Client Manager – is fully featured and responsive CRM for Client Management. Beautifully designed for best User Interface & User Experience. It helps you manage unlimited Contacts, Projects, tickets, Quotes, Invoices, Expenses, Domain, Support Tickets and get paid online integrated with payment gateway(Paypal). Invoicing System, helps you ease out business process with its features. Seprate client portal for clients to access quotes and invoices. Ticket Management allows you to provide personalized support to client, where they can submit new Ticket and keep in touch with you.

You can take a look at the demo in the following sites:

Admin Demo – http://pepdev.com/theme-preview/clientmanager/
Username – pepdev
Password – demo1234

Client Demo – http://pepdev.com/theme-preview/clientmanager/clients
Username – pepdevofficial@gmail.com
Password – demo1234

GDPR Rule Implemented

Admin enters the client/lead details into Office Manager and assign the lead to staff/sales member. This sales-member + admin are now the only people who can access the client data, no other sales-members can view. This applies to any forms where client details are held such as projects, leads, invoices, quotes etc etc.
Within Leads a datefield for data destruction/expire date need to be populated by sales-member.
On contacts & leads there is marketing checkbox, ‘None | Email | Phone | SMS | Social Media’.
Admin/SuperAdmin receives lead from client or 3rd party and can assign to staff.
Created Client Portal so client can access their data any time.
Client can Rectify their data.
Client can Edit their data.
Client can download their quotes and invoices.
Client can choose their data for marketing or restrict it.
Conset for Cookies

If there are any rules left let us know we will try to implement that rule asap.

Main features

CRM
GDPR Compliance
Contact Management
Leads Management
Auto Lead convert to contact
Amazing Dashboard for quick snapshot for your Business
Full Featured Invoice Management
Recurring Invoices
Send Invoice Payment Reminder & Payment Confirmations
Auto Calculation Of Invoice Status (Paid, Unapid etc)
Collect Payments with Paypal Payment Gateway
Create Invoice from Quotes.
Add Multiple Items & Payments To Invoices
Auto Generation Of PDF Invoices & Quotes
Email PDF Invoices & Quotes Directly To Clients
Create unlimited Projects
Add Multiple Staff to Project
Add Multiple Task to Project
Add Comments to Project
Domain Management
Ticket Management
Unlimited Support Ticket
Multiple Support Ticket Department
File uploading system for tickets
Client can creat and reply from client portal
Quotes Managment
Add Multiple Items To Quote
Auto Generation Of PDF Quote
Email PDF Quotes Directly To Clients
Client can accept Quote.
Create Unlimited Users/Staffs
Create Unlimited User Roles
Track Income, Expense
Create Unlimited Events in Calendar
Monthly, Weekly and Today view for Events in Calendar
Create Unlimited Notes with different colors
Create Unlimited Items with Price
Create Unlimited Tax Rates
Create Unlimited Currency
Create Unlimited Items
Create Unlimited Expenses Type
Create Unlimited Events
Client Portal for clients
Client can track thier quotes and invoices.
Email Template for new user, new quote, new invoice etc.
Very Easy To Setup With Auto Installation
Works perfect from ANY device
Clean, Modern Interface
Retina Ready
Full Responsive
Easy to Customize
Mulitple Theme Color
Google Web Fonts
Cross Browsers Compatible
HTML5 & CSS3 Optimized
font-awesome Icons
Input validation in forms
SASS (SCSS)
Much More…

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What will you will get?

Reliable 24/7 Technical Support System
Lifetime theme updates
Theme documentation

Requirements

PHP 5.6+
MySQL Database 5,5+( Recommend MySQL 5.6+ )

* Images are not included *

Client Manager - CRM & Billing Management Web Application with GDPR Compliance