Ultimate Client Manager v5.3 – Pro

Feature

• Customer Management: Manage your customer database in this easy to use CRM. Store, search and group customers. Import from CSV. Keep private notes. Multiple contacts per customer.
• Jobs: Link Jobs to Customers and Websites. Send Job Quote to customer for pre-approval. Customer can track Job progress. Add Tasks to Jobs.
• Income & Expense: Track your income and expenses. Estimate your monthly income. View historic financial data. Schedule recurring bills. Reminders and budgeting.
• Online Payments: Receive payments on invoices via secure PayPal, Google Checkout or Stripe. Invoices marked as paid upon successful payment. Part payment on invoices. Payment history. Payment receipt.
• To Do List: Dashboard overview showing your TODO items (such as upcoming jobs, invoices that haven?t been sent, tasks requiring admin approval, new file uploads).
• CRM Easy Installer: Step by step product installer. Very easy to install and very easy to receive automatic product updates.
• Customer Signup: Customers can sign up using a form on your website. Default jobs are created against the new customer ready for quoting.
• Open Source PHP Code: Fully open source PHP code. No encrypted obfuscated tricky stuff here. Change the code to suit your needs or create your own in house UCM plugins.
• Custom Fields: Create your very own custom fields through out the system. eg: Store the customers favorite color or birthday, record an invoice purchase order # or external job ID. Custom fields are also made available within templates and emails.
• Fine Grain Permissions: Security and permission options to control which users/customers have access to which features. Create, edit, delete and view. Limit staff to assigned jobs and more.
• Staff/Customer Login: Customers can login to view their information and perform restricted actions. Multiple staff accounts. Control permissions & view login history.
• Theme Editor: Comes with a basic theme editor. Control the system colors and layout without editing the CSS file. Advanced changes via CSS files welcome too!
• Knowledge Base / FAQ: Have a list of Frequently Asked Questions display before a customer submits a support ticket. Group questions by product. Embed the FAQ listing in your own website.
• Job Tasks: Add new Tasks to Jobs. Assign individual Tasks to staff members. Track how many hours are spent on each task. See if staff spend more than quoted time on a Job Task.
• Free Updates: Pay once (helps the developers!) and receive ongoing updates. Please go to Settings > Upgrade to see a list of available updates, a list of changed files and version numbers will appear.
• Change Request: Customers can “click & point” on any part of their website and request a change (eg: make the logo bigger). Change Requests appear within UCM for tracking and billing. Restrict number of changes.
• Email & Web Support Tickets: Fully functional email support tickets. Import mail via POP3/IMAP. Create ticket numbers. Autoreplies. Assign tickets to support staff members. Reply via email or web.
• PDF Invoicing: Convert invoices into PDF documents. Email PDF Invoice to your customer straight from the system. Full control over invoice template layout. Send PDF invoices marked as ?overdue? or ?paid? as well.
• Automatic Invoice Renewal: Choose an Invoice Renewal Date and UCM will email automatic PDF invoice renewals and overdue invoice reminders. Cool!
• Calendar: A great easy to use Calendar for organising your business. Similar to Google Calendar. Create events, assign Customers and Staff members.
• Automatic Overdue Emails: Choose an Invoice Due Date and UCM will email automatic PDF overdue notices if the invoice hasn’t been paid.
• ebsite Management: Record customer website details. Keep FTP passwords, notes and website history all in one place. Link Jobs and Invoices to websites.
• Invoices: Generate PDF invoices, email invoice to customer straight from system. Mark when invoice is paid. Overdue notices. Part payments & invoice merging.
• CRM File Uploads: Customers and staff can upload files. Tag image files with comments. Email alerts on file uploads. Assign files to customers/jobs.
• Membership Subscriptions: Manage members from your group or club. Get alerted when members subscription is due for renewal. Generate invoice and receipt for membership subscription.
• Mobile Device View: Want access to the UCM on the road? This system comes with a cut down mobile friendly view. Try it from your phone to see! You can also disable the ?mobile view? and use the standard responsive layout if you wish.
• Self Hosted: Host this system on your own internal server or public website hosting account.
• Job Task Discussions: You can email a Job to a Customer from within UCM. The email contains a special link the Customer can click, and then add comments to any Task in the Job. Great if you need feedback on quoted items or half completed Job Tasks.Internationalization: Support for multiples currencies & tax rates. Full language translation file available. Different staff/customers can have different UI languages.
• Import & Export: Import and Export information from the system in CSV format. Preview import before it occurs. Import data into specified groups for easier sorting.
• Renewable Jobs & Invoices: Track Jobs and Invoices that repeat (eg: website hosting). Ability to modify a Job/Invoice after it renews. Dashboard reminders when ready for renewal. Specify renewal period (eg: 7 days, 1 year).
• Quick Pin/Bookmark: Have lots of customers? Working on a particular Job all the time? Bookmark it to the main menu for quick access anywhere in the system.
• Template Editor: WYSIWYG editor to control many templates through out the system. Email templates, invoice templates, thank you messages and more!
• Credit Notes: Raise a Credit Note against an existing invoice. Send the Credit Note as a PDF to the Customer.
• Job Deposits: Collect deposits before commencing work on a Job. Deposit is subtracted from final invoice amount
• Session Management: The UCM system will show a list of active user sessions and allow the administrator to terminate any active user sessions. This is a great security feature incase you forget to log out on another computer.
• Email Newsletters: Send bulk email newsletters to groups within your system (eg: Customers, Members, Recently Completed Jobs). Template editor. Bounce, unsubscribe and link click tracking.
• Encrypted Fields: Using industry standard RSA/AES technology you can encrypt and decrypt sensitive data (eg: website FTP details or control panel login information). With client side cryptography the sensitive data never even leaves your computer.
• Task Timer: Create a Customer Job, add some Tasks to the Job, click the ?start timer? icon and away you go. Option to run multiple task timers at once. See active timers from any page within the system.
• Automatic Subscriptions: Create Subscriptions (eg: 6 Months Website Hosting) and assign them to Customers. UCM will automatically generate an email a PDF invoice to the Customer, and follup up with overdue notices when needed.
• Custom Data Forms: Build your own database forms with no programming knowledge. Create encrypted fields, file uploads, text areas, nested lists, radio buttons and more!

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