• Client Documentation

  • Contacts
  • Locations (Head Quarters, Satellite locations)
  • Vendors (ISP, WebHost, MailHost etc)
  • Assets (Laptop, Workstations, Routers, Switches, Access Points, phones, etc)
  • Password Manager (AES Encrypted in DB)
  • Domain Names
  • Software (Manage Applications Licenses)
  • Networks
  • Files (PDF Contracts, Manuals, Router Backup Configs, etc)
  • Documents (Tech Docs, How-tos, Notes, etc)
  • Tickets
  • Client Documentation (Single Downloadable PDF of all documentation for a client)
    
    

• Client Portal

  • Invoice, Quotes and Payment information
  • Raise and respond to tickets
    
  • More to come soon...
    
    

• Invoicing

  • Automatically Emails Past Due Invoices to clients
  • Auto Email Receipts upon receiving payments
  • Automatic Recurring Invoices
    
    

• Quotes

  • Automated customer approval process using a link that sent via email
  • Turn Quotes into invoices with a single click
    
    

• Accounting

  • Expense Tracking (Track Internal Business Expenses such as Office Supplies, Professional Services, Equipment etc)
  • Profit and Loss Reports
  • Income/Expense Summaries
  • Travel Mileage Tracking (Track your mileage to and from clients and other points of business)
  • Account Transfers / Deposits (Keep track of money transfers from account to account)
  • Accounts
    
    

• Alerting/Notifications

  • Low Account Balances
  • Domains to expire
  • Password reset reminder for customers
  • Past Due Invoices
  • Software License Expiration
    
    

• Calendar

  • Schedule Jobs
  • Overview of Invoices, Domains that are expiring, etc
  • Schedule Events
  • Automatic Email Reminders of upcoming calendar events to customers
    
    

• Dashboard

  • Overview of business financials
    
    

• API

  • XML Phonebook download for VOIP Phones
  • FreePBX Integrated called ID (When call comes in it queries the Database and displays the company name on your caller ID as well as alerts you in the CRM)
  • Pull Emails for Mailing list Integration
  • Check account Balances using FreePBX IVR
    
    

• Audit Logging - Logs actions of users on the system

• Permission / Roles

• 2FA Login Support (TOTP)

• Client Portal SSO
  

Requirements

• Webserver (Apache, NGINX)
• PHP7+
• MariaDB

Technologies Used

• Backend / PHP libs

  • PHP
  • MariaDB
  • PHPmailer

• CSS

  • Bootstrap
  • AdminLTE
  • fontawesome

• JS Libraries

  • chart.js
  • moments.js
  • Jquery
  • pdfmake
  • Select2
  • SummerNote
  • FullCalendar.io

API Calls

• Caller ID lookup (Great for integrating with your phone system like FreePBX, and having your VOIP phone return the client thats calling) - /api.php?api_key=[API_KEY]&cid=[PHONE_NUMBER] - Returns a name
• XML Phonebook Download (Great for using with VOIP Phones so phpnes have an up to date directory) - /api.php?api_key=[API_KEY]&phonebook
• Client Email (great for mailing lists) - /api.php?api_key=[API_KEY]&client_emails - Returns Client Name - Email Address
• Account Balance for Client (can be integrated into multiple places for example in FreePBX Press 3 to check account balance, please enter your client ID your blanace is) - /api.php?api_key=[API_KEY]&client_id=[CLIENT_ID] - Returns Account Balance NOTE: [API_KEY] - is auto generated when a company is created and shows up in General Settings, this can also be changed manually.

Future Todo

• MeshCentral / TacticalRMM Integation to assign devices to assets and easily access remote desktop within the app, as well as pull vital information such as asset make, model, serial, hostname, Operating System,
• CalDAV to integrate with 3rd party calendars
• CardDAV to integrate with 3rd party Address books
• Stripe Integration for online payments
• Toast Alerts with recent caller that matches caller ID in database which allows you to click on the toast alerts and bring up the clients account right away.
• Built-in mailing list used for alerts and marketing
• WebAuthn Support for passwordless auth (TPM Fingerprint), (USB Hardware keys such as Yubikey)