Multilingual user management crm system comprehensively improves sales follow-up efficiency. Fully open source, free of rights and encryption, suitable for secondary development PHP language

Multilingual user management crm system comprehensively improves sales follow-up efficiency. Fully open source, free of rights and encryption, suitable for secondary development PHP language

This source code is excellent project management and CRM software that increases productivity and user satisfaction.

You can easily manage your projects, users, teams, and more all in one place. It includes everything you need to run your business effectively.

The source code is developed based on native PHP code and does not use any framework, except for auxiliary libraries.

As for the front-end of the source code, the most popular WEB technologies are used, such as Bootstrap, jQuery, VueJS, etc.

Source code tags: online chat, user management, crm, estimate, event calendar, expense, freelancer, human resource management, invoice, modern, office management, project management, task management, ticket, customer management

Core feature details:

project management

Add unlimited projects and tasks. Assign tasks to your team members, truck hours spent on each project and task, and send invoices to your users.

Set milestones, view automatically calculated project progress and meet deadlines. Collaborate with your team members and get feedback from your users.

task management

The progress of follow-up work will be clearer. Assign tasks to your team members and monitor status. Team members can comment and attach files to tasks.

Mention customers in comments and get instant notifications. Easily create multiple tasks and clone similar tasks. Added checklists and tags for better understanding.

Repeat tasks

Automatically create recurring tasks on the dates you schedule. If you need to perform the same type of tasks at regular intervals, set up recurring tasks.

You can create tasks with durations set to daily, weekly, monthly, and yearly.

budget management

Create a budget request form based on your service and get estimate requests from potential users and your users. It helps to get more projects and find potential users.

Budget

Send estimates to your users based on their request for an estimate or the services you provide them.

Send estimate email with pdf and get user approval. Create projects based on estimates and convert estimates into invoices.

Invoice management

Add your own setup for invoicing and send an email with the invoice pdf attached to your users. It supports different currencies for different users.

Get invoice records and filter by different statuses. Set up multiple taxes in your invoices. Change invoice colors and logo to match your brand. Set your own footer in pdf for more information.

recurring invoice

Set up recurring invoices to automatically generate invoices monthly, yearly, or for different time periods. Automatically send invoices and reduce extra work.

Payment

It supports online payment through Stripe, PayPal and Paytm (you need to connect it yourself). You can enable or disable some payment options.

It generates payment confirmation notifications and automatically marks invoices as paid.

Proposal suggestions

Send great-looking proposals to your users and potential users and get more work.

Contract management

Sign contracts with your users and provide hassle-free work.

user

Manage your users and their contact details. You can allow registered users or add users manually.

Get detailed information about each user's contacts, projects, invoices, payments, estimates, estimate requests, support tickets, underlying files, incidents, and notes.

You can allow your users to use the user portal. Each user will get a separate dashboard to view their projects, invoices and other information.

Let your users follow projects and get immediate feedback. Set permissions for clients to restrict their access.

Chat with users

You can communicate with users through messages and chat. Set permissions for team members to communicate with users. View the user's online status.

Chat with team members

Send direct messages to your team members. Create multiple conversations based on different topics. Reduce time waiting for feedback and manage projects faster.

potential users

Manage potential users and follow up on their status. Automatically collect potential users from public estimation requests.

Add notes, files, and events to easily convert prospects into users using all existing information.

support ticket

Let your users create support tickets and get notifications via web and email.

Automatically generate tickets from user emails. Assign tickets to team members and respond to comments with attachments. Manage user support in one place.

spend

Track all your expenses and get an overview of project and team member costs.

Examine different categories of expenses and compare income to expenses. See the chart of income and expenses for different time periods.

knowledge base

Create knowledge base articles for your users and manage your own settings more efficiently. Create different categories for the knowledge base to allow users to handle their issues without asking for support.

Help article

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

Team management

Add members to your team and set up different roles for different members. Manage their accounts and get overall information in one place.

All team members can access their dashboards based on their permissions.

events calendar

Create your personal event list and share events with team members and users. Integrate Google Calendar and stay in sync.

View upcoming events in the dashboard.

notes

Store your private notes and attach files. Add useful tags with comments and find them easily.

Create a public comment for the project and allow access to project members.

statement

Create statements for your team members and users and publish them on their dashboards.

It helps to notify others easily about any notification.

timeline

Share ideas and documents with your team members. Add important links and news to grow your team.

Time card

Manage team member attendance through time cards.

You can set IP restrictions for timecard access so team members can't log time outside the office.

Leave management

Manage your team member departure requests. Check the total number of days off for each team member. Add different leave categories. Approve or deny leave requests. Set up managers for different teams or team members.

Personal to-do list

Create your personal to-do list and manage your work more efficiently.

Don't forget to do any important task and focus on your daily tasks. Each team member and user can add to their personal to-do list.

notify

Get notified of all important actions, including task creation, comments, tickets, messaging, and more.

There are two types of notifications. You can get notifications in the app and email. You can enable or disable all notifications and set who gets which notifications.

push notification

Get real-time notifications in your browser using pusher.

Re-captcha

Add an extra layer of security by adding googlereCaptcha to all login forms.

Integrated Google Drive

You can use Google Drive as alternative storage. All files you upload using the app will be stored in Google Drive.

Multiple dashboards

Add multiple dashboards using many predefined widgets. There are different types of useful widgets you can use for different types of dashboards.

Design your own dashboard layout by dragging and dropping widgets. Add your own settings widget. It supports the inclusion of third-party embedded widgets, such as weather widgets.

Function customization

Enable/disable modules according to your needs. There are a lot of features, and you probably won't be interested in using them all. You can easily disable unnecessary features.

Multi-language support

Translate applications into multiple languages ​​by changing a single file. Check out the translation example files in GitHub.

Activity log

Get detailed information about team member activities in different projects. Monitor everything your team members do and stay on top of it all.

Set up your own email templates

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

Set fields yourself

Add your own set of fields for Users, Users, Contacts, Prospects, Projects, Tasks, Team Members, Tickets, Invoices, Incidents, Expenses and Estimates and save more information as you need.

Set style yourself

Add your own CSS settings and change the design. Use different color patterns or copy any color palette to make your own.

Running environment: (recommended version or higher, we strongly recommend using the latest PHP version and MySQL server)

MySQLi5.6

PHP7.4.x+

GDLibrary

PHPMB-string

PHPZip

cURLModule

fileinfo

intl

Demo address: https://shop.062m.com/ (Demo site data is reset every 3 days)

Backend demo account: [email protected] Password: qq11210980

Front-end user demo account: [email protected] Password: qq11210980

For detailed instructions, please refer to the docs document

If you encounter an error when uploading images or files, there may be several reasons:

FAQ:

1: Are the operating instructions here?

Answer: The path is: http://your domain name/doc to access detailed operation instructions (please translate in English)

2: Is there an error message when the avatar or picture file cannot be uploaded?

Answer: The permissions of the files directory are not enough. Please set the WWWW client as the owner and grant 766 permissions.

Installation documentation:

First you need to upload the files in the source code folder to your server.

Set the domain name and set the website directory to turn off the anti-cross-site attack (open_basedir) function

1: Create a new database and import the shop_062m_com_20220807_214832.sql.gz database file in the root directory

2: Modify the database link information in the Database.php file in the app/Config/ directory

As follows: Replace with your database information

///////////////////////////////////////

'hostname'=>'127.0.0.1',

'username'=>'shop_062m_com',

'password'=>'database password',

'database'=>'shop_062m_com',

///////////////////////////////////////

After installation, access your bound domain name and use the default management account: [email protected] Password: qq11210980 to log in

If you have any problems during the installation process, you can contact customer service 6 at any time to solve it.

Things to know before shooting:

1. If there is a demo, please check the demo site for testing before purchasing. If there is no demo or the demo cannot be opened, please contact customer service for inquiry before placing the order.

2. If you need to install it, please contact customer service first and understand it clearly before placing an order.

3. Contact customer service to see the demo and test it before buying. Customer service will cooperate with you. Please make sure that the source code demo site is what you need. [This store does not guarantee that all source codes are bug-free, so be sure to test before purchasing]

4. If you need installation or other services, please contact customer service for understanding and cooperate with technology to serve you.

5. Our store also undertakes one-stop services such as website construction and website maintenance. (Please do not disturb any violations involving gray S and other violations.) Please contact customer service for specific requirements and additional fees will be charged.

6. Do not agree to the above terms. Please do not place an order, do not place an order, do not place an order. By placing an order, you agree to the above terms by default.

Announcement: The source code comes from Internet sharing. The programs sold in this store are only for entertainment simulation testing and research. They may not be used for illegal purposes or violate national laws, otherwise you will be responsible for the consequences! All legal liability consequences of using it for other purposes after purchase will be borne by the purchaser and our store has nothing to do with it!