Simple PHP Admin System/CRM

January 2012 – 4 New Plugins are available:

• Mobile Device View – manage your system from your mobile device.
• PDF Invoicing – generate PDF invoices and receipts from your system. email PDF ’s straight to customers from your system.
• Basic Freelance Finance Manager – track your income and expenses. see an overview of expenses on dashboard. schedule recurring bill payments so you receive reminders.
• Group Plugin – group customers, jobs and tickets together for better organisation

Ultimate Client Manager – Lite Edition

Good news! Ultimate Client Manager (UCM) Lite Edition is ready for download. It’s now bigger, better and now easier to install/upgrade.

Click here to download the UCM Lite installer: http://www.ultimateclientmanager.com/lite_installer2.zip

More information available on the Ultimate Client Manager – Lite Edition Website

This feature packed system lets you easily keep all your customer and project details in one place. You can keep website information (ftp details, renewal dates), project information (due dates, requirements), invoices, support requests (help! my email is broken!) and payment history in one place.

Features (Version 2.1 – Dec 2011):

• Lots! Check out the screenshots and the live demo
• Save customer information (name, address, birthdays?)
• Store website information (usernames, passwords, etc.!)
• Receive and reply to support requests from customers
• Allow customers to log in and see their information and payment history
• Track payments easily with PayPal
• Store unlimited custom information fields
• Search customer information
• Alerts and Reminder notifications for domain renewal / hosting renewals / phone calls.. (set a reminder about anything in any part of the app)
• a basic ticketing and support system
• Split bills – Split payments into multiple invoices (eg: small Deposit invoice, followed by remaining amount)
• Email Invoices – Send your invoices as an email, or give the customer a link they can click
• Job Overview – Send your customer a link so they can check on project progress
• Payment Tracking – Keep a history of payment amounts, dates, methods (cash, cheque, paypal, etc..)
• Multiple Currencies – Use $ or £ or any currency you want – invoice different customers with different currencies
• and more…

If you find this well priced item useful, feel free to buy it a second time or make a donation. This will help me to continue providing support and releasing new features.


Plugins

Plugins are almost complete, when they are available for download a link will appear here:
• PDF Invoices: Generate PDF invoices which can be downloaded in your browser or emailed directly to your customer from the system.
• Mobile View: View the system in a mobile phone friendly manner from your device. Toggle between mobile and desktop views for greater flexibility on the road.
• Finance Manager:Record your expenses, income and schedule reminders for upcoming bills or income. Put in a recurring bill and it will remind you on the dashboard a few days before it is due. Handy!
• More plugins detailed here

Pro Version

Pro version should be ready by June 2012 – it will be this “lite” version bundled together with all available plugins at a slightly discounted rate. I need to make the plugins first before I can make the pro version. Pro will appeal to some people, but others may find it cheaper to buy “lite” and the plugins they need separately.

Requirements:

This system runs on your own hosting server, this can be an in-house server or just on your own website (like I have it).

• PHP 5 .3 (will run on 5.2 but 5.3 is recommended)
• MySQL database
• Lots of client information that you would love to keep in one place
• A web server (preferably Linux Apache, it will probably NOT work on a Windows hosting account – although people report it does)
• A public facing website (eg: yourwebsite.com/admin_system/) if you want to use payment processing (eg: paypal)
• .htaccess mod_rewrite is nice to have, if you get 404 errors then ask your hosting provider to enable ”.htaccess mod_rewrite” or go into config.php and change _REWRITE_LINKS from true to false

Client Manager Installation Instructions

Installation instructions are available here: How to install the Ultimate Client Manager

Support

If you require assistance please feel free to use our support system by clicking here. Please do not post support requests on the item discussion board – these are not checked regularly and your question may go unanswered for weeks.

Live Demo:

To access the live demo please click here
This demo re-sets itself with clean information every so often, so feel free to create customers, websites, projects, payments, and support tickets.
You can even send yourself an invoice email to test that feature.

There is more information and installation instructions over on the website:
http://www.ultimateclientmanager.com/lite-edition/.

Please feel free to ask any questions here, or send me a direct message. If you have any suggestions.