freelance cockpit 4.0.3 Project Management And Crm

Project Management and CRM read more

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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.
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 Your clients can easily pay via credit card 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.
And more ...

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How to install freelance cockpit 4.0.3 Project Management And Crm

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