Freelance Cockpit – Project Management and CRM v4.0.3
Key Features
- Dashboard
Helpful overview of open projects, open invoices, received and outstanding payments, open tasks, messages and events. - Project Management
Create and manage all your projects. - Project Tasks
You can add tasks to any project. - Lead Management
Create and manage all your leads and even import leads by a .csv file. - Client Tasks
You can enable clients to create tasks. - Tasks Timers
Every agent can track his time spent on tasks and every task has a dedicated timesheet. - Tasks Timesheets
Every task has it’s own timesheet. - Project Milestones
Milestones will help you to group your tasks together. - Support Tickets
Let your Clients open tickets to keep track of any incident. It also supports email tickets. - Project Timer
This will help you to track the time you have spent on a project. - GANTT Charts on Projects
Every project has it’s own gantt chart grouped by milestones or agents - Multi File Upload and File Commenting
On all projects you can upload any kind of files, like a screenshot of the mockup you made for a new web project and share them with your client. - Client Management
Easily manage your clients with all the details you need. - Client Portal
Your clients can view the status of their projects and invoices. - Invoice Management
Creating and sending invoices was never that easy! - Expenses
Track all your expenses. - Estimates
Send estimates to your clients. - Recurring Invoices
Create recurring invoices. - Calendar
Beautiful calendar with optional Google calendar integration. - Item Management
Manage your items/products - Reports
A nice chart to view your income, expenses by a given period - User Activity Widget
See who is online. - Email Notifications
Get email notifications on new messages, project assignment etc. - User Access Levels
Control the access of your agents to the different modules. - Quick Access
Quickly open a project or start/stop the timer using the Quick Access widget. - Database backup
Never loose any data again! - System Update
As soon as an update gets released, you can update your application within the webinterface. - Easy Installation Tool
Very easy installation, no programming skills required. - Multi Language Support
Full language support with language files. - Quotation Request
The quotation request form can be accessed without login, so you can send the link directly to potential clients or just add the link to your corporate website. - Private Messaging
Send private messages to admins and clients. - Stripe payment Integration
Your clients can easily pay via credit card using the stripe service. - Authorize.net payment Integration
Your clients can easily pay via credit card using the authotize.net service. - 2Checkout payment Integration
Your clients can easily pay via credit card using the 2Checkout service. - Paypal IPN Integration
Your clients can easily pay invoices via Paypal. - Paypal Subscription Integration
Paypal subscriptions for recurring invoices. - Customize CSS
You can change the CSS styles directly from the settings page. - Theme Color Customizer
You can change all main colors like the sidebar background, body background etc with a very easy color picker on the settings page so the layout perfectly fits your brand style. - Login Style
The login page is available in side mode and center mode and you can choose the background image or upload your own. - Gravatar support
Gravatar will be used as a fallback if you don’t upload a profile image. - And more
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No tutorial yet
Updated History
Feb 23, 2020 - Freelance Cockpit - Project Management and CRM v4.0.3
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