RoverCRM - Customer Relationship And Project Management System

Free Download RoverCRM v1.7.0 Customer Relationship And Project Management System

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RoverCRM Overview

  • RoverCRM – Inventory and Project Management System with POSThe module is an inventory/inventory management system that allows you to manage your customers, sales, purchases, control inventory, invoicing, collections, and more.
  • Keep all your team’s tasks in one place. Work together and work in real time for real results.Whether you’re running a small or large business, it’s the best solution for you to explore your inventory, purchasing, sales and project management in one app.
  • User friendly, simple and responsive UI design – this will improve your business performance and make it more professional.
  • Manage inventory control, purchases, manage all in-stock and custom products, currencies, taxes, fees, bank accounts and transactions in one app instead of on a spreadsheet.This will save you time and you can explore it in new opportunities.
  • The POS module will help you manage sales and inventory easily. Its faster POS interface will save you time.

Informations sur le site de démonstration :

Administrator-Login:

Kundenlogin:

Point of sale login:

main feature

Dashboard

A graphical overview of invoices, quotations, expenses and leads is displayed on the dashboard.The total amount paid, due and overdue of the invoice is represented by a pie chart, whether the quote is converted to an invoice – you can see the amount through the pie chart.The monthly fee costs for each category are represented graphically. Project, task and ticket summaries are also displayed on the dashboard.

Relationship

You can easily manage customers, suppliers and team members through relationships. Import multiple customers or suppliers by importing a CSV file. Track your customers easily.Customers cannot log in to the customer panel without being authenticated by the administrator.

Invoices

RoverCRM allows you to create simple and professional invoices. Create simple invoices by adding items/products with different taxes (included and exclusive methods) and discounts.Pay with Paypal or bank account.

Quotations

Add quotes from the sales module. Give your customers an overview of prices, discounts, and more by generating detailed quotes.

purchase order

Save time and ensure data accuracy when creating purchase orders that automatically update inventory levels. Create a purchase order by selecting a supplier.You can receive purchase orders automatically or manually.

Payments

Record and receive multi-currency payments for invoices and purchase orders using Paypal or a bank account.

POS (Point of Sale) Module

We have a simple POS module and the system is fully interactive and user friendly. Ability to process multiple bills, add customers and products, search products from the POS.Ability to issue purchase orders to suppliers and invoice customers. Organize inventory with product details such as category, subcategory, product price.Inventory tracking with automatically updated inventory levels whenever a sale and purchase is made. Profit calculations are based on discounts.

Inventory management

Manage your inventory by enabling inventory management that will affect your system inventory. If inventory is not available, no invoices can be created.When your warehouse or store has a low number of items, the system will send out an alert as a notification.

Control your products with stock transfers/adjustments.

Stock transfer:Inventory transfer function is the process of moving inventory from one location to another.
Inventory adjustment:Inventory adjustments are increases and decreases in inventory to match the actual on-hand quantity of an item.

Multiple warehouses

Efficiently manage inventory across multiple warehouses and locations on one platform.

Bank accounts

Use this option to set up and configure your bank account. All accounts are used to reconcile customer payments and fee payments.

Bank account deposits and transfers

There are several ways to record deposits to accounts, but the most efficient way in RoverCRM is through the bank payment system. Customer deposits, miscellaneous sales, etc.can be entered here. transfer money from one bank account to another

project management

Create projects for clients or as products or internally. Manage your projects, create tasks and milestones in your projects, add files or notes. You can assign team members to projects.You can also add invoices and tickets for each item.

task management

Create tasks based on projects, clients, and work orders. Select the assignee for the project, and you can also assign yourself. You can also add subtasks from the checklist.You can filter the task list based on task status.

task timer

You can use the task timer to track the time for each task. You can add time manually by adding custom time.It will increase the productivity of your store or warehouse, optimize project overflow and help you spend the right amount of effort on each task.

support ticket

A robust ticketing system tracks support requests created by customers based on their status and priority. You can assign tickets to your team members.

Expenses

You can track your store or warehouse expenses through this system expense module. Easily create expenses based on expense categories.

Leads

Easily manage your leads. Add leads by lead source and status. If the customer provides any positive feedback, then convert the lead into a customer after creating it.

Calendar

An overview of all invoices, quotations, purchase orders, projects, tasks and events is on the calendar. Can be viewed on a monthly, weekly and daily basis.

User roles and permissions

As the owner of the site, you can add other users as administrators to provide permissions for specific roles.

Supports multiple languages ​​and RTL/LTR

The system supports multiple languages. You can change the website orientation according to right-to-left or left-to-right.

Email Templates and Settings

To send mails, we have dynamic email templates, which can also be changed. You can change the template if you want. It also supports multiple languages. We have two email sending protocols.You can send email via SMTP, the other is the default, send mail option.

Reports

Access and generate sales reports in real-time, providing accurate insights for better, more informed business decisions anytime, anywhere.

  • Inventory stock report
  • sales report
  • Purchase report
  • team member report
  • expense report
  • income report
  • Income and Expenses Report

Client area:

We have a separate customer panel where customers can view invoices, quotations and payment details.The Ticket Module System is a powerful, fully integrated support ticket solution that provides real-time updates. Customers can create a support ticket from the customer panel after purchasing a product.

New released features (v-1.3)

knowledge base

It is an online library of self-help information about a product, service, department or topic. To help your customers, create knowledge base articles and organize them into groups.Anyone can comment on articles using their Facebook account.

Canned Information

This is a predefined message for FAQs used in support ticket replies. You can set preset messages from the General Settings preset messages menu.

This is a predefined link for support ticket responses. This type of link is often used in ticket responses. You can set up predefined links from the General Settings Permalinks menu.

Update changelog

RoverCRM v-1.7 07 August, 2022

New Feature: Added shareable link at Ticket
New Feature: Added shareable link at Quotation
New Feature: Added shareable link at Invoice
New Feature: Added restriction to view folder via URL

Improvement: Update middleware
Improvement: Make common function to reusability
Improvement: HTML rendering while sending the mail
Improvement: Validate while making the payment

Bug Fixing: Fixed permission issue while updating the user info
Bug Fixing: Fixed tax calculation
Bug Fixing: Payment status on pdf
Bug Fixing: Remove console error on the installer
Bug Fixing: File attachments on customer payment

RoverCRM v-1.5 26 October, 2021

New Feature: Re-installation option added

Improvement: Date separated with space
Improvement: All are functional even there are no email settings
Improvement: Removed canned message while ticket reply from the customer panel

Bug Fixing: Fixed installation & configuration issues on windows server
Bug Fixing: Fixed installer while dummy data off
Bug Fixing: Fixed server port issues while installation
Bug Fixing: Fixed email sending issues, if not email not configured

RoverCRM – Customer Relationship And Project Management System [Free Download]
RoverCRM – Customer Relationship And Project Management System [Nulled]

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