Client Manager – is fully featured and responsive CRM for Client Management. Beautifully designed for best User Interface & User Experience. It helps you manage unlimited Contacts, Projects, tickets, Quotes, Invoices, Expenses, Domain, Support Tickets and get paid online integrated with payment gateway(Paypal). Invoicing System, helps you ease out business process with its features. Seprate client portal for clients to access quotes and invoices. Ticket Management allows you to provide personalized support to client, where they can submit new Ticket and keep in touch with you.
You can take a look at the demo in the following sites:
Admin Demo – http://pepdev.com/theme-preview/clientmanager/
Username – pepdev
Password – demo1234
Client Demo – http://pepdev.com/theme-preview/clientmanager/clients
Username – firstname.lastname@example.org
Password – demo1234
GDPR Rule Implemented
- Admin enters the client/lead details into Office Manager and assign the lead to staff/sales member. This sales-member + admin are now the only people who can access the client data, no other sales-members can view. This applies to any forms where client details are held such as projects, leads, invoices, quotes etc etc.
- Within Leads a datefield for data destruction/expire date need to be populated by sales-member.
- On contacts & leads there is marketing checkbox, ‘None | Email | Phone | SMS | Social Media’.
- Admin/SuperAdmin receives lead from client or 3rd party and can assign to staff.
- Created Client Portal so client can access their data any time.
- Client can Rectify their data.
- Client can Edit their data.
- Client can download their quotes and invoices.
- Client can choose their data for marketing or restrict it.
- Conset for Cookies
If there are any rules left let us know we will try to implement that rule asap.
- GDPR Compliance
- Contact Management
- Leads Management
- Auto Lead convert to contact
- Amazing Dashboard for quick snapshot for your Business
- Full Featured Invoice Management
- Recurring Invoices
- Send Invoice Payment Reminder & Payment Confirmations
- Auto Calculation Of Invoice Status (Paid, Unapid etc)
- Collect Payments with Paypal Payment Gateway
- Create Invoice from Quotes.
- Add Multiple Items & Payments To Invoices
- Auto Generation Of PDF Invoices & Quotes
- Email PDF Invoices & Quotes Directly To Clients
- Create unlimited Projects
- Add Multiple Staff to Project
- Add Multiple Task to Project
- Add Comments to Project
- Domain Management
- Ticket Management
- Unlimited Support Ticket
- Multiple Support Ticket Department
- File uploading system for tickets
- Client can creat and reply from client portal
- Quotes Managment
- Add Multiple Items To Quote
- Auto Generation Of PDF Quote
- Email PDF Quotes Directly To Clients
- Client can accept Quote.
- Create Unlimited Users/Staffs
- Create Unlimited User Roles
- Track Income, Expense
- Create Unlimited Events in Calendar
- Monthly, Weekly and Today view for Events in Calendar
- Create Unlimited Notes with different colors
- Create Unlimited Items with Price
- Create Unlimited Tax Rates
- Create Unlimited Currency
- Create Unlimited Items
- Create Unlimited Expenses Type
- Create Unlimited Events
- Client Portal for clients
- Client can track thier quotes and invoices.
- Email Template for new user, new quote, new invoice etc.
- Very Easy To Setup With Auto Installation
- Works perfect from ANY device
- Clean, Modern Interface
- Retina Ready
- Full Responsive
- Easy to Customize
- Mulitple Theme Color
- Google Web Fonts
- Cross Browsers Compatible
- HTML5 & CSS3 Optimized
- font-awesome Icons
- Input validation in forms
- SASS (SCSS)
- Much More…