PipeX CRM

PipeX CRM – A simple application that can help you to improve customer relationship to grow your business more efficiently. You can manage your company’s associations in a friendly interface and with a low learning curve.

Customer management is the prime objective and this application helps you in numerous ways.

Demo

Preview link: https://pipex.gainhq.com/
Email: [email protected]
Password: 123456

User Guide: Documentation

Tools & Technology: Laravel 8 and vue js.

Contact us at [email protected]
We will reply to you within 24hrs of receiving your email/comment.

Change Logs

Version 2.8.1 – 07 May 2024

[Updated] Maintenance update

Version 2.8 – 07 May 2024

[Added] Payment methods integration (Paypal, Stripe)
[Added] Laravel version upgrade 9
[Added] Lead web form API
[Added] Invoice Payments
[Fixed] Fixed person activity issues
[Updated] Update Web form
[Updated] Update Invoices
[Updated] Update documentation

Version 2.7.1 – 07 May 2024

[Updated] Pre-requisite update

Version 2.7 – 22 March 2023

[Added] PHP 8.x support
[Added] Implement expense
[Added] Add new user manually
[Added] Implement tax in deal invoice
[Added] Manage tags in settings
[Updated] Improved documentation
[Updated] Optimize code and improve data response
[Updated] Improved agent & client role access
[Fixed] Fixed activity issues
[Fixed] Fixed role switching issue
[Fixed] Fixed some bugs

Version 2.6.1 – 22 March 2023

[Updated] Prerequisite update Version 2.7

Version 2.6 – 29 September 2022

[Added] Activity notification reminder
[Added] Activity notification for participant & collaborator
[Added] Send email from the person detail page
[Added] Add test email in email setup
[Updated] Address field added to lead web form
[Updated] Improve documentation
[Fixed] Send invoice to client email

Version 2.5 – 01 Aug 2022

[Added] Lead web form
[Added] Agent deal notification
[Updated] View deal lost reason in deal
[Fixed] Some language issue
[Fixed] Fixed activities date and time

Version 2.4.1 – 21 June 2022

[fixed] Summernote editor bug fixed

Version 2.4 – 21 June 2022

[Added] Implement Invoice module for deals
[Added] Generate deal pdf invoice
[Added] Send deal invoice to leads email
[Fixed] Fixed notification events bugs

Version 2.3 – 24 January, 2022

[Added] Implement new installer and update
[Added] Implement bulk actions in Leads
[Added] Implement Save filter in data tables
[Updated] Improved custom fields use
[Updated] Added markdown editor instead of summer note
[Updated] Improved table pagination
[Updated] Enhanced User experience
[Updated] Optimize tag manager
[Updated] Optimize code and improve data response
[Updated] Improve documentation
[Fixed] Fixed notification events bugs
[Fixed] Fixed some bugs

Version 2.2 – 24 January, 2022

[Fixed] Fixed update issue

Version 2.1 – 02 August, 2021

[Added] Implement dashboard for Client and Agent
[Added] Implement Won/Lost stage in kanban view
[Added] Implement Deal card view manager in kanban view
[Updated] Improved User & Role management
[Updated] Optimize code and improve data response
[Updated] Improve documentation
[Fixed] Fixed some bugs

Version 2.0 – 20 June, 2021

[Added] Added Manager & Agent user roles
[Added] Introduce client area/module for collaboration
[Added] Implement Broadcast event (Pusher/Ajax)
[Added] Implement deal quick detail view
[Added] Deal card view with better presentation
[Added] Implemented commenting between all users.
[Added] Implement proposal kanban view
[Added] Implement export functionalities for Person, Organization, and deals
[Updated] Improved User & Role management
[Updated] Improved translate Language process
[Updated] Optimize code and improve data response
[Updated] Improve documentation
[Fixed] Fixed some bugs

Version 1.2 – 23 March, 2021

[Added] Implement bulk action in Kanban view
[Updated] Improvement Tag component
[Updated] Datatable pagination enhancement
[Updated] Improve data presentation in datatable
[Updated] Optimize code and improve data response in Data table
[Updated] Improve activity functionalities
[Fixed] Custom field bug fixed
[Fixed] Fixed some minor bugs

Version 1.1 – 10 February, 2021

[Added] Implement address fields with Country, Area, City, State, Zip code
[Added] Added address fields for Person type Lead
[Added] Implement importing with custom fields
[Updated] Improve import functionalities
[Updated] Update Calendar version
[Updated] Useability improvement in Contact module
[Updated] Change context name Contacts to Leads 
[Updated] Improve Kanban view
[Updated] Improve deal functionalities 
[Updated] Improve data presentation in datatable
[Updated] Optimize code and improve data response
[Updated] Improve documentation 
[Fixed] Bug fixes in Custom fields
[Fixed] Fixed some bugs

Version 1.0.2 – 10 December, 2020

[Added] Support subfolder installation
[Updated] Improve data presentation in datatable
[Updated] Updated some functionalities
[Updated] Optimize code and improve data response
[Fixed] Fixed some bugs