MyBizCMS : Sales Entries CRM with User roles, Inventory control, Invoices and Payments

Sales Entries CRM with User roles and permissions, Inventory control, Invoices and Payments

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Key Features

MyBizCMS is a complete and fully functional Sales, Marketer and Client Relationship Management system. Drive your sales operations from quotes to invoices with all the information you need, easily accessible. Keep track of long term contracts, automate invoicing and notify sales when they have things to do. MyBizCMS helps you record sales lead types, sales stages, add marketers, new customers, register sales entries and create invoices and receipts. It also calculates commissions earned for every marketer. The whole sales process simplified in a simple modern light-weight system that will change how you do business. We also implemented an invoicing system so you can add discounts and taxes for certain customers when generating invoices. The receipts give a clear record of the payments done on that specific entry.

Sales Entries CRM with User roles and permissions, Inventory control, Invoices and Payments

MyBizCMS is a complete and fully functional Sales, Marketer and Client Relationship Management system. Drive your sales operations from quotes to invoices with all the information you need, easily accessible. Keep track of long term contracts, automate invoicing and notify sales when they have things to do. MyBizCMS helps you record sales lead types, sales stages, add marketers, new customers, register sales entries and create invoices and receipts. It also calculates commissions earned for every marketer. The whole sales process simplified in a simple modern light-weight system that will change how you do business. We also implemented an invoicing system so you can add discounts and taxes for certain customers when generating invoices. The receipts give a clear record of the payments done on that specific entry.

Key Features

  • Add new admins, marketers and clients.
  • Assign roles and permissions to your system users.
  • Import users and clients in to the system.
  • Add new product categories and products.
  • Define your own leads and sales stages.
  • Keep control of available stock of products through the system.
  • Accept orders from customers automatically or manually.
  • Comment functionality on entries.
  • 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 customized invoices on entries to facilitate payments. You can include tax, discounts, admin note, include client note, include terms, etc. You can customize your PDF files in any sizes rangng from A1-A7, font colours and sizes in pdf format.
  • Record invoice payments and update status automatically.
  • Reward your sales agents or marketers with commissions based on set rate and total income of an entry.
  • Easily switch between date and time formats within the system.
  • Reports on entries, orders invoices and payments based on any date ranges.
  • Support for multiple currencies, Over 135 currencies based on payment gateway.
  • Multiple languages are supported.
  • Let customers make payments of invoices online through PayPal, Stripe, Authorize.net, 2Checkout, PesaPal PayTM, PayU Money, mPesa gateways. [Requires MyBizCMS Clients Addon]
  • Integrated cron jobs settings to create notifications, send email reminders and keep every item upto date.
  • Integrated customisable and user friendly email templates.
  • Enable or disable account creation for customers/clients.
  • Log every activity done.
  • Automated backup, that is, never lose any data again!
  • This CRM is fully responsive, that is, You can easily access your data from any device regardless of its size.
  • And many more features.

Currencies
Different online payment gateways are supported, 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
  • mPesa - KES

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
  • Romanian
  • Russian
  • Spanish
  • Turkish
  • Vietnamese

Screenshots

What's new?

11 March 2019

  • Introduction of Standard User role [Read more]
  • Updated user roles and permissions
  • Added ability for user/marketer to make an order on behalf of their clients
  • Added ability for users/marketers to add their own clients, create their entries, orders, invoices and record payments
  • Added order referrals. Referral is for the user/marketer who added the client
  • Commissions awarded for won deals to user/marketer who made the referral

6 March 2019

  • New design looks with more features
  • Updated user management module with roles and permissions
  • Added ability to create and sent customized invoices to clients
  • 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)
  • Added support for over 135 different currencies
  • Added 2Checkout payment gateway integration settings
  • Added Authorize.Net payment gateway integration settings
  • Added mPesa payment gateway integration settings
  • Added PayU Money payment gateway integration settings
  • Added PayPal Pro payment gateway integration settings
  • Added PayTM payment gateway integration settings
  • Updated PayPal Standard payment gateway integration settings
  • Updated PesaPal payment gateway integration settings
  • Updated Stripe payment gateway integration settings
  • Now PHP 7 is supported

Demo Details
Admin
Username - admin@mybizcms.com
Password - adminadmin
URL - https://mybizcms.com/demos/mybizcms/user/login

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

Contact us at:
Email : info@mybizcms.com
Youtube : https://www.youtube.com/channel/UCiM2Jd-iI6B3OfcItDUCtJw

Have any challenge with this app? See
Documentation
You want to test before you buy? See
Demo
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