Freelance Cockpit 3 – Project Management and CRM
The Freelance Cockpit is the most comprehensive project management system for independent contractors. This solution is helpful since it provides an overview of all active projects, accounts, tasks, messages, and events. Any project can have tasks added to it. It is possible to import leads from a.csv file that you create and control. Clients can submit requests for new assignments. Timer for Projects: This tool will assist you in monitoring the length of time you have spent working on a specific task. Through the Client Portal, your customers may check in on the development of their accounts and projects. with lots of other neat stuff.
Spend Less Time Worrying About Crm and Have More Time to Focus on Your Ideas
Helpful overview of open projects, open invoices, received and outstanding payments, open tasks, messages and events.
Create and manage all your projects.
You can add tasks to any project.
Create and manage all your leads and even import leads by a .csv file.
You can enable clients to create tasks.
Every agent can track his time spent on tasks and every task has a dedicated timesheet.
Every task has it’s own timesheet.
Milestones will help you to group your tasks together.
Let your Clients open tickets to keep track of any incident. It also supports email tickets.
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.
Easily manage your clients with all the details you need.
Your clients can view the status of their projects and invoices.
Creating and sending invoices was never that easy!
Track all your expenses.
Send estimates to your clients.
Create recurring invoices.
Multiple Invoice Templates
There are multible well designed invoice templates availalbe for you to choose.
Beautiful calendar with optional Google calendar integration.
Manage your items/products
A nice chart to view your income, expenses by a given period
User Activity Widget
See who is online.
Get email notifications on new messages, project assignment etc.
User Access Levels
Control the access of your agents to the different modules.
Quickly open a project or start/stop the timer using the Quick Access widget.
Never loose any data again!
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.
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.
Send private messages to admins and clients.
Stripe payment Integration with SCA
Your clients can easily pay via credit card using the stripe service.
IDEAL payments through stripe
Your clients can easily pay via IDEAL 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.
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.
The login page is available in side mode and center mode and you can choose the background image or upload your own.
Gravatar will be used as a fallback if you don’t upload a profile image.