Syndicate - Sales CRM Platform

Syndicate - Sales CRM Platform

Screenshots

Overview

Syndicate is a Sales CRM with Invoicing, Expenses, Bulk SMS and Email Marketing software. Convert your sales operations from entries to invoices to payments with all in one application. Keep track of products, sales, marketing records, invoices, payments and notify sales team.

Sales Entries

Easily manage any sales entry with any of its attached item in clear. Generate invoice, add payment, transfer entry to another sales agent or even comment on any entry. Get next contact reminders of every entry.

Clients

This system helps you focus on your customer in a faster and easier way. Every detail of the client is easily stored and retrieved. You can also import bulk clients easily using the import feature.

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.

Inventory Control

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.

Orders

Accept 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.

Invoices

Build professional and attractive invoices with a click of a button. You can generate invoices on entries to facilitate payments. You can include tax and discounts when generating invoices. Invoices 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.

Invoice Payments

Receive invoice payments from Paypal, Stripe, Authorize.net, 2Checkout, PayTM, PayU Money and mPesa online payment gateways that are available in most of the countries. You can decide which payment gateways will be available for customers to use and also your set default currency also determines if a particular payment gateway is available for use. You can also record offline (e.g cash) invoice payments.

Expenses

Expenses module is also in-built. You can keep track of any expenditure of the company. You can also get a comparison of income versus expenses reports for any period.

SMS and Emails

Compose and send promotional, transactional and notification SMS and emails to your clients or users from within the system. You can send to multiple phone numbers / email addresses, groups or upload contacts in CSV format. All Sms and emails sent are recorded in the system. You can control which SMS gateways will be available for use under the SMS settings. For email, you can attach documents and send to users and customers.

Custom SMS and Email Templates

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

Reports

Generate raw and graphic reports of all modules. You can easily access reports and export in Copy, CSV, Excel and PDF. View reports in graphs and plain text, from any date ranges or specific item.

User Roles & Permissions

Roles and permissions manager helps you assign specific roles with permissions to users on whatever resources you want them to access.

Backups

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.

Payouts

Reward your sales team by sending their commission earnings. Sales team members or company owners can request their commissions or earnings. Those with Payouts permissions can proceed to make the payments or decline them. Sales agents make earnings from commissions.

Languages

This system can supports multiple languages. The default platform language is English but you can create your own language as your need. 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.

Activity logs

Every activity done on this system is fully recorded and can be traced back. To make the system lighter, the logs are recorded in text files but not in the database.

Advanced Settings

You can change logo, favicon, site title, site description, options to Enable or Disable features etc. from Admin Panel. Some of the settings include Payment Settings, Subscription settings, Email Templates, Homepage settings, Order Settings, Invoice Settings, PDF Settings, Commission Rates, Create Accounts, Item Prefixes, Default language, Default Currency, Use Currency Symbol, Records Per Page, DateTime Formats, among many others.

Responsive

This app is fully responsive, that is, You can easily access your data from any device regardless of its size.

Installation

Easy Installation Using Installation Wizard & no need any programming skills

Login

There are 2 different user levels for this application as listed

Main admin and staff - Owner of this app and his/her team [Login page - https://yourdomain.com/users/login]

Clients / customers (products buyers)- Those who buy company products [Login page - https://yourdomain.com/clients/login]

Curencies

This system has support for multiple 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
  • mPesa – KES
  • PayTM – INR
  • PayU Money – INR
  • SMS Gateways

This system comes integrated with one way messaging means that your customers will not be able to reply to the SMS. They include:

  • Clickatell
  • MoveSMS
  • Msg91
  • BulkSMS
  • Plivo
  • Smscluster
  • Celcom
  • Smsgatewayhub
  • Infobip
  • Smsglobal
  • Hubtel
  • more are being added..

Server Requirements

  • PHP 5.5+ (PHP 7 Recommended)
  • MySQL 4.x+ (MySQL 5.x Recommended)
  • MySQLi PHP Extension
  • PDO PHP Extension
  • Zip PHP Extension
  • cURL PHP Extension
  • config.php writable
  • Uploads Folder writable

Demo Details

Admin

Client

Features

  • Dashboard with entries, orders, invoices, payments, expenses, graphical reports, and more.
  • Create and sent marketing emails to individuals, groups or even addresses uploaded in CSV format.
  • Stocks and inventory control
  • Online orders by customers
  • Sales entries Management.
  • Invoices Management
  • Payments management
  • Expenses Management
  • Roles & Permission Management
  • Generate raw and graphic reports
  • Multi language support
  • Export users and clients
  • Assign roles to users
  • Accept invoice payments via Paypal, Stripe, Authorize.Net, 2Checkout, payU Money, PayTM, mPesa, PesaPal
  • Accept subscripton payments via Paypal, Stripe, Authorize.Net, 2Checkout, payU Money, PayTM, mPesa, PesaPal
  • Send payouts sales agents

Requirements

  • PHP Version 5.5+ (Recommended 7+)
  • MySQL Version 4.x+ (Recommended 5.x)
  • MySQLi PHP Extension Enabled
  • PDO PHP Extension Enabled
  • Zip PHP Extension Enabled
  • cURL PHP Extension Enabled
  • config.php writable Writable
  • Media Folder writable Writable
  • Uploads Folder writable Writable

Instructions

  • All instructions on how to install and use are provided at help website

Download

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