A business cannot survive without CRM software—you need it to manage customer contacts, track leads, and manage your finances. A CRM system can help you streamline your business systems and have all your customer details in one place.
What Is CRM Software?
CRM (customer relationship management) software is a tool that helps automate and manage the relationship between your customers and the sales and marketing department. It serves to consolidate every aspect of the relationship with customers, hence improving performance and increasing productivity.
One of the biggest challenges that a business owner faces is managing their multiple projects and tasks. Also, they have to track client and staff activities, plan upcoming events, and a lot more.
Best CRM and Project Management Scripts on CodeCanyon in 2020
Here are some of the best-selling CRM and project management scripts on CodeCanyon for 2020.
At CodeCanyon, you will find the right CRM software for freelancers, as well as any business that requires this type of software. Some of the features of these CRM and project management software packages include:
- proposals and invoices
- expense tracking
- receiving payments with just one click
- chat systems for communicating with staff and clients
- payment systems
A good CRM system will allow you to:
- know every customer’s name, contact info, interests, and even address
- see what products and services a client is interested in based on their inquiries, searches, or purchases
- prioritize business leads
- automate repetitive processes
9 Best CRM and Project Management Scripts on CodeCanyon
Let’s look at some of the trending CRM and project management scripts available at CodeCanyon.
Freelance Cockpit 3 is a simple CRM that allows you to stay organized so that you have the time to focus on getting work done. Freelance Cockpit provides a lot of features such as:
- messaging platform
- supports ticketing for clients
- Gantt charts for every project
- dedicated client portal where clients can view the status of their projects and invoices
- calendar that supports Google integration
- email notifications
- payment methods such as PayPal and Stripe
- ability to assign different states for projects (On Hold, Not Started, Started, or Ended)
Perfex is the perfect solution to organize tasks and send out invoices, all from one place. One of the outstanding features of this CRM is that you can set up an auto backup of your database each X days to prevent data loss, and you also get encryption for your data.
Some of the best features of Perfex include:
- built-in calendar where you can view tasks, contracts, and invoices in one place
- full-featured customer area
- project proposal creation tool
- goal tracking and reporting all in one place
- lead management tool
- reporting, invoicing system, and electronic signatures
- ticketing system
- payment systems such as Paypal, Stripe, Mollie, Authorize.net, 2Checkout, PayU Money, Braintree, etc.
Ekushey is an advanced and powerful CRM which allows you to manage projects, team tasks, and client communication in a single place, in a convenient way.
- clients can view the status of their projects, make payments, and get developer support
- staff will manage assigned projects
- perform assigned tasks and provide client support
Some of the notable features of this tool include:
- informative dashboard which shows your business summary, including an event calendar, as well as financial analysis
- utility sidebar where you can note down and manage emergency to-dos
- client and staff manager
- project progress system and project discussion wall
- internal messaging and private notes
- per-project payment reports
Rise is a multipurpose software package which can cater to all types of organizations. You can use it to manage projects, tasks, clients, invoices, teams, support tickets, or estimates. If you are looking to stay organized at the same time manage your business, this is the right tool for you. It includes all the essential tools to manage your business and stay organized.
- online payment where you can send invoices and get payments
- project activity logs allow you to check the activities of your team, clients, and members
- track expenses, and view graphical reports
- ability to enable or disable modules to fit your business
- a chat feature where you can chat with your clients and team members
- multiple languages support
Managing a school is a Herculean project, with many staff and continuously changing students. Luckily, there is the Ora School Suite. Ora is school management at your fingertips, 24/7 on the web and mobile devices. Everything to do with managing a school is included.
From the dashboard, you can manage:
- employees, teachers, and students
- schedules, including calendars of events and vacations
- chat with students, parents, or potential customers
- sending SMS notifications
- invoices and payments
Just take a look at some of the screens from the dashboard. On this screen, you can see the invoice panel of the dashboard, with other panels showing news and messages to be answered
And here is a look at the inquiries dashboard, which lets you manage and respond to any incoming leads or questions.
Ciuis CRM is a simple CRM tool that allows you to create projects as well as proposals. When it comes to invoicing, Ciuis CRM will enable you to invoice your projects by working hours. It also allows you to track your payments and it features a simple design that makes it super easy to use.
Other features include:
- reports to keep track of your financial situation
- voice notification
- fully responsive design and mobile-friendly interface
- ability to create and track expenses
- reports for invoices, customers, support and sales
- create and share invoices by email
TITAN has many powerful features designed to allow you to manage unlimited projects, teams of users, essential tasks, and so much more.
Some features include:
- live chat with your team
- assign tasks for individual team members and receive alerts when tasks are complete
- plan the progression of your project
- use templates to set up recurring invoices and invoices for one-off payments
- ticket system where clients can request customer support
Converting leads to clients has never been easier since Titan lets you build custom forms to send to clients and receive valuable feedback. Their responses are then stored in the Titan Project Management System!
If you need a comprehensive, all-in-one solution that brings together CRM, human resources management, and project management, Ultimate Project Manager CRM Pro is the best choice.
Project components include:
- time tracking
- project reporting
Human resources management components include:
- salary template
- leave management
All this comes with a complete client management package!
Other great features include a powerful file manager and a knowledge base section where you can curate articles that are useful to your clients.
It also supports eight different payment gateways, including PayPal, Stripe, Authorize, Mollie, Braintree, CCAvenue, and more.
WORKSUITE can be accessed on a laptop, mobile, or tablet. Its responsive design ensures clear data visibility on all types of devices.
Some features of this system include:
- teams and departments can share knowledge and keep organized
- real-time messaging helps team members to communicate
- reports to analyze what’s working and what’s not
- integrated with Slack, Google Drive, Dropbox, AWS, and PayPal
- can be accessed on laptop, mobile, or tablet
Free CRM & Project Management Plugins
Premium CRM and project management PHP scripts are more advanced in terms of features and performance. However, I have put together a collection of free scripts that can be of help if you are not yet sure or are on a budget.
WP-CRM allows you to organize and manage your users using custom attributes and filters, as well as keeping track of correspondence. This CRM can effectively manage all parties in your business.
- ability to export users via CSV
- excellent user organization
- invoice integration
- multiple add-ons to enhance functionality
- dynamic charts
Zero BS WordPress CRM is a simple CRM perfect for ecommerce sites, agencies, freelancers, and small businesses. In addition, Zero BS is adaptable and extendible to other kinds of groups.
WP ERP is the first full-fledged Enterprise Resource Planning (ERP) system through which you can manage your WordPress site and business from a single platform. It provides three core modules: HR, CRM, and Accounting.
Features of the CRM module include:
- contacts with life stages and contact groups
- filter contacts
- schedule calls meetings and directly
- make notes for each customer
- activity logs
- CRM activity reports such as customers and business growth
A functional CRM and project management system is a huge asset. It comes with features designed to help you keep your customers happy and coming back. It increases your efficiency and productivity by automating day-to-day tasks. It helps you build confidence in your customers. The payoffs are enormous and will help you keep your customers happy and coming back.
The Best PHP Scripts on CodeCanyon
Explore thousands of the best and most useful PHP scripts ever created on CodeCanyon. With a low-cost one-time payment, you can purchase one of these high-quality WordPress themes and improve your website experience for you and your visitors.
Here are a few of the best-selling and up-and-coming PHP scripts available on CodeCanyon for 2020.