doitX : Complete Sales CRM with Invoicing, Expenses, Bulk SMS and Email Marketing

Description

doitX is complete and fully functional Sales CRM with invoicing, expenses, bulk SMS and email marketing software that is a great fit for almost any company, small business owners, or many other uses. A tool that brings all important information all together. With its excellent design, doitX help you look more professional to your customers and to public, helping you improve business performance all together.

Drive your sales operations from entries to invoices to payments with all the information you need, easily accessible. Keep track of products, sales, marketing records, payments, automate invoicing and notify sales team when they have things to do. The whole company’s processes simplified in a simple modern light-weight system that will change how you do business.

Key Features

 

• Dashboard with helpful overview of entries, orders, invoices, payments, expenses, activities, graphical reports, and so much more.
• Compose and send promotional, transactional and notification SMSs to your clients, users and phone numbers uploaded in CSV format.
• Create and sent marketing emails to individuals, groups or even addresses uploaded in CSV format.
• Keep control of available stock of products through the system.
• Accept orders from customers automatically or manually.
• Comment functionality on entries of the items.
• Easily manage your clients with all the details you need.
• Import customers and users nto the system with a click of a button.
• Create and sent invoices of any sales entry.
• Record every payment records of invoices, updating their status on the fly.
• Style PDF invoices in any colour, size, font before sending to customer using CRM’s powerful invoice styling feature.
• Reward your sales agents commissions using in-built commission calculations.
• Easily switch between date and time formats within the system.
• Reports on payments and income based on any date ranges.
• Graphical reports on payments, entries and expenses.
• Support for multiple currencies, Over 135 currencies based on payment gateway.
• Now over 22 different languages are supported.
• Let customers make payments of invoices online through PayPal, Stripe, Authorize.net, 2Checkout, PesaPal PayTM, PayU Money, mPesa gateways integration settings.
• Enable or disable modules.
• In-built expenses module with income vs expenses comparison.
• Integrated cron jobs settings to keep every item upto date and create notifications.
• Integrated customisable email templates.
• Enable or disable account creation for customers/clients.
• Log every activity done.
• Notifications on new tasks and action required etc.
• Access level Control on different modules by users.
• Backup, that is, never lose any data again!
• System Update within the system.
• And many more features.

Clients Management
doitX helps you focus on your customer in a faster and easier way. Every detail of the client is easily stored and retrieved.

Mailchimp Subscribers
Easily manage your Mailchimp subscribers from within the system. You can add and view your Mailchimp email addresses subscription lists. When adding a new customers, you can choose to include that customers to Mailchimp subscription list or not.

SMS Marketing
Compose and send promotional, transactional and notification SMSs to your clients or users from within the system. You can send to multiple phone numbers, groups or upload contacts in CSV format. All Smss sent are recorded in the system. SMS gateways include but not limited to

• Clickatell
• MoveSMS
• Msg91
• BulkSMS
• Plivo
• Smscluster
• Celcom
• Smsgatewayhub
• Infobip
• Smsglobal
• Hubtel
• more are being added.

Email Marketing
Compose and send promotional, transactional and notification emails to your clients or users from within the system. You can send to single or multiple addresses, groups or upload addresses in CSV format. All emails sent are stored in the system with their subject and body. You can use the Native PHP Mail, PHPMailer, SMTP or Sendgrid to send your emails.

Entries
Easily manage any sales entry with any of its attached item in clear. Generate invoice, add payment or even comment on any entry. Get next contact reminders of every entry.

Products
For products, you can make them sellable or not. Sellable products are visible to customers and can be added to entries. Products can either be tagible or intagible.

Stock Management
With the CRM’s stock management feature, inventory of products is kept in control. Out of stock products cannot be added to entries. You can set re-order point and warranty period for tangible products.

Invoices
Build professional and good looking invoices with a click of a button. You can generate invoices on entries to facilitate payments. You can iclude tax and discounts when generating invoices. Ivoices can the be sent to customers in pdf format. You can customize your PDF files in any sizes rangng from A1-A7, font colours and sizes, include thank you note, include admin note, include client note, include terms, etc.

Expenses Management
With the CRM’s expense management feature, you can keep track of any expenditure of the company. You can also get a comparison of income versus expenses reports for any period.

Orders
Acept orders from your customers. With this, orders can be confirmed automatically or manually from within the system. For manual orders, you need to assign a users to validate the orders.

Online Payments
Receive payments from Paypal, Stripe, Authorize.net, 2Checkout, PesaPal, PayTM, PayU Money and mPesa payment gateways that are available in most of the countries. Requires [doitX Clients – doitX Addon with Online Payment Gateways].

Currencies
doitX now has support for six different online payment gateways, each with a list of accepted currencies below:

• PayPal – AUD, GBP, CAD, CZK, DKK, EUR, HKD, HUF, ILS, JPY, MXN, TWD, NZD, NOK, PHP, PLN, RUB, SGD, SEK, CHF, THB, USD
• Stripe – AED, AFN, ALL, AMD, ANG, AOA, ARS, AUD, AWG, AZN, BAM, BBD, BDT, BGN, BMD, BND, BOB, BRL, BSD, BWP, BZD, CAD, CDF, CHF, CNY, COP, CRC, CVE, CZK, DKK, DOP, DZD, EGP, ETB, EUR, FJD, FKP, GBP, GEL, GIP, GMD, GTQ, GYD, HKD, HNL, HRK, HTG, HUF, IDR , ILS, INR, ISK, JMD, KES, KGS, KHR, KYD, KZT, LAK, LBP, LKR, LRD, LSL, MAD, MDL, MKD, MMK, MNT, MOP, MRO, MUR, MVR, MWK, MXN, MYR, MZN, NAD, NGN, NIO, NOK, NPR, NZD, PAB, PEN, PGK, PHP, PKR, PLN, QAR, RON, RSD, RUB, SAR, SBD, SCR, SEK, SGD, SHP, SLL, SOS, SRD, STD, SZL, THB, TJS, TOP, TRY, TTD, TWD, TZS, UAH, UYU, UZS, WST, XCD, YER, ZAR, ZMW, BIF, CLP, DJF, GNF, JPY, KMF, KRW, MGA, PYG, RWF, UGX, USD, VND, VUV, XAF, XOF, XPF
• Authorize.Net – AUD, CAD, CHF, DKK, EUR, NOK, NZD, PLN, SEK, USD
• 2Checkout – AFN, ALL, DZD, ARS, AUD, AZN, BSD, BDT, BBD, BZD, BMD, BOB, BWP, BRL, GBP, BND, BGN, CAD, CLP, CNY, COP, CRC, HRK, CZK, DKK, DOP, XCD, EGP, EUR, FJD, GTQ, HKD, HNL, HUF, INR, IDR, ILS, JMD, JPY, KZT, KES, LAK, MMK, LBP, LRD, MOP, MYR, MVR, MRO, MUR, MXN, MAD, NPR, TWD, NZD, NIO, NOK, PKR, PGK, PEN, PHP, PLN, QAR, RON, RUB, WST, SAR, SCR, SGD, SBD, ZAR, KRW, LKR, SEK, CHF, SYP, THB, TOP, TTD, TRY, UAH, AED, USD, VUV, VND, XOF, YER
• PesaPal – USD, KES, UGX, TZS, RWF
• PayTM – INR
• PayU Money – INR

Languages
This CRM now supports multiple languages. You can now set default language for your system. System default language is used in public pages (login, register, forgot_password), and when user has not set their default language under their profile. This app has ability to create your own language packs [Read more].

Reports
You can easily access reports and export in Copy, CSV, Excel and PDF. View reports in graphs and plain text, from any date ranges or specific item.

Custom SMS and Email Templates
Setup predefined sms and email templates with friendly variables based on a specific item from text editor.

User Roles and Permissions
Roles and permissions manager helps you assign specific roles with permissions to users on whatever resources you want them to access.

Backup
You can backup all files uploaded at any point of the system, database in SQL format. For database, you can set automatic backup after every X days to prevent losing your important data.

Activity Logs
Every activity done on this system is fully recorded and can be traced back.

Date Time Formats
From within the system, you can customize, in any way that exists, how date / time will be displayed.

Responsive
This CRM is fully responsive, that is, You can easily access your data from any device regardless of its size.

Screenshots

Demo Details

Admin
Username – [email protected]
Password – adminadmin
Login URL – https://mybizcms.com/demos/doitx/users/login

User
Username – [email protected]
Password – useruser
Login URL – https://mybizcms.com/demos/doitx/users/login
Note: You can add your own staff with different roles

Documentations
https://mybizcms.com/documentations/doitx

Contact us at:
Email : [email protected]
Youtube : https://www.youtube.com/channel/UCiM2Jd-iI6B3OfcItDUCtJw

Changelog

23 September 2019

1. Added ability to enable and disable app modules
2. Added Mailchimp, that is, you can add, view all subscribers from your mailchimp account from within this app
3. Added ability to choose whether to add new customers to mailchimp list when adding new customers
4. Added ability to add custom currency to the system under 'Default Currency' settings
5. Added PHPMailer email library
6. Added SMTP email settings
7. Added Sengrid email gateway
8. Added Infobip SMS gateway
9. Added SMSglobal SMS gateway
10. Added Hubtel SMS gateway

20 March 2019

1. Introduction of Standard User role [<a href="https://help.mybizcms.com/roles">Read more</a>]
2. Updated user roles and permissions
3. Added ability for user/marketer to make an order on behalf of their clients
4. Added ability for users/marketers to add their own clients, create their entries, orders, invoices and record payments
5. Added order referrals. Referral is for the user/marketer who added the client
6. Commissions awarded for won deals to user/marketer who made the referral
7. Added Smsgatewayhub SMS gateway

28 February 2019

1. Added SMS and email marketing module
2. Added compose and send SMS feature
3. Added compose and send email feature
4. Send attachments on email marketing
5. Added custom SMS templates
6. Added BulkSMS SMS gateway
7. Added Plivo SMS gateway
8. Added Smscluster SMS gateway
9. AddedCelcom SMS gateway
10. Added Clickatell SMS gateway
11. Added MoveSMS SMS gateway
12. Added Msg91 SMS gateway

19 February 2019

1. Added support for multiple languages (Arabic, Chinese (Simplified), Chinese (Traditional), Czech, Danish, Dutch, English, French, German, Greek, Gujarati, Hindi, Indonesian, Italian, Japanese, Norwegian, Romanian, Russian, Spanish, Turkish, Vietnamese)
2. Added support for over 135 different currencies
3. Added expenses management module
4. Added expenses reports
5. Added income vs expenses report
6. Improved dashboard features with paneled graphs
7. Added mPesa payment gateway integration settings
8. Added PayU Money payment gateway integration settings
9. Added PayPal Standard payment gateway integration settings
10. Added PesaPal payment gateway integration settings
11. Added PayTM payment gateway integration settings
12. Added more graphical reports on entries, invoices and payments
13. Minor improvements and security fixes