doitX : Complete Sales CRM with Invoicing, Expenses, Bulk SMS and Email Marketing with SAAS Addon
SAAS prepared from v2.3+
doitX is full and absolutely useful Sales CRM with invoicing, bills, bulk SMS and e mail advertising software program that may be a nice match for nearly any firm, small enterprise house owners, or many different makes use of. A device that brings all vital info all collectively. With its wonderful design, doitX aid you look extra skilled to your prospects and to public, serving to you enhance enterprise efficiency all collectively.
Drive your gross sales operations from entries to invoices to funds with all the data you want, simply accessible. Keep observe of merchandise, gross sales, advertising data, funds, automate invoicing and notify gross sales group once they have issues to do. The entire firm’s processes simplified in a easy trendy lightweight system that may change the way you do enterprise.
Demo Details
Admin
Username – admin@mybizcms.com
Password – adminadmin
Login URL – https://mybizcms.com/demos/doitx
Staff
Username – user@mybizcms.com
Password – useruser
Login URL – https://mybizcms.com/demos/doitx
Note: You can add your individual employees with totally different roles
Subscriber
Username – subscriber@mybizcms.com
Password – subscribersubscriber
Login URL – https://mybizcms.com/demos/doitx
Note: You can add your individual subscriber
Update v2.4 (27/06/2023)
Send and observe your advertising emails with Mailchimp API.
When you ship advertising emails utilizing Mailchimp e mail gateway, it is possible for you to to trace each occasion from :
- Sent
- Delivered
- Deffered
- Bounced (Hard bounced)
- Soft bounced
- Open
- Click
- Spam (Marked as spam)
- Unsubscribed (User unsubscribed utilizing this e mail)
- Rejected
From the dashboard it is possible for you to to view a graphic report of all these occasions.
On marketing campaign particulars web page, you’ll get an inventory of all occasions, opens and clicks particulars of that particular e mail.
You will even handle your Mailchimp subscribers simply with choices of add or unsubscribe customers.
End of replace v2.4 (27/06/2023) description
Update v2.3 (24/03/2023)
Let customers subscribe to your packages so as
to handle their gross sales and advertising particulars.
Note: All the gross sales funds undergo the admin then are despatched to sellers (subscribers) as payouts upon request. Subscribers don’t add their very own fee gateways.
What can a subscriber do:
- Add, edit and view merchandise and their classes.
- Add, edit and view gross sales entries.
- Add, edit and view gross sales phases.
- Add, edit and view gross sales leads.
- Generate, edit and view invoices.
- Receive funds.
- Record, edit and view bills.
- Add, edit and view prospects.
- Run SMS and e mail advertising campaigns.
- Generate graphic and uncooked textual content stories.
- Request and obtain payouts.
- View their subscriptions.
- Subscribe to packages.
What can an admin do:
- Add, edit and view subscription packages with hours, days, weeks, months and years length varieties.
- Make a package deal featured (Stand out from the remainder of the packages).
- View, approve or cancel person subscriptions.
- View pending, permitted, cancelled subscriptions report from the dashboard
- View whole subscriptions revenue report from the dashboard
- View whole subscribers revenue and payouts paid report from the dashboard
- Add, edit and view payout modes.
- Can set minimal acceptable payout request quantity.
- Receive, pay or decline payout requests from customers.
- Add, edit and view public pages with background photographs.
- Add, edit and view often requested questions (FAQs).
- Add and edit homepage components, options, testimonials, group members, web site colors, theme selector, tawk.to simply.
Available on-line fee gateways
- PayPal Standard
- PayPal Pro
- PAYU Money
- PayTM
- Stripe
- Authorize.Net
- PesaPal
- Flutterwave
- SSLCOMMERZ
- Voguepay
- Esewa
- Instamojo
- Paystack
- ToyyibPay
- AamarPay
- Hyperpay
Compatibility:
doitX model 2.3+
End of replace v2.3 (24/03/2023) description
Changelog
Key Features
- Dashboard with useful overview of entries, orders, invoices, funds, bills, actions, graphical stories, and a lot extra.
- Compose and ship promotional, transactional and notification SMSs to your shoppers, customers and telephone numbers uploaded in CSV format.
- Intgrated Clickatell, MoveSMS, Msg91, BulkSMS, Plivo, Smscluster, Celcom, Smsgatewayhub, Infobip, Smsglobal, Hubtel SMS gateways.
- Create and despatched advertising emails to people, teams and even addresses uploaded in CSV format.
- Add, view all subscribers out of your mailchimp account from inside this app.
- Ability to decide on whether or not so as to add new prospects to mailchimp checklist when including new prospects.
- Integrated Mail, PHPMailer, SMTP, Sengrid e mail choices.
- Keep management of accessible inventory of merchandise via the system.
- Ability for person/marketer to make an order on behalf of their shoppers.
- Ability for customers/entrepreneurs so as to add their very own shoppers, create their entries, orders, invoices and document funds
- Accept orders from prospects routinely or manually.
- Comment performance on entries of the gadgets.
- Easily handle your shoppers with all the small print you want.
- Import prospects and customers into the system with a click on of a button.
- Create and despatched invoices of any gross sales entry.
- Record each fee data of invoices, updating their standing on the fly.
- Style PDF invoices in any color, dimension, font earlier than sending to buyer utilizing CRM’s highly effective bill styling function.
- Reward your gross sales brokers commissions utilizing in-built fee calculations.
- Easily change between date and time codecs inside the system.
- Reports on funds and revenue primarily based on any date ranges.
- Graphical stories on funds, entries and bills.
- Support for a number of currencies, Over 135 currencies primarily based on fee gateway.
- Ability so as to add customized forex to the system below ‘Default Currency’ settings
- Multiple languages are supported.
- Let prospects make funds of invoices on-line via PayPal, Stripe, Authorize.internet, 2Checkout, PesaPal PayTM, PayU Money, mPesa gateways integration settings.
- Enable or disable modules.
- In-built bills module with revenue vs bills comparability.
- Integrated cronjobs settings to maintain each merchandise up-to date and create notifications.
- Integrated customizable e mail templates.
- Enable or disable account creation for patrons/shoppers.
- Log each exercise finished.
- Notifications on new duties and motion required and so forth.
- Access stage management on totally different modules by customers with roles and permissions.
- Backup, that’s, by no means lose any information once more!
- System Update inside the system.
- And many extra options.
Clients Management
doitX helps you focus in your buyer in a quicker and simpler method. Every element of the consumer is well saved and retrieved.
Mailchimp Subscribers
Easily handle your Mailchimp subscribers from inside the system. You can add and view your Mailchimp e mail addresses subscription lists. When including a brand new prospects, you may select to incorporate that prospects to Mailchimp subscription checklist or not.
SMS Marketing
Compose and ship promotional, transactional and notification SMSs to your shoppers or customers from inside the system. You can ship to a number of telephone numbers, teams or add contacts in CSV format. All Smss despatched are recorded within the system. SMS gateways embrace however not restricted to
- Clickatell
- MoveSMS
- Msg91
- BulkSMS
- Plivo
- Smscluster
- Celcom
- Smsgatewayhub
- Infobip
- Smsglobal
- Hubtel
- extra are being added.
Email Marketing
Compose and ship promotional, transactional and notification emails to your shoppers or customers from inside the system. You can ship to single or a number of addresses, teams or add addresses in CSV format. All emails despatched are saved within the system with their topic and physique. You can use the Native PHP Mail, PHPMailer, SMTP or Sendgrid to ship your emails.
Entries
Easily handle any gross sales entry with any of its connected merchandise in clear. Generate bill, add fee and even touch upon any entry. Get subsequent contact reminders of each entry.
Products
For merchandise, you can also make them sellable or not. Sellable merchandise are seen to prospects and will be added to entries. Products can both be tagible or intagible.
Stock Management
With the CRM’s inventory administration function, stock of merchandise is stored in management. Out of inventory merchandise can’t be added to entries. You can set re-order level and guarantee interval for tangible merchandise.
Invoices
Build skilled and good trying invoices with a click on of a button. You can generate invoices on entries to facilitate funds. You can iclude tax and reductions when producing invoices. Ivoices can the be despatched to prospects in pdf format. You can customise your PDF recordsdata in any sizes rangng from A1-A7, font colors and sizes, embrace thanks observe, embrace admin observe, embrace consumer observe, embrace phrases, and so forth.
Expenses Management
With the CRM’s expense administration function, you may maintain observe of any expenditure of the corporate. You also can get a comparability of revenue versus bills stories for any interval.
Orders
Acept orders out of your prospects. With this, orders will be confirmed routinely or manually from inside the system. For handbook orders, it is advisable assign a customers to validate the orders.
Online Payments
Receive funds from Paypal, Stripe, Authorize.internet, 2Checkout, PesaPal, PayTM, PayU Money and mPesa fee gateways which might be obtainable in many of the nations. Requires [doitX Clients – doitX Addon with Online Payment Gateways].
Currencies
doitX now has assist for six totally different on-line fee gateways, every with an inventory of accepted currencies beneath:
- PayPal – AUD, GBP, CAD, CZK, DKK, EUR, HKD, HUF, ILS, JPY, MXN, TWD, NZD, NOK, PHP, PLN, RUB, SGD, SEK, CHF, THB, USD
- Stripe – AED, AFN, ALL, AMD, ANG, AOA, ARS, AUD, AWG, AZN, BAM, BBD, BDT, BGN, BMD, BND, BOB, BRL, BSD, BWP, BZD, CAD, CDF, CHF, CNY, COP, CRC, CVE, CZK, DKK, DOP, DZD, EGP, ETB, EUR, FJD, FKP, GBP, GEL, GIP, GMD, GTQ, GYD, HKD, HNL, HRK, HTG, HUF, IDR , ILS, INR, ISK, JMD, KES, KGS, KHR, KYD, KZT, LAK, LBP, LKR, LRD, LSL, MAD, MDL, MKD, MMK, MNT, MOP, MRO, MUR, MVR, MWK, MXN, MYR, MZN, NAD, NGN, NIO, NOK, NPR, NZD, PAB, PEN, PGK, PHP, PKR, PLN, QAR, RON, RSD, RUB, SAR, SBD, SCR, SEK, SGD, SHP, SLL, SOS, SRD, STD, SZL, THB, TJS, TOP, TRY, TTD, TWD, TZS, UAH, UYU, UZS, WST, XCD, YER, ZAR, ZMW, BIF, CLP, DJF, GNF, JPY, KMF, KRW, MGA, PYG, RWF, UGX, USD, VND, VUV, XAF, XOF, XPF
- Authorize.Net – AUD, CAD, CHF, DKK, EUR, NOK, NZD, PLN, SEK, USD
- 2Checkout – AFN, ALL, DZD, ARS, AUD, AZN, BSD, BDT, BBD, BZD, BMD, BOB, BWP, BRL, GBP, BND, BGN, CAD, CLP, CNY, COP, CRC, HRK, CZK, DKK, DOP, XCD, EGP, EUR, FJD, GTQ, HKD, HNL, HUF, INR, IDR, ILS, JMD, JPY, KZT, KES, LAK, MMK, LBP, LRD, MOP, MYR, MVR, MRO, MUR, MXN, MAD, NPR, TWD, NZD, NIO, NOK, PKR, PGK, PEN, PHP, PLN, QAR, RON, RUB, WST, SAR, SCR, SGD, SBD, ZAR, KRW, LKR, SEK, CHF, SYP, THB, TOP, TTD, TRY, UAH, AED, USD, VUV, VND, XOF, YER
- PesaPal – USD, KES, UGX, TZS, RWF
- PayTM – INR
- PayU Money – INR
Languages
This CRM now helps a number of languages. You can now set default language to your system. System default language is utilized in public pages (login, register, forgot_password), and when person has not set their default language below their profile.
This app has means to create your individual language packs [Read more].
Reports
You can simply entry stories and export in Copy, CSV, Excel and PDF. View stories in graphs and plain textual content, from any date ranges or particular merchandise.
Custom SMS and Email Templates
Setup predefined sms and e mail templates with pleasant variables primarily based on a particular merchandise from textual content editor.
User Roles and Permissions
Roles and permissions supervisor helps you assign particular roles with permissions to customers on no matter assets you need them to entry.
Backup
You can backup all recordsdata uploaded at any level of the system, database in SQL format. For database, you may set computerized backup after each X days to stop shedding your vital information.
Activity Logs
Every exercise finished on this technique is absolutely recorded and will be traced again.
Date Time Formats
From inside the system, you may customise, in any method that exists, how date / time might be displayed.
Responsive
This CRM is absolutely responsive, that’s, You can simply entry your information from any system no matter its dimension.
Documentations
https://mybizcms.com/documentations/doitx
Contact us at:
Email : info@mybizcms.com
Youtube : https://www.youtube.com/channel/UCiM2Jd-iI6B3OfcItDUCtJw
