Project Description :
This Product is developed for Manage Customers, Projects, And Create Invoices.This is customer relationship management software that is a great fit for almost any company. Following are the main Features of CRM : 1. PROJECTS Manage and invoice projects with the powerful project management feature. Track expenses and time spent on tasks and bill your customers. Ability to assign multiple staff members on task and track time logged by assigning a project member. 2. INVOICES Build professional and great looking invoices. Attach files and send directly to your clients including the invoice PDF. Invoice with different tax based on item. Create recurring invoices who will be regenerated automatically based on your setup for recurring invoice (every X months). You can set recurring starting from 1 month to 12 months. 3. ESTIMATES Create estimate within a minute. Sent to your customers and wait to accept. Ability to auto convert the estimate to invoice after customer accept. You customers can view and make actions the estimate even without login. 4. PROPOSALS Create good looking proposals and impress your potential clients or customers. Include images, tables, YouTube videos with the powerful editor. Proposals comments allowed for further discussion with the customer. 5.EXPENSES Record company expenses. Set up a recurring expense and the expense will automatically be created after the specified period. The period time could be days, weeks, months or years. Ability to set expenses billable to customers or projects. 6.PAYMENTS Record and receive payments in different currencies. Customers can pay you via PayPal and Stripe. Auto generated PDF after each recorded payment. 7.TASKS Assign task to multiple employees, add task followers, task comments allowed, task attachments. 8.CONTRACTS Use contracts feature to lock in current and feature sales. Create PDF documents in a minute and and to your customers via built-in sending contracts feature. Ability to send customer reminders before contracts expiry. 9.REPORTS Reports Reports Sales Item Reports Total report income Reports by customer Custom date picker Leads Conversions Knowledge base articles (Track if your article is useful to clients, improve text based on votes)
Technology Specifications :
PHP, Laravel, My SQL