Ultimate Client Manager

• Aug 2 – Version 1.2 is now available for download! (now with better IE8 support)
• Aug 6 – Translations: click here to download the admin system language file. You can translate this system into your own language!
• Aug 9 - Made 150 sales today! thanks everyone! – I will now be launching more features in the coming weeks, check back soon.
• Aug 22 – progress is getting made on version 1.3 – will update the demo shortly so you can try the new features (thanks to those people who donated! you rock!)
• Aug 28 – the live demo is now running version 1.3.1 – this is available for download now, 1.3.2 should be released soon.

Overview:

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), support requests (help! my email is broken!) and a PayPal payment history all in one place.

Features (Version 1.0):

• Lots! Check out the screenshots and the live demo
• Save customer information
• Store website information
• 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.. etc…
• and more…

Features (Version 1.1):

• a basic ticketing and support system
• a cleaner user interface
• ability to customise the date format
• an easy to use first time setup script

Features (Version 1.2):

• Income Report – (beta) View how many invoices you have sent, and how many have been paid.
• File uploading – with wicked image tags! label parts of the image for the user to look at.
• New language – login as a Dutch administrator
• New language – login as a French administrator
• Basic TODO list – set due dates, mark tasks as completed, generate invoice (beta) from todo list.
• Split bills – Split payments into multiple invoices (eg: small Deposit invoice, followed by remaining amount)
• Email Invoices – Optionally send invoices through the ticketing system for better tracking
• Payment Tracking – Keep a history of payment amounts, dates, methods (cash, cheque, paypal, etc..)
• Multiple Currencies – Use $ or £ or any currency you want

Features (Version 1.3.1)

(Available for download soon)

• Easier upgrades to newer versions DONE !
• Updated Turkish (tr) translation by Cem (Thanks!) DONE !
• Updated Dutch (nl) translations by Ruben (Thanks!) DONE !
• Generate invoice from todo list DONE !
• Ability to pick custom invoice numbers DONE !
• Some more improvements to the invoice system DONE !
• Fix all my “short open tag” code DONE !
• Adding those few words that I missed to the translation dictionary
• The double slash // fix for people running this on subdomains
• Made a start on the “settings” tab
• Accept payments through Cheque, Cash, Bank Transfer and Authorize.net

Screenshots:

Features (IN DEVELOPMENT ):

Below is a list of the features I am working on for the upcoming versions.
I have just taken on a big contact so wont have any time to make big updates over the next month. This script is aleady extremely usable at the moment, all the most popular feature requests have been implemented. I will continue to provide email support on weekends only but it seems any bugs have been resolved so you should all be sweet Thanks! I will update here when I’m ready to make more features.

• Move all the options from config.php into an online settings dialog
• Click to show passwords
• Recurring payments
• Sorting and pagination on all data tables
• Export to CSV on all data tables
• Front end signup form that you can embed on your website, customers can sign up to be registered (pending approval) in your system
• Admin user hierarchy to allow only certain admins to see certain information (ie: finish off sub admin feature)
• Multiple theme support (please send me your themes to have them included) and a new wide theme for those with larger monitors
• phpMailer integration, this will help those people who cant use standard php mail() command
• Accept payments through Google Checkout
• Store RSA encrypted credit card details for one-time manual processing
• Funky new relationship management, link a website to multiple customers, etc…
• Front end ticket submit form that you can embed on your website
• WYSIWYG editor to control the different email templates that the system users (eg: when a user signs up, when a ticket is replied to, etc..)
• Uploading files into the “additional items” area on all screens (eg: upload pdf invoice, word doc with project details, different customer logo versions, etc..)
• Front end order form that you can embed on your site, customers can order from a set of pre-defined “project templates”
• .swf previews in file manager
• Generate PDF invoice (tricky to do correctly with an easy to use invoice designer)
• Integrate with my “simple newsletter system” so you can send out newsletters to your customer database from the 1 application.

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.

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
• 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)
• A public facing website (eg: yourwebsite.com/admin_system/) if you want to use PayPal
• Enable php short open tags (next release will not need this)

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 a “Payment request” email to test that feature.

There is more information and installation instructions over on the website:
http://tf.dtbaker.com.au/simple-customer-database/index.html.

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

My other easy to use PHP Scripts: