CRM – Laravel CRM with Project Management Tasks Leads Invoices Estimates and Goals

Description

Demo Login URL https crm infyom com login Admin Login admin infycrm com 123456 The goal of InfyCRM is to manage digitize the relationship of your customers with your business InfyCRM is a perfect solution to manage your Customers Contracts Projects Products Leads Invoices and much more Version Updates Support Features Features Description Multi-languages Support We are supporting 9 languages English Spanish French German Russian Portuguese Arabic Chinese Turkish Admin panel Dashboard Beautiful visual dashboard for an admin to have a full overview of a whole system with all the statistics you need Invoices How many invoices drafted unpaid paid etc Estimates How many estimates were sent declined accepted etc Proposals How many proposals open revised accepted etc Projects How many projects started not-started finished etc Members Active members of the system Customers Customers are actually a company they can manage their personal details like Contacts Notes Reminders Tasks Projects Tickets Invoices Proposals Estimates Credit notes Members Members in CRM are the users who are responsible to lead the conversation and many other activities Admin can create members with different permissions Articles Admin or users who have permission to create Articles can create articles Admin should be able to edit delete all articles while the other users can see only his articles Tags You can see the list of all tags used in all projects proposals estimates tasks etc You can create new tags from here and can edit and delete existing ones Leads Leads are actually the opportunity of customers who not yet did any deal with the company You can see the lead through the Kanban view and move that lead from one status to another status Lead can also be filtered according to lead status Lead can be assigned to any member Once Lead is ready to deal with a company you can convert a lead to a customer Projects Each Project must have associated with the customer and members You can create a new project from this section and can edit and delete existing ones You can create a project by giving the billing type option an option like Fixed Rate project hours task hours Tasks Once the project is started all we need to do is define tasks The task may have Subject Hourly rate Assigned Date Due Date Priority Related to Tags Description You can also assign a task to team members if you need them You can select the option which has a related task such as invoice customer ticket project lead proposal etc Tickets Admin or user who has permission to create tickets can manage the tickets module You can create a ticket to track customer requests Tickets without Contact and Ticket to Contact these two options can be used to create a ticket You can assign tickets to your member priority-wise and the user also able to attach files to the ticket Invoices You can create an invoice from the product you have added to the product module Also you can directly assign the invoice to the client You can manually add the item to the invoice and also download it as a PDF send it to the client There are many options available for invoice creation One of them is the Discount type We are supporting 2 discount type options Before Tax After-Tax By using the before tax option your discount will be applied to invoice subtotal before applying the tax of the item By using the after-tax option your discount will be applied to invoice subtotal which is actually included the tax too You can also change the invoice status to paid by paying the full amount If you don t want to pay the full amount then it will be considered as partially paid Credit Notes You can create a credit note from the product you have added to the product module You can manually add the item to the credit note Proposals You can create a proposal from the product you have added to the product module you can manually add the item to the proposal You can also convert the proposal directly into an invoice and estimate Estimates You can create an estimate from the product you have added to the product module You can manually add the item to the estimate you can directly assign the invoice to the client You can also convert the estimate directly into an invoice Invoice Payments Invoice data show invoices you have paid and invoices that have been partially paid Departments Departments are useful when you need to divide tickets department-wise Like the Finance Department Marketing Department Purchase Department etc You can create a new department from here and can edit and delete existing ones Expenses By using this module you can record your expense category and amount You can store it with a specific customer currency payment mode expense date and attach a document related to it Payment Modes When you pay for an invoice you can easily make a payment using the payment mode You can create a new payment mode from here and also can edit and delete existing ones Tax Rates Taxes are used while creating invoices estimates proposals products You can create taxes with its amount here Products Create and manage your business products from here You will be able to create invoices proposals and estimates from the created product and you can also manage that product group wise Announcements Create the announcement that you want to show to the client-side and you can also change the status of that announcement if you do not want to show the announcement We have added cron for announcements so it will be auto-published at a given time Contracts You can create a contract with the contract type and contract amount And also assign the contract to the customer You can also create a contract from here and also can edit and delete existing ones Goals Once a goal has been created the goal is dynamically tracked and the goal will be tracked based on the goal type you have selected Goals will be fully tracked from the start date and end date We are supporting some default goal types e g Convert x Leads Paid x Invoices etc Services You can create a new service from here and can edit and delete existing ones Settings InfyCRM provides various settings to control your branding and other general items Application Name Term Conditions Company Logo Favicon Icon Company Name Company Email Company Phone Company Address Company City State Admin Note Client Note Client panel Dashboard Dashboard for the client has a full view of their own information usage The client can visualize their own project status total amount counts for Invoices Proposals Estimates with its needed statuses Invoices The client can visualize their own created invoices and see their invoice details invoices statuses can visualize the paid unpaid invoices progress bar which is created by Admin Proposals The client can visualize their own created proposals and see their proposals in detail proposals statuses can visualize the open revised accepted proposals progress bar which is created by Admin Contracts The client can visualize their own contracts in which he she can see the detailing of contract information which is created by Admin Estimates The client can visualize their own created estimates and see their estimates detail estimates statuses can visualize the sent accepted declined expired estimates progress bar which is created by Admin Announcements The client can visualize announcements which are created by Admin with date and time Tags laravel crm customer relation software leads management project management tasks invoices payments estimates proposals announcement calendar support tickets articles expenses customer relationship management reminders