Grow CRM – Laravel Project Management

Description

Grow is a client relationship management application with full project management features Grow combines many of the various tools that you require in one easy-to-use application These include tasks invoices leads estimates and much more Demo Admin https demo growcrm io Username admin example com Password growcrm Staff Member https demo growcrm io Username annie example com Password growcrm Client https demo growcrm io Username mike example com Password growcrm CRM Features We have given attention to every design element The final result is what we believe to be an extremely user-friendly application The application gives you and your clients a single point of contact to collaborate on projects Project Management You no longer need to use multiple tools to get the job done The application comes with very advanced features to help you manage your projects Make your life even easier by taking advantage of the project templates feature and also the project cloning feature Task Management Get the job done by making sure you complete your tasks on time Use the application s advanced features such as task cloning task timers task reminders and many more to make your work easier and more efficient You can assign tasks to your team members and also to your clients Time Tracking Keep track of the amount of time that you spend on your projects The CRM comes with a full-featured time-tracking solution You can start and stop your timer or manually record the time spent working on a task You can then easily bill your clients for the time recorded Invoices Payments We have created a very easy-to-use invoicing system There is now no need for you to use a third party invoicing application The CRM enables you to create invoices with many options such as time billing product billing task billing etc Your clients are automatically sent their invoice via email and they can easily pay for it via credit card or PayPal Subscriptions This feature enables you to bill your clients for your products and services automatically You can set the billing cycle to weekly monthly yearly etc The system will automatically generate a new invoice and charge your client s credit card automatically Estimates Quotations Clients are more willing to commit to a project when they have an idea of the total cost The application comes with a very easy-to-use tool for you to create and email estimates to your customers Your customer can then review and accept your estimates very easily Proposals First impressions count Impress your prospective clients with beautifully crafted project proposals No design skills required with our easy-to-use interface Recurring Billing You can create daily weekly monthly or even yearly recurring invoices The system will automatically create a new invoice and email it to your client Leads Opportunities Keep track of your opportunities and nurture your leads into paying customers You can easily capture new leads using our very advanced form builder You can then embed your lead-capturing forms on any website Knowledgebase Lower your customer support time by offering your customers access to self-service information and help repository You can even create a video knowledge base by using the YouTube video gallery feature of the knowledgebase Workflow Automation Project and estimate workflow automation allow you to automate repetitive tasks You can determine what happens when an estimate has been accepted by your client or what happens when a project has been marked as completed Automations improve your team s productivity and help to ensure that nothing is missed in your workflow Task Dependency Management Creating relationships between your tasks to ensure that work in completed in a prescribed sequence You can lock a task from being started or being completed until the task it is dependent on has been completed Dependency management allows your diverse team to synchronize their work Server Requirements PHP 8 2 8 3 Apache Web Server BCMath PHP Extension Ctype PHP Extension Fileinfo PHP extension JSON PHP Extension Mbstring PHP Extension OpenSSL PHP Extension PDO PHP Extension Tokenizer PHP Extension XML PHP Extension MySQL or MariaDB Database GD Library Change Log Version 2 7 24 September 2024 Added – Helpdesk Email Integration email piping Added – Custom CSS Editor Added – ReCAPTCHA for lead web forms Added – Pinning table contents Added – Custom invoices table views Added – Quick User profiles Added – Search knowledge base Added – Searchable country fields Added – Custom CSS for lead web forms Added – Timesheets stats panel Fixed – Importing leads with a long telephone number Fixed – Timesheets search not working Fixed – Attaching files in lead web forms Version 2 6 22 July 2024 Added Upgraded the application s core to the latest version of Laravel v11 Added Upgraded the application core to support PHP 8 2 PHP 8 3 Added Full featured calendar see projects tasks and custom events Added Proposal scheduling schedule the publishing date Added Proposal automation project task invoice creation etc Added Contract scheduling schedule the publishing date Added Filter tasks by clients Added Tag leads submitted via web forms for easier identification Added Show project titles on invoices Fixed Client custom field not showing when creating a new resource Fixed Show client custom fields when creating an invoice Fixed Show client custom fields when creating an estimate Fixed Leads from web forms not being auto assigned Fixed Task status changes not showing on events timeline Fixed Trailing white space in task and lead title Fixed Tasks tabs navigation Fixed Imports leads custom fields Version 2 5 3 April 2024 Added – Support tickets – Canned messages Added – Clone Contracts Added – Clone Proposals Added – Schedule invoice publishing Added – Schedule estimate publishing Added – CRM wide dynamic search Added – Tasks cover images Added – Leads cover images Added – Tags on files attachments Added – Attach files to notes Fixed – Saving bank settings not working Fixed – Test email not working Fixed – Project template milestones not being created Fixed – Preview image modal reloading page on close Version 2 4 1 February 2024 Added – Dark theme Midnight now included Added – Prestige theme now included Added – Export invoices Added – Export expenses Added – Export payments Added – Export estimates Added – Export timesheets Added – Customize projects table view Added – Customize clients table view Added – Create custom task priorities Added – Set colors for milestones Added – Display milestone on task Kanban view Added – Show contracts on customer page Added – bulk add items for invoices and estimates entire product categories Added – Add products to estimate when creating a proposal Fixed – Estimate PDF download Fixed – Lead for not sending email to admin Fixed – Error updating user preferences when on settings pages Fixed – Contracts proposals filter by category Fixed – Error importing client custom fields Version 2 3 9 November 2023 Added – Detailed reports Added – Paystack payment gateway Added – Direct URL to view estimates without logging into the CRM Added – Export projects Added – Bulk change project statuses Added – Bulk assign projects Added – Bulk change leads status Added – Custom table column view Leads Added – Bulk change leads status Added – Bulk assign leads Added – Archive support tickets Added – Additional date formats Added – Ability to reset all users current theme setting Added – Filter expenses by team members Fixed – Missing exit setting button on mobile Fixed – Exporting clients giving limited results Fixed – Webmail email templates clients and leads Fixed – PDF Invoice totals alignment Fixed – Custom fields date formatting Fixed – Various bugs Version 2 2 15 June 2023 Added Remember filters Tickets Added Google reCAPTCHA Added Edit timesheets Added In-line ticket replies Added Edit and delete ticket replies Added Show tags and reminders of kanban cards Added Added search box to custom fields dropdowns Added Add custom CSS for invoice and estimate pdf files Fixed Various bugs Version 2 1 6 February 2023 Maintenance Release Fixed Language icon not showing Fixed Upload client files Fixed Tickets statuses in emails Fixed – Task permissions Version 2 0 20 January 2023 See Full Details Added PHP 8 support Added Instant team messaging chat Added Contracts Added Contract templates Added Proposal templates Added Tap payment gateway Added Custom ticket statuses Added Arrange invoice and estimate line items Fixed – Various bugs Version 1 12 9 October 2022 See Full Details Added Invoice line tax Added Estimates line tax Added Estimate product notes Added Product-based tasks for estimate automation Added Task dependencies for estimate automation Added Attach files to estimates Added Attach files to invoices Added Project cover images Added Copy files between projects Added Use custom fields in filtering Fixed – Various bugs Version 1 11 4 September 2022 See Full Details Added Estimates workflow automation Added Projects workflow automation Added Task dependencies Added Export clients Added Export tickets Added Email leads Added Set user home page Added Assign tasks to clients Added File folders Added Email notifications for reminders Added Email leads Added Tasks Leads Kanban paginated loading Fixed – Various bugs Version 1 10 15 July 2022 Fixed – Maintenance update Version 1 09 2 June 2022 See Full Details Added – Updated to Laravel 8 Added – Project Proposals Added – Assign tasks to clients Added – Ability to change next Invoice ID Added – Ability to change next Estimate ID Added – Ability to change next Invoice ID Fixed – The client cannot create a task Fixed – Timesheets manual time recording Fixed – Exit text too long in settings Fixed – Settings tax rates menu Fixed – Estimate and invoice custom fields display Fixed – Clients webmail templates Fixed – Lead forms submissions counter Fixed – Leads converted to a client – welcome email Version 1 08 1 February 2022 Added – Projects card grid view Added – Project category based user permissions Added – Recurring Tasks Added – Allows users to set their own theme Added – View email queue and email delivery log Added – Download and manage system error logs Added – Edit Payments Added – Rename project files Added – Importing leads – made custom fields easier to import Added – Leads and tasks search now has wider scope Added – Show client name on task cards Added – SMTP debugging tool Added – Easier assigning of project team members Added – Easier changing of project progress Fixed – Task date not updating correctly in task modal Fixed – Task not loading in projects page Fixed – Tickets timeline viewing permissions Fixed – PDF invoices Euro symbol not showing correctly Fixed – Project templates user roles setting Version 1 07 24 October 2021 Fixed – Project progress not updating Fixed – Email delivery problems after v 106 update Fixed – Client webmail Fixed – Client cannot create a task Fixed – Email PDF is not sent in default system language Fixed – New users language is not being set to the system language Version 1 06 29 September 2021 Added Lead web forms Create multiple forms to capture leads from your website Added Clone Tasks Quickly make a duplicate copy of a task Added Clone Leads Quickly make a duplicate copy of a lead Added Knowledge base video gallery Added Send emails directly to a client user from the CRM Added Custom task statuses You can now create custom task statuses Updated See all previous notifications using the new improved notifications panel Updated Show the project title on a task Kanban Updated New custom fields editor Fixed Various other bugs Version 1 05 9 August 2021 Added Reminders Set individual reminders for projects tasks leads etc Added Embed YouTube video in knowledgebase projects tasks and leads Added App Modules Selection Select which CRM modules you want to use Added Limit CRM modules features on a client by client basis Added Overdue task reminder Added Overdue invoice reminder Added Leads tasks added notes and a new tabbed interface Updated Added a client details section for each client Updated Custom fields -added new form field types and improved interface Updated New role settings allowing managing of team members Fixed Filter estimates status Fixed Assign task users scrollbar Fixed Preselect assigned users in tasks and leads modals Fixed Various other bugs Version 1 04 12 May 2021 Added Project templates Added Clone projects Updated Time tracking Updated Invoice price adjustment Updated Estimate price adjustment Updated Show additional company information on invoices estimates Updated Advanced text editor features for projects Fixed Project payments summary Fixed PDF showing for non-Latin languages Fixed Task checklist styling Fixed Upload avatar error Version 1 03 4 April 2021 Added Importing Leads CSV EXCEL Added Importing Clients CSV EXCEL Added Convert an estimate to an invoice Added Clone estimates Added Mollie payment gateway Added Direct time tracking Added Invoice and estimate opening tracking Updated Dynamic client creation Updated Allow prevent clients from accessing the dashboard Updated Enable disable all outbound client email Fixed Updating lead status not refreshing table row Fixed Login popup Fixed converting leads error Fixed Client category not working Fixed Estimates menu not showing on project page Version 1 02 10 February 2021 Added Customer subscription billing Added Create custom fields for clients projects and task Added Razorpay payment gateway Added 29 language translations Added Archive projects tasks leads Added Email delivery testing with a send test email feature Added Add ability to add your own custom JavaScript CSS Updated Allow multiple lines for invoice line item descriptions Updated Ability for the admin to update user passwords Fixed Invoice estimate email PDF attachments formatting Fixed Support tickets title error Fixed Currency symbol on payments section of invoices Fixed Task and lead comments not fully displaying Fixed- Recurring invoices Fixed Knowledgebase mobile view Fixed Clients unable to create new tasks Fixed Broken product items search Fixed Broken file download links for Mac users Fixed various other bugs Version 1 01 26 November 2020 Added – Dashboard payments and invoices stats clickable Added – Admin can add scripts in head and body e g google analytics Fixed – Modal windows not correctly displaying Cyrillic symbols Fixed – Unable to edit default milestones Fixed – Deleted staff member increasing the count for users in a given role Fixed – Installer get stuck on some operating systems Fixed – Task and lead checklists not working correctly Fixed – Unable to delete some categories Fixed – Create lead sources popup opens blank