itflow

Manage Clients
- Contacts
- Locations
- Vendors
- Assets (Laptop, Workstations, Routers, Switches, Access Points, phones, etc)
- Password Manager (AES Encrypted in DB)
- Domain Names
- Applications
- Networks
- Files
- Documentation
- Tickets
- Single Downloadable PDF of all documentation for a client to give them.
Invoicing
- Automatically Emails Past Due Invoices to clients
- Auto Email Receipts upon receiving payments
- Recurring Invoices
Quotes / Estimates
- Automated customer approval
- Turn Quotes into invoices with a click
Vendors
Accounting
- Expense Tracking
- Profit and Loss Reports (Quarterly and Annually)
- Income/Expense Summary
- Travel Mileage Tracking
- Account Transfers / Deposits
- Accounts
Alerting/Notifications
- Low Account Balances
- Domains to expire
- Password reset reminder for customers
- Past Due Invoices
- Software License Expiring
Calendar Integration
- Schedule Jobs
- Overview of Invoices Domains that are expiring
- Schedule Events
- Automatic Email Reminders of upcoming calendar events to customers
Dashboard
- Gives a clear overview of your business financials using graphs and such
API
- XML Phonebook download for VOIP Phones
- FreePBX Integrated called ID (When call comes in it queries the Database and displays the company name on your caller ID as well as alerts you in the CRM)
- Pull Email Lists
- Check account Balances using FreePBX IVR
Multi-Tenant - One Instance Multiple Companies and Users
Audit Logging - Logs actions of users on the system
2 Factor Authentication (TOTP)

Installation Instructions

Change directory to your webroot
git clone https://github.com/johnnyq/pittpc_crm.git .
Create a MySQL database
Point your browser to your web Server
Go through the Setup Process
Login
Start inputing some data

Requirements

Webserver (Apache, NGINX)
PHP7+
MySQL or MariaDB

Technologies Used

PHP/MySQL
AdminLTE3
fontawesome
chart.js
moments.js
Jquery
PHPmailer
mPDF
FullCalendar.io
Select2
Date Range Picker
Bootstrap Typeahead
SummerNote

API Calls

Caller ID lookup (Great for integrating with your phone system like FreePBX, and having your VOIP phone return the client thats calling) - /api.php?api_key=[API_KEY]&cid=[PHONE_NUMBER] - Returns a name
XML Phonebook Download (Great for using with VOIP Phones so phpnes have an up to date directory) - /api.php?api_key=[API_KEY]&phonebook
Client Email (great for mailing lists) - /api.php?api_key=[API_KEY]&client_emails - Returns Client Name - Email Address
Account Balance for Client (can be integrated into multiple places for example in FreePBX Press 3 to check account balance, please enter your client ID your blanace is) - /api.php?api_key=[API_KEY]&client_id=[CLIENT_ID] - Returns Account Balance NOTE: [API_KEY] - is auto generated when a company is created and shows up in General Settings, this can also be changed manually.

Future Todo

MeshCentral Integation to assign devices to assets and easily access remote desktop within the app, as well as pull vital information such as asset make, model, serial, hostname, Operating System,
CalDAV to integrate with 3rd party calendars
CardDAV to integrate with 3rd party Address books
Stripe Integration for online payments
Client Portal
Toast Alerts with recent caller that matches caller ID in database which allows you to click on the toast alerts and bring up the clients account right away.
Built-in mailing list used for alerts and marketing
WebAuthn Support for passwordless auth (TPM Fingerprint), (USB Hardware keys such as Yubikey)