mirror of https://github.com/itflow-org/itflow
71 lines
1.5 KiB
Markdown
71 lines
1.5 KiB
Markdown
## CRM
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CRM, Accounting and Invoicing System for small managed IT companies
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### Features
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* Manage Clients
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* Contacts
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* Locations
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* Vendors
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* Assets
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* Licenses
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* Logins
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* Domains
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* Apps
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* Networks
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* Files
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* Technical Notes
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* Invoicing
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* Email Past Due Reminders
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* Auto Email Receipts upon payments
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* Recurring Invoices
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* Quotes / Estimates
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* Automated customer approval
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* Turn Quotes into invoices with a click
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* Vendors
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* Accounting
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* Track Business Expenses
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* P&L Reports
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* Income/Expense Summary
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* Mileage Tracking
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* Account Transfers
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* Bank Accounts
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* Alerting/Notifications
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* Low Account Balances
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* Domains to expire
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* Password reset reminder for customers
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* Past Due Invoices
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* Software License Expiring
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* Many more...
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### Installation Instructions
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* Create a mysql database dump db.sql into it
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* Set db user and password in config.php
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* Point your browser and away you go
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#### Requirements
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* Linux
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* Webserver (Apache, NGINX)
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* PHP7+
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* Mysql or MariaDB
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### Technologies Used
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* PHP/MySQL
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* SB Admin Bootstrap CSS Framework
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* fontawesome
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* datatables
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* chart.js
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* Jquery
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* PHPmailer
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* mPDF
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* EasyMDE forked from SimpleMDE
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* parsedown
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### Future Todo
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* FreePBX "Asterisk" Integration (For CallerID and to track client calls within the app)
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* MeshCentral Integation to assign devices and easily access remote desktop within the app
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* HestiaCP Integration for intergrating domains and webclients
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* CalDAV to integrate with 3rd party calendars
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* CardDAV to integrate with 3rd party Address books
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* Unifi and UNMS integration
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