Clientive Client Manager

Version 2.0 is here!

Clientive is an easy to use client management facility which incorporates simple project management and invoicing features.

Some of the main features are:

• Organise clients in one accessible place and store details such as their name, contact information, etc.
• Organise your projects and link them to your clients. Store project information such as the services provided, start and due dates and statuses.
• Upload files easily using the file uploader and link the files to projects.
• A simple to use invoice generator allows you to invoice clients and PayPal integration allows them to pay invoices easily (this functionality is disabled on the demo).
• An intuitive messaging system allows you and your clients to contact one another.
• A dashboard displays your active clients (client with ongoing projects) and view alerts, which inform you of client activity.
• A client portal allows your clients to login and view their projects, upload files, view and pay invoices, send messages and edit their client details.
• Email notifications inform both yourself and your clients of activity with your/their accounts.
• Pagination, so you don’t end up with a long list of clients/projects/etc on one page.
• Settings allow you to change the Clientive to work for you. You can select the currency in which the application works (USD, GBP , EUR, CAD , AUD, more to come). You can add a sales tax, which will be automatically added onto invoice amounts. You can also add your PayPal email to allow PayPal payments and set the number of items to display per page.
• jQuery has been used to enhance the experience, examples include light boxes and the jQuery UI date picker.
• An easy to use installer (& upgrader) which will get you set-up in seconds!

Many of the updates are based on your feedback, so keep it coming.

Live Preview login details:

Admin: Username – admin, Password – testadmin

Client: Username – client, Password – testclient

And you can always create your own clients and login as them too.