Ultimate Client Manager
Menu

Clients, quotes, jobs and invoices on your own hosting.

The code is free on GitHub. A licence from CodeCanyon adds support and automatic updates.

Ultimate Client Manager is a CRM, quoting, invoicing and job tracking system you install on ordinary PHP and MySQL hosting. No monthly fee, no per seat price.

Buy on CodeCanyon Get the source on GitHub

Free, paid and hosted. Needs PHP 8.4 and MySQL, so check your hosting first.

An invoice open in Ultimate Client Manager: three line items, GST, the total due and a payment form.

The week at a glance

Hours, invoices, income and expenses by week. Above them, what needs doing: an overdue invoice, a job to finish, a quote waiting for approval.

The dashboard: alert tabs and three tables of hours, invoiced, income and expense by week and by day.

Jobs as a list of tasks

Each task has hours, a due date and the person doing it. Start a timer against a task and the time lands on the invoice.

A job with six tasks, three done, and a timer running against the menu layout task.

Quotes that turn into jobs

Build the quote from your hourly rate or your product list. The customer approves it online, and it becomes the job and later the invoice.

A sent quote with four tasks, the GST total and an Approve this Quote button.

On a phone too

The same screens on a phone. Check the dashboard, stop a timer or record a payment from wherever you are.

The dashboard on a phone.
A job on a phone, with its timers.

Features

  • Customers and leads

    Companies, contacts, addresses and custom fields.

  • Quotes and contracts

    Build a quote from your product list and have it signed online.

  • Jobs and tasks

    Break work into tasks, assign them, track time and invoice them.

  • Invoices and payments

    Invoices, credit notes, tax, multiple currencies, recurring billing and card payments through Stripe, PayPal or Square.

  • Time tracking

    A timer that attaches time to a job, task or ticket and carries it to the invoice.

  • Support tickets

    A ticket queue that collects replies from an email mailbox.

  • Finance

    Income and expenses in one place, with recurring entries and totals.

  • Customer portal

    Customers log in to see quotes, invoices and tickets, pay, and sign.

Full feature list

Your data stays yours

Everything is stored in a MySQL database on your own hosting. Back it up, query it, move it. The source is included and a custom folder keeps your changes through updates.

Try it

There is a live demo. The login details are on its front page, and it resets itself on a timer.

The documentation describes every screen. Buyers' reviews are on this site too.