mirror of https://github.com/itflow-org/itflow
82 lines
1.8 KiB
Markdown
82 lines
1.8 KiB
Markdown
## CRM
|
|
CRM, Accounting and Invoicing System for small managed IT companies
|
|
|
|
### Features
|
|
* Manage Clients
|
|
* Contacts
|
|
* Locations
|
|
* Vendors
|
|
* Assets
|
|
* Licenses
|
|
* Logins
|
|
* Domains
|
|
* Apps
|
|
* Networks
|
|
* Files
|
|
* Technical Notes
|
|
* Invoicing
|
|
* Email Past Due Reminders
|
|
* Auto Email Receipts upon payments
|
|
* Recurring Invoices
|
|
* Quotes / Estimates
|
|
* Automated customer approval
|
|
* Turn Quotes into invoices with a click
|
|
* Vendors
|
|
* Accounting
|
|
* Track Business Expenses
|
|
* P&L Reports
|
|
* Income/Expense Summary
|
|
* Mileage Tracking
|
|
* Account Transfers
|
|
* Bank Accounts
|
|
* Alerting/Notifications
|
|
* Low Account Balances
|
|
* Domains to expire
|
|
* Password reset reminder for customers
|
|
* Past Due Invoices
|
|
* Software License Expiring
|
|
* Many more...
|
|
* Calendar Integration
|
|
* Schedule Jobs
|
|
* Overview of Invoices Domains
|
|
* Schedule Events
|
|
* Dashboard
|
|
* Gives a clear overview of your business
|
|
|
|
### Installation Instructions
|
|
|
|
* Clone this repo
|
|
* Create a Mysql database
|
|
* Point your browser to setup.php fill in the info
|
|
* Your Done!
|
|
|
|
#### Requirements
|
|
* Webserver (Apache, NGINX)
|
|
* PHP7+
|
|
* Mysql or MariaDB
|
|
|
|
### Technologies Used
|
|
* PHP/MySQL
|
|
* SB Admin Bootstrap CSS Framework
|
|
* fontawesome
|
|
* datatables
|
|
* chart.js
|
|
* moments.js
|
|
* Jquery
|
|
* PHPmailer
|
|
* mPDF
|
|
* FullCalendar.io
|
|
* bootstrap-select
|
|
* Date Range Picker
|
|
* Bootstrap Typeahead
|
|
* EasyMDE forked from SimpleMDE
|
|
* parsedown
|
|
|
|
### Future Todo
|
|
* FreePBX "Asterisk" Integration (For CallerID and to track client calls within the app)
|
|
* MeshCentral Integation to assign devices and easily access remote desktop within the app
|
|
* HestiaCP Integration for intergrating domains and webclients
|
|
* CalDAV to integrate with 3rd party calendars
|
|
* CardDAV to integrate with 3rd party Address books
|
|
* Unifi and UNMS integration
|