MyBizCMS : Sales Entries CRM with User roles, 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, a...

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.

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

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.

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.

Currencies
doitX now has support for eight 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
  • mPesa - KES

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
  • 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 from any date ranges or specific item.

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.

  • 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.

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

User
Username - user@mybizcms.com
Password - useruser
Login URL - https://mybizcms.com/demos/mybizcms/users/login
Note: You can add your own staff with different roles

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

26 February 2019
1. Added SMS and email marketing module
2. Added compose and send SMS feature
3. Added compose and send email feature
4. Added custom SMS templates
5. Added Clickatell SMS gateway
6. Added MoveSMS SMS gateway
7. Added Msg91 SMS gateway
										
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