Features & Product Comparison

See below for a quick overview of available features in UCM Lite and UCM Pro

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Download UCM Pro CRM HereUCM Lite EditionUCM Pro EditionCore features of this Open Source CRM. Customer management, Leads, Quotes and moreBuild, Send and Track Emails to customers and SubscribersCustomer comments on individual Job TasksAES and GPG encryption for client passwords and other sensitive detailsManage membership subscriptions with automatic invoices and paymentsGenerate PDF invoices and email to customers from within UCMGroup your customers, websites, jobs and more. Easy management.Overview of upcoming payments and other finance reportsImport your email into support tickets. Autoresponders and moreAdd frequently used areas to the main menu for quicker accessSort table data by ascending or descending orderAdd tasks to a calednar, assign tasks to staff members. ICal export feature.Staff Reports, Tax Reports, Finance Reports and Subscription ReportsShow FAQ on support ticket submit page. Group answers by product.Track time logged on Job Tasks. Pause and Resume task timers.Collect invoice payments through the secure MultiSafepay gatewayEasy invoice payments with Stripe. Support for recurring payments too.Accept invoice payments through the popular Authorize.net gateway.Keep a list of common products. Quickly add products to Jobs and Invoices.Point and click changes for clients. Bill for website changes easily.Keep track of multiple Facebook, Twitter and Google+ accountsAccept Bitcoin payments on invoices. Automatic conversion into local currency through Coinbase.Available themes only in UCM Pro EditionA wonderful theme for UCM. Give your CRM system a new look with this theme.This is a great new fully responsive and very mobile friendly CRM theme.

Ultimate Client Manager Features

The most popular UCM features are listed in more detail below. Click on each feature to see more details, or jump into the online demo to try them out.

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Change Request

Customers can "click & point" on any part of their website and request a change (eg: make the logo bigger). Change Requests appear within UCM for tracking and billing. Restrict customers to a certain number of changes per month. Email notifications on Change Requests.

Email Newsletters

Send bulk email newsletters to groups within your system (eg: Customers, Members, Recently Completed Jobs). Template editor. Bounce, unsubscribe and link click tracking.

Email & Web Support Tickets

Fully functional email support tickets. Import mail via POP3/IMAP. Create ticket numbers. Autoreplies. Assign tickets to support staff members. Reply via email or web.

Encrypted Fields

Using industry standard RSA/AES technology you can encrypt and decrypt sensitive data (eg: website FTP details or control panel login information). With client side cryptography the sensitive data never even leaves your computer.

PDF Invoicing

Convert invoices into PDF documents. Email PDF Invoice to your customer straight from the system. Full control over invoice template layout. Send PDF invoices marked as “overdue” or “paid” as well.

Task Timer

Create a Customer Job, add some Tasks to the Job, click the “start timer” icon and away you go. Option to run multiple task timers at once. See active timers from any page within the system.

Automatic Invoice Renewal

Choose an Invoice Renewal Date and UCM will email automatic PDF invoice renewals and overdue invoice reminders. Cool!

Automatic Subscriptions

Create Subscriptions (eg: 6 Months Website Hosting) and assign them to Customers. UCM will automatically generate an email a PDF invoice to the Customer, and follup up with overdue notices when needed.

Calendar

A great easy to use Calendar for organising your business. Similar to Google Calendar. Create events, assign Customers and Staff members.

Custom Data Forms

Build your own database forms with no programming knowledge. Create encrypted fields, file uploads, text areas, nested lists, radio buttons and more!

Customer Management

Manage your customer database. Store, search and group customers. Import from CSV. Keep private notes. Multiple contacts per customer.

Website Management

Record customer website details. Keep FTP passwords, notes and website history all in one place. Link Jobs and Invoices to websites.

Jobs

Link Jobs to Customers and Websites. Send Job Quote to customer for pre-approval. Customer can track Job progress. Add Tasks to Jobs.

Invoices

Generate PDF invoices, email invoice to customer straight from system. Mark when invoice is paid. Overdue notices. Part payments & invoice merging.

Income & Expense

Track your income and expenses. Estimate your monthly income. View historic financial data. Schedule recurring bills. Reminders and budgeting.

File Uploads

Customers and staff can upload files. Tag image files with comments. Email alerts on file uploads. Assign files to customers/jobs.

Online Payments

Receive payments on invoices via secure PayPal, Google Checkout or Stripe. Invoices marked as paid upon successful payment. Part payment on invoices. Payment history. Payment receipt.

Membership Subscriptions

Manage members from your group or club. Get alerted when members subscription is due for renewal. Generate invoice and receipt for membership subscription.

To Do List

Dashboard overview showing your TODO items (such as upcoming jobs, invoices that haven’t been sent, tasks requiring admin approval, new file uploads).

Mobile Device View

Want access to the UCM on the road? This system comes with a cut down mobile friendly view. Try it from your phone to see! You can also disable the “mobile view” and use the standard responsive layout if you wish.

Easy Installer

Step by step product installer. Very easy to install and very easy to receive automatic product updates.

Self Hosted

Host this system on your own internal server or public website hosting account.

Customer Signup

Customers can sign up using a form on your website. Default jobs are created against the new customer ready for quoting.

Job Task Discussions

You can email a Job to a Customer from within UCM. The email contains a special link the Customer can click, and then add comments to any Task in the Job. Great if you need feedback on quoted items or half completed Job Tasks.

Open Source PHP Code

Fully open source PHP code. No encrypted obfuscated tricky stuff here. Change the code to suit your needs or create your own in house UCM plugins.

Internationalization

Support for multiples currencies & tax rates. Full language translation file available. Different staff/customers can have different UI languages.

Custom Fields

Create your very own custom fields through out the system. eg: Store the customers favorite color or birthday, record an invoice purchase order # or external job ID. Custom fields are also made available within templates and emails.

Import & Export

Import and Export information from the system in CSV format. Preview import before it occurs. Import data into specified groups for easier sorting.

Fine Grain Permissions

Security and permission options to control which users/customers have access to which features. Create, edit, delete and view. Limit staff to assigned jobs and more.

Renewable Jobs & Invoices

Track Jobs and Invoices that repeat (eg: website hosting). Ability to modify a Job/Invoice after it renews. Dashboard reminders when ready for renewal. Specify renewal period (eg: 7 days, 1 year).

Staff/Customer Login

Customers can login to view their information and perform restricted actions. Multiple staff accounts. Control permissions & view login history.

Quick Pin/Bookmark

Have lots of customers? Working on a particular Job all the time? Bookmark it to the main menu for quick access anywhere in the system.

Theme Editor

Comes with a basic theme editor. Control the system colors and layout without editing the CSS file. Advanced changes via CSS files welcome too!

Template Editor

WYSIWYG editor to control many templates through out the system. Email templates, invoice templates, thank you messages and more!

Knowledge Base / FAQ

Have a list of Frequently Asked Questions display before a customer submits a support ticket. Group questions by product. Embed the FAQ listing in your own website.

Credit Notes

Raise a Credit Note against an existing invoice. Send the Credit Note as a PDF to the Customer.

Job Tasks

Add new Tasks to Jobs. Assign individual Tasks to staff members. Track how many hours are spent on each task. See if staff spend more than quoted time on a Job Task.

Job Deposits

Collect deposits before commencing work on a Job. Deposit is subtracted from final invoice amount.

Free Updates

Pay once (helps the developers!) and receive free upgrades forever. Please go to Settings > Upgrade to see a list of available updates, a list of changed files and version numbers will appear.

Session Management

The UCM system will show a list of active user sessions and allow the administrator to terminate any active user sessions. This is a great security feature incase you forget to log out on another computer.

Automatic Overdue Emails

Choose an Invoice Due Date and UCM will email automatic PDF overdue notices if the invoice hasn't been paid.
dtbakerUCM Features