doitX - Complete CRM with Sales Entries, Invoicing, Orders and Expenses


doitX is complete and fully functional Sales and Customer Relationship Management (CRM) 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.

doitX is complete and fully functional Sales and Customer Relationship Management (CRM) 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, 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.

Entries
Easily manage any sales entry with any of its attached item in clear. Generate invoice, add payment or even comment on any 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
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, mPesa payment gateways that are available in most of the countries.

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. Supported languages include:

  • Arabic
  • Chinese (Simplified)
  • Chinese (Traditional)
  • Czech
  • Danish
  • Dutch
  • English
  • French
  • German
  • Greek
  • Gujarati
  • Hindi
  • Indonesian
  • Italian
  • Japanese
  • Norwegian
  • Portuguese
  • Romanian
  • Russian
  • Spanish
  • Turkish
  • Vietnamese
You can requested translations in your language if it is not included in the above list. We will do our best and provide it within 2 business days.

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

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

Roles Permissions
You can assign specific roles with permissions to users on whatever you would want them to do.

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.

  • Dashboard with helpful overview of entries, orders, invoices, payments, expenses, activities, graphical reports, and so much more.
  • 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.
  • Creating and sending invoices on any sales entry.
  • 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.
  • 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.

Admin
Username - admin@mybizcms.com
Password - adminadmin
Login URL - https://mybizcms.com/demos/doitx/users/login

User
Username - user@mybizcms.com
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

18 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