Ultimate Client Manager - Lite Adaptation

Contemporary Updates:

You Can now easily improve from Lite to Professional, read extra approximately it here.
Also: UCM Pro Variation has been updated, check out all of the new features!

UCM: Easy Open Source CRM & Undertaking Control Device

Essentially The Most complete and straightforward to make use of Invoice, Consumer and Project management system available. Host the application in your personal site or in space server. Pay once, unfastened improvements endlessly!

this feature packed device means that you can simply stay your whole customer and venture details in a single position. You'll stay website online knowledge (ftp details, renewal dates), project knowledge (due dates, requirements), invoices, give a boost to requests (lend a hand! my electronic mail is damaged!), fee history, consumer file uploads and quite a bit more all in one position.

additional information to be had at the Ultimate Consumer Manager Site and by viewing the Live Demo.

Characteristic Listing and Product Comparability:

UCM Install Instructions:

1. Check necessities underneath
2. Obtain without equal Shopper Manager by means of clicking here (install.zip). (if this doesn’t work please try the vintage installer)
3. Unzip the recordsdata, and add them right into a new empty folder on your site (eg: yourwebsite.com/shoppers/)
4. Create a MySQL database (your web hosting supplier may help)
5. Consult With your website online where you uploaded the files (eg: yourwebsite.com/purchasers/) and follow the installation directions (you are going to need your licence purchase code, available after buying the article from CodeCanyon)
6. in the event you have any problems installing the UCM please send a give a boost to price ticket our way and we will lend a hand. Include your licence acquire code, a link for your website online and your FTP main points so we can set the machine up for you if needed.

UCM Characteristic Evaluation:

• So Much! Take A Look At the screenshots and the live demo.
• Retailer purchaser information (title, deal with, birthdays?)
• Retailer web site information (usernames, passwords, etc.!)
• Todo checklist: take care of todo lists on this software. Display upcoming task duties as todo pieces for your UCM dashboard
• Receive and reply to beef up requests from consumers
• Permit shoppers to log in and see their information and fee historical past
• Monitor bills easily with PayPal
• Store limitless custom knowledge fields
• Search purchaser information
• Alerts and Reminder notifications for area renewal / internet hosting renewals / telephone calls.. (set a reminder approximately the rest in any a part of the app)
• a fundamental ticketing and enhance device
• Split bills – Cut Up bills into more than one invoices (eg: small Deposit bill, adopted by way of last amount)
• E-Mail Invoices – Ship your invoices as an email, or provide the customer a hyperlink they can click
• Job Overview – Send your consumer a hyperlink so they are able to test on challenge progress
• Cost Tracking – Stay a history of cost amounts, dates, strategies (cash, cheque, paypal, etc..)
• Multiple Currencies – Use $ or £ or any foreign money you wish to have – invoice other shoppers with other currencies
• Create manual invoices
• Permit body of workers individuals to login and manage their assigned jobs
• Get Right Of Entry To to a growing plugin database so that you can get additional features
• Fully open supply (no encrypted code) so that you can alter the system as much as you want
• and more…

Customer Testimonials



in the event you in finding this smartly priced item helpful, feel free to shop for it a 2d time or make a donation. this will lend a hand me to proceed providing toughen and liberating new features.


UCM Plugins:

From time to time we will free up further plugins for the UCM. Those plugins will provide you with additional features that may be suited for your personal industry wishes.
• Newsletter Plugin – send emails on your shoppers or participants, monitor bounces and open rates. Double opt-in feature available.
• Cellular Tool View – manage your device from your cellular software.
• PDF Invoicing – generate PDF invoices and receipts from your machine. e mail PDF’s immediately to shoppers from your device.
• Fundamental Freelance Finance Manager – track your source of revenue and bills. see an overview of bills on dashboard. agenda recurring invoice bills so that you receive reminders.
• Workforce Plugin – group customers, jobs and tickets together for higher service provider
• POP3 Email Price Tag Strengthen Gadget – turn your inbox right into a ticket make stronger system
• Extra plugins are currently below building, please click right here for more information.

Professional Model

Pro model is now available! Click On right here for more information. Professional is that this “Lite” version bundled together with all of my available plugins at an excessively great discounted rate (in fact saving over $ONE HUNDRED TWENTY). Professional additionally includes a couple of bonus subject matters which can be not to be had in Lite. TEST IT OUT

Requirements:

This System runs on your personal hosting server, this will be an in-space server or just on your own website (like i have it).

• PHP 5.3 (will run on 5.2 however 5.3 is suggested)
• MySQL database
• lots of client knowledge that you simply would really like to maintain in one position
• a web server (ideally Linux Apache, it will probably not work on a Home Windows website hosting account – although folks document it does)
• A public dealing with site (eg: yourwebsite.com/admin_system/) if you want to use cost processing (eg: paypal)
• .htaccess mod_rewrite is sweet to have, if you get 404 mistakes then ask your web hosting supplier to permit ”.htaccess mod_rewrite” or cross into config.php and change _REWRITE_LINKS from precise to fake

Toughen

if you require help please be happy to use our strengthen machine by way of clicking here. Please do not publish beef up requests on the item discussion board – these don't seem to be checked continuously and your question may match unanswered for weeks.

Are Living Demo:

To access the live demo please click on here
This demo re-sets itself with blank information each and every so steadily, so be happy to create shoppers, web sites, tasks, bills, and enhance tickets.
You Can even send your self an bill e-mail to check that feature.

there's more information and deploy directions over on the web page:
http://ultimateclientmanager.com/crm-feature-listing/.

Please be at liberty to invite any questions right here, or ship me an immediate message. for those who have any ideas.

Product Enhance

should you require help please be at liberty to make use of our fortify system via clicking right here. Please do not put up enhance requests on the item forum – those don't seem to be checked often and your query may fit unanswered for weeks.

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