If you are looking for a comprehensive CRM (Customer Relationship Management) and project management system built with PHP and MySQL, you’re in the right place. This system is perfect for managing your business operations and handling projects effectively. With robust features, you can streamline your workflow, manage clients, and collaborate with team members, all in one platform.
Features of the Complete CRM and Project Management System
This PHP MySQL-based CRM and project management system offers the following powerful features:
1. Dashboard Overview
- A comprehensive dashboard that provides an overview of key metrics, including project status, recent activities, pending tasks, and financial summaries.
2. Project Management
- Manage unlimited projects with the ability to assign tasks to team members, set deadlines, and track progress.
- Create milestones to break projects into manageable stages.
- Set task priorities, due dates, and track project timelines using Gantt charts.
3. Client Management
- Add and manage client profiles with essential contact information, business details, and custom fields.
- Keep track of client interactions, emails, and meetings directly from the system.
- Collaborate with clients through a dedicated client portal, allowing them to view project status, invoices, and task progress.
4. Invoicing and Payments
- Generate professional invoices and send them directly to clients via email.
- Supports multiple payment gateways for hassle-free transactions, including PayPal and Stripe.
- Track and manage payment statuses with automated reminders for overdue invoices.
5. Team Collaboration
- Add your entire team and assign different roles (admin, manager, employee) with specific permissions.
- Communicate within the platform using internal messaging and real-time chat functionality.
- Share important documents and files securely.
6. Task Management
- Create, assign, and track tasks within projects.
- Add task descriptions, deadlines, attachments, and comments to ensure effective collaboration.
- Use Kanban boards for visual task management and to organize workflow efficiently.
7. Time Tracking
- Track the time spent on tasks and projects to improve productivity and billing accuracy.
- Generate detailed timesheet reports for clients and team members.
8. Expense Management
- Track and categorize all business expenses.
- Associate expenses with specific clients or projects to calculate profitability accurately.
- Generate expense reports to maintain complete financial transparency.
9. Customizable Reports
- Generate detailed reports on project progress, client activities, financial summaries, and team performance.
- Export reports to PDF or Excel for easy sharing and analysis.
10. Support Ticket System
- Integrated support ticket system allows clients to submit issues, track the status, and get responses.
- Manage support queries and assign them to team members for quick resolution.
11. Document Management
- Securely store and organize documents within the system.
- Create folders for clients, projects, or specific departments, ensuring that everything is easily accessible.
12. Recurring Tasks and Invoices
- Automate repetitive tasks and invoicing to save time and reduce manual effort.
- Set up recurring billing cycles for clients with regular payments.
13. User-Friendly Interface
- Intuitive and easy-to-navigate interface with mobile responsiveness, making it accessible on all devices.
- Customizable themes and layouts to match your business branding.
Why Choose This CRM and Project Management System?
This system is ideal for businesses looking for an all-in-one solution to manage projects, clients, and finances. Built using PHP and MySQL, it is highly customizable and scalable, making it suitable for businesses of all sizes. Whether you’re managing small projects or handling large enterprise-level operations, this CRM and project management system ensures you stay organized and productive.
Download the Complete CRM and Project Management System Source Code
By using this system, you’ll have all the tools you need to streamline your business processes and ensure successful project delivery, while maintaining strong client relationships. It’s a must-have for anyone seeking to improve their project management efficiency.
