Free Codecanyon Ultimate Client Manager - CRM - Pro Edition theme download

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In archive: 2016 | April 2016 | 20.April 2016


Codecanyon Ultimate Client Manager - CRM - Pro Edition free download

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PHP CRM & Project Management System

The most complete and easy to use PHP Invoice, Customer and Project management system available for companies and freelancers. Features rival some of the other biggest software providers on the market. Host the application on your own website or in house server.

More information is available on our dedicated website: ultimateclientmanager.com

Latest Updates & Newsletters:
  • Big Newsletter – New Help, PayNL, Extra Fields, Product Defaults, Custom Data, Signup, Quotes, Drag and Drop, Template Tags and Feature Requests.
  • Amazing AdminLTE CRM Theme now available for UCM
  • Backup utility added – backup the entire CRM files and database into a ZIP file for easy restoration
  • Easier translation system now available
  • Bitcoin Invoice Payments now available as part of UCM Pro!
  • View 10+ more previous newsletter updates….
Feature Spotlight

Here are a few popular features that buyers love:

  • Leads, Customers, Jobs and Invoices: keep track of all your small business information in one easy to use location. Let customers login to see the status on their jobs and invoices.
  • Custom Data: build your own forms and tables in UCM with no programming. Store data your way. Let customers access this data. Great for storing additional information against customers.
  • Encrypted Fields: uses industry standard PGP/RSA cryptography to keep sensitive data safe. Decrypted text never hits the server. Store things like customer FTP details without worrying about database breaches.
  • Change Request: for the web developers. Insert a piece of code into your clients website, they can “click to request a change”. It comes through to UCM and you can convert it to a Job and bill them.
  • Email Support Tickets: customers can email or fill in a support form. Ticket gets created within UCM. Staff can reply to the ticket from UCM or from email. Customer can reply to ticket from UCM or email. History of ticket emails kept in UCM.
  • Subscription Billing: create a subscription for your customers. Set and forget. Customer will be emailed an invoice automatically, and automatic overdue notices if they do not pay.
  • Plus more! Give the CRM Demo a try and let us know which feature is your favorite.
UCM Product Comparison:

Open Source CRM Feature List. Customers, Invoices, Quotes and More

Feature ListCRMCustomer Management: Manage your customer database in this easy to use CRM. Store, search and group customers. Import from CSV. Keep private notes. Multiple contacts per customer.
   CRMWebsite Management: Record customer website details. Keep FTP passwords, notes and website history all in one place. Link Jobs and Invoices to websites.
CRMJobs: Link Jobs to Customers and Websites. Send Job Quote to customer for pre-approval. Customer can track Job progress. Add Tasks to Jobs.
   CRMInvoices: Generate PDF invoices, email invoice to customer straight from system. Mark when invoice is paid. Overdue notices. Part payments & invoice merging.
CRMIncome & Expense: Track your income and expenses. Estimate your monthly income. View historic financial data. Schedule recurring bills. Reminders and budgeting.
   CRMFile Uploads: Customers and staff can upload files. Tag image files with comments. Email alerts on file uploads. Assign files to customers/jobs.
CRMOnline Payments: Receive payments on invoices via secure PayPal, Google Checkout or Stripe. Invoices marked as paid upon successful payment. Part payment on invoices. Payment history. Payment receipt.
   CRMMembership Subscriptions: Manage members from your group or club. Get alerted when members subscription is due for renewal. Generate invoice and receipt for membership subscription.
CRMTo Do List: Dashboard overview showing your TODO items (such as upcoming jobs, invoices that haven’t been sent, tasks requiring admin approval, new file uploads).
   CRMMobile Device View: Want access to the UCM on the road? This system comes with a cut down mobile friendly view. Try it from your phone to see! You can also disable the “mobile view” and use the standard responsive layout if you wish.
CRMEasy Installer: Step by step product installer. Very easy to install and very easy to receive automatic product updates.
   CRMSelf Hosted: Host this system on your own internal server or public website hosting account.
CRMCustomer Signup: Customers can sign up using a form on your website. Default jobs are created against the new customer ready for quoting.
   CRMJob Task Discussions: You can email a Job to a Customer from within UCM. The email contains a special link the Customer can click, and then add comments to any Task in the Job. Great if you need feedback on quoted items or half completed Job Tasks.
CRMOpen Source PHP Code: Fully open source PHP code. No encrypted obfuscated tricky stuff here. Change the code to suit your needs or create your own in house UCM plugins.
   CRMInternationalization: Support for multiples currencies & tax rates. Full language translation file available. Different staff/customers can have different UI languages.
CRMCustom Fields: Create your very own custom fields through out the system. eg: Store the customers favorite color or birthday, record an invoice purchase order # or external job ID. Custom fields are also made available within templates and emails.
   CRMImport & Export: Import and Export information from the system in CSV format. Preview import before it occurs. Import data into specified groups for easier sorting.
CRMFine Grain Permissions: Security and permission options to control which users/customers have access to which features. Create, edit, delete and view. Limit staff to assigned jobs and more.
   CRMRenewable Jobs & Invoices: Track Jobs and Invoices that repeat (eg: website hosting). Ability to modify a Job/Invoice after it renews. Dashboard reminders when ready for renewal. Specify renewal period (eg: 7 days, 1 year).
CRMStaff/Customer Login: Customers can login to view their information and perform restricted actions. Multiple staff accounts. Control permissions & view login history.
   CRMQuick Pin/Bookmark: Have lots of customers? Working on a particular Job all the time? Bookmark it to the main menu for quick access anywhere in the system.
CRMTheme Editor: Comes with a basic theme editor. Control the system colors and layout without editing the CSS file. Advanced changes via CSS files welcome too!
   CRMTemplate Editor: WYSIWYG editor to control many templates through out the system. Email templates, invoice templates, thank you messages and more!
CRMKnowledge Base / FAQ: Have a list of Frequently Asked Questions display before a customer submits a support ticket. Group questions by product. Embed the FAQ listing in your own website.
   CRMCredit Notes: Raise a Credit Note against an existing invoice. Send the Credit Note as a PDF to the Customer.
CRMJob Tasks: Add new Tasks to Jobs. Assign individual Tasks to staff members. Track how many hours are spent on each task. See if staff spend more than quoted time on a Job Task.
   CRMJob Deposits: Collect deposits before commencing work on a Job. Deposit is subtracted from final invoice amount.
CRMFree Updates: Pay once (helps the developers!) and receive ongoing updates. Please go to Settings > Upgrade to see a list of available updates, a list of changed files and version numbers will appear.
   CRMSession Management: The UCM system will show a list of active user sessions and allow the administrator to terminate any active user sessions. This is a great security feature incase you forget to log out on another computer.
CRMChange Request: Customers can “click & point” on any part of their website and request a change (eg: make the logo bigger). Change Requests appear within UCM for tracking and billing. Restrict number of changes.
   CRMEmail Newsletters: Send bulk email newsletters to groups within your system (eg: Customers, Members, Recently Completed Jobs). Template editor. Bounce, unsubscribe and link click tracking.
CRMEmail & Web Support Tickets: Fully functional email support tickets. Import mail via POP3/IMAP. Create ticket numbers. Autoreplies. Assign tickets to support staff members. Reply via email or web.
   CRMEncrypted Fields: Using industry standard RSA/AES technology you can encrypt and decrypt sensitive data (eg: website FTP details or control panel login information). With client side cryptography the sensitive data never even leaves your computer.
CRMPDF Invoicing: Convert invoices into PDF documents. Email PDF Invoice to your customer straight from the system. Full control over invoice template layout. Send PDF invoices marked as “overdue” or “paid” as well.
   CRMTask Timer: Create a Customer Job, add some Tasks to the Job, click the “start timer” icon and away you go. Option to run multiple task timers at once. See active timers from any page within the system.
CRMAutomatic Invoice Renewal: Choose an Invoice Renewal Date and UCM will email automatic PDF invoice renewals and overdue invoice reminders. Cool!
   CRMAutomatic Subscriptions: Create Subscriptions (eg: 6 Months Website Hosting) and assign them to Customers. UCM will automatically generate an email a PDF invoice to the Customer, and follup up with overdue notices when needed.
CRMCalendar: A great easy to use Calendar for organising your business. Similar to Google Calendar. Create events, assign Customers and Staff members.
   CRMCustom Data Forms: Build your own database forms with no programming knowledge. Create encrypted fields, file uploads, text areas, nested lists, radio buttons and more!
CRMAutomatic Overdue Emails: Choose an Invoice Due Date and UCM will email automatic PDF overdue notices if the invoice hasn’t been paid.
   PHP Client Manager & CRM Demo:

Accessing the online demo is easy, simply click the button below and login. The demo resets every now and then so feel free to add your own data and test out the features.

Included CRM Themes:

These 5 themes are included in UCM Pro Edition:

New Metis Theme with better responsive layout: (view demo)


Original 4 Themes:


Additional Themes:

These additional themes can be purchased to make your UCM installation look and function differently:

White Label CRM Theme:
A nice fresh look for UCM.
AdminLTE CRM Theme:
Responsive and mobile friendly.
UCM Installation Instructions:
  • Check the requirements below
  • Download the Ultimate Client Manager Installer by clicking here (install.zip). Unzip this file to your desktop. Upload the install.php file to an EMPTY directory on your website. Visit install.php in a web browser. Follow the prompts. (if this doesn’t work, try the old slow installer)
  • Create a MySQL database (your hosting provider can assist)
  • Visit your website where you uploaded the files (eg: yourwebsite.com/clients/) and follow the installation instructions (you will need your licence purchase code, available after buying the item from CodeCanyon)
  • If you have any problems installing the UCM please send a support question our way and we can help. Include your licence purchase code, a link to your website and your FTP details so we can set the system up for you if needed.
  • Customer ReviewsGood CRM product reviews and testimonialsRequirements:

    This system runs on your own hosting server, this can be an in-house server or just on your own website (like I have it).

    • PHP 5.3 and above only
    • MySQL database
    • Lots of client information that you would love to keep in one place
    • A web server (preferably Linux Apache, it will probably NOT work on a Windows hosting account – although people report it does)
    • PHP with cURL enabled (so that automated updates and installation works) ask your hosting provider
    • This script will most likely not work on hosting accounts that have PHP “safe_mode” enabled. safe_mode is an old feature and it causes lots of problems with this script.
    • PHP with IMAP functions enabled (for newsletter system and ticketing system) ask your hosting provider – godaddy shared hosting does not work, and they have many email problems anyway, I suggest using a different provider.
    • A public facing website (eg: yourwebsite.com/admin_system/) if you want to use payment processing (eg: paypal)
    • .htaccess mod_rewrite is nice to have, if you get 404 errors then ask your hosting provider to enable ”.htaccess mod_rewrite” or go into config.php and change _REWRITE_LINKS from true to false
    SupportIf you require assistance please feel free to use our support system by clicking here. Please do not post support requests on the item discussion board – these are not checked regularly and your question may go unanswered for weeks.

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    Source: codecanyon.net
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