mirror of https://github.com/itflow-org/itflow
1.5 KiB
1.5 KiB
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...
Installation Instructions
- Create a mysql database dump db.sql into it
- Set db user and password in config.php
- Point your browser and away you go
Requirements
- Linux
- Webserver (Apache, NGINX)
- PHP7+
- Mysql or MariaDB
Technologies Used
- PHP/MySQL
- SB Admin Bootstrap CSS Framework
- fontawesome
- datatables
- chart.js
- Jquery
- PHPmailer
- mPDF
- 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