doitX Complete Sales CRM with Invoicing Expenses Bulk SMS and Email Marketing with SAAS Addon

Description

SAAS ready from v2 3 doitX is complete and fully functional Sales CRM with invoicing expenses bulk SMS and email marketing software that is a great fit for almost any company small business owners or many other uses A tool that brings all important information all together With its excellent design doitX help you look more professional to your customers and to public helping you improve business performance all together Drive your sales operations from entries to invoices to payments with all the information you need easily accessible Keep track of products sales marketing records payments automate invoicing and notify sales team when they have things to do The whole company s processes simplified in a simple modern light-weight system that will change how you do business Demo Details Admin Username admin mybizcms com Password adminadmin Login URL https mybizcms com demos doitx Staff Username user mybizcms com Password useruser Login URL https mybizcms com demos doitx Note You can add your own staff with different roles Subscriber Username subscriber mybizcms com Password subscribersubscriber Login URL https mybizcms com demos doitx Note You can add your own subscriber Update v2 4 27 06 2023 Send and track your marketing emails with Mailchimp API When you send marketing emails using Mailchimp email gateway you will be able to track every event from Sent Delivered Deffered Bounced Hard bounced Soft bounced Open Click Spam Marked as spam Unsubscribed User unsubscribed using this email Rejected From the dashboard you will be able to view a graphic report of all these events On campaign details page you will get a list of all events opens and clicks details of that specific email You will also manage your Mailchimp subscribers easily with options of add or unsubscribe users End of update v2 4 27 06 2023 description Update v2 3 24 03 2023 Let users subscribe to your packages in order to manage their sales and marketing details Note All the sales payments go through the admin then are sent to sellers subscribers as payouts upon request Subscribers do not add their own payment gateways What can a subscriber do Add edit and view products and their categories Add edit and view sales entries Add edit and view sales stages Add edit and view sales leads Generate edit and view invoices Receive payments Record edit and view expenses Add edit and view customers Run SMS and email marketing campaigns Generate graphic and raw text reports Request and receive payouts View their subscriptions Subscribe to packages What can an admin do Add edit and view subscription packages with hours days weeks months and years duration types Make a package featured Stand out from the rest of the packages View approve or cancel user subscriptions View pending approved cancelled subscriptions report from the dashboard View total subscriptions income report from the dashboard View total subscribers income and payouts paid report from the dashboard Add edit and view payout modes Can set minimum acceptable payout request amount Receive pay or decline payout requests from users Add edit and view public pages with background images Add edit and view frequently asked questions FAQs Add and edit homepage parts features testimonials team members website colours theme selector tawk to easily Available online payment gateways PayPal Standard PayPal Pro PAYU Money PayTM Stripe Authorize Net PesaPal Flutterwave SSLCOMMERZ Voguepay Esewa Instamojo Paystack ToyyibPay AamarPay Hyperpay Compatibility doitX version 2 3 End of update v2 3 24 03 2023 description Changelog Key Features Dashboard with helpful overview of entries orders invoices payments expenses activities graphical reports and so much more Compose and send promotional transactional and notification SMSs to your clients users and phone numbers uploaded in CSV format Intgrated Clickatell MoveSMS Msg91 BulkSMS Plivo Smscluster Celcom Smsgatewayhub Infobip Smsglobal Hubtel SMS gateways Create and sent marketing emails to individuals groups or even addresses uploaded in CSV format Add view all subscribers from your mailchimp account from within this app Ability to choose whether to add new customers to mailchimp list when adding new customers Integrated Mail PHPMailer SMTP Sengrid email options Keep control of available stock of products through the system Ability for user marketer to make an order on behalf of their clients Ability for users marketers to add their own clients create their entries orders invoices and record payments Accept orders from customers automatically or manually Comment functionality on entries of the items Easily manage your clients with all the details you need Import customers and users into the system with a click of a button Create and sent invoices of any sales entry Record every payment records of invoices updating their status on the fly Style PDF invoices in any colour size font before sending to customer using CRM s powerful invoice styling feature Reward your sales agents commissions using in-built commission calculations Easily switch between date and time formats within the system Reports on payments and income based on any date ranges Graphical reports on payments entries and expenses Support for multiple currencies Over 135 currencies based on payment gateway Ability to add custom currency to the system under Default Currency settings Multiple languages are supported Let customers make payments of invoices online through PayPal Stripe Authorize net 2Checkout PesaPal PayTM PayU Money mPesa gateways integration settings Enable or disable modules In-built expenses module with income vs expenses comparison Integrated cronjobs settings to keep every item up-to date and create notifications Integrated customizable email templates Enable or disable account creation for customers clients Log every activity done Notifications on new tasks and action required etc Access level control on different modules by users with roles and permissions Backup that is never lose any data again System Update within the system And many more features Clients Management doitX helps you focus on your customer in a faster and easier way Every detail of the client is easily stored and retrieved Mailchimp Subscribers Easily manage your Mailchimp subscribers from within the system You can add and view your Mailchimp email addresses subscription lists When adding a new customers you can choose to include that customers to Mailchimp subscription list or not SMS Marketing Compose and send promotional transactional and notification SMSs to your clients or users from within the system You can send to multiple phone numbers groups or upload contacts in CSV format All Smss sent are recorded in the system SMS gateways include but not limited to Clickatell MoveSMS Msg91 BulkSMS Plivo Smscluster Celcom Smsgatewayhub Infobip Smsglobal Hubtel more are being added Email Marketing Compose and send promotional transactional and notification emails to your clients or users from within the system You can send to single or multiple addresses groups or upload addresses in CSV format All emails sent are stored in the system with their subject and body You can use the Native PHP Mail PHPMailer SMTP or Sendgrid to send your emails Entries Easily manage any sales entry with any of its attached item in clear Generate invoice add payment or even comment on any entry Get next contact reminders of every entry Products For products you can make them sellable or not Sellable products are visible to customers and can be added to entries Products can either be tagible or intagible Stock Management With the CRM s stock management feature inventory of products is kept in control Out of stock products cannot be added to entries You can set re-order point and warranty period for tangible products Invoices Build professional and good looking invoices with a click of a button You can generate invoices on entries to facilitate payments You can iclude tax and discounts when generating invoices Ivoices can the be sent to customers in pdf format You can customize your PDF files in any sizes rangng from A1-A7 font colours and sizes include thank you note include admin note include client note include terms etc Expenses Management With the CRM s expense management feature you can keep track of any expenditure of the company You can also get a comparison of income versus expenses reports for any period Orders Acept orders from your customers With this orders can be confirmed automatically or manually from within the system For manual orders you need to assign a users to validate the orders Online Payments Receive payments from Paypal Stripe Authorize net 2Checkout PesaPal PayTM PayU Money and mPesa payment gateways that are available in most of the countries Requires doitX Clients doitX Addon with Online Payment Gateways Currencies doitX now has support for six different online payment gateways each with a list of accepted currencies below PayPal AUD GBP CAD CZK DKK EUR HKD HUF ILS JPY MXN TWD NZD NOK PHP PLN RUB SGD SEK CHF THB USD Stripe AED AFN ALL AMD ANG AOA ARS AUD AWG AZN BAM BBD BDT BGN BMD BND BOB BRL BSD BWP BZD CAD CDF CHF CNY COP CRC CVE CZK DKK DOP DZD EGP ETB EUR FJD FKP GBP GEL GIP GMD GTQ GYD HKD HNL HRK HTG HUF IDR ILS INR ISK JMD KES KGS KHR KYD KZT LAK LBP LKR LRD LSL MAD MDL MKD MMK MNT MOP MRO MUR MVR MWK MXN MYR MZN NAD NGN NIO NOK NPR NZD PAB PEN PGK PHP PKR PLN QAR RON RSD RUB SAR SBD SCR SEK SGD SHP SLL SOS SRD STD SZL THB TJS TOP TRY TTD TWD TZS UAH UYU UZS WST XCD YER ZAR ZMW BIF CLP DJF GNF JPY KMF KRW MGA PYG RWF UGX USD VND VUV XAF XOF XPF Authorize Net AUD CAD CHF DKK EUR NOK NZD PLN SEK USD 2Checkout AFN ALL DZD ARS AUD AZN BSD BDT BBD BZD BMD BOB BWP BRL GBP BND BGN CAD CLP CNY COP CRC HRK CZK DKK DOP XCD EGP EUR FJD GTQ HKD HNL HUF INR IDR ILS JMD JPY KZT KES LAK MMK LBP LRD MOP MYR MVR MRO MUR MXN MAD NPR TWD NZD NIO NOK PKR PGK PEN PHP PLN QAR RON RUB WST SAR SCR SGD SBD ZAR KRW LKR SEK CHF SYP THB TOP TTD TRY UAH AED USD VUV VND XOF YER PesaPal USD KES UGX TZS RWF PayTM INR PayU Money INR Languages This CRM now supports multiple languages You can now set default language for your system System default language is used in public pages login register forgot_password and when user has not set their default language under their profile This app has ability to create your own language packs Read more Reports You can easily access reports and export in Copy CSV Excel and PDF View reports in graphs and plain text from any date ranges or specific item Custom SMS and Email Templates Setup predefined sms and email templates with friendly variables based on a specific item from text editor User Roles and Permissions Roles and permissions manager helps you assign specific roles with permissions to users on whatever resources you want them to access Backup You can backup all files uploaded at any point of the system database in SQL format For database you can set automatic backup after every X days to prevent losing your important data Activity Logs Every activity done on this system is fully recorded and can be traced back Date Time Formats From within the system you can customize in any way that exists how date time will be displayed Responsive This CRM is fully responsive that is You can easily access your data from any device regardless of its size Documentations https mybizcms com documentations doitx Contact us at Email info mybizcms com Youtube https www youtube com channel UCiM2Jd-iI6B3OfcItDUCtJw