How To Create Crm In Php

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Do you want your customers to have confidence in you? Do you want to keep them happy and coming back?

The good news is that with PHP CRM and project management scripts, you can build effortless relationships with your customers.

A business cannot survive without CRM and project management software—you need it to manage customer contacts, track leads, and manage your projects and finances. A CRM system can help you streamline your business systems and have all your customer details in one place.

What Are PHP CRM Scripts?

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.

Luckily, this doesn't have to be complicated. CodeCanyon offers hundreds of CRM and project management PHP scripts, which can help simplify this process.

Best CRM and Project Management PHP Scripts on CodeCanyon in 2021

Here are some of the best-selling PHP CRM scripts and PHP project management scripts on CodeCanyon for 2021.

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
reports
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

These features will help you build confidence in your customers, keeping them happy and coming back. The payoffs are enormous.

10 Best CRM and Project Management Scripts on CodeCanyon

Let's look at some of the trending CRM and project management scripts available at CodeCanyon.

1. Best Selling: Perfex: Powerful Open Source CRM

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 automatic 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.

Let's take a look at some of the screens from the dashboard. On this screen from the reports panel of the dashboard, you can see a detailed lead report that shows weekly conversions and where the leads came from.

And here's a look at the projects dashboard, which shows which projects are open, in progress, on hold, or finished.

Try the live demo of this best-selling powerful CRM software.

2. Freelance Cockpit 3: Project Management and CRM

Freelance Cockpit 3 is a simple CRM script 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
invoicing
supports ticketing for clients
Gantt charts for every project
dedicatedclient portal where clients can view the status of their projects and invoices
calendar that supports Google integration
email notifications
payment methods such asPayPal andStripe
ability to assign different states for projects (On Hold, Not Started, Started, or Ended)

3. Ekushey Project Manager CRM

Ekushey is a powerful PHP customer management system and project management system. This PHP CRM script 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:

informativedashboard 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-projectpayment reports

4. RISE: Ultimate Project Manager

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 while managing your business, this is the right tool for you. It includes all the essential tools to manage your business and stay organized.

Features include:

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
achat feature where you can chat with your clients and team members
multiple language support

5. Ora School Suite: Ultimate School Management System

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
sendingSMS notifications
invoices andpayments

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's a look at the inquiries dashboard, which lets you manage and respond to any incoming leads or questions.

Give it a try for yourself in the live demo!

6. Ultimate Project Manager CRM Pro

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:

proposals
estimates
expenses
time tracking
invoicing
project reporting

Human resources management components include:

recruitment
payroll
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.

7. WORKSUITE Project Management System

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

8. Taskhub SaaS: Project Management, Finance and CRM Tool

Taskhub SaaS - Project Management Tool, Finance & CRM Tool

If you're interested in starting your own venture that offers software solutions for project management, task management and CRM, then Taskhub SaaS is the perfect choice. You can offer these services to small, medium, or large scale companies and organizations.

This application comes with an elegant and customizable front-end website where companies and organizations can learn about the services you offer, compare pricing and plans, and subscribe.

They can pay through PayPal, Stripe, or Razorpay. You as the SaaS business can owner customize the frontend of your website through the super-admin.

clients can customize their own front-end and website
efficientlymanage pricing and plans
maintain andmonitor subscriptionsand earnings
manage billings and subscriptions
make payments withbuilt-in payment gateways
manage projects, tasks, team, members, clients, events, personal notes, and more

9. Grow CRM

Grow is a client relationship management application with full project management features. Every tool that you require for estimates, leads, tasks, and invoicing comes in this easy-to-use application.

Features of this comprehensive system include:

clientand project management
milestones and tasks
invoicing andsubscriptions
estimates andtime tracking
help desk andknowledgebase
leads and opportunities
Stripe,PayPal,Razorpay
29 languages supported

10. TimWork SAAS: Project Management System

Consider TimWork SAAS if you want to set up a paid project management solution for businesses or organizations that need hosted CRM, project management, and team collaboration in one place.

The application takes security seriously. It is protected from CSRF and XSS attacks. The database is secured from SQL injection. Passwords are protected by Bcrypt password encryption.

From the admin, you can do the following:

add new projects and tasks, prioritize them, and assign them to team members and set due dates
add comments and attach files to tasks and projects
see graphical representations of tasks, projects, project statistics, project files, and project users
set a project budget and send an invoice—tax included—in your native currency

The Kanban task boards show you the progress of various tasks. Gantt charts and calendars show you the due dates and dependencies of projects and tasks.

The application has a video facility, so you can have video conferences with team members and clients. In addition, team members can communicate through chat.

And if you're looking for a project management tool for your business, then TimWork Project Management and Team Collaboration Tool will be perfect for you.

Free CRM and Project Management WordPress 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 WordPress CRM and project management plugins that can be of help if you are not yet sure or are on a budget.

1. WP-CRM Customer Relations Management for WordPress

WP-CRM allows you to organize and manage your users using custom attributes and filters, as well as keeping track of correspondence. This free PHP customer management system can effectively manage all parties in your business.

Features include:

ability to export users via CSV
excellent user organization
invoice integration
multiple add-ons to enhance functionality
dynamic charts

2. Zero BS WordPress CRM

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.

3. WP ERP

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

4. qdPM

qdPM is a free web-based project management tool suitable for a small team working on multiple projects. It is fully configurable. You can easily manage projects, tasks, clients and team members. Customers interact with your support team using a ticket system that is integrated into task management. The database is SQL-based.

5. Free PHP CRM Script

With this script, you can manage customers, sales, leads, quotations, appointments, invoices, support tickets and more. Invoices and quotations can be sent in HTML or PDF.

Ways to Motivate Your Remote Team

Having the right tools helps you be on the same page with your teams and clients. They make it easy to coordinate and manage all aspects of a project. Think about incorporating project management systems and project management tools and time management tools like Clockify Pro and Workday.

But there are skills that go beyond technical mastery and having the right tools. How do you keep everyone on the team motivated, especially when they are working across different time zones?

1. Master the Different Channels of Communication

clear verbal communication on phone calls, video calls, or in-person meetings
clear written communication through email, text, and other written communication platforms

2. Set Clear Goals

Work with each member of the team so they know exactly what they supposed to do. Make sure they know what tasks should be prioritized so as not to waste time.

3. Don't Micromanage

Let your team members figure out the best way to achieve their set of goals.

4. Encourage Full Participation

Make sure everyone in your team is participating by asking for each team member to:

contribute ideas
suggest how things can be done better
give critical feedback on different areas you can improve as a team leader

5. Delegate

Delegating tasks will lift the load off your shoulders. Let different team members manage their section of the projects. Assign them tasks according to their skills.

6. Follow Up

Once you assign and delegate, you need to stay involved by consistently following up so you're always up-to-date on progress. This will let you help remove any challenges that stand in the way of finishing the project.

7. Encourage Positive Communication

Don't punish failure. Instead, take it as an opportunity to learn where things went wrong and how you can change course and come up with new ways to get the project on the right path.

8. Show Appreciation

A simple thank you for a job well done goes a long way. Your team members feel like they are seen and not laboring in anonymity, and their work is recognized. You can also offer rewards like a year-long subscription to an online course of their choice, or a gift card.

9. Know Your Team Members

Set aside time to catch up with each of your team members and get to know them. This will help you understand what challenges they are facing and how you can motivate them.

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.

If you want to learn more about the best-selling and up-and-coming PHP scripts available on CodeCanyon for 2021, check out the following articles:

Franc Lucas

Franc Lucas enjoys exploring the world of SaaS.