About

“PHP CRM Software” is fully to manage the Customers, Leads, Appointments , Projects, Invoices, Quotations  and Support.

PHP CRM Software has been developed and using open source technologies PHP, Mysql. “CRM Software” software contain following thing:

Customers

    • Manage Customers
      • S.No.-Automatic table srial no.
      • Name.-Customer name from table.
      • S.No.-Automatic table srial no.
      • Phone No.-Customer phone no from table.
      • Email.-Customer email.
      • Status.-Status active and inactive.
      • Action.-View,edit,delete.
    • Add Customer
      • Name.-Add customer name .
      • Phone No.-Add customer phone no.
      • Email ID.-Add customer email id.
      • Password.-Add customer Password.
      • Billing Address.-Add customer billing address.
      • Billing PO Box. -Add customer po box.
      • Billing City. -Add customer billing city.
      • Billing State.-Add customer billing state.
      • Billing Postal Code. -Add customer billing postal code.
      • Shipping Address.-Add customer shipping Address.
      • Shipping PO Box. -Add customer shipping po box.
      • Shipping City. -Add customer shipping city.
      • Shipping State.-Add customer shipping state.
      • Shipping Postal Code. -Add customer shipping postal code.
      • Description.-Add description.
      • Status.- Add status no and yes.

Leads

      • Manage Leads
        • S.No.-Automatic table srial no.
        • Lead No.-Automatic table lead no.
        • Name.-Define name .
        • Phone No.-Customer phone no from table.
        • Status.-About status.
        • Active.-Two category active/inactive.
        • Action.-View,edit,delete.
      • Add Lead
        • Coustomer. – You can select customer name and add.
        • Status.-You can select status and add.
        • Lead Summary.-You can add lead summary.

Appointments

        • Manage Appointments
          • S.No.-Automatic table srial no.
          • Appointments No.-Automatic table appointments no.
          • Customer Name.-Define customer name from table.
          • Phone No.-Customer phone no from table.
          • Date.- You can see date.
          • Status.-about status active and inactive.
          • Action.-View,edit,delete.
        • Add Appointment
          • Coustomer. – You can select customer name and add.
          • Date. – You can select date.
          • Time. – You can add time.
          • Status.-You can select status active and inactive.
          • Description.-You can add description.

Projects

          • Manage Project
            • S.No.-Automatic table srial no.
            • Project Title.-Here is project title.
            • Name.- You can see name.
            • Priority. -You can see priority.
            • Status.-You can see status.
            • Active.-two category active/inactive.
            • Action.-View,edit,delete.
          • Add Project
            • Project Title.-You can add project title
            • Coustomer. – You can select coustomer and add.
            • Status.- You can select status and add.
            • Priority. – You can select priority and add.
            • Project Summary.-You can add project summary.
            • File No.1.-Here you can upload file1.
            • File No.2.-Here you can upload file2.
            • Active.-Select yes or no in avtive field.

Invoices

            • Manage Invoices
              • S.No.-Automatic table srial no.
              • Invoice No.-Automatic invoice no.
              • Phone No.-You can see phone no.
              • Payment Date. -You can see payment date
              • Due Date. – You can see due date.
              • Payment Status. -two category pending/complited.
              • Action.- View,edit,delete, pdf download,send mail.
            • Add Invoice
              • Customer’s Name.- You can select coustomer name and add.
              • Total cost. – You can add total cost.
              • Payment Date.-You can select payment date.
              • Due Date.-You can select due date.
              • Payment status.-You can select payment status.
              • Job Summary.-You can add job summary.

Quotation

              • Manage Quotations
                • S.No.-Automatic table srial no.
                • Quotations No.-Automatic quotations no.
                • Customer Name.- You can see customer name.
                • Phone No.-You can see phone no.
                • Confirmed.-you can see confirmed avtive or inactive.
                • Action.- View,edit,delete,send.
              • Add Quotation
                • Coustomer.- You can select coustomer name and add.
                • Total cost. – You can add total cost.
                • Turnaround Time.-You can select turnaround time.
                • Confirmed.-You can select payment status.
                • Job Summary.-You can add job summary.
                • Job Description.-You can add job description.

Support

                • Tickets Management
                  • Ticket.No.-Automatic table ticket no.
                  • Create Date.- you can see date.
                  • Subject.- you can see subject.
                  • Priority.- you can see priority.
                  • Status.-you can see status.
                  • Action.- View,delete.
                • Create Ticket
                  • Subject.- You can add subject.
                  • Customer Name.- You can select customer name.
                  • Ticket Summery.- You can add ticket summery.
                  • Confirmed.- You can select payment status.
                  • Priority.- You can select priority.
                  • File No.1.- Here you can upload file1.
                  • File No.2.- Here you can upload file2.
                  • Ticket Status.- You can select status open/close.

Change Password

                • Change Password-You can change password.

Mysettings

            • Mysettings-You can update mysettings fields.
            • Change Invoice Logo.
            • Address.
            • Pobox.
            • City.
            • State.
            • Postalcode.
            • Weburl.
            • Email id.