Grow CRM SaaS – Laravel Project Management – Multitenancy

LANDING PAGE (DEMO)

Landing Page https://saas.growcrm.io

DEMO

Owner (Super Admin) https://saas.growcrm.io/app-admin
Username:owner@example.com
Password: growcrm

Customer Dashboard (example)https://customer.growcrm.io
Username:customer@example.com
Password: growcrm

CRM Features

We have given attention to every design element. The final result is what we believe to be an extremely
user-friendly application.
The application gives you and your clients a single point of contact, to collaborate on projects.

SaaS Features

This version of Grow CRM allows you to set up your own SaaS business. You can create free or paid plans. Your customers will have their own instance of the CRM, running
on a subdomain (example: customer.yourdomain.com). For maximum efficiency, each account will have its own database.
You will be able to accept payments via credit card(Stripe, Paystack) or via Paypal. You can also access offline payments.

It also comes with a beautifully designed landing page and a content management system for you to edit the content of the landing page.

Project Management

You no longer need to use multiple tools to get the job done. The application comes with very advanced features
to help you manage your projects. Make your life even easier by taking advantage of the project
templates
feature and also the project cloning feature.

Task Management

Get the job done by making sure you complete your tasks on time. Use the application’s advanced features such as
task cloning, task timers, task reminders and many more, to make your work easier and more
efficient. You can assign tasks to your team members and also to your clients.

Time Tracking

Keep track of the amount of time that you spend on your projects, The CRM comes with a full-featured time
tracking solution. You can start and stop your timer, or you can manually record the time spent working on a
task. You can then easily bill your clients for the time recorded.

Invoices & Payments

We have created a very easy-to-use invoicing system. There is now no need for you to use a third party invoicing
application.
The CRM enables you to create invoices with many options, such as time billing, product billing, task
billing etc.
Your clients are automatically sent their invoice via email and they can easily pay for it via credit card or
PayPal.

Subscriptions

This feature enables you to bill your clients for your products and services, automatically. You can set the
billing cycle to weekly, monthly, yearly etc.
The system will automatically generate a new invoice and charge your client’s credit card automatically

Estimates/Quotations

Clients are more willing to commit to a project when they
have an idea of the total cost. The application comes with a very easy-to-use tool for you to create and email
estimates to your customers. Your customer can then review and accept your estimates very easily.

Proposals

First impressions count. Impress your prospective clients with beautifully crafted project proposals. No design
skills required, with our easy-to-use interface.

Recurring Billing

You can create daily, weekly, monthly or even yearly recurring invoices. The system will automatically create a
new invoice and email it to your client.

Leads & Opportunities

Keep track of your opportunities and nurture your leads into paying customers. You can easily capture new leads,
using our very advanced form builder. You can then embed your lead capturing forms on any website.

Knowledgebase

Lower your customer support time by offering your customers access to a self-service information and help
repository. You can even create a video knowledge base, by using the YouTube video gallery feature of the
knowledgebase,

Workflow Automation

Project and estimate workflow automation allow you to automate repetitive tasks. You can determine what happens
when an estimate has been accepted by your client or what happens when a project has been marked as completed.
Automation improves your team’s productivity and help to ensure that nothing is missed in your workflow.

Task Dependency Management

Creating relationships between your tasks to ensure that work in completed in a prescribed sequence. You can
lock a task from being started or being completed, until the task it is dependent on has been completed.
Dependency management allows your diverse team to synchronize their work.

Server Requirements

Important: In order to install Grow CRM (SaaS version) you will need to either be hosted on a Cpanel or Plesk control panel. The CRM requires the API available in these 2 control panels. All other web hosting control panels are not currently supported. If however, your server has a root MySQL users, that has permission to dynamically create database, then you do not require Plesk or CPanel.

• PHP 8.2 or 8.3
• MySQL (or MariaDB) Database
• Cpanel Based Hosting (Cpanel API is required for web hosting side, dynamic functions)
• BCMath PHP Extension
• Ctype PHP Extension
• Fileinfo PHP extension
• JSON PHP Extension
• Mbstring PHP Extension
• OpenSSL PHP Extension
• PDO PHP Extension
• Tokenizer PHP Extension
• XML PHP Extension
• GD Library
• Wildcard SSL Certificate

Change Log

Version 2.7 – 24 September 2024

            Added - Helpdesk Email Integration (email piping) 
            Added - Custom CSS Editor 
            Added - ReCAPTCHA for lead web forms 
            Added - Pinning table contents 
            Added - Custom invoices table views 
            Added - Quick User profiles 
            Added - Search knowledge base 
            Added - Searchable country fields 
            Added - Custom CSS for lead web forms 
            Added - Timesheets stats panel 
            Fixed - Importing leads with a long telephone number
            Fixed - Timesheets search not working
            Fixed - Attaching files in lead web forms 
    

            Added – Upgraded the application's core to the latest version of Laravel (v11)
            Added – Upgraded the application core to support PHP 8.2 & PHP 8.3
            Added – Full featured calendar (see projects, tasks and custom events)
            Added – Proposal scheduling (schedule the publishing date)
            Added – Proposal automation (project, task, invoice creation etc)
            Added – Contract scheduling (schedule the publishing date)
            Added – Filter tasks by clients
            Added – Tag leads submitted via web forms (for easier identification)
            Added – Show project titles on invoices
            Fixed – Client custom field not showing when creating a new resource
            Fixed – Show client custom fields when creating an invoice
            Fixed – Show client custom fields when creating an estimate
            Fixed – Leads from web forms not being auto assigned
            Fixed – Task status changes not showing on events timeline
            Fixed – Trailing white space in task and lead title
            Fixed – Tasks tabs navigation
            Fixed – Imports leads custom fields
            Fixed – Upating pricing summary
            Fixed – Display correct currency in customers billing section  
    

            Added - Support tickets - Canned messages
            Added - Clone Contracts 
            Added - Clone Proposals 
            Added - Schedule invoice publishing 
            Added - Schedule estimate publishing 
            Added - CRM wide dynamic search 
            Added - Tasks cover images 
            Added - Leads cover images 
            Added - Tags on files & attachments 
            Added - Attach files to notes
            Fixed - Saving bank settings not working
            Fixed - Test email not working 
            Fixed - Project template milestones not being created
            Fixed - Preview image modal reloading page on close  
    

            Added - reCAPTCHA for new customer signup 
            Added - Dark theme (Midnight) now included
            Added - Prestige theme now included
            Added - Export invoices
            Added - Export expenses 
            Added - Export payments 
            Added - Export estimates 
            Added - Export timesheets
            Added - Customize projects table view
            Added - Customize clients table view
            Added - Create custom task priorities
            Added - Set colors for milestones
            Added - Display milestone on task Kanban view
            Added - Show contracts on customer page
            Added - bulk add items for invoices and estimates (entire product categories)
            Added - Add products to estimate when creating a proposal
            Fixed - Estimate PDF download
            Fixed - Lead for not sending email to admin
            Fixed - Error updating user preferences when on settings pages
            Fixed - Contracts & proposals filter by category
            Fixed - Error importing client custom fields
    

            [New Feature] - Detailed reports
            [New Feature] - Paystack payment gateway
            [New Feature] - Direct URL to view estimates without logging into the CRM
            [New Feature] - Export projects
            [New Feature] - Bulk change project statuses
            [New Feature] - Bulk assign projects
            [New Feature] - Bulk change leads status
            [New Feature] - Custom table column view (Leads)
            [New Feature] - Bulk change leads status
            [New Feature] - Bulk assign leads
            [New Feature] - Archive support tickets
            [Improvement ] - Additional date formats
            [Improvement ] - Ability to reset all users current theme setting
            [Improvement ] - Filter expenses by team members
            [Fixed] - Missing exit setting button on mobile
            [Fixed] - Exporting clients giving limited results
            [Fixed] - Webmail email templates (clients and leads)
            [Fixed] - PDF Invoice totals alignment
            [Fixed] - Custom fields date formatting
            [Fixed] - Various bugs
    

        [New Feature] – Razorpay Payment Gateway
        [New Feature] – Custom Pages
        [New Feature] – Plesk Server Support
        [New Feature] – Remember filters (Tickets)
        [New Feature] – Google reCAPTCHA
        [New Feature] – Edit timesheets
        [New Feature] – In-line ticket replies
        [Improvement ] – Edit and delete ticket replies
        [Improvement ] – Show tags and reminders of kanban cards
        [Improvement ] – Added search box to custom fields dropdowns
        [Improvement ] – Add custom CSS for invoice and estimate pdf files
        [Fixed] – Various bugs
    

        [Fixed] – Various bugs
        [Added] – Email log
        [Added] – System information page