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Ultimate Client Manager – CRM – Pro Edition

The most full and straightforward to make use of PHP Invoice, Customer and Project administration system accessible for firms and freelancers. Features rival a few of the different hugegest software program suppliers available on the market. Host the appliance by yourself web site or in home server.

More data is obtainable on our devoted web site: ultimateclientmanager.com

UCM Product Comparison:

Feature List

Customer Management: Manage your buyer database on this simple to make use of CRM. Store, search and group clients. Import from CSV. Keep personal notes. Multiple contacts per buyer.		Website Management: Record buyer web site particulars. Keep FTP passwords, notes and web site historical past multi functional place. Link Jobs and Invoices to web sites.
Jobs: Link Jobs to Customers and Websites. Send Job Quote to buyer for pre-approval. Customer can observe Job progress. Add Tquestions to Jobs.		Invoices: Generate PDF invoices, electronic mail bill to buyer straight from system. Mark when bill is paid. Overdue notices. Part funds & bill merging.
Income & Expense: Track your revenue and bills. Estimate your month-to-month revenue. View historic monetary information. Schedule recurring payments. Reminders and budgeting.		File Uploads: Customers and employees can add recordsdata. Tag picture recordsdata with feedback. Email alerts on file uploads. Assign recordsdata to clients/jobs.
Online Payments: Receive funds on invoices by way of safe PayPal, Google Checkout or Stripe. Invoices marked as paid upon profitable fee. Part fee on invoices. Payment historical past. Payment receipt.		Membership Subscriptions: Manage members out of your group or membership. Get alerted when members subscription is due for renewal. Generate bill and receipt for membership subscription.
To Do List: Dashboard overview exhibiting your TODO objects (similar to upcoming jobs, invoices that haven?t been despatched, tquestions requiring admin approval, new file uploads).		Mobile Device View: Want entry to the UCM on the highway? This system comes with a lower down cell pleasant view. Try it out of your cellphone to see! You also can disable the ?cell view? and use the usual responsive structure if you want.
Easy Installer: Step by step product installer. Very simple to put in and really simple to obtain computerized product updates.		Self Hosted: Host this technique by yourself inside server or public web site internet hosting account.
Customer Signup: Customers can join utilizing a type in your web site. Default jobs are created towards the brand new buyer prepared for quoting.		Job Tquestion Discussions: You can electronic mail a Job to a Customer from inside UCM. The electronic mail comprises a particular hyperlink the Customer can click on, after which add feedback to any Tquestion within the Job. Great when you want suggestions on quoted objects or half accomplished Job Tquestions.
Open Source PHP Code: Fully open supply PHP code. No encrypted obfuscated tough stuff right here. Change the code to fit your wants or create your personal in home UCM plugins.		Internationalization: Support for multiples currencies & tax charges. Full language translation file accessible. Different employees/clients can have completely different UI languages.
Custom Fields: Create your very personal customized fields by out the system. eg: Store the purchasers favourite coloration or birthday, file an bill buy order # or exterior job ID. Custom fields are additionally made accessible inside templates and emails.		Import & Export: Import and Export data from the system in CSV format. Preview import earlier than it happens. Import information into specified teams for simpler sorting.
Fine Grain Permissions: Security and permission choices to regulate which customers/clients have entry to which options. Create, edit, delete and consider. Limit employees to assigned jobs and extra.		Renewable Jobs & Invoices: Track Jobs and Invoices that repeat (eg: web site internet hosting). Ability to change a Job/Invoice after it renews. Dashboard reminders when prepared for renewal. Specify renewal interval (eg: 7 days, 1 12 months).
Staff/Customer Login: Customers can login to view their data and carry out restricted actions. Multiple employees accounts. Control permissions & view login historical past.		Quick Pin/Bookmark: Have numerous clients? Working on a specific Job on a regular basis? Bookmark it to the principle menu for fast entry wherever within the system.
Theme Editor: Comes with a primary theme editor. Control the system colours and structure with out modifying the CSS file. Advanced adjustments by way of CSS recordsdata welcome too!		Template Editor: WYSIWYG editor to regulate many templates by out the system. Email templates, bill templates, thanks messages and extra!
Knowledge Base / FAQ: Have a listing of Frequently Asked Questions show earlier than a buyer submits a help ticket. Group questions by product. Embed the FAQ itemizing in your personal web site.		Credit Notes: Raise a Credit Note towards an present bill. Send the Credit Note as a PDF to the Customer.
Job Tquestions: Add new Tquestions to Jobs. Assign particular person Tquestions to employees members. Track what number of hours are spent on every tquestion. See if employees spend greater than quoted time on a Job Tquestion.		Job Deposits: Collect deposits earlier than commencing work on a Job. Deposit is subtracted from closing bill quantity.
Free Updates: Pay as soon as (helps the builders!) and obtain ongoing updates. Please go to Settings > Upgrade to see a listing of obtainable updates, a listing of modified recordsdata and model numbers will seem.		Session Management: The UCM system will present a listing of lively person classes and permit the administrator to terminate any lively person classes. This is a superb safety function incase you overlook to sign off on one other pc.
Change Request: Customers can “click & point” on any a part of their web site and request a change (eg: make the brand hugeger). Change Requests seem inside UCM for monitoring and billing. Restrict variety of adjustments.		Email Newsletters: Send bulk electronic mail newsletters to teams inside your system (eg: Customers, Members, Recently Completed Jobs). Template editor. Bounce, unsubscribe and hyperlink click on monitoring.
Email & Web Support Tickets: Fully useful electronic mail help tickets. Import mail by way of POP3/IMAP. Create ticket numbers. Autoreplies. Assign tickets to help employees members. Reply by way of electronic mail or net.		Encrypted Fields: Using business customary RSA/AES know-how you may encrypt and decrypt delicate information (eg: web site FTP particulars or management panel login data). With shopper facet cryptography the delicate information by no means even leaves your pc.
PDF Invoicing: Convert invoices into PDF paperwork. Email PDF Invoice to your buyer straight from the system. Full management over bill template structure. Send PDF invoices marked as ?overdue? or ?paid? as nicely.		Tquestion Timer: Create a Customer Job, add some Tquestions to the Job, click on the ?begin timer? icon and away you go. Option to run a number of tquestion timers directly. See lively timers from any web page inside the system.
Automatic Invoice Renewal: Choose an Invoice Renewal Date and UCM will electronic mail computerized PDF bill renewals and overdue bill reminders. Cool!		Automatic Subscriptions: Create Subscriptions (eg: 6 Months Website Hosting) and assign them to Customers. UCM will robotically generate an electronic mail a PDF bill to the Customer, and follup up with overdue notices when wanted.
Calendar: An ideal simple to make use of Calendar for organising your corporation. Similar to Google Calendar. Create occasions, assign Customers and Staff members.		Custom Data Forms: Build your personal database types with no programming information. Create encrypted fields, file uploads, textual content areas, nested lists, radio buttons and extra!
Automatic Overdue Emails: Choose an Invoice Due Date and UCM will electronic mail computerized PDF overdue notices if the bill hasn’t been paid.

PHP Client Manager & CRM Demo:

Accessing the net demo is simple, merely click on the button under and login. The demo resets every so often so be happy to add your personal information and take a look at out the options.

Included CRM Themes:

These 5 themes are included in UCM Pro Edition:

New Metis Theme with higher responsive structure: (view demo)

Original 4 Themes:

Additional Themes:

These extra themes could be bought to make your UCM set up look and performance in a different way:

White Label CRM Theme: A pleasant recent search for UCM.

AdminLTE CRM Theme: Responsive and cell pleasant.

UCM Installation Instructions:

1. Check the requirements under
2. Download the Ultimate Client Manager Installer by clicking here (install.zip). Unzip this file to your desktop. Upload the set up.php file to an EMPTY listing in your web site. Visit set up.php in an online browser. Follow the prompts. (if this doesn’t work, attempt the old slow installer)
3. Create a MySQL database (your internet hosting supplier can help)
4. Visit your web site the place you uploaded the recordsdata (eg: yourwebsite.com/shoppers/) and comply with the set up directions (you will have your licence buy code, accessible after shopping for the merchandise from CodeCanyon)
5. If you could have any issues putting in the UCM please ship a support question our method and we can assist. Include your licence buy code, a hyperlink to your web site and your FTP particulars so we will set the system up for you if wanted.

Customer Reviews

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).

• PHP 5.three and above solely
• MySQL database
• Lots of shopper data that you’d like to hold in a single place
• An internet server (ideally Linux Apache, it can in all probability NOT work on a Windows internet hosting account – though individuals report it does)
• PHP with cURL enabled (in order that automated updates and set up works) query your internet hosting supplier
• This script will probably not work on internet hosting accounts which have PHP “safe_mode” enabled. safe_mode is an previous function and it causes numerous issues with this script.
• PHP with IMAP features enabled (for e-newsletter system and ticketing system) query your internet hosting supplier – godaddy shared internet hosting doesn’t work, they usually have many electronic mail issues anyway, I counsel utilizing a special supplier.
• A public dealing with web site (eg: yourwebsite.com/admin_system/) if you wish to use fee processing (eg: paypal)
• .htaccess mod_rewrite is sweet to have, when you get 404 errors then query your internet hosting supplier to allow ”.htaccess mod_rewrite” or go into config.php and alter _REWRITE_LINKS from true to false

Support

If you require help please be happy to make use of our help system by clicking here. Please don’t submit help requests on the merchandise dialogue board – these usually are not checked often and your query might go unresponded for weeks.

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