Develop CRM (SaaS Model). Begin your personal SaaS enterprise with a tried and examined CRM. With one 2,000 prospects.
It comes full with a touchdown web page, proprietor’s dashboard and all the good options of Develop CRM. Settle for funds utilizing Stripe, Paypal, Razorpay and Paystack.
LANDING PAGE (DEMO)
Touchdown Web page
https://saas.growcrm.io
DEMO
Proprietor (Tremendous Admin)
https://saas.growcrm.io/app-admin
Username: owner@example.com
Password: growcrm
Buyer Dashboard (instance)
https://customer.growcrm.io
Username: customer@example.com
Password: growcrm
CRM Options
We have now given consideration to each design component. The ultimate result’s what we consider to be a particularly
user-friendly utility.
The applying provides you and your shoppers a single level of contact, to collaborate on initiatives.
SaaS Options
This model of Develop CRM lets you arrange your personal SaaS enterprise. You may create free or paid plans. Your prospects may have their very own occasion of the CRM, operating
on a subdomain (instance: buyer.yourdomain.com). For optimum effectivity, every account may have its personal database.
It is possible for you to to simply accept funds through bank card(Stripe, Paystack) or through Paypal. You can even entry offline funds.
It additionally comes with a superbly designed touchdown web page and a content material administration system so that you can edit the content material of the touchdown web page.
Undertaking Administration
You now not want to make use of a number of instruments to get the job achieved. The applying comes with very superior options
that can assist you handle your initiatives. Make your life even simpler by making the most of the mission
templates
function and likewise the mission cloning function.
Process Administration
Get the job achieved by ensuring you full your duties on time. Use the applying’s superior options akin to
job cloning, job timers, job reminders and plenty of extra, to make your work simpler and extra
environment friendly. You may assign duties to your workforce members and likewise to your shoppers.
Time Monitoring
Maintain observe of the period of time that you simply spend in your initiatives, The CRM comes with a full-featured time
monitoring answer. You can begin and cease your timer, or you possibly can manually file the time spent engaged on a
job. You may then simply invoice your shoppers for the time recorded.
Invoices & Funds
We have now created a really easy-to-use invoicing system. There’s now no want so that you can use a 3rd celebration invoicing
utility.
The CRM lets you create invoices with many choices, akin to time billing, product billing, job
billing and many others.
Your shoppers are mechanically despatched their bill through e mail and so they can simply pay for it through bank card or
PayPal.
Subscriptions
This function lets you invoice your shoppers in your services, mechanically. You may set the
billing cycle to weekly, month-to-month, yearly and many others.
The system will mechanically generate a brand new bill and cost your consumer’s bank card mechanically
Estimates/Quotations
Purchasers are extra keen to decide to a mission after they
have an concept of the whole price. The applying comes with a really easy-to-use instrument so that you can create and e mail
estimates to your prospects. Your buyer can then overview and settle for your estimates very simply.
Proposals
First impressions rely. Impress your potential shoppers with superbly crafted mission proposals. No design
abilities required, with our easy-to-use interface.
Recurring Billing
You may create every day, weekly, month-to-month and even yearly recurring invoices. The system will mechanically create a
new bill and e mail it to your consumer.
Leads & Alternatives
Maintain observe of your alternatives and nurture your leads into paying prospects. You may simply seize new leads,
utilizing our very superior type builder. You may then embed your lead capturing varieties on any web site.
Knowledgebase
Decrease your buyer assist time by providing your prospects entry to a self-service info and assist
repository. You may even create a video information base, through the use of the YouTube video gallery function of the
knowledgebase,
Workflow Automation
Undertaking and estimate workflow automation permit you to automate repetitive duties. You may decide what occurs
when an estimate has been accepted by your consumer or what occurs when a mission has been marked as accomplished.
Automation improves your workforce’s productiveness and assist to make sure that nothing is missed in your workflow.
Process Dependency Administration
Creating relationships between your duties to make sure that work in accomplished in a prescribed sequence. You may
lock a job from being began or being accomplished, till the duty it’s depending on has been accomplished.
Dependency administration permits your various workforce to synchronize their work.
Server Necessities
Vital: As a way to set up Develop CRM (SaaS model) you will want to both be hosted on a Cpanel or Plesk management panel. The CRM requires the API out there in these 2 management panels. All different hosting management panels usually are not at present supported. If nevertheless, your server has a root MySQL customers, that has permission to dynamically create database, then you don’t require Plesk or CPanel.
- PHP 8.2 or 8.3
- MySQL (or MariaDB) Database
- Cpanel Based mostly Internet hosting (Cpanel API is required for hosting aspect, dynamic capabilities)
- BCMath PHP Extension
- Ctype PHP Extension
- Fileinfo PHP extension
- JSON PHP Extension
- Mbstring PHP Extension
- OpenSSL PHP Extension
- PDO PHP Extension
- Tokenizer PHP Extension
- XML PHP Extension
- GD Library
- Wildcard SSL Certificates
Change Log
Model 2.8 – 11 January 2025
Added - See all reminders in aspect panel
Added - Add notes to assist tickets
Added - Export duties
Added - Monitor product gross sales quantity and quantity
Added - Export Merchandise
Added - Ticket Tags
Added - Full web page modifying for e mail templates
Added - Leads statistics knowledge
Added - Clone Bills
Added - Recurring bills
Added - Filter timesheets by billed standing
Added - Timesheet stats
Added - Choice to cover decimal locations
Added - Embody replies in exported assist tickets
Mounted - Tickets IMAP particular characters and accents
Mounted - Looking out file by tags
Mounted - Maintain pinned gadgets on high when sorting
Mounted - Calendar occasions background colour
Mounted - Bill PDF Japanese fonts
Mounted - Shopper forgot password error
Mounted - changing leads carry over knowledge
Mounted - person function permissions on viewing shoppers
Mounted - Cloning contracts error
Mounted - International search fixes
Mounted - E-mail piping particular characters
Model 2.7 – 24 September 2024
Added - Helpdesk E-mail Integration (e mail piping)
Added - Customized CSS Editor
Added - ReCAPTCHA for lead internet varieties
Added - Pinning desk contents
Added - Customized invoices desk views
Added - Fast Consumer profiles
Added - Search information base
Added - Searchable nation fields
Added - Customized CSS for lead internet varieties
Added - Timesheets stats panel
Mounted - Importing leads with a protracted phone quantity
Mounted - Timesheets search not working
Mounted - Attaching recordsdata in lead internet varieties
Model 2.6 – 22 July 2024
Added – Upgraded the applying's core to the newest model of Laravel (v11)
Added – Upgraded the applying core to assist PHP 8.2 & PHP 8.3
Added – Full featured calendar (see initiatives, duties and customized occasions)
Added – Proposal scheduling (schedule the publishing date)
Added – Proposal automation (mission, job, bill creation and many others)
Added – Contract scheduling (schedule the publishing date)
Added – Filter duties by shoppers
Added – Tag leads submitted through internet varieties (for simpler identification)
Added – Present mission titles on invoices
Mounted – Shopper customized subject not displaying when creating a brand new useful resource
Mounted – Present consumer customized fields when creating an bill
Mounted – Present consumer customized fields when creating an estimate
Mounted – Leads from internet varieties not being auto assigned
Mounted – Process standing adjustments not displaying on occasions timeline
Mounted – Trailing white area in job and lead title
Mounted – Duties tabs navigation
Mounted – Imports leads customized fields
Mounted – Upating pricing abstract
Mounted – Show appropriate forex in prospects billing part
Model 2.5 – 3 April 2024
Added - Help tickets - Canned messages
Added - Clone Contracts
Added - Clone Proposals
Added - Schedule bill publishing
Added - Schedule estimate publishing
Added - CRM extensive dynamic search
Added - Duties cowl photographs
Added - Leads cowl photographs
Added - Tags on recordsdata & attachments
Added - Connect recordsdata to notes
Mounted - Saving financial institution settings not working
Mounted - Check e mail not working
Mounted - Undertaking template milestones not being created
Mounted - Preview picture modal reloading web page on shut
Model 2.4 – 2 February 2024
Added - reCAPTCHA for brand spanking new buyer signup
Added - Darkish theme (Midnight) now included
Added - Status theme now included
Added - Export invoices
Added - Export bills
Added - Export funds
Added - Export estimates
Added - Export timesheets
Added - Customise initiatives desk view
Added - Customise shoppers desk view
Added - Create customized job priorities
Added - Set colours for milestones
Added - Show milestone on job Kanban view
Added - Present contracts on buyer web page
Added - bulk add gadgets for invoices and estimates (complete product classes)
Added - Add merchandise to estimate when making a proposal
Mounted - Estimate PDF obtain
Mounted - Lead for not sending e mail to admin
Mounted - Error updating person preferences when on settings pages
Mounted - Contracts & proposals filter by class
Mounted - Error importing consumer customized fields
Model 2.3 – 9 November 2023
[New Feature] - Detailed experiences
[New Feature] - Paystack fee gateway
[New Feature] - Direct URL to view estimates with out logging into the CRM
[New Feature] - Export initiatives
[New Feature] - Bulk change mission statuses
[New Feature] - Bulk assign initiatives
[New Feature] - Bulk change leads standing
[New Feature] - Customized desk column view (Leads)
[New Feature] - Bulk change leads standing
[New Feature] - Bulk assign leads
[New Feature] - Archive assist tickets
[Improvement ] - Extra date codecs
[Improvement ] - Means to reset all customers present theme setting
[Improvement ] - Filter bills by workforce members
[Fixed] - Lacking exit setting button on cell
[Fixed] - Exporting shoppers giving restricted outcomes
[Fixed] - Webmail e mail templates (shoppers and leads)
[Fixed] - PDF Bill totals alignment
[Fixed] - Customized fields date formatting
[Fixed] - Varied bugs
Model 1.3 – 15 August 2023
[New Feature] – Razorpay Cost Gateway
[New Feature] – Customized Pages
[New Feature] – Plesk Server Help
[New Feature] – Bear in mind filters (Tickets)
[New Feature] – Google reCAPTCHA
[New Feature] – Edit timesheets
[New Feature] – In-line ticket replies
[Improvement ] – Edit and delete ticket replies
[Improvement ] – Present tags and reminders of kanban playing cards
[Improvement ] – Added search field to customized fields dropdowns
[Improvement ] – Add customized CSS for bill and estimate pdf recordsdata
[Fixed] – Varied bugs
Model 1.2 – 24 Might 2023 [Maintenance Release]
[Fixed] – Varied bugs
[Added] – E-mail log
[Added] – System info web page
