Ultimate Client Manager - Pro Edition

Last Update

28 February 2013

Regular License

$60

Extended License

$300

Sales

995

This is the upgraded version of the popular UCM Lite application.

“White Label” theme for UCM is now available. View + Purchase the Theme. Read the Newsletter.

new – Automatic Subscriptions, renewals and overdue reminders: Blog Post #1 Blog Post #2 Blog Post #3 new – Stripe and Authorize.net payments now supported – read the blog posts Open Source CRM & Project Management System

The most complete and easy to use open source Invoice, Customer and Project management system available for companies and freelancers. Features rival some of the other biggest software providers on the market. Host the application on your own website or in house server. Pay once, free upgrades forever!

Latest Software Update Newsletters:

Automatic Invoice Renewals and Automatic Overdue Notices Stripe and Authorize.net payments, Invoice update, Customer security and Login history (April 2013) New Support Forum, Translations, Customer Emails and Ticket HTML improvements Invoice Credit Notes, Task Timers and New Support Forum (March 2013) White Label UCM theme available (Feb 2013) new Task Timer feature released for UCM Pro customers (Feb 2013) new Customer signup BETA feature released (Feb 2013) Change Request BETA plugin launched + Speed Improvements (Feb 2013) Job Products, File Upload Alerts, Invoice Template Date Arithmetic, Public Invoice Notes. (Jan 2013) Files as URL or Upload, Job Deposits, Linking Finance Items to Jobs. (Jan 2013). Newsletter Link Tracking, Support Ticket FAQ, Tabbed Dashboard Alerts. (Dec 2012). Email Quotas, Finance Reports, Job Emailing, Customer Subscriptions. (Nov 2012).

Click here to signup for software update emails

UCM Pro Feature List:

Automatic Invoice RenewalChoose an Invoice Renewal Date and UCM will email automatic PDF invoice renewals and overdue invoice reminders. Cool!  

Automatic SubscriptionsCreate Subscriptions (eg: 6 Months Website Hosting) and assign them to Customers. UCM will automatically generate an email a PDF invoice to the Customer, and follup up with overdue notices when needed.

Change RequestCustomers can “click & point” on any part of their website and request a change (eg: make the logo bigger). Change Requests appear within UCM for tracking and billing. Restrict customers to a certain number of changes per month. Email notifications on Change Requests.  

Email NewslettersSend bulk email newsletters to groups within your system (eg: Customers, Members, Recently Completed Jobs). Template editor. Bounce, unsubscribe and link click tracking.

Email & Web Support TicketsFully functional email support tickets. Import mail via POP3/IMAP. Create ticket numbers. Autoreplies. Assign tickets to support staff members. Reply via email or web.  

Encrypted FieldsUsing industry standard RSA/AES technology you can encrypt and decrypt sensitive data (eg: website FTP details or control panel login information). With client side cryptography the sensitive data never even leaves your computer.

PDF InvoicingConvert invoices into PDF documents. Email PDF Invoice to your customer straight from the system. Full control over invoice template layout. Send PDF invoices marked as “overdue” or “paid” as well.  

Task TimerCreate a Customer Job, add some Tasks to the Job, click the “start timer” icon and away you go. Option to run multiple task timers at once. See active timers from any page within the system.

Customer ManagementManage your customer database. Store, search and group customers. Import from CSV. Keep private notes. Multiple contacts per customer.  

Website ManagementRecord customer website details. Keep FTP passwords, notes and website history all in one place. Link Jobs and Invoices to websites.

JobsLink Jobs to Customers and Websites. Send Job Quote to customer for pre-approval. Customer can track Job progress. Add Tasks to Jobs.  

InvoicesGenerate PDF invoices, email invoice to customer straight from system. Mark when invoice is paid. Overdue notices. Part payments & invoice merging.

Income & ExpenseTrack your income and expenses. Estimate your monthly income. View historic financial data. Schedule recurring bills. Reminders and budgeting.  

File UploadsCustomers and staff can upload files. Tag image files with comments. Email alerts on file uploads. Assign files to customers/jobs.

Online PaymentsReceive payments on invoices via secure PayPal, Google Checkout or Stripe. Invoices marked as paid upon successful payment. Part payment on invoices. Payment history. Payment receipt.  

Membership SubscriptionsManage members from your group or club. Get alerted when members subscription is due for renewal. Generate invoice and receipt for membership subscription.

To Do ListDashboard overview showing your TODO items (such as upcoming jobs, invoices that haven’t been sent, tasks requiring admin approval, new file uploads).  

Mobile Device ViewWant access to the UCM on the road? This system comes with a cut down mobile friendly view. Try it from your phone to see! You can also disable the “mobile view” and use the standard responsive layout if you wish.

Easy InstallerStep by step product installer. Very easy to install and very easy to receive automatic product updates.  

Self HostedHost this system on your own internal server or public website hosting account.

Customer SignupCustomers can sign up using a form on your website. Default jobs are created against the new customer ready for quoting.  

Job Task DiscussionsYou can email a Job to a Customer from within UCM. The email contains a special link the Customer can click, and then add comments to any Task in the Job. Great if you need feedback on quoted items or half completed Job Tasks.

Open Source PHP CodeFully open source PHP code. No encrypted obfuscated tricky stuff here. Change the code to suit your needs or create your own in house UCM plugins.  

InternationalizationSupport for multiples currencies & tax rates. Full language translation file available. Different staff/customers can have different UI languages.

Custom FieldsCreate your very own custom fields through out the system. eg: Store the customers favorite color or birthday, record an invoice purchase order # or external job ID. Custom fields are also made available within templates and emails.  

Import & ExportImport and Export information from the system in CSV format. Preview import before it occurs. Import data into specified groups for easier sorting.

Fine Grain PermissionsSecurity and permission options to control which users/customers have access to which features. Create, edit, delete and view. Limit staff to assigned jobs and more.  

Renewable Jobs & InvoicesTrack Jobs and Invoices that repeat (eg: website hosting). Ability to modify a Job/Invoice after it renews. Dashboard reminders when ready for renewal. Specify renewal period (eg: 7 days, 1 year).

Staff/Customer LoginCustomers can login to view their information and perform restricted actions. Multiple staff accounts. Control permissions & view login history.  

Quick Pin/BookmarkHave lots of customers? Working on a particular Job all the time? Bookmark it to the main menu for quick access anywhere in the system.

Theme EditorComes with a basic theme editor. Control the system colors and layout without editing the CSS file. Advanced changes via CSS files welcome too!  

Template EditorWYSIWYG editor to control many templates through out the system. Email templates, invoice templates, thank you messages and more!

Knowledge Base / FAQHave a list of Frequently Asked Questions display before a customer submits a support ticket. Group questions by product. Embed the FAQ listing in your own website.  

Credit NotesRaise a Credit Note against an existing invoice. Send the Credit Note as a PDF to the Customer.

Job TasksAdd new Tasks to Jobs. Assign individual Tasks to staff members. Track how many hours are spent on each task. See if staff spend more than quoted time on a Job Task.  

Job DepositsCollect deposits before commencing work on a Job. Deposit is subtracted from final invoice amount.

Free UpdatesPay once (helps the developers!) and receive free upgrades forever. Please go to Settings > Upgrade to see a list of available updates, a list of changed files and version numbers will appear.  

Session ManagementThe UCM system will show a list of active user sessions and allow the administrator to terminate any active user sessions. This is a great security feature incase you forget to log out on another computer.

Automatic Overdue EmailsChoose an Invoice Due Date and UCM will email automatic PDF overdue notices if the invoice hasn’t been paid.  

PHP Client Manager Demo:

Accessing the online demo is easy, simply click the button below and login. The demo resets every now and then so feel free to add your own data and test out the features.

Bonus Themes: These 4 themes are included in UCM Pro ( you can purchase WhiteLabel separately )

Pro or Lite – what is the difference? The Ultimate Client Manager Pro Edition has been in the works for years. Simply put, it is a package including the very popular Ultimate Client Manager Lite Edition along with ALL available plugins. This gives you a saving of over $80!

As more plugins are created (see our website for future plans) any UCM Pro users will receive a copy of them absolutely free. Wow!

Don’t need all these features? Simply get the Lite edition and the individual plugins to suit your needs.

The below plugins are included in UCM Pro Edition (worth $121) Please click each icon for more information on the plugins:

UCM Installation Instructions:

Check requirements below Download the Ultimate Client Manager Installer by clicking here (pro_installer2.zip). Unzip this file to your desktop. Upload the install.php file to an EMPTY directory on your website. Visit install.php in a web browser. Follow the prompts. (if this doesn’t work, try the old slow installer) Create a MySQL database (your hosting provider can assist) Visit your website where you uploaded the files (eg: yourwebsite.com/clients/) and follow the installation instructions (you will need your licence purchase code, available after buying the item from CodeCanyon) If you have any problems installing the UCM please send a support question our way and we can help. Include your licence purchase code, a link to your website and your FTP details so we can set the system up for you if needed. Customer Testimonials Requirements: This system runs on your own hosting server, this can be an in-house server or just on your own website (like I have it).

PHP 5.3 (will run on 5.2 but 5.3 is recommended) MySQL database Lots of client information that you would love to keep in one place A web server (preferably Linux Apache, it will probably NOT work on a Windows hosting account – although people report it does) PHP with cURL enabled (so that automated updates and installation works) ask your hosting provider This script will most likely not work on hosting accounts that have PHP “safe_mode” enabled. safe_mode is an old feature and it causes lots of problems with this script. PHP with IMAP functions enabled (for newsletter system and ticketing system) ask your hosting provider A public facing website (eg: yourwebsite.com/admin_system/) if you want to use payment processing (eg: paypal) .htaccess mod_rewrite is nice to have, if you get 404 errors then ask your hosting provider to enable ”.htaccess mod_rewrite” or go into config.php and change _REWRITE_LINKS from true to false

Support If you require assistance please feel free to use our support system by clicking here. Please do not post support requests on the item discussion board – these are not checked regularly and your question may go unanswered for weeks.