Latest Updates: You can now easily upgrade from Lite to Pro, read more about it here.
Also: UCM Pro Edition has been updated, check out all the new features! UCM: Simple Open Source CRM & Project Management System The most complete and easy to use Invoice, Customer and Project management system available. Host the application on your own website or in house server. Pay once, free upgrades forever! This feature packed system lets you easily keep all your customer and project details in one place. You can keep website information (ftp details, renewal dates), project information (due dates, requirements), invoices, support requests (help! my email is broken!), payment history, client file uploads and lots more all in one place. More information available on the Ultimate Client Manager Website and by viewing the Live Demo. Feature List and Product Comparison: UCM Installation Instructions: Check requirements below Download the Ultimate Client Manager by clicking here (install.zip). (if this doesn’t work please try the old installer) Unzip the files, and upload them into a new empty folder on your website (eg: yourwebsite.com/clients/) Create a MySQL database (your hosting provider can assist) Visit your website where you uploaded the files (eg: yourwebsite.com/clients/) and follow the installation instructions (you will need your licence purchase code, available after buying the item from CodeCanyon) If you have any problems installing the UCM please send a support ticket our way and we can help. Include your licence purchase code, a link to your website and your FTP details so we can set the system up for you if needed. UCM Feature Overview: Lots! Check out the screenshots and the live demo. Save customer information (name, address, birthdays?) Store website information (usernames, passwords, etc.!) Todo list: manage todo lists in this application. Show upcoming job tasks as todo items on your UCM dashboard Receive and reply to support requests from customers Allow customers to log in and see their information and payment history Track payments easily with PayPal Store unlimited custom information fields Search customer information Alerts and Reminder notifications for domain renewal / hosting renewals / phone calls.. (set a reminder about anything in any part of the app) a basic ticketing and support system Split bills – Split payments into multiple invoices (eg: small Deposit invoice, followed by remaining amount) Email Invoices – Send your invoices as an email, or give the customer a link they can click Job Overview – Send your customer a link so they can check on project progress Payment Tracking – Keep a history of payment amounts, dates, methods (cash, cheque, paypal, etc..) Multiple Currencies – Use $ or £ or any currency you want – invoice different customers with different currencies Create manual invoices Allow staff members to login and manage their assigned jobs Access to a growing plugin database so you can get extra features Fully open source (no encrypted code) so you can modify the system as much as you need and more… Customer Testimonials If you find this well priced item useful, feel free to buy it a second time or make a donation. This will help me to continue providing support and releasing new features.
|Created||27 June 09|
|Last Update||14 July 14|
|Compatible Browsers||IE6, IE7, IE8, IE9, Firefox, Safari, Opera, Chrome|
|Software Version||PHP 5.0 – 5.2, PHP 5.3, PHP 5.4, PHP 5.5, MySQL 5.x|
|Tags||admin system, client database, client manager, crm, customer database, customer management, ftp details, invoicing, online payments, open source, php crm, recurring invoicing, simple admin, simple crm, support tickets|
Category: PHP Scripts
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