itflow/README.md

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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 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

  • Manage Clients
    • Contacts
    • Locations
    • Assets
    • Licenses
    • Logins
    • Files
    • Technical Notes
  • Invoicing
  • Quotes / Estimates
  • Accounting
    • P&L Reports
    • Income Expense Summary
    • Mileage Tracking

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
  • Jquery