Grow is a client relationship management application, with full project management features. Grow combines many of the various tools that you require, in one easy-to-use application. These include tasks, invoices, leads, estimates and much more.


 

Demo

Admin https://demo.growcrm.io
Username:admin@example.com
Password: growcrm

Staff Memberhttps://demo.growcrm.io
Username:annie@example.com
Password: growcrm

Client https://demo.growcrm.io
Username:mike@example.com
Password: growcrm


 

CRM Features

We have given attention to every design element. The final result is what we believe to be an extremely user-friendly application. The application gives you and your clients a single point of contact, to collaborate on projects.

 

Project Management

You no longer need to use multiple tools to get the job done. The application comes with very advanced features to help you manage your projects. Make your life even easier by taking advantage of the project templates feature and also the project cloning feature.

 

Task Management

Get the job done by making sure you complete your tasks on time. Use the application’s advanced features such as task cloning, task timers, task reminders and many more, to make your work easier and more efficient. You can assign tasks to your team members and also to your clients.

 

Time Tracking

Keep track of the amount of time that you spend on your projects, The CRM comes with a full-featured time-tracking solution. You can start and stop your timer or manually record the time spent working on a task. You can then easily bill your clients for the time recorded.

 

Invoices & Payments

We have created a very easy-to-use invoicing system. There is now no need for you to use a third party invoicing application. The CRM enables you to create invoices with many options, such as time billing, product billing, task billing etc. Your clients are automatically sent their invoice via email and they can easily pay for it via credit card or PayPal.

 

Subscriptions

This feature enables you to bill your clients for your products and services, automatically. You can set the billing cycle to weekly, monthly, yearly etc. The system will automatically generate a new invoice and charge your client’s credit card automatically

 

Estimates/Quotations

Clients are more willing to commit to a project when they have an idea of the total cost. The application comes with a very easy-to-use tool for you to create and email estimates to your customers. Your customer can then review and accept your estimates very easily.

 

Proposals

First impressions count. Impress your prospective clients with beautifully crafted project proposals. No design skills required, with our easy-to-use interface.

 

Recurring Billing

You can create daily, weekly, monthly or even yearly recurring invoices. The system will automatically create a new invoice and email it to your client.

 

Leads & Opportunities

Keep track of your opportunities and nurture your leads into paying customers. You can easily capture new leads, using our very advanced form builder. You can then embed your lead-capturing forms on any website.

 

Knowledgebase

Lower your customer support time by offering your customers access to self-service information and help repository. You can even create a video knowledge base, by using the YouTube video gallery feature of the knowledgebase,

Workflow Automation

Project and estimate workflow automation allow you to automate repetitive tasks. You can determine what happens when an estimate has been accepted by your client or what happens when a project has been marked as completed. Automations improve your team’s productivity and help to ensure that nothing is missed in your workflow.

 

Task Dependency Management

Creating relationships between your tasks to ensure that work in completed in a prescribed sequence. You can lock a task from being started or being completed, until the task it is dependent on has been completed. Dependency management allows your diverse team to synchronize their work.

 

Server Requirements

• PHP 7.3, 7.4, 8.0, 8.1
• Apache Web Server
• BCMath PHP Extension
• Ctype PHP Extension
• Fileinfo PHP extension
• JSON PHP Extension
• Mbstring PHP Extension
• OpenSSL PHP Extension
• PDO PHP Extension
• Tokenizer PHP Extension
• XML PHP Extension
• MySQL (or MariaDB) Database
• GD Library > or = v2.0

Change Log

Version 2.5 – 3 April 2024            Added - Support tickets - Canned messages            Added - Clone Contracts            Added - Clone Proposals            Added - Schedule invoice publishing            Added - Schedule estimate publishing            Added - CRM wide dynamic search            Added - Tasks cover images            Added - Leads cover images            Added - Tags on files & attachments            Added - Attach files to notes            Fixed - Saving bank settings not working            Fixed - Test email not working            Fixed - Project template milestones not being created            Fixed - Preview image modal reloading page on close      

Version 2.4 – 1 February 2024            Added - Dark theme (Midnight) now included            Added - Prestige theme now included            Added - Export invoices            Added - Export expenses            Added - Export payments            Added - Export estimates            Added - Export timesheets            Added - Customize projects table view            Added - Customize clients table view            Added - Create custom task priorities            Added - Set colors for milestones            Added - Display milestone on task Kanban view            Added - Show contracts on customer page            Added - bulk add items for invoices and estimates (entire product categories)            Added - Add products to estimate when creating a proposal            Fixed - Estimate PDF download            Fixed - Lead for not sending email to admin            Fixed - Error updating user preferences when on settings pages            Fixed - Contracts & proposals filter by category            Fixed - Error importing client custom fields    

Version 2.3 – 9 November 2023            Added - Detailed reports            Added - Paystack payment gateway            Added - Direct URL to view estimates without logging into the CRM            Added - Export projects            Added - Bulk change project statuses            Added - Bulk assign projects            Added - Bulk change leads status            Added - Custom table column view (Leads)            Added - Bulk change leads status            Added - Bulk assign leads            Added - Archive support tickets            Added - Additional date formats            Added - Ability to reset all users current theme setting            Added - Filter expenses by team members            Fixed - Missing exit setting button on mobile            Fixed - Exporting clients giving limited results            Fixed - Webmail email templates (clients and leads)            Fixed - PDF Invoice totals alignment            Fixed - Custom fields date formatting            Fixed - Various bugs    

Version 2.2 – 15 June 2023        Added – Remember filters (Tickets)        Added – Google reCAPTCHA        Added – Edit timesheets        Added – In-line ticket replies        Added – Edit and delete ticket replies        Added – Show tags and reminders of kanban cards        Added – Added search box to custom fields dropdowns        Added – Add custom CSS for invoice and estimate pdf files        Fixed – Various bugs    

Version 2.1 – 6 February 2023 [Maintenance Release]        Fixed – Language icon not showing        Fixed – Upload client files        Fixed – Tickets statuses in emails        Fixed - Task permissions    

Version 2.0 – 20 January 2023 [See Full Details]      Added – PHP 8 support      Added – Instant team messaging (chat)      Added – Contracts      Added – Contract templates      Added – Proposal templates      Added – Tap payment gateway      Added – Custom ticket statuses      Added – Arrange invoice and estimate line items      Fixed - Various bugs    

Version 1.12 – 9 October 2022 [See Full Details]      Added – Invoice line tax      Added – Estimates line tax      Added – Estimate product notes      Added – Product-based tasks for estimate automation      Added – Task dependencies for estimate automation      Added – Attach files to estimates      Added – Attach files to invoices      Added – Project cover images      Added – Copy files between projects      Added – Use custom fields in filtering      Fixed - Various bugs    

Version 1.11 – 4 September 2022 [See Full Details]      Added – Estimates workflow automation      Added – Projects workflow automation      Added – Task dependencies      Added – Export clients      Added – Export tickets      Added – Email leads      Added – Set user home page      Added – Assign tasks to clients      Added – File folders      Added – Email notifications for reminders      Added – Email leads      Added – Tasks & Leads Kanban paginated loading      Fixed - Various bugs    

Version 1.10 – 15 July 2022      Fixed - Maintenance update    

Version 1.09 – 2 June 2022 [See Full Details]      Added - Updated to Laravel 8      Added - Project Proposals      Added - Assign tasks to clients      Added - Ability to change next Invoice ID      Added - Ability to change next Estimate ID      Added - Ability to change next Invoice ID      Fixed - The client cannot create a task      Fixed - Timesheets manual time recording      Fixed - Exit text too long in settings      Fixed - Settings tax rates menu      Fixed - Estimate and invoice custom fields display      Fixed - Clients webmail templates      Fixed - Lead forms submissions counter      Fixed - Leads converted to a client - welcome email        

Version 1.08 – 1 February, 2022      Added - Projects card grid view      Added - Project category based user permissions      Added - Recurring Tasks      Added - Allows users to set their own theme      Added - View email queue and email delivery log      Added - Download and manage system error logs      Added - Edit Payments      Added - Rename project files      Added - Importing leads - made custom fields easier to import      Added - Leads and tasks search now has wider scope      Added - Show client name on task cards      Added - SMTP debugging tool      Added - Easier assigning of project team members      Added - Easier changing of project progress      Fixed - Task date not updating correctly in task modal      Fixed - Task not loading in projects page      Fixed - Tickets timeline viewing permissions      Fixed - PDF invoices Euro symbol not showing correctly      Fixed - Project templates user roles setting    

Version 1.07 – 24 October, 2021      Fixed - Project progress not updating      Fixed - Email delivery problems after v.106 update      Fixed - Client webmail      Fixed - Client cannot create a task      Fixed - Email PDF is not sent in default system language      Fixed - New users language is not being set to the system language    

Version 1.06 – 29 September, 2021      Added – Lead web forms – Create multiple forms to capture leads from your website.      Added – Clone Tasks – Quickly make a duplicate copy of a task      Added – Clone Leads – Quickly make a duplicate copy of a lead      Added – Knowledge base video gallery      Added – Send emails directly to a client user from the CRM      Added – Custom task statuses – You can now create custom task statuses      Updated – See all previous notifications using the new improved notifications panel      Updated – Show the project title on a task (Kanban)      Updated – New custom fields editor      Fixed – Various other bugs    

Version 1.05 – 9 August, 2021    Added – Reminders – Set individual reminders for projects, tasks, leads, etc      Added – Embed YouTube video in knowledgebase, projects, tasks and leads      Added – App Modules Selection. Select which CRM modules you want to use.      Added – Limit CRM modules/features on a client by client basis      Added – Overdue task reminder      Added – Overdue invoice reminder      Added – Leads & tasks – added notes and a new tabbed interface      Updated – Added a ‘client details’ section for each client      Updated – Custom fields -added new form field types and improved interface      Updated – New role settings, allowing managing of team members      Fixed – Filter estimates status      Fixed – Assign task users scrollbar      Fixed – Preselect assigned users in tasks and leads modals      Fixed – Various other bugs    

Version 1.04 – 12 May, 2021    Added – Project templates      Added – Clone projects      Updated – Time tracking      Updated – Invoice price adjustment      Updated – Estimate price adjustment      Updated – Show additional company information on invoices & estimates      Updated – Advanced text editor features for projects      Fixed – Project payments summary      Fixed – PDF showing ??? for non-Latin languages      Fixed – Task checklist styling      Fixed – Upload avatar error    

Version 1.03 – 4 April, 2021    Added – Importing Leads – (CSV & EXCEL)      Added – Importing Clients – (CSV & EXCEL)      Added – Convert an estimate to an invoice      Added – Clone estimates      Added – Mollie payment gateway      Added – Direct time tracking      Added – Invoice and estimate opening tracking      Updated – Dynamic client creation      Updated – Allow/prevent clients from accessing the dashboard      Updated – Enable/disable all outbound client email      Fixed – Updating lead status not refreshing table row      Fixed – Login popup      Fixed – converting leads error      Fixed – Client category not working      Fixed – Estimates menu not showing on project page    

Version 1.02 – 10 February, 2021    Added – Customer subscription billing      Added – Create custom fields for clients, projects and task      Added – Razorpay payment gateway      Added – 29 language translations      Added – Archive projects, tasks, leads      Added – Email delivery testing with a “send test email” feature      Added – Add ability to add your own custom JavaScript & CSS      Updated – Allow multiple lines for invoice line item descriptions      Updated – Ability for the admin to update user passwords      Fixed – Invoice & estimate email PDF attachments formatting      Fixed – Support tickets title error      Fixed – Currency symbol on payments section of invoices      Fixed – Task and lead comments not fully displaying      Fixed- Recurring invoices      Fixed – Knowledgebase mobile view      Fixed – Clients unable to create new tasks      Fixed – Broken product items search      Fixed – Broken file download links for Mac users      Fixed – various other bugs    

Version 1.01 – 26 November, 2020    Added - Dashboard payments and invoices stats clickable      Added - Admin can add scripts in head and body (e.g. google analytics)      Fixed - Modal windows not correctly displaying Cyrillic symbols      Fixed - Unable to edit default milestones      Fixed - Deleted staff member increasing the count for users in a given role      Fixed - Installer get stuck on some operating systems      Fixed - Task and lead checklists not working correctly      Fixed - Unable to delete some categories      Fixed - Create lead sources – popup opens blank