Client Manager - Complete CRM, Billing & Client Portal

Client Manager – v2

A complete client relationship and billing platform for agencies, freelancers and small businesses — with a powerful admin panel, a self-service client portal and a dedicated staff dashboard, all in one PHP-powered application.

Overview

• Manage clients, projects, quotes, invoices, payments, documents, support tickets, contracts and chat — from a single dashboard.
• Three purpose-built areas with separate logins: Admin Panel (/admin), Client Portal (/client), Staff Dashboard (/company).
• Built on Laravel (PHP) — fast, secure and easy to deploy on shared hosting or a VPS.
• Fully responsive UI with light and dark themes.

Key Features

CRM & Projects

• Client 360° view: contacts, tags, activities, custom fields, hierarchy, health score.
• Leads kanban board with sources, pipelines and stages.
• Projects with automatic progress bars (done vs. total tasks).
• Tasks with checklists and assignments; bug tracker with a drag-and-drop kanban.
• Email, phone, company and address details per client; search & duplicate detection.

Sales & Billing

• Quotes and invoices with PDF generation.
• Payments: cash, bank transfer and PayPal hand-off, plus Stripe / Razorpay / Mollie / Paystack gateway configuration.
• Client-portal “Pay now” — clients pay invoices online (manual/bank recorded instantly, PayPal redirect when configured).
• Partial and full payment tracking (invoice status updates automatically).
• Expenses, contracts with e-signature, credit notes and transaction history.

Multi-Currency

• Admin-managed exchange rates (System → Currencies).
• Per-client preferred currency.
• Client portal shows invoice/quote amounts converted into the client’s currency (display-only; payments stay in the invoice currency).

Client Portal

• Self-service tabs: Dashboard, Projects, Quotes (approve), Invoices (pay + PDF), Documents, Support (tickets), Contracts (sign), Chat and Profile.
• Clients only ever see their own data.
• Preferred language switcher and profile management.

Staff Dashboard

• My open tickets / tasks / bugs, hours logged this week and month.
• Ticket replies (with internal notes), status updates and task checklists.
• Time tracking and direct chat with clients and admins.

Built-in Chat

• Direct 1:1 chat between admin, staff and clients — no external service required.
• Group/team channels for admins.
• Red unread badge on the Chat navigation and every dashboard (admin, staff, client).
• Online/offline presence and real-time streaming (Server-Sent Events).
• All messages persisted in the database.

Secure File Sharing

• Encrypted at rest, tokenized public links.
• Password, expiry and download-limit protection.
• Works on sub-directory installs.

Multi-Language

• Ships with English, Français and العربية (right-to-left).
• Language switcher on the login pages and in every sidebar.
• Per-user preference, tenant default and browser detection for guests.
• Easy to add more languages (JSON translation files + one config entry).

Automation & AI

• Automation rules, AI assistant, integrations and reports.

Compliance & Security

• GDPR: consent logging, data export, anonymize & revoke access, audit-log CSV export.
• Roles & permissions, two-factor authentication, IP restrictions.
• Session management and security dashboard.

Admin UX

• Dashboard KPIs (revenue, outstanding, overdue, chat unread, etc.).
• My profile: avatar upload, details, password.
• Tenant branding, timezone, date/number formats and default language.

What’s Included

• Full application source code.
• Browser-based installation wizard.
• Seed data (currencies, languages, roles, permissions, payment methods).
• Customer user guide (CodeCanyon documentation).