Freelance Dashboard – Project Management CRM Software

Freelance Dashboard – Project Management CRM Software

FREELANCE – PROJECT MANAGEMENT SOFTWARE CRM Freelance Dashboard is the only project management application that you will need to manage your projects and clients. We have bundled all the features you need into one easy to use, beautifully designed platform. Even if you are not a freelancer, this application is built to manage any kind of project. DEMO LOGIN DETAILS ADMINISTRATOR Username: admin@nextloop.net Password: nextloop Admin Dashboard Demo   CLIENT Username: john@nextloop.net Password: nextloop Client Dashboard Demo GET SUPPORT To get help, report a bug or to just see the progress of where are are headed, please use the links below.

       
 
 
          MANAGE PROJECTS

  • Create projects for all of your clients
  • Each project will have its own work space
  • Create milestones & set deadlines for each project
  • Add multiple users to each project or simply work alone
  • Client has access to view progress of the project

MANAGE TASKS

  • Work more efficiently with todo lists [tasks]
  • Tasks can be categories into different milestones
  • Assign tasks to different members of your team
  • Each team member has access to their own tasks
  • Monitor task progress (on-time, behind, etc)

PROJECT TIMERS

  • Every member in your team will have their own project timer
  • Start and Stop your timer as you work
  • Timer can be manually reset or manually edited
  • Keep track on all the timers for each project
  • As the admin you can start ad stop any users timers

INVOICING & BILLING

  • Create Invoices for each project
  • Option to allow full or partial invoice payments
  • Send invoices via email as attached PDF files
  • Clients can make online payment via Paypal for their invoices
  • Payment gateways (Stripe, Paypal, Cash, Bank)

TRACK BUGS

  • This application has a built in bug tracker
  • Your clients has report any bugs they find in their products
  • Resolving bugs is now easier allowing you to keep your clients happy
  • Commenting system inside each bug

SUPPORT TICKETS

  • This application has a full featured support tickets/help desk section
  • Create different departments (sales/support etc)
  • Clients can submit tickets with file attachments
  • Assign tickets to different members of your team
  • Quickly view the current status of all the tickets in the system

TRACK PROGRESS

  • All projects come with a progress tracker
  • Tracker automatically updates when tasks are completed
  • Client can see milestone progress from their own dashboard
  • View charts and reports for project progress

REPORTING

  • Complete overview for each project
  • Time sheet reports and data
  • Tasks reports and data
  • Billing reports and data

COMMENTS – (PROJECT, FILES, TEAM)

  • The application allows you to communicate with your client about the project in general
  • Comments are also available on a file by file basis
  • You can also have private discussions with your team, which the client will not be able to view

PROJECT FILE MANAGER

  • The application has a built in AJAX file uploaded and file manager
  • Both you and your clients can upload files to a project
  • Easily see how many times a file has been downloaded
  • The built in commenting system allow you and your client to have a conversation about each file that has been uploaded.

WORK SOLO OR WORK WITH A TEAM

  • Whether you are an individual freelancer or you are a team of developers.
  • Advanced features allowing for team work or solo working
  • Multi-Level Group permissions allowing for drill down permission settings for various team members

BUILT WITH MVC CODING STANDARDS

  • We have ensured that our code is easy for only us to read and edit, but we have made sure it will be simple and easy to follow for you also.
  • Built on a solid Framework CODEIGNITER
  • Our design is 100% template based, meaning you could even edit the templates in a WYSIWYG editor like Dreamweaver.
  • Fully commented code..making it easy for you to make changes if you need to

EMAIL TEMPLATES EDITOR

  • All emails that are sent out by the system are based on HTML templates
  • The dashboard has a built in HTML editor allowing you to easily edit all the email templates

SYSTEM REQUIREMENTS

  • PHP 5.3 +
  • MYSQL 5.1.7+
  • PHP GD Extension
  • PHP CURL Extension
  • APACHE WEB SERVER (not NGNIX)
  • MOD_REWRITE
  • .HTACCESS ENABLED
  • CRONJOBS
  • LINUX BASED SERVER

EASY TO INSTALL – SETUP WIZARD JOIN THE MANY HAPPY CUSTOMERS CHANGE LOG
Version 2.0 [10 February 2016]

- New - Stripe payment gateway
- New - Project cloning
- New - Milestone layout design
- New - Tasks layout design
- New - Projects layout design
- New - Project reporting tool
- New - Pin projects to homepage
- New - Events timeline target links
- New - Time sheets reporting
- New - Tasks file uploads
- New - Tasks detailed description
- New - Ajax tasks management
- New - Bugs commenting system
- New - Bugs - team members can now submit/report a bug
- New - Client profile notes - for each client
- New - Redesigned email notification system
- New - Added email notifications for support tickets
- New - Paypal IPN log accessible via dashboard
- New - Added email logging for all outbound emails - via dashboard
- New - Easier password recovery(now done in a single step)
- New - Project Insights - easily view essential data for all projects - New - Selective - decide what emails are sent out
- New - Client registration from - specify required form fields
- New - Homepage insights (overview data/charts)
- New - 5 new languages (French,Portuguese, Malay, Russian, Bulgarian)
- Fixed - Various bug fixes

Version 1.04 [3 February 2015]

- Fixed - UTF-8 language file special characters
- Fixed - Missing invoice logo
- Fixed - Deleting client errors
- Fixed - Emails not being sent when adding new team member
- Added - Ability to edit project additional form fields
- NEW - "My Notes" each team member has private notes section for each project
- NEW - Added notifications for project file uploads and messages

Version 1.03 [9 January 2015]

- Fixed - Deleting payments and invoice items
- Fixed - Email problems on some servers
- Fixed - Client signup button not disabling
- Fixed - Missing instructions for CHMOD
- NEW - Added 'settings' button to top menu for easy access

Version 1.02 [6 January 2015]

- NEW - Cash & Bank Payment Options
- Fixed - Email not going out
- Fixed - Admin timeline visibility
- Fixed - Clients Invoice visibility
- Fixed - other small bugs

Version 1.01 [3 January 2015]

- NEW - Ability to add TAX to an invoice
- Fixed - no input found error
- Fixed - 500 error on file upload
- Fixed - various bugs

Version 1.0 [27 December 2014]

- Initial release

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Freelance Dashboard - Project Management CRM Software