measure time spent on each work. It gives users the ability to organize their workflow, set deadlines, and prioritize their jobs. Accurate time tracking is made possible by the timesheet capability, which also makes project billing and resource allocation more effective.

Tracking and billing for expenses: 

Businesses can use this function to keep track of project-related costs like materials, travel expenses, or subcontractor fees. In addition to recording and categorizing expenses, users can link them to certain projects or clients and create detailed billing statements. This guarantees proper financial management, makes it easier to bill clients, and makes it easier to reimburse expenses.

Management of leads: 

The leads management tool aids companies in gathering, monitoring, and nurturing prospective leads or clients. Users may keep track of conversations, enter lead details, and track the lead conversion process. It accelerates lead conversion rates, enhances lead management effectiveness, and streamlines the sales process.

Management of Clients and Contacts: 

Businesses may keep a centralized database of clients and contacts thanks to this functionality. Contact information, conversation history, and other pertinent data can all be stored and organized by users. It fosters personalized interactions, improves customer service, and allows for effective customer relationship management.

Each client’s individual client portal: 

With the help of this feature, each customer receives a unique web portal that serves as a safe forum for document exchange, project collaboration, and communication. Clients can engage with the project team, examine deliverables, and obtain project updates. It improves openness, solidifies client connections, and fosters customer happiness.

Vendors:

Businesses may manage their interactions with third-party vendors, contractors, or suppliers thanks to the vendor function. Users can expedite the procurement process, keep track on vendor performance, and maintain a vendor database. It supports trustworthy supply chain operations, provides efficient vendor management, and makes it easier to deliver goods and services on time.

Proposal: 

Develop project proposals that are both customized and professional in order to leave a positive impression on clients and secure more business prospects.

Estimate:

Produce thorough cost estimates for the project, making sure to appropriately forecast both the expenses and the timetable.

Digital signature: 

Obtaining electronic signatures on significant papers can be done in a completely hassle-free manner, saving both time and assuring full compliance with the law.

Recurring Invoices / Invoices: 

Produce and disseminate invoices in a professional manner to customers, including recurring invoices to accommodate periodic billing cycles.

Payments Made Online & Offline: 

Stripe enables businesses to safely accept online payments from customers for invoices, giving customers a range of simple payment alternatives.

Credit Notes:

Produce credit notes in order to make it easier for customers to receive refunds, changes, or account credits while also ensuring that their financial records are accurate and that they are satisfied.

Tax: 

The software makes tax management simpler by giving users tools to efficiently compute and manage taxes. For efficient financial management, it assures compliance with tax laws, automates tax computations, and produces precise tax reports.

Multiple Currencies: 

The program enables firms to carry out transactions and provide reports in many currencies because it supports multiple currencies. This tool helps multinational firms manage transactions, keep track of money, and monitor changes in exchange rates more easily.

Customer Support Ticketing System: 

Businesses can effectively handle customer support inquiries thanks to the integrated ticketing system. Customers’ problems will be promptly resolved thanks to the ability of users to generate, track, and prioritize support tickets. Additionally, emails may be imported into the system to create support tickets, centralize customer communications and expedite the support process.

Knowledge Base: 

Customers can access a knowledge base that businesses can construct and manage using the program. Customers can utilize the knowledge base to solve problems on their own and discover answers to frequently asked questions. It contains articles, tutorials, FAQs, and other useful information.

Team Management: 

By assigning tasks, monitoring progress, and allocating resources, this capability enables firms to manage their teams successfully. As a result, team members are more likely to work together, communicate more effectively, and remain organized and goal-focused.

Role-based Access Control: 

Through role-based access management, the software provides fine-grained control over user access. Businesses can designate particular permissions to distinct user groups and custom roles to ensure that only authorized users have access to sensitive information. Data protection and security within the system are improved as a result.

Personal To-Do: 

The software allows users to make their own to-do lists, which may be used to efficiently organize and prioritize their chores. With the help of this feature, people can maintain their focus and organization, making sure that crucial activities are not neglected in the midst of project needs and deadlines.

Real-time Push Notifications:

Users are informed of critical events and information in real-time via push notifications. Users receive immediate notifications for all tasks, customer interactions, and system updates, assuring prompt replies and promoting effective teamwork.

Templates for emails:

The software offers editable email templates, enabling companies to produce formal and uniform email correspondence. Users can make templates for things like onboarding new clients, giving project reports, or sending payment reminders. This saves time and keeps the brand’s image consistent.

Search & Global Tags:

The organization of data within the program is made possible for enterprises via global tags. This makes it much easier to manage and retrieve data, which in turn makes it much simpler to access particular information across a variety of projects, clients, or other system components. The robust search tool helps speedy retrieval of pertinent information and improves data accessibility further.

For login pages, use Google reCaptcha v3: 

On login pages, the software adds Google reCaptcha v3 to add an extra degree of security. By doing this, you can shield user accounts from fraudulent login attempts and automated bots.

Multiple Languages: 

The software guarantees an easy-to-use experience for a wide range of users by supporting several languages. It enables enterprises to function in multiple regions simultaneously and caters to customers who would rather use the application in their mother tongue.

Activity Log: 

The activity log keeps track of user actions and system modifications, leaving a paper trail that can be used for accountability and troubleshooting. Businesses can monitor system usage, track who made certain modifications, and look into any anomalies or problems that may have occurred.

Reports: 

The software creates a variety of reports that offer useful information for performance analysis and decision-making. Customer reports offer details on interactions with clients and satisfaction, expense records track project costs, sales reports provide visibility into revenue production, and conversion of leads reports monitor the success of lead nurturing initiatives.