
CRM
CRMDemo Details
- Live Demolink:dcrm.softifytechs.com
- Product website:dcrm.softifytechs.com
- User Name:admin@admin.com
- Password:12345678
Product Features
CRM is a comprehensive, self-hosted solution designed to streamline business operations by integrating project management, client relationship management (CRM), invoicing, and more into a single, user-friendly platform. Built on the Laravel framework, it offers a robust set of features to enhance productivity and collaboration.
Key Features:
Project Management: Organize and monitor projects with task assignments, milestones, and progress tracking.
Task Management: Utilize advanced features like task cloning, timers, reminders, and dependencies to ensure timely completion.
Time Tracking: Track time spent on tasks and projects, facilitating accurate billing and productivity analysis.
Invoicing & Payments: Generate professional invoices with options for time billing, product billing, and task billing. Supports payment gateways like PayPal and Stripe.
Estimates & Quotations: Create and send estimates to clients, which can be easily converted into projects upon approval.
Recurring Billing: Set up automatic billing cycles (daily, weekly, monthly, yearly) for subscriptions and services.
Lead & Opportunity Management: Capture and nurture leads through customizable web forms, converting them into clients seamlessly.
Proposals: Craft visually appealing project proposals with ease, enhancing client engagement.
Workflow Automation: Automate repetitive tasks and processes, improving efficiency and reducing manual effort.
Knowledge Base: Provide clients with a self-service repository of information, including video tutorials via YouTube integration.
Internal Chat: Facilitate real-time communication among team members for better collaboration.
Custom Fields: Customize forms and data fields to suit specific business needs.
Multilingual Support: Available in multiple languages to cater to a diverse user base.
Project Management: Organize and monitor projects with task assignments, milestones, and progress tracking.
Task Management: Utilize advanced features like task cloning, timers, reminders, and dependencies to ensure timely completion.
Time Tracking: Track time spent on tasks and projects, facilitating accurate billing and productivity analysis.
Invoicing & Payments: Generate professional invoices with options for time billing, product billing, and task billing. Supports payment gateways like PayPal and Stripe.
Estimates & Quotations: Create and send estimates to clients, which can be easily converted into projects upon approval.
Recurring Billing: Set up automatic billing cycles (daily, weekly, monthly, yearly) for subscriptions and services.
Lead & Opportunity Management: Capture and nurture leads through customizable web forms, converting them into clients seamlessly.
Proposals: Craft visually appealing project proposals with ease, enhancing client engagement.
Workflow Automation: Automate repetitive tasks and processes, improving efficiency and reducing manual effort.
Knowledge Base: Provide clients with a self-service repository of information, including video tutorials via YouTube integration.
Internal Chat: Facilitate real-time communication among team members for better collaboration.
Custom Fields: Customize forms and data fields to suit specific business needs.
Multilingual Support: Available in multiple languages to cater to a diverse user base.
Technical Specifications:
Framework: Laravel
Database: MySQL
Responsive Design: Accessible on desktops, tablets, and mobile devices.
CRM is ideal for businesses seeking a unified platform to manage their operations efficiently. Its user-friendly interface and robust features make it suitable for organizations of all sizes.
Framework: Laravel
Database: MySQL
Responsive Design: Accessible on desktops, tablets, and mobile devices.
CRM is ideal for businesses seeking a unified platform to manage their operations efficiently. Its user-friendly interface and robust features make it suitable for organizations of all sizes.
Service Quality







