{"id":140207,"date":"2026-09-01T20:00:01","date_gmt":"2026-09-01T20:00:01","guid":{"rendered":"https:\/\/mailinvest.blog\/index.php\/2026\/09\/01\/client-manager-complete-crm-billing-client-portal\/"},"modified":"2026-09-01T20:01:03","modified_gmt":"2026-09-01T20:01:03","slug":"client-manager-complete-crm-billing-client-portal","status":"publish","type":"post","link":"https:\/\/mailinvest.blog\/index.php\/2026\/09\/01\/client-manager-complete-crm-billing-client-portal\/","title":{"rendered":"Client Manager  &#8211; Complete CRM, Billing &amp; Client Portal"},"content":{"rendered":"<a href=\"https:\/\/go.fiverr.com\/visit\/?bta=1052423&nci=17043\" Target=\"_Top\"><img loading=\"lazy\" decoding=\"async\" border=\"0\" src=\"https:\/\/fiverr.ck-cdn.com\/tn\/serve\/?cid=40081059\" loading=\"lazy\"  width=\"601\" height=\"201\"><\/a>\n<\/p>\n<p><a class=\"wp_automatic_demo_btn\" target=\"_blank\" href=\"\">LIVE PREVIEW<\/a><a class=\"wp_automatic_buy_btn\" target=\"_blank\" href=\"https:\/\/1.envato.market\/c\/2840012\/950273\/4415?u=https%3A%2F%2Fcodecanyon.net%2Fitem%2Fclient-manager%2F19375029\">BUY FOR $69<\/a><\/p>\n<p><img decoding=\"async\" src=\"https:\/\/previews.customer.envatousercontent.com\/files\/825419149\/preview-590.png\" loading=\"lazy\"><\/p>\n<p><strong>Consumer Supervisor &#8211; v2<\/strong><\/p>\n<p>A whole consumer relationship and billing platform for businesses, freelancers and small companies \u2014 with a robust admin panel, a self-service consumer portal and a devoted workers dashboard, multi functional PHP-powered software.<\/p>\n<p><strong>Overview<\/strong><\/p>\n<ul>\n<li>Handle shoppers, initiatives, quotes, invoices, funds, paperwork, assist tickets, contracts and chat \u2014 from a single dashboard.<\/li>\n<li>Three purpose-built areas with separate logins: Admin Panel (<code>\/admin<\/code>), Consumer Portal (<code>\/consumer<\/code>), Employees Dashboard (<code>\/firm<\/code>).<\/li>\n<li>Constructed on Laravel (PHP) \u2014 quick, safe and simple to deploy on shared internet hosting or a VPS.<\/li>\n<li>Absolutely responsive UI with gentle and darkish themes.<\/li>\n<\/ul>\n<p><strong>Key Options<\/strong><\/p>\n<p><strong>CRM &#38; Initiatives<\/strong><\/p>\n<ul>\n<li>Consumer 360\u00b0 view: contacts, tags, actions, customized fields, hierarchy, well being rating.<\/li>\n<li>Leads kanban board with sources, pipelines and levels.<\/li>\n<li>Initiatives with automated progress bars (achieved vs. whole duties).<\/li>\n<li>Duties with checklists and assignments; bug tracker with a drag-and-drop kanban.<\/li>\n<li>E-mail, telephone, firm and deal with particulars per consumer; search &#38; duplicate detection.<\/li>\n<\/ul>\n<p><strong>Gross sales &#38; Billing<\/strong><\/p>\n<ul>\n<li>Quotes and invoices with PDF era.<\/li>\n<li>Funds: money, financial institution switch and PayPal hand-off, plus Stripe \/ Razorpay \/ Mollie \/ Paystack gateway configuration.<\/li>\n<li>Consumer-portal &#8220;Pay now&#8221; \u2014 shoppers pay invoices on-line (handbook\/financial institution recorded immediately, PayPal redirect when configured).<\/li>\n<li>Partial and full cost monitoring (bill standing updates routinely).<\/li>\n<li>Bills, contracts with e-signature, credit score notes and transaction historical past.<\/li>\n<\/ul>\n<p><strong>Multi-Forex<\/strong><\/p>\n<ul>\n<li>Admin-managed trade charges (System \u2192 Currencies).<\/li>\n<li>Per-client most well-liked forex.<\/li>\n<li>Consumer portal reveals bill\/quote quantities transformed into the consumer&#8217;s forex (display-only; funds keep within the bill forex).<\/li>\n<\/ul>\n<p><strong>Consumer Portal<\/strong><\/p>\n<ul>\n<li>Self-service tabs: Dashboard, Initiatives, Quotes (approve), Invoices (pay + PDF), Paperwork, Help (tickets), Contracts (signal), Chat and Profile.<\/li>\n<li>Shoppers solely ever see their very own information.<\/li>\n<li>Most well-liked language switcher and profile administration.<\/li>\n<\/ul>\n<p><strong>Employees Dashboard<\/strong><\/p>\n<ul>\n<li>My open tickets \/ duties \/ bugs, hours logged this week and month.<\/li>\n<li>Ticket replies (with inside notes), standing updates and activity checklists.<\/li>\n<li>Time monitoring and direct chat with shoppers and admins.<\/li>\n<\/ul>\n<p><strong>Constructed-in Chat<\/strong><\/p>\n<ul>\n<li>Direct 1:1 chat between admin, workers and shoppers \u2014 no exterior service required.<\/li>\n<li>Group\/group channels for admins.<\/li>\n<li>Crimson unread badge on the Chat navigation and each dashboard (admin, workers, consumer).<\/li>\n<li>On-line\/offline presence and real-time streaming (Server-Despatched Occasions).<\/li>\n<li>All messages persevered within the database.<\/li>\n<\/ul>\n<p><strong>Safe File Sharing<\/strong><\/p>\n<ul>\n<li>Encrypted at relaxation, tokenized public hyperlinks.<\/li>\n<li>Password, expiry and download-limit safety.<\/li>\n<li>Works on sub-directory installs.<\/li>\n<\/ul>\n<p><strong>Multi-Language<\/strong><\/p>\n<ul>\n<li>Ships with English, Fran\u00e7ais and \u0627\u0644\u0639\u0631\u0628\u064a\u0629 (right-to-left).<\/li>\n<li>Language switcher on the login pages and in each sidebar.<\/li>\n<li>Per-user desire, tenant default and browser detection for visitors.<\/li>\n<li>Simple so as to add extra languages (JSON translation recordsdata + one config entry).<\/li>\n<\/ul>\n<p><strong>Automation &#38; AI<\/strong><\/p>\n<ul>\n<li>Automation guidelines, AI assistant, integrations and experiences.<\/li>\n<\/ul>\n<p><strong>Compliance &#38; Safety<\/strong><\/p>\n<ul>\n<li>GDPR: consent logging, information export, anonymize &#38; revoke entry, audit-log CSV export.<\/li>\n<li>Roles &#38; permissions, two-factor authentication, IP restrictions.<\/li>\n<li>Session administration and safety dashboard.<\/li>\n<\/ul>\n<p><strong>Admin UX<\/strong><\/p>\n<ul>\n<li>Dashboard KPIs (income, excellent, overdue, chat unread, and many others.).<\/li>\n<li>My profile: avatar add, particulars, password.<\/li>\n<li>Tenant branding, timezone, date\/quantity codecs and default language.<\/li>\n<\/ul>\n<p><strong>What&#8217;s Included<\/strong><\/p>\n<ul>\n<li>Full software supply code.<\/li>\n<li>Browser-based set up wizard.<\/li>\n<li>Seed information (currencies, languages, roles, permissions, cost strategies).<\/li>\n<li>Buyer consumer information (CodeCanyon documentation).<\/li>\n<\/ul>\n<p>\n<iframe data-lazy=\"true\" data-src=\"https:\/\/www.fiverr.com\/gig_widgets?id=U2FsdGVkX18x7XQvttUTrv1oEqmGNGTgvvCUiUoJ\/AP4z\/UyMz8lXGOLpu15jIMxBbTR0gmD5uBoFvhC4KWeALQRp3h\/X\/AwcVD0K8Wj9H\/ZzYKzcCNHosB9oS4SCJJFWiN85P9ICAc4OgCoE\/wHKIY7CDkf2\/DQ1vqGvk4smVe5cRDEmrLPCWi4FC8p40VUhSmWQ5udCm0zoJtorgWv3vbDQw0kKYkwn39ozAnQXDe+YvWMxkLFWA+O3TFwkJvdkIK+\/AUSnRssPKt5WHY0FhNOxnSPcLslEL4G4\/RfP95ve99U+kRnDy3X+KtzdQLY+u935ghON\/o3UE4IMv9oN6JX9RnxzL\/LRcOgnHigxStSGPKsZYtnz8RWNVT\/rOLAibqiWJadC5MYHRbekF3eg6FOGrQGkXYbsn0+a5aovnlLCbLwIqY9fcS17UX8J235iQ6cdmHNbrPeS84CMm34RA==&affiliate_id=1052423&strip_google_tagmanager=true\" loading=\"lazy\" data-with-title=\"true\" class=\"fiverr_nga_frame\" frameborder=\"0\" height=\"350\" width=\"100%\" referrerpolicy=\"no-referrer-when-downgrade\" data-mode=\"random_gigs\" onload=\" var frame = this; var script = document.createElement('script'); script.addEventListener('load', function() { window.FW_SDK.register(frame); }); script.setAttribute('src', 'https:\/\/www.fiverr.com\/gig_widgets\/sdk'); document.body.appendChild(script); \" ><\/iframe>\n<br \/>\n<a href=\"https:\/\/1.envato.market\/c\/2840012\/950273\/4415?u=https%3A%2F%2Fcodecanyon.net%2Fitem%2Fclient-manager%2F19375029\">Source<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p>LIVE PREVIEWBUY FOR $69 Consumer Supervisor &#8211; v2 A whole consumer relationship and billing platform for businesses, freelancers and small companies \u2014 with a robust&#8230;<\/p>\n","protected":false},"author":1,"featured_media":140208,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[6],"tags":[434,3928,163,164,1070,166,26635,1072,31553,46135,46136,171,1396,175,177],"class_list":["post-140207","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-codes","tag-agency-management","tag-billing-system","tag-business-management","tag-client-management","tag-client-portal","tag-crm","tag-freelancer-management","tag-invoice-management","tag-payment-management","tag-php-application","tag-php-crm","tag-project-management","tag-support-ticket-system","tag-task-management","tag-team-collaboration"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v28.3 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Client Manager - Complete CRM, Billing &amp; 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