Products

Project Management Application and CRM

Project Management and CRM Key Features:

  • Dashboard - Helpful overview of open projects, open invoices, received and outstanding payments, open tasks, messages and events.
  • Project Management - Create and manage all your projects.
  • Project Tasks - You can add tasks to any project.
  • Client Tasks - You can enable clients to create tasks.
  • Tasks Timers - Helpful
  • Dashboard - Every agent can track his time spent on tasks and every task has a dedicated timesheet.
  • Tasks Timesheets - Every task has it’s own timesheet.
  • Project Milestones - Milestones will help you to group your tasks together.
  • Support Tickets - Let your Clients open tickets to keep track of any incident. It also supports email tickets.
  • Project Timer - This will help you to track the time you have spent on a project.
  • GANTT Charts on Projects - Every project has it’s own gantt chart grouped by milestones or agents
  • Multi File Upload and File Commenting - On all projects you can upload any kind of files, like a screenshot of the mockup you made for a new web project and share them with your clien
  • Client Management - Easily manage your clients with all the details you need.
  • Client Portal - Your clients can view the status of their projects and invoices.
  • Invoice Management - Creating and sending invoices was never that easy!
  • Expenses - Track all your expenses.
  • Estimates - Send estimates to your clients
  • Recurring Invoices - Create recurring invoices.
  • Calendar - Beautiful calendar with optional Google calendar integration.
  • Item Management - Manage your items/products
  • Reports - A nice chart to view your income, expenses by a given period
  • User Activity Widget - See who is online.
  • Email Notifications - Get email notifications on new messages, project assignment etc.
  • User Access Levels - Control the access of your agents to the different modules.
  • Quick Access - Quickly open a project or start/stop the timer using the Quick Access widget.
  • Database backup - Never loose any data again!
  • System Update - As soon as an update gets released, you can update your application within the webinterface.
  • Easy Installation Tool - Very easy installation, no programming skills required.
  • Multi Language Support - Full language support with language files.
  • Quotation Request - The quotation request form can be accessed without login, so you can send the link directly to potential clients or just add the link to your corporate website.
  • Private Messaging - Send private messages to admins and clients.
  • Stripe payment Integration - Your clients can easily pay via credit card using the stripe service.
  • Authorize.net payment Integration - Your clients can easily pay via credit card using the authotize.net service.
  • 2Checkout payment Integration - Your clients can easily pay via credit card using the 2Checkout service.
  • Paypal IPN Integration - Your clients can easily pay invoices via Paypal.
  • Paypal Subscription Integration - Paypal subscriptions for recurring invoices.
  • Customize CSS - You can change the CSS styles directly from the settings page.
  • Theme Color Customizer - You can change all main colors like the sidebar background, body background etc with a very easy color picker on the settings page so the layout perfectly fits your brand style.
  • Login Style - The login page is available in side mode and center mode and you can choose the background image or upload your own.
  • Gravatar support - Gravatar will be used as a fallback if you don’t upload a profile image.
  • And more ...