Client Manager – CRM & Billing Management Web Application with GDPR Compliance
Client Manager – is absolutely featured and responsive CRM for Client Management. Beautifully designed for greatest User Interface & User Experience. It helps you handle limitless Contacts, Projects, tickets, Quotes, Invoices, Expenses, Domain, Support Tickets and receives a commission on-line built-in with cost gateway(Paypal). Invoicing System, helps you ease out enterprise course of with its options. Seprate consumer portal for shoppers to entry quotes and invoices.
Ticket Management permits you to present personalised assist to consumer, the place they will submit new Ticket and communicate with you.
You can check out the demo within the following websites:
Admin Demo – http://pepdev.com/theme-preview/clientmanager/
Username – pepdev
Password – demo1234
Client Demo – http://pepdev.com/theme-preview/clientmanager/clients
Username – pepdevofficial@gmail.com
Password – demo1234
GDPR Rule Implemented
- Admin enters the consumer/lead particulars into Office Manager and assign the result in employees/gross sales member. This gross sales-member + admin at the moment are the one individuals who can entry the consumer knowledge, no different gross sales-members can view. This applies to any types the place consumer particulars are held reminiscent of initiatives, leads, invoices, quotes and many others and many others.
- Within Leads a datefield for knowledge destruction/expire date should be populated by gross sales-member.
- On contacts & leads there’s advertising and marketing checkbox, ‘None | Email | Phone | SMS | Social Media’.
- Admin/TremendousAdmin receives lead from consumer or third occasion and might assign to employees.
- Created Client Portal so consumer can entry their knowledge any time.
- Client can Rectify their knowledge.
- Client can Edit their knowledge.
- Client can obtain their quotes and invoices.
- Client can select their knowledge for advertising and marketing or prohibit it.
- Conset for Cookies
If there are any guidelines left tell us we’ll attempt to implement that rule asap.
Main options
- CRM
- GDPR Compliance
- Contact Management
- Leads Management
- Auto Lead convert to contact
- Amazing Dashboard for fast snapshot in your Business
- Full Featured Invoice Management
- Recurring Invoices
- Send Invoice Payment Reminder & Payment Confirmations
- Auto Calculation Of Invoice Status (Paid, Unapid and many others)
- Collect Payments with Paypal Payment Gateway
- Create Invoice from Quotes.
- Add Multiple Items & Payments To Invoices
- Auto Generation Of PDF Invoices & Quotes
- Email PDF Invoices & Quotes Directly To Clients
- Create limitless Projects
- Add Multiple Staff to Project
- Add Multiple Task to Project
- Add Comments to Project
- Domain Management
- Ticket Management
- Unlimited Support Ticket
- Multiple Support Ticket Department
- File importing system for tickets
- Client can creat and reply from consumer portal
- Quotes Managment
- Add Multiple Items To Quote
- Auto Generation Of PDF Quote
- Email PDF Quotes Directly To Clients
- Client can settle for Quote.
- Create Unlimited Users/Staffs
- Create Unlimited User Roles
- Track Income, Expense
- Create Unlimited Events in Calendar
- Monthly, Weekly and Today view for Events in Calendar
- Create Unlimited Notes with totally different colours
- Create Unlimited Items with Price
- Create Unlimited Tax Rates
- Create Unlimited Currency
- Create Unlimited Items
- Create Unlimited Expenses Type
- Create Unlimited Events
- Client Portal for shoppers
- Client can monitor thier quotes and invoices.
- Email Template for brand new person, new quote, new bill and many others.
- Very Easy To Setup With Auto Installation
- Works excellent from ANY system
- Clean, Modern Interface
- Retina Ready
- Full Responsive
- Easy to Customize
- Mulitple Theme Color
- Google Web Fonts
- Cross Browsers Compatible
- HTML5 & CSS3 Optimized
- font-superior Icons
- Input validation in types
- SASS (SCSS)
- Much More…
What will you’ll get?
- Reliable 24/7 Technical Support System
- Lifetime theme updates
- Theme documentation
Requirements
- PHP 5.6+
- MySQL Database 5,5+( Recommend MySQL 5.6+ )
* Images should not included *
