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Simple Customer CRM - PHP Client Database

Overview:

This feature packed system lets you easily keep all your customer and project details in one place. You can keep website information (ftp details, renewal dates), project information (due dates, requirements), support requests (help! my email is broken!) and a PayPal payment history all in one place.

Download available through CodeCanyon

Client Manager Features:

• Store customer information in an easy to use interface
• Store website details (FTP, hosting renewals, etc..)
• Receive and reply to support requests from customers
• Allow customers to log in and see their information and payment history
• Track payments easily with PayPal
• Store unlimited custom information fields
• Search customer information
• Alerts and Reminder notifications for domain renewal / hosting renewals / phone calls.. etc…
• A basic ticketing and support system
• A cleaner user interface
• Ability to customise the date format
• An easy to use first time setup script
• And here are some links to the new features you can try out:
• Income Report – (beta) View how many invoices you have sent, and how many have been paid. check it out
• File uploading – with wicked image tags! label parts of the image for the user to look at. check it out
• New language – login as a Dutch administrator check it out
• New language – login as a French administrator check it out
• Basic TODO list – set due dates, mark tasks as completed, generate invoice (beta) from todo list. check it out
• Split bills – Split payments into multiple invoices (eg: small Deposit invoice, followed by remaining amount) check it out
• Email Invoices – Optionally send invoices through the ticketing system for better tracking check it out
• Payment Tracking – Keep a history of payment amounts, dates, methods (cash, cheque, paypal, etc..) check it out
• Multiple Currencies – Use $ or £ or any currency you want check it out

Features (future):

These are the admin system features I didn’t get to finish this time around, but are still coming.

• Multiple theme support (please send me your themes to have them included)
• Accept payments through Google Checkout and PayPal
• Admin user hierarchy to allow only certain admins to see certain information
• Funky new relationship management, link a website to multiple customers, etc…
• Donations are always welcome to speed things up

Requirements:

This system runs on your own hosting server, this can be an in-house server or just on your own website (like I have it).

• PHP 5
• MySQL database
• Lots of client information that you would love to keep in one place
• A web server (preferably Linux Apache, it will probably NOT work on a Windows hosting account)
• A public facing website (eg: yourwebsite.com/admin_system/) if you want to use PayPal

Live Demo:

To access the live demo please click here
This demo re-sets itself with clean information every so often, so feel free to create customers, websites, projects, payments, and support tickets.
You can even send yourself a “Payment request” email to test that feature.

Please feel free to ask any questions here, or send me a direct message. If you have any suggestions.

My other easy to use PHP Scripts: