Open Source CRM & Project Management System The most complete and easy to use open source Invoice, Customer and Project management system available for companies and freelancers. Features rival some of the other biggest software providers on the market. Host the application on your own website or in house server. More information is available on our dedicated website: ultimateclientmanager.com Latest Updates & Newsletters: March 2015 – Big Newsletter – New Help, PayNL, Extra Fields, Product Defaults, Custom Data, Signup, Quotes, Drag and Drop, Template Tags and Feature Requests. August 2014 – Amazing AdminLTE CRM Theme now available for UCM August 2014 – Backup utility added – backup the entire CRM files and database into a ZIP file for easy restoration July 2014 – Easier translation system now available June 2014 – Bitcoin Invoice Payments now available as part of UCM Pro! View 10+ more previous newsletter updates…. Feature Spotlight Here are a few popular features that buyers love: Leads, Customers, Jobs and Invoices: keep track of all your small business information in one easy to use location. Let customers login to see the status on their jobs and invoices. Custom Data: build your own forms and tables in UCM with no programming. Store data your way. Let customers access this data. Great for storing additional information against customers. Encrypted Fields: uses industry standard PGP/RSA cryptography to keep sensitive data safe. Decrypted text never hits the server. Store things like customer FTP details without worrying about database breaches. Change Request: for the web developers. Insert a piece of code into your clients website, they can “click to request a change”. It comes through to UCM and you can convert it to a Job and bill them. Email Support Tickets: customers can email or fill in a support form. Ticket gets created within UCM. Staff can reply to the ticket from UCM or from email. Customer can reply to ticket from UCM or email. History of ticket emails kept in UCM. Subscription Billing: create a subscription for your customers. Set and forget. Customer will be emailed an invoice automatically, and automatic overdue notices if they do not pay. Plus more! Give the CRM Demo a try and let us know which feature is your favorite. UCM Product Comparison: Feature List Customer Management: Manage your customer database in this easy to use CRM. Store, search and group customers. Import from CSV. Keep private notes. Multiple contacts per customer.
|Created||9 July 12|
|Last Update||15 March 15|
|Software Version||PHP 5.3, PHP 5.4, PHP 5.5, MySQL 4.x, MySQL 5.x|
|Tags||client manager, crm, customer database, customer manager, finance tracking, freelance database, job tracking, mobile invoicing, newsletters, open source, php crm, recurring invoices, responsive, support tickets, task timer|
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