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January 26, 2022Ultimate Client Manager – Pro
January 26, 2022
Key Features
- Dashboard
Helpful overview of open projects, open invoices, received and outstanding payments, open tasks, messages and events.
- Project Management
Create and manage all your projects.
- Project Tasks
You can add tasks to any project.
- Lead Management
Create and manage all your leads and even import leads by a .csv file.
- Client Tasks
You can enable clients to create tasks.
- Tasks Timers
Every agent can track his time spent on tasks and every task has a dedicated timesheet.
- Tasks Timesheets
Every task has it’s own timesheet.
- Project Milestones
Milestones will help you to group your tasks together.
- Support Tickets
Let your Clients open tickets to keep track of any incident. It also supports email tickets.
- Project Timer
This will help you to track the time you have spent on a project.
- GANTT Charts on Projects
Every project has it’s own gantt chart grouped by milestones or agents
- Multi File Upload and File Commenting
On all projects you can upload any kind of files, like a screenshot of the mockup you made for a new web project and share them with your client.
- Client Management
Easily manage your clients with all the details you need.
- Client Portal
Your clients can view the status of their projects and invoices.
- Invoice Management
Creating and sending invoices was never that easy!
- Expenses
Track all your expenses.
- Estimates
Send estimates to your clients.
- Recurring Invoices
Create recurring invoices.
- Multiple Invoice Templates
There are multible well designed invoice templates availalbe for you to choose.
- Calendar
Beautiful calendar with optional Google calendar integration.
- Item Management
Manage your items/products
- Reports
A nice chart to view your income, expenses by a given period
- User Activity Widget
See who is online.
- Email Notifications
Get email notifications on new messages, project assignment etc.
- User Access Levels
Control the access of your agents to the different modules.
- Quick Access
Quickly open a project or start/stop the timer using the Quick Access widget.
- Database backup
Never loose any data again!
- System Update
As soon as an update gets released, you can update your application within the webinterface.
- Easy Installation Tool
Very easy installation, no programming skills required.
- Multi Language Support
Full language support with language files.
- Quotation Request
The quotation request form can be accessed without login, so you can send the link directly to potential clients or just add the link to your corporate website.
- Private Messaging
Send private messages to admins and clients.
- Stripe payment Integration with SCA
Your clients can easily pay via credit card using the stripe service.
- IDEAL payments through stripe
Your clients can easily pay via IDEAL using the stripe service.
- Authorize.net payment Integration
Your clients can easily pay via credit card using the authotize.net service.
- 2Checkout payment Integration
Your clients can easily pay via credit card using the 2Checkout service.
- Paypal IPN Integration
Your clients can easily pay invoices via Paypal.
- Paypal Subscription Integration
Paypal subscriptions for recurring invoices.
- Customize CSS
You can change the CSS styles directly from the settings page.
- Theme Color Customizer
You can change all main colors like the sidebar background, body background etc with a very easy color picker on the settings page so the layout perfectly fits your brand style.
- Login Style
The login page is available in side mode and center mode and you can choose the background image or upload your own.
- Gravatar support
Gravatar will be used as a fallback if you don’t upload a profile image.
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