Grow CRM SaaS – Laravel Project Management – Multitenancy

Description

Grow CRM SaaS Version Start your own SaaS business with a tried and tested CRM With one 2 000 customers It comes complete with a landing page owner s dashboard and all the great features of Grow CRM Accept payments using Stripe Paypal Razorpay and Paystack LANDING PAGE DEMO Landing Page https saas growcrm io DEMO Owner Super Admin https saas growcrm io app-admin Username owner example com Password growcrm Customer Dashboard example https customer growcrm io Username customer 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 SaaS Features This version of Grow CRM allows you to set up your own SaaS business You can create free or paid plans Your customers will have their own instance of the CRM running on a subdomain example customer yourdomain com For maximum efficiency each account will have its own database You will be able to accept payments via credit card Stripe Paystack or via Paypal You can also access offline payments It also comes with a beautifully designed landing page and a content management system for you to edit the content of the landing page 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 you can 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 a 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 Automation improves 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 Important In order to install Grow CRM SaaS version you will need to either be hosted on a Cpanel or Plesk control panel The CRM requires the API available in these 2 control panels All other web hosting control panels are not currently supported If however your server has a root MySQL users that has permission to dynamically create database then you do not require Plesk or CPanel PHP 8 2 or 8 3 MySQL or MariaDB Database Cpanel Based Hosting Cpanel API is required for web hosting side dynamic functions 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 GD Library Wildcard SSL Certificate 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 Fixed Upating pricing summary Fixed Display correct currency in customers billing section 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 2 February 2024 Added – reCAPTCHA for new customer signup 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 New Feature – Detailed reports New Feature – Paystack payment gateway New Feature – Direct URL to view estimates without logging into the CRM New Feature – Export projects New Feature – Bulk change project statuses New Feature – Bulk assign projects New Feature – Bulk change leads status New Feature – Custom table column view Leads New Feature – Bulk change leads status New Feature – Bulk assign leads New Feature – Archive support tickets Improvement – Additional date formats Improvement – Ability to reset all users current theme setting Improvement – 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 1 3 15 August 2023 New Feature Razorpay Payment Gateway New Feature Custom Pages New Feature Plesk Server Support New Feature Remember filters Tickets New Feature Google reCAPTCHA New Feature Edit timesheets New Feature In-line ticket replies Improvement Edit and delete ticket replies Improvement Show tags and reminders of kanban cards Improvement Added search box to custom fields dropdowns Improvement Add custom CSS for invoice and estimate pdf files Fixed Various bugs Version 1 2 24 May 2023 Maintenance Release Fixed Various bugs Added Email log Added System information page