WAS $110
NOW $30

Ultimate Client Manager Lite Edition

The one stop solution for simple client management, invoicing and project tracking.

  • 1Install it on your own server - total control.
  • 2Generate invoices & take payments.
  • 3Ticket support system.
  • 4Work out how much you're earning.
  • 5Open source code - make changes yourself.
  • 6Plus many more plugins! (click here)
new
Client management software - dashboard overview

Features

  • Client Management System - Dashboard Summary

    view demo

    Dashboard Summary

    View an overall summary of your system. Look back over the past few months of earnings. See any overdue or upcoming jobs. A one stop page to see all the information about your business.

  • Client Management System - CRM and Customer Details

    view demo

    Customer Management

    • Search customer list
    • Import/Export via CSV
    • Store customer details
    • Multiple contacts per customer
    • Summary of customer notes
  • Website Management and Client Password management

    view demo

    Website Management

    Each of your customers can have multiple websites assigned to them. You can store arbitrary details such as FTP credentials, website status and notes.
    Importing/Exporting via CSV is also supported.

  • Manage jobs and tasks and record hours

    view demo

    Jobs & Tasks

    • Jobs assigned to a website & customer
    • Fixed amount or hourly tasks
    • Tick tasks off when done
    • Record hours worked on a job
    • Public customer progress view
    • More fun advanced features!
  • Invoices, paypal, and payments

    view demo

    Invoices

    • Invoice from completed tasks
    • Add custom charges to invoice
    • Invoice discounts and credits
    • Split payments
    • Payment Gateways: PayPal
    • Email invoice to customer
    • Extra PDF Invoicing plugin
  • Ticket support system

    view demo

    Support Tickets

    Customers can submit support tickets directly from your website. You are notified of new tickets via email.

    • Import emails from POP3/IMAP
      with additional plugin.
  • Manage jobs and tasks and record hours

    Open Source

    The PHP source code is not encrypted or obfuscated. You are welcome to make changes to this application to suit your companies requirements after purchasing a licence.

  • Invoices, paypal, and payments

    view demo

    Settings / Configuration

    A handy settings area where you can control quite a bit of the features in this client management application.

Buy Now

Buy now and install this software on your own hosting account. Easily accessible web based Client Management software. Purchases are handled through the popular code marketplace CodeCanyon. Once purchased, you are eligible for free upgrades forever.

  • Install & customise on your own server
  • Free upgrades on purchased items
  • Growing list of plugins to make your system even better

Buy now and save!

Online sale price:

$30 was
$110

Click on the button below to visit CodeCanyon and complete your secure purchase.


UCM Plugins

  • PDF Invoicing Plugin

    PDF Invoicing

    Generate PDF invoices which can be downloaded in your browser or emailed directly to your customer from the system.

    download plugin

  • Mobile phone CRM view

    Mobile View

    View the system in a mobile phone friendly manner from your device. Toggle between mobile and desktop views for greater flexibility on the road.

    download plugin

  • Finance Manager

    Finance Manager

    Record your expenses, income and schedule reminders for upcoming bills. Put in a recurring bill and it will remind you on the dashboard a few days before it is due. Handy!

    download plugin

  • Group plugin

    Group Plugin

    A handy plugin allowing you to "group" items together in the system. eg: Put all your local customers in a group so you can find them quicker.

    get plugin

  • POP3 IMAP Ticket Support System plugin

    POP3/IMAP Ticket Import

    This is a beauty! Link your ticket support system to your email account, customers can email you normally and they will get an auto-responder with a ticket ID. Their email (and attachments) go into your system, and you are notified. Wicked!

    get plugin

  • Newsletter System (coming soon!)

    Send professional looking email newsletters to your customers straight from the system. Search for customers based on a criteria (eg: anyone with an open job, or an outstanding payment, or a current support ticket) and send them an email. Track open rates and unsubscribe rates.

    get plugin

  • Public Signup Form (coming soon!)

    Put this form on your website and customers can sign up. Their details will go directly into your system and you will be notified. Great for making sure you have the correct details for new customers.

    get plugin

  • Change Request (coming soon!)

    This one will blow your customers away. Put a small piece of code on their website and they will be able to point/click on something to request a change. eg: Click on image, type "change border to blue". Change request will appear as a jbo in your system and you will be notified to provide a quote.

    get plugin

  • Documentation & FAQ (coming soon!)

    This plugin will integrate with the Ticket Support system. Provide a database of Frequently Asked Questions and Documentation about your products or services. Users can browse these entries before submitting a support ticket. Easily add FAQ items as you receive support tickets.

    get plugin

  • Club Membership Plugin (coming soon!)

    Easily manage a list of club members. Record members details, sign them up to paid membership packages. Send automatic reminders when membership fees are due. Collect membership payments online.

    get plugin

  • WordPress Theme/Plugin manager (coming soon!)

    Do you create WordPress themes or plugins? Manage them via your UCM system! Provide automatic updates to your WordPress customers, track installation counts and manage licence verification.

    get plugin

  • Envato Plugin (coming soon!)

    Are you an author on one of the Envato Marketplaces? Use this plugin to track your sales and generate earnings reports. Tightly integrated with the Ticket Support system (auto check if user has made a purchase) and Wordpress Update system (licence verification). This is the system I use to manage my Envato items.

    get plugin

  • Customer Job Modification (coming soon!)

    Allow your customer to leave comments/feedback on quoted job tasks. Customer can optionally add new tasks or edit tasks in a project. These tasks will go to the administrator for approval.

    get plugin

  • Pin/Bookmark Plugin (coming soon!)

    Bookmark any page within your UCM system for quick access later on. Increases productivity by improving the time it takes to access common parts of the system.

    get plugin

Online Demo

Administrator demo:

  • Please click here to launch the UCM demo.
  • Enter the username admin@example.com
  • Enter the password password

Customer/User demo:

  • Please click here to launch the UCM demo.
  • Enter the username user@example.com
  • Enter the password password

Support

Frequently Asked Questions:

Where can I download this item?
You can purchase this item and the plugins at CodeCanyon.net. CodeCanyon is like eBay for programs. They handle all the sales of this item.

How do I install this item?
Installation instructions are available by clicking here.

Is the source code available?
The PHP source code is available, nothing is encrypted, you are free to modify the code to suit your needs. Careful running automatic updates after adjusting the code as it may overwrite your changes.

Are updates provided after purchasing?
Yes from time to time we will release updates and new plugins. Once you have purchased an item from CodeCanyon.net you will be elidgible for free upgrades from CodeCanyon.net

What type of support is offered?
We offer basic email support if you are having trouble using the system or installing the system. Unfortunately we cannot provide custom modifications, phone support or training at this stage.

Do you offer refunds?
Refunds are managed by the staff at CodeCanyon.net and are only provided if the item does not function as it was described, not if you change your mind or no longer have a use for it.

Can I ring you for support?
No sorry we are not available on the phone, skype or instant messaging.

Can I email you for support?
Yes, you can submit support requests here: http://support.dtbaker.com.au/support-ticket.html

Who created this program?
Dave created this program, his blog is here: http://dtbaker.com.au/