
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