Grow CRM (SaaS Version). Start your own SaaS business with a tried and tested CRM. With one 2,000 customers. It comes complete with a landing page, owner’s dashboard and all the great features of Grow CRM. Accept payments using Stripe, Paypal, Razorpay and Paystack. LANDING PAGE (DEMO) Landing Page https://saas.growcrm.io DEMO Owner (Super Admin) https://saas.growcrm.io/app-admin Username: owner@example.com Password: growcrm Customer Dashboard (example) https://customer.growcrm.io Username: customer@example.com Password: growcrm CRM Features We have given attention to every design element. The final result is what we believe to be an extremely user-friendly application. The application gives you and your clients a single point of contact, to collaborate on projects. SaaS Features This version of Grow CRM allows you to set up your own SaaS business. You can create free or paid plans. Your customers will have their own instance of the CRM, running on a subdomain (example: customer.yourdomain.com). For maximum efficiency, each account will have its own database. You will be able to accept payments via credit card(Stripe, Paystack) or via Paypal. You can also access offline payments. It also comes with a beautifully designed landing page and a content management system for you to edit the content of the landing page. Project Management You no longer need to use multiple tools to get the job done. The application comes with very advanced features to help you manage your projects. Make your life even easier by taking advantage of the project templates feature and also the project cloning feature. Task Management Get the job done by making sure you complete your tasks on time. Use the application’s advanced features such as task cloning, task timers, task reminders and many more, to make your work easier and more efficient. You can assign tasks to your team members and also to your clients. Time Tracking Keep track of the amount of time that you spend on your projects, The CRM comes with a full-featured time tracking solution. You can start and stop your timer, or you can manually record the time spent working on a task. You can then easily bill your clients for the time recorded. Invoices & Payments We have created a very easy-to-use invoicing system. There is now no need for you to use a third party invoicing application. The CRM enables you to create invoices with many options, such as time billing, product billing, task billing etc. Your clients are automatically sent their invoice via email and they can easily pay for it via credit card or PayPal. Subscriptions This feature enables you to bill your clients for your products and services, automatically. You can set the billing cycle to weekly, monthly, yearly etc. The system will automatically generate a new invoice and charge your client’s credit card automatically Estimates/Quotations Clients are more willing to commit to a project when they have an idea of the total cost. The application comes with a very easy-to-use tool for you to create and email estimates to your customers. Your customer can then review and accept your estimates very easily. Proposals First impressions count. Impress your prospective clients with beautifully crafted project proposals. No design skills required, with our easy-to-use interface. Recurring Billing You can create daily, weekly, monthly or even yearly recurring invoices. The system will automatically create a new invoice and email it to your client. Leads & Opportunities Keep track of your opportunities and nurture your leads into paying customers. You can easily capture new leads, using our very advanced form builder. You can then embed your lead capturing forms on any website. Knowledgebase Lower your customer support time by offering your customers access to a self-service information and help repository. You can even create a video knowledge base, by using the YouTube video gallery feature of the knowledgebase, Workflow Automation Project and estimate workflow automation allow you to automate repetitive tasks. You can determine what happens when an estimate has been accepted by your client or what happens when a project has been marked as completed. Automation improves your team’s productivity and help to ensure that nothing is missed in your workflow. Task Dependency Management Creating relationships between your tasks to ensure that work in completed in a prescribed sequence. You can lock a task from being started or being completed, until the task it is dependent on has been completed. Dependency management allows your diverse team to synchronize their work. Server Requirements Important: In order to install Grow CRM (SaaS version) you will need to either be hosted on a Cpanel or Plesk control panel. The CRM requires the API available in these 2 control panels. All other web hosting control panels are not currently supported. If however, your server has a root MySQL users, that has permission to dynamically create database, then you do not require Plesk or CPanel. PHP 7.3, 7.4, 8.0, 8.1 MySQL (or MariaDB) Database Cpanel Based Hosting (Cpanel API is required for web hosting side, dynamic functions) BCMath PHP Extension Ctype PHP Extension Fileinfo PHP extension JSON PHP Extension Mbstring PHP Extension OpenSSL PHP Extension PDO PHP Extension Tokenizer PHP Extension XML PHP Extension GD Library Change Log Version 2.5 – 3 April 2024 Added - Support tickets - Canned messages Added - Clone Contracts Added - Clone Proposals Added - Schedule invoice publishing Added - Schedule estimate publishing Added - CRM wide dynamic search Added - Tasks cover images Added - Leads cover images Added - Tags on files & attachments Added - Attach files to notes Fixed - Saving bank settings not working Fixed - Test email not working Fixed - Project template milestones not being created Fixed - Preview image modal reloading page on close Version 2.4 – 2 February 2024 Added - reCAPTCHA for new customer signup Added - Dark theme (Midnight) now included Added - Prestige theme now included Added - Export invoices Added - Export expenses Added - Export payments Added - Export estimates Added - Export timesheets Added - Customize projects table view Added - Customize clients table view Added - Create custom task priorities Added - Set colors for milestones Added - Display milestone on task Kanban view Added - Show contracts on customer page Added - bulk add items for invoices and estimates (entire product categories) Added - Add products to estimate when creating a proposal Fixed - Estimate PDF download Fixed - Lead for not sending email to admin Fixed - Error updating user preferences when on settings pages Fixed - Contracts & proposals filter by category Fixed - Error importing client custom fields Version 2.3 – 9 November 2023 [New Feature] - Detailed reports [New Feature] - Paystack payment gateway [New Feature] - Direct URL to view estimates without logging into the CRM [New Feature] - Export projects [New Feature] - Bulk change project statuses [New Feature] - Bulk assign projects [New Feature] - Bulk change leads status [New Feature] - Custom table column view (Leads) [New Feature] - Bulk change leads status [New Feature] - Bulk assign leads [New Feature] - Archive support tickets [Improvement ] - Additional date formats [Improvement ] - Ability to reset all users current theme setting [Improvement ] - Filter expenses by team members [Fixed] - Missing exit setting button on mobile [Fixed] - Exporting clients giving limited results [Fixed] - Webmail email templates (clients and leads) [Fixed] - PDF Invoice totals alignment [Fixed] - Custom fields date formatting [Fixed] - Various bugs Version 1.3 – 15 August 2023 [New Feature] – Razorpay Payment Gateway [New Feature] – Custom Pages [New Feature] – Plesk Server Support [New Feature] – Remember filters (Tickets) [New Feature] – Google reCAPTCHA [New Feature] – Edit timesheets [New Feature] – In-line ticket replies [Improvement ] – Edit and delete ticket replies [Improvement ] – Show tags and reminders of kanban cards [Improvement ] – Added search box to custom fields dropdowns [Improvement ] – Add custom CSS for invoice and estimate pdf files [Fixed] – Various bugs Version 1.2 – 24 May 2023 [Maintenance Release] [Fixed] – Various bugs [Added] – Email log [Added] – System information page