Updated the README

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2019-04-19 16:00:26 -04:00
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## CRM ## CRM
This is a Customer Relationship Management system for small Managed IT Companies. This was developed so we didn't have to worry about managing CRM, Accounting and Invoicing System for small managed IT companies
three different systems. Before we used to use a wiki for internal and client documentation. Accounting software and invoicing software. This is an all in
one solution.
This is still in early development stages and by no means ready for the primetime. Please report bugs, and send some pulls, if you find this useful.
### Features ### Features
* Manage Clients * Manage Clients
* Contacts * Contacts
* Locations * Locations
* Vendors
* Assets * Assets
* Licenses * Licenses
* Logins * Logins
* Domains
* Apps
* Networks
* Files * Files
* Technical Notes * Technical Notes
* Invoicing * Invoicing
* Email Past Due Reminders
* Auto Email Receipts upon payments
* Recurring Invoices
* Quotes / Estimates * Quotes / Estimates
* Automated customer approval
* Turn Quotes into invoices with a click
* Vendors
* Accounting * Accounting
* Track Business Expenses
* P&L Reports * P&L Reports
* Income Expense Summary * Income/Expense Summary
* Mileage Tracking * Mileage Tracking
* Account Transfers
* Bank Accounts
* Alerting
* Low Account Balances
* Domains to expire
* Password reset reminder for customers
* Past Due Invoices
* Software License Expiring
* Many more...
### Installation Instructions ### Installation Instructions
* create a mysql database dump db.sql into it * Create a mysql database dump db.sql into it
* set db user and password in config.php * Set db user and password in config.php
* Point your browser and away you go * Point your browser and away you go
#### Requirements #### Requirements
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* PHP7+ * PHP7+
* Mysql or MariaDB * Mysql or MariaDB
### Technologies Used ### Technologies Used
* PHP/MySQL * PHP/MySQL
* SB Admin Bootstrap CSS Framework * SB Admin Bootstrap CSS Framework
* fontawesome
* datatables
* chart.js
* Jquery * Jquery
* PHPmailer
* mPDF