CRM FeaturesWe have given attention to every design element. The final result is what we believe to be an extremely user-friendly application. The application gives you and your clients a single point of contact, to collaborate on projects.
You no longer need to use multiple tools to get the job done. All the tools that you need, in a single application.
Keep track of the amount of time that you spend on your project tasks which can be billed to your client.
Invoices & Payments
Your clients can pay you via Paypal or Stripe. We will be adding more payment gateways in the near future.
Estimates help you to convert your leads into orders. Clients are more willing to commit to a project when they have an idea of the total cost.
You can create daily, weekly, monthly or even yearly recurring invoices.
Leads & Opportunitie
Keep track of your opportunities and nurture your leads into paying customers.
Lower your customer support time by offering your customers access to a self-service information and help repository.
- PHP > or = v7.2.5
- Apache Web Server
- BCMath PHP Extension
- Ctype PHP Extension
- Fileinfo PHP extension
- JSON PHP Extension
- Mbstring PHP Extension
- OpenSSL PHP Extension
- PDO PHP Extension
- Tokenizer PHP Extension
- XML PHP Extension
- MySQL Database
- GD Library > or = v2.0
Change LogsVersion 1.05 – 9 August, 2021
[Added] – Reminders – Set individual reminders for projects, tasks, leads, etc [Added] – Embed youtube video in knowledgebase, projects, tasks and leads [Added] – App Modules Selection. Select which CRM modules you want to use. [Added] – Limit CRM modules/features on a client by client basis [Added] – Overdue task reminder [Added] – Overdue invoice reminder [Added] – Leads & tasks – added notes and a new tabbed interface [Updated] – Added a ‘client details’ section for each client [Updated] – Custom fields -added new form field types and improved interface [Updated] – New role settings, allowing managing of team members [Fixed] – Filter estimates status [Fixed] – Assign task users scrollbar [Fixed] – Preselect assigned users in tasks and leads modals [Fixed] – Various other bugs
Version 1.04 – 12 May, 2021
[Added] – Project templates [Added] – Clone projects [Updated] – Time tracking [Updated] – Invoice price adjustment [Updated] – Estimate price adjustment [Updated] – Show additional company information on invoices & estimates [Updated] – Advanced text editor features for projects [Fixed] – Project payments summary [Fixed] – PDF showing ??? for non-Latin languages [Fixed] – Task checklist styling [Fixed] – Upload avatar error
Version 1.03 – 4 April, 2021
[Added] – Importing Leads – (CSV & EXCEL) [Added] – Importing Clients – (CSV & EXCEL) [Added] – Convert an estimate to an invoice [Added] – Clone estimates [Added] – Mollie payment gateway [Added] – Direct time tracking [Added] – Invoice and estimate opening tracking [Updated] – Dynamic client creation [Updated] – Allow/prevent clients from accessing the dashboard [Updated] – Enable/disable all outbound client email [Fixed] – Updating lead status not refreshing table row [Fixed] – Login popup [Fixed] – converting leads error [Fixed] – Client category not working [Fixed] – Estimates menu not showing on project page
Version 1.02 – 10 February, 2021
Version 1.01 – 26 November, 2020
[Added] - Dashboard payments and invoices stats clickable [Added] - Admin can add scripts in head and body (e.g. google analytics) [Fixed] - Modal windows not correctly displaying Cyrillic symbols [Fixed] - Unable to edit default milestones [Fixed] - Deleted staff member increasing the count for users in a given role [Fixed] - Installer get stuck on some operating systems [Fixed] - Task and lead checklists not working correctly [Fixed] - Unable to delete some categories [Fixed] - Create lead sources – popup opens blank