RoverCRM – Customer Relationship And Project Management System

Description

We are open to any help support through our support system Please send us an e-mail to support techvill org or click here to create a ticket Overview of RoverCRM RoverCRM- Inventory Project Management System with POS module is a stock inventory management system that allows you to manage your customers sales purchases control stock invoices take payments many more Keep all your team s tasks in one place Collaborate and work in real time for real results Whether you are running a small business or a big it is the best solution where you can explore your inventory purchases sales project management in one application User friendly simple responsive UI design that will improve your business performance make it more professional Manage stock control make purchases manage all your inventory products custom products currencies taxes expenses bank account transactions in one application not on spreadsheets It will save your time and you can explore it in new opprtunities POS module will help you to manage sales inventory easily It s faster POS interface will save your time Demo Site info Admin Login URL https rovercrm net admin username admin techvill net password 123456 Customer Login URL https rovercrm net customer username customer techvill net passwrod 123456 Point of Sale Login URL https rovercrm net pos username pos techvill net passwrod 123456 Key Features Dashboard Graphical overview of Invoices Quotations Expenses Leads is represented on Dashboard Total paid due overdue amount of Invoices is represented via Pie chart Quotation converted to invoice or not- you can see the amount via a pie chart Per month expenses cost with each category is represented via a graph Projects Tasks Tickets summary are also present on dashboard Relationship You can easily manage customers suppliers team members through Relationship Import multiple customers or suppliers via the Import CSV file Keep track of your customers easily Without admin verification customers can t login to customer panel Invoices RoverCRM allows you to build simple professional invoices Create an easy invoice by adding items products with different taxes Inclusive Exclusive method discounts Make payment with Paypal or Bank account Quotations Add quotation from the sales module Give your customers a rough overview of Prices Discounts more by generating detail quotation Purchase Order Save time and ensure data accuracy when you create purchase orders that update inventory levels automatically Create purchase order via selecting supplier You can receive purchase order automatically or manually Payments Record receive payment with Paypal or Bank account with multiple currencies for Invoice Purchase order POS Point of Sale Module We have a simple POS module with this system that is fully interactive user-friendly Able to handle multiple bills add customers products search product from POS Able to make Purchase Order to Supplier Invoice to Customer Keep inventory organized with detail of products like category subcategory product prices Inventory tracking through automatically updated stock level whenever sales and purchases are made Profit calculation has been made based on discounts Stock Management Manage your stock by enabling stock management that will affect your system inventory If the stock is not available you can t create any invoices The system will give an alert as notification when your warehouse or store item quantity reached lower Control your products through stock transfer adjustments Stock Transfers The stock transfer function is the process of moving the stock inventory from one location to another location Stock Adjustment Stock adjustments are increases and decreases made to inventory to match an item s actual on-hand quantity Multi Warehouse Manage your inventory efficiently across multiple warehouses and locations all on a single platform Bank Accounts Use this option to setup and configure your bank accounts All accounts are used to reconsile customer payments and payments to Expenses Bank Account Deposits and Transfers There are several ways to record deposits to accounts but the most efficient way in RoverCRM is through the Bank payment system Deposits from customers miscellaneous sales etc can be entered here Transfer money from one bank account to another Project Management Create projects for customers or as a product or in house Manage your project create tasks milestones in the project add files or notes You can assign team members to the project You also can add invoices tickets for each project Task Management Create task based on project customer ticket Select assignee for projects you can assign yourself too You also can add subtask from the checklist Based on task status you can filter the task list Task Timer You can track the time of each task using the task timer You are able to add time manually by adding custom time It will improve your shop or warehouse productivity optimize projects overflow help you to spend the right amount of effort on each task Support Ticket A powerful ticket system can track the support request that your customer creates based on their status priorities You can assign a ticket to your team members Expenses You can keep track of your shop or warehouse expenses by this system expense module Create expenses easily based on the expense category Leads Manage your leads easily Add leads by lead source status After creating leads convert it to customers if the customer gives any positive feedback Calendar Overview of all Invoices Quotations Purchase orders Projects Tasks Events is on the calendar Can view monthly weekly daily basis User Role Permissions As owner of this site you can add other user as admin providing permission to specific role Multilingual RTL LTR Supported The system supports multiple languages You can change website directions based on Right to Left or Left to right Email Templates settings To send mail we have dynamic email template which is changeable too If you want you can change the template It also supports multiple languages We have two E-mail sending protocols You can send email via SMTP and another one is default send mail option Reports Access and generate sales reports that offer accurate insights for better more informed business decisions whenever and wherever all in real time Inventory Stock on Hand Reports Sales Reports Purchase Reports Team Members Reports Expense Reports Income Report Income VS Expense Reports Customer Area We have a separate customer panel where customer can view detail of Invoices Quotations Payments Ticket module system is a powerful fully integrated support ticket solution providing real-time updates Customer can create support ticket from customer panel after purchasing products New Released Features v-1 3 Knowledge Base It s an online library of self-service information about a product service department or topic To assist your clients create knowledge base articles and organize them into groups Anyone can leaves comments on an article using their Facebook account Canned Message It s a predefined messages for the frequently asked questions that are used in support ticket reply You can set predined messages from general settings canned message menu Canned Links It s a predefined links which are used in support ticket reply This type of links are frequently used in ticket reply You can set predined links from general settings canned link menu Update ChangeLog RoverCRM v-1 7 07 August 2022 New Feature Added shareable link at Ticket New Feature Added shareable link at Quotation New Feature Added shareable link at Invoice New Feature Added restriction to view folder via URL Improvement Update middleware Improvement Make common function to reusability Improvement HTML rendering while sending the mail Improvement Validate while making the payment Bug Fixing Fixed permission issue while updating the user info Bug Fixing Fixed tax calculation Bug Fixing Payment status on pdf Bug Fixing Remove console error on the installer Bug Fixing File attachments on customer payment RoverCRM v-1 5 26 October 2021 New Feature Re-installation option added Improvement Date separated with space Improvement All are functional even there are no email settings Improvement Removed canned message while ticket reply from the customer panel Bug Fixing Fixed installation configuration issues on windows server Bug Fixing Fixed installer while dummy data off Bug Fixing Fixed server port issues while installation Bug Fixing Fixed email sending issues if not email not configured RoverCRM v-1 3 July 16 2021 New Feature Added Canned Message in ticket reply and implement it s functionality New Feature Added Canned Link in ticket reply and implement it s functionality New Feature Added Knowledge Base module and implement it s functionality New Feature Added currency conversion api and implement it s functinality New Feature Spanish Russian Turkish Chinese Portuguese are added as new language New Feature Added customer activation link email template Improvement Laravel version upgraded to 8 x Improvement Transaction detail link updated on banking transaction Improvement Showed the uploaded file in Banking Transaction Improvement Priority comes below the name in project ticket list Improvement If possible then data comes from cache Improvement Not stored only white space input field Improvement Priority is also appeared in ticket reply Improvement Changed the priority color Improvement Updated assign name in lead list Improvement Added project creator name in project overview and activities Improvement Added project in ticket reply and can change the project from ticket reply Improvement Added pdf attachment option while sending purchase payment receipt email Improvement Added spinner while click into sign in button Improvement Added assignee in ticket list Bug Fixing Fixed project files list errors and project date issue Bug Fixing Fixed task comment issue Bug Fixing Fixed invoice empty reference wrong flat discount issues Bug Fixing Fixed customer quotation pdf issue Bug Fixing Fixed address issue on suplier module Bug Fixing Fixed the issue of purchase creating without item Bug Fixing Fixed project count value in dashboard Bug Fixing Fixed customer note list page and quotation date filtering issue Bug Fixing Fixed customer change status issue Bug Fixing Fixed customer ledger pdf generate and invoice over due issue Bug Fixing Fixed supplier purchase order payment date filter design issue Bug Fixing Fixed purchase add edit custom amount required issue Bug Fixing Fixed bank account transaction debit credit filtering issue Bug Fixing Fixed bank account deposit edit image issue Bug Fixing Fixed item entry error RoverCRM v-1 1 March 3 2021 New Feature French is added as a new language Improvement Updated the design of dark theme all over the project Improvement Updated the design of file previewer for the whole project Improvement Refactor Stock Adjustment Js Improvement Changed the purchase report design Improvement Generated auto email sms template while creating language Improvement Sent mail to the assignees while changing the task status Improvement Sent mail to the assignees while commenting on a task Improvement Refactor redirection from item and item varints edit Improvement Used variant item parent name in the card header Improvement English and Default languages are not deletable Improvement Default language made always active Improvement Changed ticket list design Improvement Changed customer list design Improvement Improved the finance menu design Improvement Changed timesheet list design Improvement Improved the registration country field color Bug Fixing Resolved task modal file delete issue Bug Fixing Resolved caching issue in language Bug Fixing Resolved item category issue while creating new item Bug Fixing Resolved the ticket filter wrong values issue Bug Fixing Resolved customer registration verification mail issue Initial Release v-1 0 February 04 2021 Initial Release