The Ultimate Client Management System:

Version 1.1 has been released, please check out the Live Demo!

 

 

 

 

Automatic customer alerts and notifications

Store customer FTP Details 

Email customer with payment notifications

Store your customers in a database

Automatic overdue and upcoming alerts.

Store details such as FTP passwords.

Customer payment notifications.

Searchable customer database.

 

Here are some of the features:

 

  • Store customer contact details
  • Assign multiple websites to customer
  • Search customer information
  • Store custom fields against a customer, save as much or as little information as you like
  • Create reminder notices for things like "Hosting renewal" or "Domain name renewal"
  • Accept part payments or deposits
  • Record other payment methods (cash, cheque, bank) in the system too
  • Allow your customers to log in and see their details, projects, and payment history.
  • Customers can pay bills through PayPal, the system will record a history of these payments
  • Modular system allowing for future developments to simple "drop-in" and provide extra functionality
  • And a nice programmer who is willing to help you out if you have problems using it =)

 

Some screenshots (from version 1, see live demo for latest version 1.1 screenshots):

CRM Home page User manager screen Customer management 
List of your customers websites store client website info Keep track of your website projects
Customer project database History of your customer payments Store payment information for users
Automaticl customer PayPal email Customers make payments in your admin system Payment complete from user
Public view of info from user login