CRM is excellent project management and CRM software to enhance productivity and customer satisfaction.

At CRM, we are committed to providing our customers with the best possible experience. We have listened to thousands of pieces of feedback and continuously update our software to meet the evolving needs of our users. As a result, we have created a beautiful, user-friendly, and highly flexible platform that you can easily install on your own server.

You can take advantage of the latest features and enhancements to improve your productivity and streamline your workflow. Plus, by downloading the full source code, you can customize the platform to meet your unique requirements. CRM is using the latest version codeigniter 4.

We are confident that CRM will exceed your expectations and help you achieve your goals.

Features Customer relationship management (CRM):-

Projects

CRM allows you to add unlimited projects and tasks, assign them to your team members, and track time spent on each task. You can easily send invoices to your customers and set up project milestones to ensure you meet all deadlines. With auto-calculated project progression, you’ll have complete visibility over your team’s progress. Plus, the collaboration features enable you to work closely with your team members and receive valuable feedback from clients.

Tasks

You can easily track your team’s progress and stay on top of project deadlines. Assign tasks to your team members and monitor their statuses in real-time. Team members can comment on tasks and attach files, and they can mention other users to send instant notifications.

It allows you to create multiple tasks and clone similar ones for faster project management. You can add checklists and labels for better organization and understanding of tasks. With CRM, you’ll have complete control over your team’s workflow and ensure that projects are completed efficiently and effectively.

Recurring tasks

Create recurring tasks automatically on your scheduled days. If you need to do same kinds of tasks after every certain time, then set the recurring tasks. You can set the time duration as daily, weekly, monthly and yearly to create the tasks.

Estimate requests

Create estimate request forms according to your services and get estimate requests from leads and your customers. It helps to get more projects and find potential clients.

Estimates

Send estimates to your clients based on their estimate request or the service you provide for them. Send estimate email with pdf and get approval from your clients. Create projects from the estimates and convert the estimates into invoices.

Invoices

Add your custom invoices and send email with attached invoice pdf to your clients. It supports different currency for different clients. Get records of your invoices and filter by different statuses.Set multiple taxes in the invoices. Change the invoice color and logo to match with your brand. Set custom footer in the pdf for additional information.

Recurring invoices

Set recurring invoices to auto generate monthly, yearly or different time periods invoices. Send the invoices automatically and reduce extra work.

Payments

It support online payments via Stripe, PayPal and Paytm. You can enable or disable the partial payments option. It generates payment confirmation notification and mark the invoice paid automatically.

Proposals

Send good looking proposals to your customers and leads and get more work.

Contracts

Do contracts with your customers and deliver hassle free work.

Clients

Manage your customers and the contacts of the customers. You can allow to register customers or add your customers manually. Get the detail information about contacts, projects, invoices, payments, estimates, estimate requests, support tickets, essential files, events and notes for each clients. You can allow your clients to use the client portal. Each clients will get individual dashboard to see their projects, invoices and other information. Let your clients followup the projects and get feedback instantly. Set permissions for the clients to limit their access.

Chat with customers

You can communicate with clients via messages and chat. Set the permissions that which team members can communicate with clients. See online status of your clients.

Chat with team members

Send direct messages to your team members. Create multiple conversations based on different topics. Reduce waiting time for feedback and make project management more faster.

Leads

Manage potential customers and followup their status. Auto collect leads form public estimate request. Add notes, files and events, easily convert leads into customer with all existing information.

Support tickets

Let your clients to create support tickets and get notifications by web and email. Auto generate tickets from customer emails. Assign tickets to team members, reply comments with attachment. Mange customer support in one place.

Expenses

Track all your expenses and get projects and team members cost overview. Check expenses of different categories and compare income vs expenses. See income expenses chart of different time periods.

Knowledge base

Create knowledge base articles for you clients and mange custom support more efficiently. Create different categories for knowledge base and let the customers solve their problems without asking for support.

Help articles

Create internal knowledge base for your team members. Add different articles for different types of rules and information. Only team members can access the help articles.

Team management

Add your team members and set different roles for different members. Manage their accounts and get overall information at a place. All team members can access their dashboard based on their permissions.

Event calendar

Create your personal events list and share events with team members and clients. Integrate google calendar and stay synced. See upcoming events in dashboard.

Notes

Store your private notes and attach files. Add useful tags with notes and find easily. Create public notes for projects and let access to the project members.

Announcements

Create announcements for your team members and clients and publish on their dashboard. It helps to inform about any notice easily with others.

Timeline

Share ideas and documents with your team members. Add essential links and news to improve your team growth.

Time cards

Manage attendance of your team members by the time cards. You can set IP restrictions for time cards access so that team member can’t log the time from outside of office.

Leaves

Manage your team members leave applications. Check total numbers of leave taken by each team members. Add different leave categories. Approve or reject leave applications. Set supervisors for different team or team members.

Personal todo list

Create your personal todo list and manage your work more efficiently. Don’t forget to do any important task and stay focused on daily work. Each team members and clients can add their personal todo list.

Notifications

Get notifications for all important actions including task creation, comments, tickets, messaging etc. There are 2 types of notification. You can get the notification in the application and also in email.You can enable or disable all notifications and set who’ll get which notifications.

Push notifications

Get real time notifications in your browser using pusher.

reCaptcha

Add extra layer of security by adding google reCaptcha in all login forms.

Integrate google drive

You can use google drive as a alternative storage. All files you upload using the application will be stored in google drive.

Multiple dashboard

Add multiple dashboard using many predefined widgets. There are different types of useful widgets which you can use for your different types of dashboards. Design your own dashboard layout by drag & drop the widgets. Add your custom widgets. It supports to include third party embedded widgets like as weather widget.

Feature customization

Enable/disable the modules according to your needs. There are lots of features and you may will not be interested to use all of them. You can easily disable the unnecessary features.

Activity logs

Get the details about team members activities in different projects. Monitor everything what your team members doing and stay up to date.

Custom email templates

Update all email templates and add your custom design and content. Easily change the text from editor or full source code.

Custom fields

Add custom fields with clients, Clients, contacts, leads, projects, tasks, team members, tickets, invoices, events, expenses and estimates and save more information according to your need.

Custom style

Add your custom css and change the design. Use different color pattern or copy any color plate to make your own.

Installation

Installation is very simple and you can install the updates with a single click from Settings>Updates page.

Usability

CRM build by Codeigniter 4. It’s fast and easy to use. All UI designed to give you a quick navigation. We described a few of CRM here. There are many more in the demo…

https://crm.royaltrix.com/demo/index.php/signin

Username:- crm@royaltrix.com

Password:-  Royaltrix@123 

Please send an email from Support page for any issues, questions or suggestions. To save time and get quick feedback, please don’t ask for support in comments section.