Grow CRM (SaaS Version). Start your own SaaS business with a tried and tested CRM. With one 1500 customers. It comes complete with a landing page, owner’s dashboard and all the great features of Grow CRM. Accept payments using Stripe, Paypal, and Paystack.
CRM Features
We have given attention to every design element. The final result is what we believe to be an extremely user-friendly application. The application gives you and your clients a single point of contact, to collaborate on projects.SaaS Features
This version of Grow CRM allows you to set up your own SaaS business. You can create free or paid plans. Your customers will have their own instance of the CRM, running on a subdomain (example: customer.yourdomain.com). For maximum efficiency, each account will have its own database. You will be able to accept payments via credit card(Stripe, Paystack) or via Paypal. You can also access offline payments.
It also comes with a beautifully designed landing page and a content management system for you to edit the content of the landing page.
Project Management
You no longer need to use multiple tools to get the job done. The application comes with very advanced features to help you manage your projects. Make your life even easier by taking advantage of the project templates feature and also the project cloning feature.
Task Management
Get the job done by making sure you complete your tasks on time. Use the application’s advanced features such as task cloning, task timers, task reminders and many more, to make your work easier and more efficient. You can assign tasks to your team members and also to your clients.
Time Tracking
Keep track of the amount of time that you spend on your projects, The CRM comes with a full-featured time tracking solution. You can start and stop your timer, or you can manually record the time spent working on a task. You can then easily bill your clients for the time recorded.
Invoices & Payments
We have created a very easy-to-use invoicing system. There is now no need for you to use a third party invoicing application. The CRM enables you to create invoices with many options, such as time billing, product billing, task billing etc. Your clients are automatically sent their invoice via email and they can easily pay for it via credit card or PayPal.
Subscriptions
This feature enables you to bill your clients for your products and services, automatically. You can set the billing cycle to weekly, monthly, yearly etc. The system will automatically generate a new invoice and charge your client’s credit card automatically
Estimates/Quotations
Clients are more willing to commit to a project when they have an idea of the total cost. The application comes with a very easy-to-use tool for you to create and email estimates to your customers. Your customer can then review and accept your estimates very easily.
Proposals
First impressions count. Impress your prospective clients with beautifully crafted project proposals. No design skills required, with our easy-to-use interface.
Recurring Billing
You can create daily, weekly, monthly or even yearly recurring invoices. The system will automatically create a new invoice and email it to your client.
Leads & Opportunities
Keep track of your opportunities and nurture your leads into paying customers. You can easily capture new leads, using our very advanced form builder. You can then embed your lead capturing forms on any website.
Knowledgebase
Lower your customer support time by offering your customers access to a self-service information and help repository. You can even create a video knowledge base, by using the YouTube video gallery feature of the knowledgebase,
Workflow Automation
Project and estimate workflow automation allow you to automate repetitive tasks. You can determine what happens when an estimate has been accepted by your client or what happens when a project has been marked as completed. Automation improves your team’s productivity and help to ensure that nothing is missed in your workflow.
Task Dependency Management
Creating relationships between your tasks to ensure that work in completed in a prescribed sequence. You can lock a task from being started or being completed, until the task it is dependent on has been completed. Dependency management allows your diverse team to synchronize their work.
Server Requirements
In order to install Grow CRM (SaaS version) you will need to either be hosted on a Cpanel Server -OR- be hosted on a server where you have a MySQL user that has permission to create new databases. Note: Plesk and other control panels (apart from Cpanel) are not currently supported.- PHP 7.3, 7.4, 8.0
- MySQL Database
- Cpanel Based Hosting (Cpanel API is required for web hosting side, dynamic functions)
- BCMath PHP Extension
- Ctype PHP Extension
- Fileinfo PHP extension
- JSON PHP Extension
- Mbstring PHP Extension
- OpenSSL PHP Extension
- PDO PHP Extension
- Tokenizer PHP Extension
- XML PHP Extension
- GD Library
