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Latest Updates:
You can now simply improve from Lite to Pro, read more about it here.
Also: UCM Pro Edition has been up to date, take a look at all the brand new options!
UCM: Simple Open Source CRM & Project Management System
The most full and simple to make use of Invoice, Customer and Project administration system out there. Host the appliance by yourself web site or in home server. Pay as soon as, free upgrades endlessly!
This characteristic packed system enables you to simply maintain all of your buyer and undertaking particulars in a single place. You can maintain web site info (ftp particulars, renewal dates), undertaking info (due dates, necessities), invoices, help requests (assist! my e mail is damaged!), fee historical past, consumer file uploads and tons extra multi function place.
More info out there on the Ultimate Client Manager Website and by viewing the Live Demo.
UCM Product Comparison:
UCM Installation Instructions:
- Check necessities beneath
- Download the Ultimate Client Manager by clicking here (install.zip). (if this doesn’t work please strive the old installer)
- Unzip the recordsdata, and add them into a brand new empty folder in your web site (eg: yourwebsite.com/shoppers/)
- Create a MySQL database (your internet hosting supplier can help)
- Visit your web site the place you uploaded the recordsdata (eg: yourwebsite.com/shoppers/) and comply with the set up directions (you will want your licence buy code, out there after shopping for the merchandise from CodeCanyon)
- If you may have any issues putting in the UCM please ship a support ticket our approach and we can assist. Include your licence buy code, a hyperlink to your web site and your FTP particulars so we are able to set the system up for you if wanted.
UCM Feature Overview:
- Lots! Check out the screenshots and the live demo.
- Save buyer info (identify, deal with, birthdays?)
- Store web site info (usernames, passwords, and so forth.!)
- Todo checklist: handle todo lists on this software. Show upcoming job tinquire ofs as todo objects on your UCM dashboard
- Receive and reply to help requests from prospects
- Allow prospects to log in and see their info and fee historical past
- Track funds simply with PayPal
- Store limitless customized info fields
- Search buyer info
- Alerts and Reminder notifications for area renewal / internet hosting renewals / telephone calls.. (set a reminder about something in any a part of the app)
- a fundamental ticketing and help system
- Split payments – Split funds into a number of invoices (eg: small Deposit bill, adopted by remaining quantity)
- Email Invoices – Send your invoices as an e mail, or give the shopper a hyperlink they’ll click on
- Job Overview – Send your buyer a hyperlink to allow them to verify on undertaking progress
- Payment Tracking – Keep a historical past of fee quantities, dates, strategies (money, cheque, paypal, and so forth..)
- Multiple Currencies – Use $ or £ or any forex you need – bill totally different prospects with totally different currencies
- Create guide invoices
- Allow workers members to login and handle their assigned jobs
- Access to a rising plugin database so you may get further options
- Fully open supply (no encrypted code) so you possibly can modify the system as a lot as you want
- and more…
- Newsletter Plugin – ship emails to your prospects or members, observe bounces and open charges. Double decide-in characteristic out there.
- Mobile Device View – handle your system out of your cell gadget.
- PDF Invoicing – generate PDF invoices and receipts out of your system. e mail PDF’s straight to prospects out of your system.
- Basic Freelance Finance Manager – observe your earnings and bills. see an outline of bills on dashboard. schedule recurring invoice funds so that you obtain reminders.
- Group Plugin – group prospects, jobs and tickets collectively for higher organisation
- POP3 Email Ticket Support System – flip your inbox right into a ticket help system
- More plugins are presently underneath improvement, please click here for extra info.
- PHP 5.3 (will run on 5.2 however 5.Three is really useful)
- MySQL database
- Lots of consumer info that you’d like to maintain in a single place
- An internet server (ideally Linux Apache, it can in all probability NOT work on a Windows internet hosting account – though folks report it does)
- A public going through web site (eg: yourwebsite.com/admin_system/) if you wish to use fee processing (eg: paypal)
- .htaccess mod_rewrite is sweet to have, should you get 404 errors then inquire of your internet hosting supplier to allow ”.htaccess mod_rewrite” or go into config.php and alter _REWRITE_LINKS from true to false
Customer Testimonials
If you discover this properly priced merchandise helpful, be at liberty to purchase it a second time or make a donation. This will assist me to proceed offering help and releasing new options.
UCM Plugins:
From time to time we’ll launch extra plugins for the UCM. These plugins offers you extra options that could be suited to your particular person enterprise wants.
Pro Version
Pro model is now out there! Click here for extra info. Pro is that this “Lite” model bundled along with all of my out there plugins at a really good discounted fee (really saving over $120). Pro additionally contains a few bonus themes which aren’t out there in Lite. CHECK IT OUT
Requirements:
This system runs by yourself internet hosting server, this may be an in-home server or simply by yourself web site (like I’ve it).
Support
If you require help please be at liberty to make use of our help system by clicking here. Please don’t submit help requests on the merchandise dialogue board – these should not checked recurrently and your query could go unreplyed for weeks.
Live Demo:
To entry the stay demo please click here
This demo re-units itself with clear info once in a while, so be at liberty to create prospects, web sites, initiatives, funds, and help tickets.
You may even ship your self an bill e mail to check that characteristic.
There is extra info and set up directions over on the web site:
http://ultimateclientmanager.com/crm-feature-list/.
Please be at liberty to inquire of any questions right here, or ship me a direct message. If you may have any ideas.
Product Support
If you require help please be at liberty to make use of our help system by clicking here. Please don’t submit help requests on the merchandise dialogue board – these should not checked recurrently and your query could go unreplyed for weeks.
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