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What Client Says
We did it ! Mollie Payment is now supported
An HRM- Ultimate Project Manager CRM PRO System is a complete HRM Solution with Payroll , Leave Holiday , And 3 Type of attendance system and much more.
you can get All In One using this system
Sales and transaction are important and Project Manager With Billing accounting CRM in several ways:
Project Management
You can easily track your project by adding comments,attachment,tasks,bugs,milestone,private and public note,project wise invoice,time management and track your activity in most feature is you can set your goal to complete you project with start and end date with awesome progress wise. you just create it nothing to work everything manage it. not only that you can export and import project.
Invoice Management
You can easily create and manage invoice with more than 6 payment gateway.you can set this invoice by recurring , you can send the overdue invoice,payments ,invoice payment reminder refund issue and much more.
Import Option
You can import your CSV or excel file to the following menu
1.Deposit
2.Expense
3.Tasks
4.Project
5.Leads
6.Client
Sales and transaction are important and Project Manager With Billing accounting CRM Pro in several ways:
Keep track of leads in one place and easily follow their progress.
Create good looking proposals for leads or customers and increase sales.
Records your company expenses and have the ability to bill to your customers and auto convert to invoice.
Know more about your customers with powerful CRM.
Use the Goals Tracking feature to keep sales goals in mind.
Build professional, great looking estimates and invoices.
Powerful support system with ability to auto-import tickets and leads
Custom fields can store extra information for customers, leads , deposit,project and more.
Follow-ups, reports, notes, files and many more features.
Update History
14 May 18
--- fixed showing all designation is same in chat list --- fixed showing wrong department head in user list --- fixed invoice adjustment did not add when made payment --- fixed conflict menu transaction report and transaction menu open --- improve performance --- fixed all issue as know
22 March 18
--- Added compress output == true in config file --- redesigned invoice,estimate,proposal details page. --- fixed all ajax isseus --- improve performance --- fixed all issue as know
8 March 18
--- Added mark as attendance menu option in attendance --- fixed tickets answer,in progress and close dropzone issue --- fixed payroll hourly payment status showing error --- fixed overtime yearly report URL --- fixed training pdf error --- fixed system settings default account option --- fixed real-time notification hook error --- fixed undefined phone error in invoice detail --- fixed backup database error --- fixed last login showed in profile detail --- fixed breadcrumbs option when unknown menu --- fixed clear activity from projects details --- fixed knowledgebase searching in php 7 --- improve performance --- fixed all issue as know
25 February 2018
--- Added Department head name into department list --- Added user lash when clicking total users in department list --- Added tooltip date and time when hovering the activities time ago in each activity --- Added email template for job interview call --- Added send email and interview date option when select call for interview in job application --- fixed custom field delete option --- fixed 2checkout validation option --- fixed Tasks export report pdf --- fixed to Generate payslip error --- fixed cal days in month for PHP 7 --- fixed project description limit --- fixed chat scrolling option --- fixed pdf generate error in PHP 7 --- fixed Login panel down left is language not showing in left side --- fixed training permission issue when select custom permission --- all javascript and css file minifined --- improve performance --- fixed all issue as know
25 January 18
--- change dompdf version 0.8 --- Fixed invoice PDF issue. --- fixed client panel security issue. --- fixed dashboard security issue. --- fixed proposal error in frontend --- fixed proposal issue in admin panel --- fixed all issue as know
22 January 18
--- Added ability to hide dashboard features for staff --- Added My Calender in dashboard. --- Added due amount will be shown in payment receipt. --- Added Routing number and Account type into employee bank details. --- Added Sales report into report menu --- Added Invoice report into Sales Report --- Added Invoice by client report into Sales Report --- Added Payment received report into Sales Report --- Added Estimate report into Sales Report --- Added Estimate by client report into Sales Report --- Added Proposals report into Sales Report --- Added Proposals by client report into Sales Report --- Added ability to create new custom group inline while creating/editing client --- Added ability to create new opportunity State reason inline while creating/editing Opportunity --- Added ability to create new Leads Status inline while creating/editing Leads --- Added ability to create new Leads source inline while creating/editing Leads --- Added ability to create new Items Group inline while creating/editing Items --- Added ability to create new Articles category inline while creating/editing Articles --- Added ability to create new Expense category inline while creating/editing Expense --- Added ability to create new income/deposit category inline while creating/editing deposit --- Added ability to create new payment method inline while creating/editing Expense --- Added ability to create new payment method inline while creating/editing deposit --- Added ability to create new payment method inline while creating/editing Payment in invoice --- Added ability to create new Account inline while creating/editing Payment/Deposit/expense/make payment in Payroll --- Added Multi language into dashboard clock date time and format time. --- Added clone Invoice with invoice date and due date option into Invoice list --- Added clone Estimate with estimate date and due date option into Invoice list --- Added clone Estimate with proposal date and expire date option into Invoice list --- Added clone project option into project list --- Redesigned report Menu --- Changed Hourly Rate and estimate Hour not required --- FIXED make payment issue in payroll --- FIXED overdue email in proposal when cron --- FIXED reminder email in leads when cron --- FIXED announcements description showing small in dashboard --- FIXED Chat list responsive issue --- FIXED Create invoice responsive issue --- FIXED Create Estimate responsive issue --- FIXED Create Proposal responsive issue --- FIXED When create invoice from project tasks marked as complete --- FIXED When create/edit custom field replace underscore if enter special character --- FIXED When make manually payment into a invoice not select payment method showing (-) --- FIXED Payroll Make payment issue --- FIXED client panel Proposal detail issue --- FIXED lead detail meeting date and time issue. --- FIXED opportunity detail meeting date and time issue. --- FIXED Chat Online issue --- FIXED known all errors
23 December 17
--- Added leave taken and leave total into leave report --- Added disable and added please wait until complete the operation into clock button --- Added more 4 type of money format 1'234.56 , 1 234.56,1 234,56 and 1 234'56 into system settings --- Added time format 24 hours and 12 hours in system settings --- Added favicon option into theme settings --- Added custom filed in leave management --- Added Project Overdue template --- Added Estimate Overdue template --- Added proposal Overdue template --- Added proposal Overdue when cron job --- Added ability to cron manually from settings --- Added ability to Select bank/cash account when making payment for an invoice --- Added ability to find the deposit from transaction deport with description reference link and transaction link into deposit description --- Added payment history for an invoice when making payment from admin panel --- Added ability to directly make payment from payment received menu --- Added ability to Select bank/cash account when making salary payment for an employee payroll --- Added new button (set salary) when making payment if the salary is not set in payroll --- Added more security in hosting, email and other passwords with by user password --- Added all client information showed into details with hosting and other information --- Added Ability to change Reset password with input password option --- Added Ability to change forget password and enter newly chosen password with input password option --- Added Added dashboard settings for client --- Added Added column option to dashboard settings in client and admin dashboard --- FIXED user info is empty when applying new Recruitment --- FIXED leave management hourly calculation into leave details --- FIXED leave apply hourly calculation into attendance --- Fixed if not permission not showing the online user in private chat with client panel --- Fixed view notification details --- Fixed stripe payment issue --- FIXED Tickets change status issue --- FIXED job circular description issue in frontend --- FIXED job circular details designation issue in frontend --- FIXED PayPal payment issue --- FIXED Duplicate salary payment in payroll --- FIXED Login background issue --- FIXED deactivate articles and categories the are still active in knowledgebase --- FIXED SMTP and other email issues --- FIXED user change username and password and another issue with validation --- FIXED all known errors
11 November 17
--- Added knowledge base module for staff and client --- Added knowledge base category module. --- FIXED only show active language into login screen and client module --- FIXED show leave application when apply in single day and hourly --- FIXED show tooltip in project progress --- FIXED leads filter by status --- FIXED leave apply showing error if designation is empty. --- Added a link own details link when click on profile photo on sidebar --- Added dashboard settings option into settings --- Added can hide/show and sortable dashboard --- Fixed all bugs
3 November 17
--- Added Yearly Finance overview(income vs expense) into a dashboard by year. --- Rename filenamanager folder name - to filemanager --- Added drag and drop option into project comment section. --- Added drag and drop option into project new attachment section. --- Added list and thumnail view option project attachment section. --- Added ability to comment to project attachment section. --- Added ability to reply comment to project attachment section. --- Added ability to view and download project attachment section. --- Added drag and drop option into tasks comment section. --- Added drag and drop option into tasks new attachment section. --- Added list and thumnail view option tasks attachment section. --- Added ability to comment to tasks attachment section. --- Added ability to reply comment to tasks attachment section. --- Added ability to view and download tasks attachment section. --- Added drag and drop option into bugs comment section. --- Added drag and drop option into bugs new attachment section. --- Added list and thumnail view option bugs attachment section. --- Added ability to comment to bugs attachment section. --- Added ability to reply comment to bugs attachment section. --- Added ability to view and download bugs attachment section. --- Added drag and drop option into opportunity comment section. --- Added drag and drop option into opportunity new attachment section. --- Added list and thumnail view option opportunity attachment section. --- Added ability to comment to opportunity attachment section. --- Added ability to reply comment to opportunity attachment section. --- Added ability to view and download opportunity attachment section. --- Added drag and drop option into leads comment section. --- Added drag and drop option into leads new attachment section. --- Added list and thumnail view option leads attachment section. --- Added ability to comment to leads attachment section. --- Added ability to reply comment to leads attachment section. --- Added ability to view and download leads attachment section. --- Added drag and drop option when create tickets. --- Added drag and drop option when tickets reply. --- Added item inventory quantity calculation added and deduct items when invoice generated, --- Added pending approval in leave management --- Added admin can assigned users in leave management --- Added can apply for leave by leave type single day, multiple days and hourly with highly validation --- Added add email filed in custom field --- Added ability to show on table in custom field --- Added ability to only admin can see the field in custom field --- Added Filter option by category into the deposit. --- Added Filter option by category into Expense. --- Added change language option into login. --- Added tickets comment reply option. --- Added tickets activities option. --- Added Allow client to edit amount when making payment by online option in invoice --- Added PayUmoney Payment gateway. --- Added the preloader . --- Added Added Indian GST and Tax invoice also added standard invoice option into invoice settings. --- Added vat number into details and PDF into invoice/estimate/expense/payment option into client --- Modify to drag and drop when create deposit --- Modify to drag and drop when create expense --- Modify to drag and drop when create tickets --- Modify to drag and drop when create tickets reply --- Modify to drag and drop when create Recruitment --- Modify to drag and drop when apply leave --- Modify to drag and drop when apply training --- Modify to drag and drop when apply announcements --- Modify can create projects comment without refresh --- Modify can create projects comment reply without refresh --- Modify can create tasks comment without refresh --- Modify can create tasks comment reply without refresh --- Modify can create bugs comment without refresh --- Modify can create bugs comment reply without refresh --- Modify can create opportunity comment without refresh --- Modify can create opportunity comment reply without refresh --- Modify can create leads comment without refresh --- Modify can create leads comment reply without refresh --- Modify can create tickets comment without refresh --- Modify can create tickets comment reply without refresh --- Modify can delete comment without refresh --- Modify can delete attachment without refresh --- Modify can delete milestones without refresh --- Modify can delete tasks without refresh --- Modify can delete projects without refresh --- Modify can delete project timesheet without refresh --- Modify can delete tasks timesheet without refresh --- Modify can delete bugs without refresh --- Modify can delete opportunity without refresh --- Modify can delete leads without refresh --- Modify can delete invoices without refresh --- Modify can delete estimates without refresh --- Modify can delete proposal without refresh --- Modify can delete tickets without refresh --- Modify can delete deposit without refresh --- Modify can delete expenses without refresh --- Modify can delete transfer without refresh --- Modify can delete departments without refresh --- Modify can delete training without refresh --- Modify can delete leave management without refresh --- FIXED custom field required as checked when updating --- FIXED custom field show_on_details as checked when update --- fixed departments head checked when user update --- FIXED announcements email name included. --- FIXED project URL when assigned user email. --- FIXED after apply leave the department head received email issue. --- FIXED expense category wise total amount shows the wrong issue. --- FIXED income category wise total amount shows the wrong issue. --- FIXED project progress change progress not showing correctly. --- FIXED new todo add error. --- FIXED permission wise opportunity show error in the dashboard. --- FIXED bugs description not showing into bug details. --- Fixed show language into the login form. --- FIXED 2Checkout payment gateway. --- FIXED Braintree payment gateway. --- FIXED tax information when added items from invoice, estimate, proposal details --- Fixed all bugs
30 September 17
----- Added todo module into dashboard with due date and status ----- Added realtime notification system into admin panel using <a href="www.pusher.com">pusher</a> ---------- adde realtime notification into ---------- projects (project created,projects assigned,Project Completed,New projects Comment Received,New projects Attachment,Responsible for a Milestone) ---------- tasks (Task assigned,New Task Comment Received,New Tasks Attachment,Task updated) ---------- bugs (Bug assigned,New Bug Comment Received,New Bug Attachment,Bug updated,Bug Reported) ----------- opportunity (opportunity assigned,New opportunity Comment Received,New opportunity Attachment,opportunity updated) ----------- leads(leads assigned,New leads Comment Received,New leads Attachment,leads updated) ----------- tickets(tickets Opened,tickets closed,tickets Response,tickets assigned,Ticket Auto Closed,) ----------- invoice (new invoice,update invoice,Reminder invoice,Payment recieved,Payment new ,Payment update) ----------- Estimate(new Estimate,update Estimate) ----------- Proposal(new Proposal,update Proposal) ----------- Quotation (New Quotation ,Answer Quotation,pricing Quotation) ----------- transaction (New Deposit,New expense,Expense Request,Expense approved,,Expense Paid) ----------- recruitment (New job application) ----------- announcement (New announcement ) ----------- overtime (Overtime Request,Overtime approved,Overtime Rejected) ----------- award (Award Received) ----------- advance salary (Advance Salary Reqeust,Advance Salary approved,Advance Salary Rejected) ----------- leave management (Leave Request ,leave approved, ,leave Rejected,) ----------- training(Training Assigned ) ----------- goal tracking (Achieve Goal,Not Achieve Goal) ----- Added realtime notification system into client panel using <a href="www.pusher.com">pusher</a> ----- Fixed all bugs
30 August 17
----- Added RTL Menu Style into based on user and client user and default. ----- Added Custom Background and color into menu,top bar header body background. ----- Added Back account when payment from invoice and showing into payment details ----- Added Back account when make payment from payroll and showing into salary details ----- Added Notes Option into client details. ----- Added Ability to added login background image/video ----- Added Login Position option Left/right/center ----- Added Reminder into client details with cronjob ----- Added Reminder into Invoice with cronjob ----- Added Reminder into Estimate with cronjob ----- Added Reminder into Proposal with cronjob ----- Added Ability to Zip Invoice ----- Added Ability to Zip Payment ----- Added Ability to Zip Estimate ----- Added Ability to Zip Proposal ----- Improved Pin action list from dashboard to sideboard ----- Improved File Manager Now can add by folder wise ----- Added Set Default menu option when client registration ----- Added Report Payroll Summery by employee ----- Added Report Payroll Summery by Month ----- Added Report Payroll Summery by Period (Start month and End month). ----- Added Stock report (Assign Stock and stock list) ----- Fixed all bugs (Many More)
30 July 17
-- added proposal details into leads details. -- added proposal details into client details. -- Fixed all bugs
26 July 17
-- added New Menu name is proposal -- added email template into proposal menu -- added mollie payment gateway -- added Total Outstanding /Total Invoice Amount/Past Overdue Invoice/Paid Invoice and report into invoice -- added Draft/Sent/Expired /Declined/Accepted and report into Estimate -- added Draft/Sent/Expired /Declined/Accepted and report into Proposal -- added clickable hide/show report option into proposal/invoice and estimate. -- added multiple tax option into item, -- added unit type option into items. -- added multiple defualt tax option into system settings. -- added item group option into item -- added dynamic estimate date option -- added dynamic invoice date option -- added dynamic discount type after/before tax option into estimate -- added dynamic discount type after/before tax option into Invoice -- added multiple tax option when enter items into estimate -- added multiple tax option when enter items into Invoice -- added multiple tax option when enter items into Proposal -- added custom field option into proposal. -- added comment reply option into project,tasks,bugs,opportunaty. -- added new style acticity option. -- added showed modal invoice when convert from estimate -- added showed modal invoice when convert from proposal -- Fixed all bugs
19 Jun 2017
-- added a button in the estimate for creating and add items. -- added deposit mail and added email template for a deposit mail also added email notification -- added client default menu permission when client signup -- added Kanban into project milestones. -- and bug fixed
12 June 2017
-- added auto update system.easily update -- update installation system -- Added export report as pdf into project. -- Added Billable and unbillable Task option into project. -- Added Billable and unbillable expense option into project. -- Added ability to add attachment in project comments. -- Added ability to add estimate into project. -- Added export report as pdf into tasks. -- Added taks billable and unbillable option into tasks. -- Added kanban option into tasks. -- Added all not started,inprogress,complete,deferred,waiting for someone option into tasks. --added billable option into expense. --added option to view expense details into expense. --added name/title for personal use into expense. --added name/title for personal use into Deposit. --Abbily to convert into invoice if the expense is billable into expense. -- Added kanban option into Leads. -- Added Abbily to Filter option by leads status and leads source into Leads. -- Added Order no into leads Status. -- view how many leads by status,and source. -- Added Abbily to Filter option by paid,non paid,partially paid,draft,cancelled,overdue,reccuring into Invoice. -- added create contact button when add client into client. -- added client permission option when create contact into client. -- added customer group option. -- Added Dynamic customer group option into client. -- view how many client by customer group. -- added Latitude,Longitude and map option into client. -- modify client table added view option total project,due amount,received amount,total expense into client. -- added filtering option by group into client. -- added file manager into client details.client can upload and shareing file. -- added save and add more button into departments. -- added create,edit,delete,view option for all menu into departments. -- added All settings menu under permission.into departments. -- added abbility to track by ip_address when clocking. -- Added time history report as pdf into Time History. -- Added export report as print into Time History. -- Added added delete option in time change request (only admin can delete it). -- Added attendance report as pdf into Attendance. -- Added Attendance report as print into Attendance. -- added job Job Nature option Contractual in job posted. -- added Experience option in job posted. -- added age Limit option in job posted. -- added Salary Rang in job posted. -- added option to view all application for specific job in job posted. -- added option to view circular details button in job posted. -- added change status option unread,prmary select,call for interview into job application. -- added client permission when adding the client user into user. -- added permission option to all under the settings menu. -- added private chat enable/disable option int menu allocation. -- Fixed all bugs
16 Feb 2017
- update codeignitor 3.1.3 -added into project billing type Fixed price -added into project billing type Only Project Hours Based -added into project billing type Only Tasks Hours Based -added into project billing type Project Tasks Hours Based -added into project calculate progress through project hours -added into project calculate progress through tasks -added into project option estimate hours -added into project Project Settings for client -added into project Show Overdue,Cancel,On Hold,Inprogress -New design into project details tab. -added into project Grant chart -added into project option estimate -added into project option tickets -added into project project settings -added into Expenseif staff generate expense they have to approve by admin or department head -added into Email Template option for expense approve or reject template. And many more and all bugs fixed..
1 Aug 2016
.- add Invoice starting number option. .- add invoice footer text option. .- add estimate starting number option. .- add estimate footer text option. .- add invoice new pdf design. .- add invoice url and share and make payment option to anywhere. - extimate approve / decliend button add in client panel - item add bugs fixed - other some bug fixed .
27 July 2016
.- add FileManager. - add Tickets auto close option - Invoice bugs fixed - project bugs fixed - other some bug fixed .
27 Jun 2016
.- add project expense .- add pinned option - show absent and leave in calendar - add option to deduct amount when get salary - payroll bugs fixed - other some bug fixed .
24 Jun 2016
-Add User Details . -Total Addendance in User Details . -Total Clock Time in User Details . -Total Leave Details in User Details . -add Salary Details in User Details . -add Timecard Details in User Details . -add Provident Found Details in User Details . -add Overtime Details in User Details . -add Task report in User Details . -add Project Details in User Details . -add Bugs Details in User Details . -add option to fixed rate or hourly rate in Project . -set Clock out,stop task timer,project timer when logout. -Add database backup with auto backbut systme and many more. - some bugs fixed
25 May 2016
-Initial Realease .
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Demo = Ultimate Project Manager CRM PRO
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Download = Ultimate Project Manager CRM PRO-[Updated].zip
