Ultimate Project Manager CRM PRO

Description

Visit our site - UPM CRM
SaaS_lite
Support Cente
UPM CRM Documentation

Ultimate Project Manager CRM PRO - 1


Ultimate Project Manager CRM PRO - 2

Nothing To say. Just look for one time. Please

An HRM- Ultimate Project Manager CRM PRO System is a complete HRM Solution with Payroll, Leave Holiday, And 3 Type of attendance system and much more.


you can get All In One using this system

Sales and transaction are important and Project Manager With Billing accounting CRM in several ways:

Project Management

You can easily track your project by adding comments, attachment, tasks, bugs, milestone, private and public note, project wise invoice, time management and track your activity in most feature is you can set your goal to complete your project with a start and end date with awesome progress wise. you just create it nothing to work everything manages it. not only that you can export and import project.

Invoice Management

You can easily create and manage invoices with more than 6 payment gateway.you can set this invoice by recurring, you can send the overdue invoice, payments, invoice payment reminder refund issue and much more.

Import Option

You can import your CSV or excel file to the following menu

1.Deposit

2.Expense

3.Tasks

4.Project

5.Leads

6.Client

Sales and transaction are important and Project Manager With Billing accounting CRM Pro in several ways:

Keep track of leads in one place and easily follow their progress.

Create good looking proposals for leads or customers and increase sales.

Records your company expenses and have the ability to bill to your customers and auto convert to invoice.

Know more about your customers with powerful CRM.

Use the Goals Tracking feature to keep sales goals in mind.

Build professional, great looking estimates and invoices.

Powerful support system with ability to auto-import tickets and leads

Custom fields can store extra information for customers, leads , deposit,project and more.

Follow-ups, reports, notes, files and many more features.

Update History

18 January 21 Recommended to update all purchaser

— Recommended to update all purchaser?— update many queries and aded Ajax everywhere 
— Added form validation and recapcha into registration 
— Added converted lead can see from leads filter
— Added can choose multiple option in checkbox in custom field?— Added notes when select call for interview in job application?— fixed payment method not showing properly issue wherewhere
— fixed transaction date sorting issue on datable
— fixed client expense on client table
— fixed milestone issue when switch kanban?— fixed leads list view list?— fixed check leave can apply and count per year.?-- FIXED  all known issue 
-- UPDATE system performance?

12 November 2020

— Added pdf layout option landscape and portrait in invoice settings
— Added View details in meeting details into leads and opportunities details
-- added datepicker in leads form 
-- FIXED edit/added transfer amount  issue in transactions menu
-- FIXED edit permission issue on opportunity menu
-- FIXED Client fixed dashboard invoice amount
-- FIXED translation issue on every language 
-- FIXED Filemanager option in client details
-- FIXED activities issue for individuals users
-- FIXED  Recurring invoice issue on cronjob 
-- FIXED  all known issue 
-- UPDATE system performance

06 July 2020

-- ADDED Custom field into lead form
-- ADDED ability to edit any language from transalation
-- ADDED Account numbrt and other details into account details into bank & cash
-- ADDED deposit and expense prefix option into transaction menu
-- ADDED cliebt defualt menu will be automatically selected when create client contact into new user and client details add contact
-- ADDED & FIXED chat intervat time in system settings 
-- FIXED filemanager issue 
-- FIXED show customer group when create new client from inline 
-- FIXED client primary contact search issue in client search
-- FIXED all custom field search option
-- CHNAGE defualt image to placeholder image
-- FIXED  all known issue 
-- UPDATE system performance

23 June 2020

-- FIXED lead form issue when create
-- FIXED edit department issue
-- FIXED group language transalation issue 
-- FIXED invoice.estimate,proposal,credit notes,return_stock reference_no format issue
-- Update Filemanager 
-- Added line-through when complete tasks in projecs Menu
-- FIXED  all known issue 
-- UPDATE system performance

15 May 20

-- Added Allow custom permission .By default login user showing as custom permission to all permission form into system settings
-- Added Web lead from with form builder into settings
-- Added leads notes from leads details
-- Added permission option into client menu
-- Added Tags management into settings
-- Added Tags in projecs menu
-- Added Tags and group and category clickable into table when click showing filter it.
-- Added status,severity and Reporter clickable into bugs table when click showing filter it.
-- Added Stages,State clickable into opportunities table when click showing filter it.
-- Added Tags in leads menu
-- Added Lead Source,Leads Status clickable into leads table when click showing filter it.
-- Added group clickable into items table when click showing filter it.
-- Added Tags in purchase menu
-- Added supplier clickable into purchase table when click showing filter it.
-- Added Tags in invoice menu
-- Added client name clickable into invoice table when click showing filter it.
-- Added Tags in Credit Note menu
-- Added client name and status clickable into Credit Note table when click showing filter it.
-- Added Tags in proposals menu
-- Added status clickable into proposals table when click showing filter it.
-- Added Tags in tickets menu
-- Added deptname clickable into tickets table when click showing filter it.
-- Added Tags in deposit menu
-- Added account Name,client clickable into deposit table when click showing filter it.
-- Added Tags in expense menu
-- Added account Name clickable into expense table when click showing filter it.
-- Added client group clickable into client table when click showing filter it.
-- Added name,leave category clickable into leave_management table when click showing filter it.
-- Redesign Calender 
-- FIXED invoice preview permission option into invoice preview when create invoice from project details
-- FIXED multiple days leave dates issue
-- FIXED Multi upload issue in user details
-- FIXED Salary template canculation when edit
-- FIXED modal edit and add issue
-- FIXED Purchase and return stock gst report details
-- FIXED leave_management total showing issue in datatable.
-- FIXED leads status will be none when import leads from imap email.
-- FIXED date format issue when in report in everywhere.
-- FIXED  all known issue 
-- UPDATE system performance

1 April 2020

-- ADDED New theme color white into theme settings
-- ADDED New theme color dark into theme settings
-- ADDED redesign the theme with new look
-- FIXED on required field when create goal 
-- FIXED on delete goad ajax issue 
-- FIXED import leads batch issue
-- FIXED pdf attachment issue when send email 
-- FIXED  all known issue 
-- UPDATE system performance

13 March 2020

- Codeigniter Framework update to 3.1.11 (latest version) 
-- ADDED Global search from topbar
-- ADDED Added a new dropdown menu in top bar for quick insert
-- ADDED Project Categories into projecs module 
-- ADDED Tasks Categories into projecs module 
-- FIXED Prefix issue in invoice,estimate,proposal,purchase,return stock,project
-- FIXED .srt upload file issue
-- FIXED Paypal Payment issue
-- FIXED  all known issue 
-- UPDATE system performance

10 January 20

-- ADDED Project NO into projecs module 
-- ADDED Project settings into settings menu  
-- FIXED delete invoice issue 
-- FIXED Saved working days issue 
-- FIXED client filtering issue in client menu 
-- UPDATE system performance

5 January 20

-- ADDED multi language option Email template
-- FIXED expense issue when create tasks
-- FIXED all credit notes issue
-- FIXED all export issue
-- FIXED call summery multi-language issue
-- Remove ckeditor into bugs
-- UPDATE system performance

10 December 19

-- ADDED Email template for credit notes
-- FIXED can add items from credit notes details
-- FIXED can send email from credit notes details
-- FIXED descending order into leads list 
-- FIXED show custom field in details page
-- FIXED frontend knowledgebase issue 
-- FIXED apply advance salary issue 
-- FIXED modal scroll issue 
-- UPDATE system performance

30 November 19

-- FIXED new attachment modal reload issue into leads
-- FIXED new attachment modal reload issue into tasks
-- FIXED new attachment modal reload issue into opportunity
-- FIXED new attachment modal reload issue into bugs
-- FIXED new attachment modal reload issue into Project
-- FIXED new Announcements modal reload issue into Announcements
-- FIXED new Training modal reload issue into Training
-- FIXED leads details issue
-- UPDATE system performance

25 November 19

-- ADDED Reccuring Expense
-- ADDED reminder in expense 
-- ADDED tasks in expense 
-- ADDED New Module Credit notes 
-- ADDED can apply Credit from invoice 
-- ADDED new inline department option when create tickets
-- ADDED ability to see custom field from client panel 
-- ADDED custom field option into client panel 
-- ADDED custom field option into invoice PDF 
-- ADDED Can remove existing payroll salary template
-- ADDED Can Import imto items menu
-- ADDED Bulk Delete option Into Project,Tasks,Items,Leads,Tickets,Expense,Deposit and Client Module.
-- FIXED Invoice perfix from project controller and cronjob controller 
-- FIXED Staff finace overview error in project details 
-- FIXED Knowlegdebase details issue in frontend panel 
-- FIXED Convert Invoice from expense 
-- FIXED Leads details issue into calender
-- FIXED Project clone title
-- FIXED Razorpay payment issue from client panel
-- FIXED by default tables_pagination_limit is 10 
-- FIXED Razorpay payment gateway issue 
-- FIXED Payroll Calculation
-- FIXED Attendance Time issue 
-- FIXED Import date issue 
-- FIXED Responsive Issue in everywhere 
-- UPDATE system performance

20 September 19

-- FIXED Holiday Save issue
-- FIXED job circular details issue
-- Added Return stock items from client panel
-- Added Return stock by supplier
-- Added Return stock by client
-- Added Return stock payment
-- Added tap payment
--- FIXED  all known issue 
--- UPDATE system performance

9 August 19

-- FIXED user reset password issue
-- FIXED invoice edit permission issue 
-- FIXED payroll salary template pdf issue 
-- FIXED payroll summer PDF issue 
-- FIXED Award list view issue 
-- FIXED Anvance salary list issue 
-- FIXED Leave application issue
--- FIXED  all known issue 
--- UPDATE system performance

3 August 19

-- ADDED Apply Job button in login page hide/show option from settings
-- ADDED SMS Gateway Twilio
-- ADDED SMS Gateway Clickatell
-- ADDED SMS notification on Invoice Reminder  
-- ADDED SMS notification on Invoice Overdue   
-- ADDED SMS notification on Invoice Payment Recorded 
-- ADDED SMS notification on Estimate Expiration Reminder 
-- ADDED SMS notification on Proposal Expiration Reminder 
-- ADDED SMS notification on Purchase 
-- ADDED SMS notification on Purchase payment  
-- ADDED SMS notification on Purchase Return Stock 
-- ADDED SMS notification on Transaction Record expense/deposit/transfer 
-- ADDED SMS notification on Staff Reminder 
-- ADDED Razorpay Payment gateway 
-- FIXED delete purchase payment function into the purchase 
-- FIXED status action issue from the user 
-- FIXED supplier save issue 
-- FIXED lock screen copyright issue
-- FIXED office asset stock edit issue
-- FIXED Leave validation and leave conflict issue
-- FIXED knowledgebase category delete issue
-- FIXED knowledgebase category active/inactive issue
-- FIXED Filemanager Issue and update security issue
--- FIXED  all known issue 
--- UPDATE system performance

17 June 19

-- added decimal separators money format into system settings
-- added can add scrollbar into sidebar from theme settings
-- added Invoice Number Format 
-- added Estimate Number Format 
-- added Proposal Number Format 
-- added Purchase Number Format 
-- added return stock Number Format 
-- added purchase settings into settings 
-- added ability to add inline client when creating invoice
-- added ability to add inline client when creating estimate
-- added ability to add inline client when creating recurring invoice
-- added ability to add inline client when creating project
-- added ability to add inline paid by (client) when creating deposit
-- added ability to add inline paid by (client) when creating expense
-- added Item deduction restriction alert when added invoice items 
-- added amount to words settings option into invoice settings
-- added amount to words into invoice details and pdf 
-- added amount to words into Estimate details and pdf 
-- added amount to words into proposal details and pdf 
-- added amount to words into payment details and pdf 
-- added amount to words into return stock details and pdf 
-- FIXED edit user can't create user permission
-- FIXED Invoice creation from project
-- FIXED set language issue 
-- FIXED purchase details issue
-- FIXED return details and pdf issue
-- change the filemanager theme into client panel
--- fixed all known issue 
--- update system performance

29 May 19

-- added cover latter in job
-- FIXED paypal live account issue [security header not valid]
-- FIXED user permission issue when edit
-- FIXED File Manager issue
-- change the filemanager theme.
--- fixed all known issue 
--- update system performance

18 May 2019

-- FIXED pending leave approved list
-- change the filemanager theme.
-- change menu name stock to office stock.
-- FIXED staff can't see other staff details
-- FIXED user permission issue when edit
-- Added Search menu option into sidebar
-- Added Ability to add designation when user create
-- Added stock menu
-- Added supplier Management
-- Added purchase  Management
-- Added purchase payment  Management
-- Added return stock  Management
--- fixed all known issue 
--- update system performance

10 January 2019

--- fixed payrol salary template design 
--- fixed payrol make payment hourly calculation 
--- fixed new job posted modal user permission
--- fixed change my time issue showing AM.
--- fixed add holiday issue 
--- fixed job application date issue 
--- fixed all transactions report account issue when make pdf
--- fixed show/hide invoice issue from client invoice
--- fixed all known issue 
--- update system performance

2 December 18

--- added from date and to date when generate pdf report by date in report menu
--- fixed Client delete option 
--- fixed attendance timechange AM/PM issue
--- fixed invoice note issue
--- fixed knowledgebase articles view with embeded code issue
--- fixed all modal issue
--- fixed chat empty message issue
--- fixed project detail tab issue
--- fixed all known issue 
--- update system performance

16 November 18

--- Added Attendance restricted by IP, Attendance Alart by email clock in/out and pending by email
--- Added menu style horizontal menu from theme settings
--- fixed all known issue 
--- update system performance

10 November 18

--- Added Allow Staff can see to All Finance Overview in Project
--- fixed All PHP 7.2 issue 
--- fixed invoice logo into in invoice detail into client panel
--- fixed Estimate logo into in estimate detail into client panel
--- fixed inbox error in mailbox into client panel
--- fixed department not showing properly when edit tickets into admin panel
--- fixed only admin can create admin when create user
--- fixed custom field checkbox design issue
--- fixed reccuring invoice issue when edit in invoice
--- fixed databack backup issue
--- fixed Vietnamese language issue
--- fixed all known issue 
--- update system performance

03 October 18

--- update codeignitor latest Version 3.1.9
--- use PDO database for fast loading
--- added filter permission to see everyone  
--- added filter today into payment
--- added Vietnamese language
--- added filter type by categories in stock report
--- added deposit email template into tbl_email_template
--- Fixed payroll overtime calculation error
--- Fixed reverse bank routing number and bank name error
--- Fixed knowledgebase category edit modal error
--- Fixed authorize.net status error
--- Fixed client database search error 
--- Fixed project progress percentage error 
--- Fixed tickets reporter tooltip error 
--- Fixed tickets filter error 
--- Fixed bank & cash filter issue 
--- Fixed payment details to invoice redirects issue
--- Fixed estimate project and client select issue
--- Fixed transaction report graph issue into transaction
--- Fixed custom filed status is null issue
--- Fixed table search or ordering issue
--- fixed all known issue 
--- update system performance

9 September 18

--- added ability to remove files once uploaded to Users/Profile/Documents
--- fixed XSS vulnerability security issue
--- fixed custom field active/inactive and special character issue
--- fixed custom field change language issue
--- fixed mailbox issue in trash draft and layout
--- fixed job application by id from job circular
--- fixed convert to project invoice calculation 
--- fixed paypal username issue
--- fixed authorize.net active/inactive issue
--- fixed working days hour issue
--- fixed update employment id issue in user update
--- fixed private chat restriction for client and staff
--- fixed upload file issue

19 August 18

--- added deposit email when save in deposit 
--- return offsidebar calculator
--- added download all attachment in project,leads,bugs,tasks,opportunity  
--- added tickets reopen email in tickets
--- fixed invoice logo not showing in invoice details 
--- fixed job application status change issue
--- fixed lead all attachment download option
--- fixed project star date and end date issue in client panel
--- fixed convert to invoice in project when all_timesheet_individually error
--- fixed invoice edit/create permission
--- fixed client edit/create permission
--- fixed job application detail and download resume issue
--- fixed department permission issue
--- modify id encode and decode option one to many in invoice,estimate,proposal 
--- improve performance
--- fixed all issue as know

28 July 18

--- Added if email not send will be store for next by cronjob
--- Added ability to start time multiple users in same tasks and project
--- Added department wise email integration in ticketing 
--- Added individual email integration in leads
--- fixed today payment in dashboard
--- fixed today invoice amount in dashboard
--- fixed open tickets in dashboard
--- fixed due amount in dashboard
--- fixed default priority showing in client and admin tickets module
--- fixed The Draft Invoice amount is appearing in the “Total Outstanding Invoice” is appearing. into admin panel
--- fixed The Draft Invoice amount is appearing in the “Total Outstanding Invoice” is appearing. into client panel
--- fixed The Draft status  Project Invoice list into client panel
--- improve performance
--- fixed all issue as know

12 July 18

-- Added delete confirm message for every delete
-- Added datatable Ajax in whole system
-- Added meetings opportunity in calendar module
-- Added filter in project
-- Added filter in tasks module
-- Added filter option in bugs module
-- Added filter option in leads module
-- Added more filter option in invoice module
-- Added more filter option in estimate module
-- Added more filter option in proposal module
-- Added filter option in payment module
-- Added filter option in items module
-- Added filter option in tickets module
-- Added filter option in expense module
-- Added filter option in deposit module
-- Added filter option in transfer module
-- Added filter option in transfer report module
-- Added filter option in Assign Stock module
-- Added filter option in Jobs Application module
-- Added filter option in Goal Tracking module
-- Added filter option in user module
-- Added showed sub task into tasks list
-- Added issue no,Reproducibility and Severity when create bugs 
-- removed tickets dropdown status from menu
-- redesigned invoice,estimate,proposal detail
-- fixed all overdue issue in tasks,invoice,estimate,proposal,project
-- fixed report assigned by user in project,task,tickets report
-- fixed payroll salary template duplicate issue
-- fixed invoice,estimate,proposal pdf format 
-- improve performance
-- fixed all issue as know

14 May 18

--- fixed showing all designation is same in chat list
--- fixed showing wrong department head  in user list
--- fixed invoice adjustment did not add when made payment
--- fixed conflict menu transaction report and transaction menu open 
--- improve performance
--- fixed all issue as know

22 March 18

--- Added compress output == true in config file 
--- redesigned invoice,estimate,proposal details page.
--- fixed all ajax isseus
--- improve performance
--- fixed all issue as know

8 March 18

--- Added mark as attendance menu option in attendance 
--- fixed tickets answer,in progress and close dropzone issue
--- fixed payroll hourly payment status showing error
--- fixed overtime yearly report URL 
--- fixed training pdf error
--- fixed system settings default account option
--- fixed real-time notification hook error
--- fixed undefined phone error in invoice detail
--- fixed backup database error
--- fixed last login showed in profile detail
--- fixed breadcrumbs option when unknown menu
--- fixed clear activity from projects details
--- fixed knowledgebase searching in php 7
--- improve performance
--- fixed all issue as know

25 February 2018

--- Added Department head name into department list
--- Added user lash when clicking total users in department list
--- Added tooltip date and time when hovering the activities time ago in each activity
--- Added email template for job interview call
--- Added send email and interview date option when select call for interview in job application
--- fixed custom field delete option
--- fixed 2checkout validation option
--- fixed Tasks export report pdf 
--- fixed to Generate payslip error
--- fixed cal days in month for PHP 7
--- fixed project description limit 
--- fixed chat scrolling option
--- fixed pdf generate error in PHP 7
--- fixed Login panel down left is language not showing in left side
--- fixed training permission issue when select custom permission
--- all javascript and css file minifined
--- improve performance

--- fixed all issue as know

25 January 18

--- change dompdf version 0.8
--- Fixed invoice PDF issue.
--- fixed client panel security issue.
--- fixed dashboard security issue.
--- fixed proposal error in frontend
--- fixed proposal issue in admin panel
--- fixed all issue as know

22 January 18


--- Added ability to hide dashboard features for staff
--- Added My Calender in dashboard.
--- Added due amount will be shown in payment receipt.
--- Added Routing number and Account type into employee bank details.
--- Added Sales report into report menu
--- Added Invoice report into Sales Report
--- Added Invoice by client report into Sales Report
--- Added Payment received report into Sales Report
--- Added Estimate report into Sales Report
--- Added Estimate by client report into Sales Report
--- Added Proposals report into Sales Report
--- Added Proposals by client report into Sales Report
--- Added ability to create new custom group inline while creating/editing client
--- Added ability to create new opportunity State reason inline while creating/editing Opportunity
--- Added ability to create new Leads Status inline while creating/editing Leads
--- Added ability to create new Leads source inline while creating/editing Leads
--- Added ability to create new Items Group inline while creating/editing Items
--- Added ability to create new Articles category inline while creating/editing Articles
--- Added ability to create new Expense category inline while creating/editing Expense
--- Added ability to create new income/deposit category inline while creating/editing deposit
--- Added ability to create new payment method inline while creating/editing Expense
--- Added ability to create new payment method inline while creating/editing deposit
--- Added ability to create new payment method inline while creating/editing Payment in invoice
--- Added ability to create new Account inline while creating/editing Payment/Deposit/expense/make payment in Payroll
--- Added Multi language into dashboard clock date time and format time.
--- Added clone Invoice with invoice date and due date option into Invoice list
--- Added clone Estimate with estimate date and due date option into Invoice list
--- Added clone Estimate with proposal date and expire date option into Invoice list
--- Added clone project option into project list
--- Redesigned report Menu 
--- Changed Hourly Rate and estimate Hour not required
--- FIXED make payment issue in payroll
--- FIXED overdue email in proposal when cron
--- FIXED reminder email in leads when cron
--- FIXED announcements description showing small in dashboard
--- FIXED Chat list responsive issue
--- FIXED Create invoice responsive issue
--- FIXED Create Estimate responsive issue
--- FIXED Create Proposal responsive issue
--- FIXED When create invoice from project tasks marked as complete
--- FIXED When create/edit custom field replace underscore if enter special character
--- FIXED When make manually payment into a invoice not select payment method showing (-)
--- FIXED Payroll Make payment issue
--- FIXED client panel Proposal detail issue
--- FIXED lead detail meeting date and time issue.
--- FIXED opportunity detail meeting date and time issue.
--- FIXED Chat Online issue
--- FIXED known all errors

23 December 17

--- Added leave taken and leave total into leave report
--- Added disable and added please wait until complete the operation into clock button
--- Added more 4 type of money format 1'234.56 , 1 234.56,1 234,56 and 1 234'56 into system settings
--- Added time format 24 hours and 12 hours in system settings
--- Added favicon option into theme settings
--- Added custom filed in leave management

--- Added Project Overdue template
--- Added Estimate Overdue template
--- Added proposal Overdue template
--- Added proposal Overdue when cron job
--- Added ability to cron manually from settings
--- Added ability to Select bank/cash account when making payment for an invoice
--- Added ability to find the deposit from transaction deport with description reference link and transaction link into deposit description
--- Added payment history for an invoice when making payment from admin panel
--- Added ability to directly make payment from payment received menu
--- Added ability to Select bank/cash account when making salary payment for an employee payroll
--- Added new button (set salary) when making payment if the salary is not set in payroll
--- Added more security in hosting, email and other passwords with by user password
--- Added all client information showed into details with hosting and other information
--- Added Ability to change Reset password with input password option
--- Added Ability to change forget password and enter newly chosen password with input password option
--- Added Added dashboard settings for client
--- Added Added column option to dashboard settings in client and admin dashboard

--- FIXED user info is empty when applying new Recruitment
--- FIXED leave management hourly calculation into leave details
--- FIXED leave apply hourly calculation into attendance
--- Fixed if not permission not showing the online user in private chat with client panel
--- Fixed view notification details
--- Fixed stripe payment issue
--- FIXED Tickets change status issue
--- FIXED job circular description issue in frontend
--- FIXED job circular details designation issue in frontend
--- FIXED PayPal payment issue
--- FIXED Duplicate salary payment in payroll
--- FIXED Login background issue
--- FIXED deactivate articles and categories the are still active in knowledgebase
--- FIXED SMTP and other email i

Vendor Information

  • Store Name: unique_coder
  • Vendor: unique_coder
  • No ratings found yet!