Suitable for small to medium size organizations
Built using Laravel and Vue.js, Bootstrap CSS, MySQL Database
Quick Features Overview
Technolgoies Used
Features
Projects
Manage projects, create milestones, tasks and upload files, add notes. Track expenses and time spent on each task and bill your customers. Give your customers the access to view the project's progress or create tasks
Tasks & Timesheet
Create tasks and assign them to your team members. Post comments, upload attachments, and mention any team members in your comment (and they will be notified). Log times spent on tasks and optionally bill your customer. See the Kanban board view of all the tasks and easily drag and drop tasks between statuses
Milestone
Create milestones for projects and see automatically generated Gantt Chart. Easily drag and drop tasks between milestones.
Reminders
Setup reminders for your team members to remind about something important. The system will automatically send an email and a real time push notification to the selected person.
Lead
Build highly targeted contact lists and manage them in one place. Create custom statuses and sources for your leads and organize them accordingly. Create smart summary of information to help you build a conversation. Record information when you get in touch and filter leads based on the date you last contacted. Create tasks, add notes, and send proposals. Import leads from CSV/Excel file.
Customers
Create unlimited number of customers and contacts. Import customers in bulk using csv/excel file. Easily search a customer with name, phone number, email etc. See all invoices, estimates, proposals, tasks, expenses, contacts of the customer from the profile page.
Customer Portal
Allow your customer contacts to access their own portal to track project's progress, create tasks, upload attachments, comment on tasks, create ticket or add reply, see invoices, estimates and other financial data based on your settings.
Vendors
Create profile of vendors you deal with on regular basis to keep track of your expenses.
Proposals
Create cool proposals by including images, tables, YouTube videos. Set up proposal template utilizing available short codes for common texts like company name, email etc. Send proposal via email or a shareable link. Get notification when the proposal is accepted and digitally signed or declined.
Estimates
Create estimates in no time. Send the estimate to your customers via email or a shareable link. Your customers can accept or decline the estimate even without logging in. Easily convert an estimate to an invoice
Invoices / Recurring Invoices
Build professional invoices and send them to your clients in PDF format or a shareable link. Create recurring invoices if you bill a customer on a regular basis. Just set how frequently you want to create the invoice and the system will create it automatically. The system also automatically updates the status of an invoice if the payment is overdue.
Credit Notes
Create credit notes and apply to invoices
Expenses
Record company expenses. Optionally tag a project and customer for the expense and create invoice from it if applicable.
Tax
Create multiple tax rates and use in invoices, estimates and proposals
Online & Offline Payments
Receive payments for your invoice online using Stripe. Setup the API information in settings page to allow your customers to pay using credit card. Add the name of offline payment method you deal with and use it when manually recording a payment.
Multiple Currencies
Setup multiple currencies.
Support Ticket System
Create support tickets or allow customers to create one from their own portal. Add internal notes, upload attachments, predefined ticket replies, and insert knowledge base links. Create your own ticket priorities, ticket statuses, and departments.
Import ticket from emails
Let your customers or potential customers (not registered) reply and create new tickets via email, without accessing to the client portal. Configure IMAP settings for each department and the system will automatically convert the email to a new ticket or a reply to an existing ticket.
Knowledge Base
Create knowledge-based articles for your customers using a rich text editor and group them by custom categories.
Team
Create teams and add your team members. Assign a team leader for each team
Role based access control
Create unlimited number of user roles and set necessary permissions for it. Assign role to a user to limit the access.
Personal Todo
Each team member has own personal todo widget on dashboard
Real-time push notifications
Get real time push notifications when the application is open on your browser; just like on Facebook. Simply set up Pusher.com's API information on the settings page and the system will do the rest of the work. You can always turn this feature off or on.
Media Library
Upload files in media library. Each of your team members will have separate folders for uploading files.
Email Templates
The system comes with predefined email templates for using when sending invoices, proposals, estimates, notification for new comment, ticket, reply etc to your customers. Change the parts of sentences you don't like or even change the language. There is also option for using short codes/merge fields
Also add your custom HTML and CSS to modify the header and footer part of email
Choose between SMTP and Mailgun
Configure how you want the application to send your emails; on setting page . You can either choose SMTP or Mailgun's API service. Generally it's good idea to use a transnational email service like Mailgun to ensure that mail is not delivered in your receipt's spam folder.
Job Queues
The system uses job queues to defer the processing of a time consuming task such as sending an email. Deferring these time consuming tasks drastically speeds up web requests to your application.
Global Tags & Search
Create unlimited tags for using in invoices, estimates, projects, tasks etc. to filter or track them when needed. Use global search option on the navigation bar to search anything withing the system. To search by tag simply use a hashtag #
Invisible Google reCaptcha v3
Prevent bot's attempts to login to your application using Google's reCaptcha v3 which does not require user interaction to prove if human. You can enable or disable this feature for both admin's and client's login page.
Activity Log
Track all activities of your team members on the application.
Multiple Languages
Choose your preferred language from 19 different options
Reports
Responsive Interface
Built using Bootstrap CSS which makes it fully responsive. Access your data from desktop, mobile or tablet
Screenshots
Lead
Generate highly targeted contact lists using custom tags and business data. Record information when you contact them. Create tasks, notes, reminders and see activity log. Filter important leads and last time you contacted and more.
Customers
Convert lead to customer or create a new one or even import in bulk from excel sheets. Create multiple contacts under the customer. Give them separate portals to see
Proposal
Generate proposals by incorporating images, tables, and YouTube videos. Utilize predefined shortcodes within a proposal template for standardized text sections such as company name, email, and more. Distribute proposals via email or shareable links. Receive notifications upon acceptance or rejection, along with digital signatures.
Estimates
Effortlessly generate estimates swiftly. Send estimates to your customers through email or a shareable link. Allow your customers to accept or decline the estimate without requiring a login. Seamlessly convert an estimate into an invoice.
Projects
Manage projects by creating milestones, tasks, uploading files, and adding notes. Monitor expenses and track time allocated to each task for billing purposes. Provide customers with access to observe project progression or create tasks themselves.
Tasks & Timesheet
Create tasks and allocate them to team members. Post comments, attach files, and tag team members in comments for notifications. Record task durations and bill customers at your discretion. View all tasks in the Kanban board format, effortlessly dragging and dropping tasks between different statuses.
Customer Support Ticket
Generate support tickets or enable customers to create them directly from their portal. Include internal notes, attach files, utilize predefined ticket responses, and embed links to the knowledge base. Customize ticket priorities, statuses, and departments to align with your requirements. Clients, including those not registered, can easily respond to or generate tickets through email, eliminating the need for access to the client portal. Configure IMAP settings for each department to seamlessly convert incoming emails into new tickets or replies to existing ones within the system.
Invoice
Generate polished invoices and dispatch them to your clients in PDF format or via a shareable link. For recurring billing cycles, easily set the frequency for invoice generation, and the system will autonomously generate them accordingly. Monitor invoice statuses effortlessly, with the system automatically updating overdue payment statuses
