SAAS ready from v2.3+

doitX is complete and fully functional Sales CRM with invoicing, expenses, bulk SMS and email marketing software that is a great fit for almost any company, small business owners, or many other uses. A tool that brings all important information all together. With its excellent design, doitX help you look more professional to your customers and to public, helping you improve business performance all together.

Drive your sales operations from entries to invoices to payments with all the information you need, easily accessible. Keep track of products, sales, marketing records, payments, automate invoicing and notify sales team when they have things to do. The whole company’s processes simplified in a simple modern light-weight system that will change how you do business.

Demo Details

Admin
Username – admin@mybizcms.com
Password – adminadmin
Login URL – https://mybizcms.com/demos/doitx

Staff
Username – user@mybizcms.com
Password – useruser
Login URL – https://mybizcms.com/demos/doitx
Note: You can add your own staff with different roles

Subscriber
Username – subscriber@mybizcms.com
Password – subscribersubscriber
Login URL – https://mybizcms.com/demos/doitx
Note: You can add your own subscriber

Update v2.4 (27/06/2023)

Send and track your marketing emails with Mailchimp API. When you send marketing emails using Mailchimp email gateway, you will be able to track every event from :

• Sent
• Delivered
• Deffered
• Bounced (Hard bounced)
• Soft bounced
• Open
• Click
• Spam (Marked as spam)
• Unsubscribed (User unsubscribed using this email)
• Rejected

From the dashboard you will be able to view a graphic report of all these events.

On campaign details page, you will get a list of all events, opens and clicks details of that specific email.

You will also manage your Mailchimp subscribers easily with options of add or unsubscribe users.

End of update v2.4 (27/06/2023) description

Update v2.3 (24/03/2023)

Let users subscribe to your packages in order to manage their sales and marketing details.

Note: All the sales payments go through the admin then are sent to sellers (subscribers) as payouts upon request. Subscribers do not add their own payment gateways.

What can a subscriber do:

• Add, edit and view products and their categories.
• Add, edit and view sales entries.
• Add, edit and view sales stages.
• Add, edit and view sales leads.
• Generate, edit and view invoices.
• Receive payments.
• Record, edit and view expenses.
• Add, edit and view customers.
• Run SMS and email marketing campaigns.
• Generate graphic and raw text reports.
• Request and receive payouts.
• View their subscriptions.
• Subscribe to packages.

What can an admin do:

• Add, edit and view subscription packages with hours, days, weeks, months and years duration types.
• Make a package featured (Stand out from the rest of the packages).
• View, approve or cancel user subscriptions.
• View pending, approved, cancelled subscriptions report from the dashboard
• View total subscriptions income report from the dashboard
• View total subscribers income and payouts paid report from the dashboard
• Add, edit and view payout modes.
• Can set minimum acceptable payout request amount.
• Receive, pay or decline payout requests from users.
• Add, edit and view public pages with background images.
• Add, edit and view frequently asked questions (FAQs).
• Add and edit homepage parts, features, testimonials, team members, website colours, theme selector, tawk.to easily.

Available online payment gateways

• PayPal Standard
• PayPal Pro
• PAYU Money
• PayTM
• Stripe
• Authorize.Net
• PesaPal
• Flutterwave
• SSLCOMMERZ
• Voguepay
• Esewa
• Instamojo
• Paystack
• ToyyibPay
• AamarPay
• Hyperpay

Compatibility:
doitX version 2.3+

End of update v2.3 (24/03/2023) description

Changelog

Key Features

• Dashboard with helpful overview of entries, orders, invoices, payments, expenses, activities, graphical reports, and so much more.
• Compose and send promotional, transactional and notification SMSs to your clients, users and phone numbers uploaded in CSV format.
• Intgrated Clickatell, MoveSMS, Msg91, BulkSMS, Plivo, Smscluster, Celcom, Smsgatewayhub, Infobip, Smsglobal, Hubtel SMS gateways.
• Create and sent marketing emails to individuals, groups or even addresses uploaded in CSV format.
• Add, view all subscribers from your mailchimp account from within this app.
• Ability to choose whether to add new customers to mailchimp list when adding new customers.
• Integrated Mail, PHPMailer, SMTP, Sengrid email options.
• Keep control of available stock of products through the system.
• Ability for user/marketer to make an order on behalf of their clients.
• Ability for users/marketers to add their own clients, create their entries, orders, invoices and record payments
• Accept orders from customers automatically or manually.
• Comment functionality on entries of the items.
• Easily manage your clients with all the details you need.
• Import customers and users into the system with a click of a button.
• Create and sent invoices of any sales entry.
• Record every payment records of invoices, updating their status on the fly.
• Style PDF invoices in any colour, size, font before sending to customer using CRM’s powerful invoice styling feature.
• Reward your sales agents commissions using in-built commission calculations.
• Easily switch between date and time formats within the system.
• Reports on payments and income based on any date ranges.
• Graphical reports on payments, entries and expenses.
• Support for multiple currencies, Over 135 currencies based on payment gateway.
• Ability to add custom currency to the system under ‘Default Currency’ settings
• Multiple languages are supported.
• Let customers make payments of invoices online through PayPal, Stripe, Authorize.net, 2Checkout, PesaPal PayTM, PayU Money, mPesa gateways integration settings.
• Enable or disable modules.
• In-built expenses module with income vs expenses comparison.
• Integrated cronjobs settings to keep every item up-to date and create notifications.
• Integrated customizable email templates.
• Enable or disable account creation for customers/clients.
• Log every activity done.
• Notifications on new tasks and action required etc.
• Access level control on different modules by users with roles and permissions.
• Backup, that is, never lose any data again!
• System Update within the system.
• And many more features.

Clients Management
doitX helps you focus on your customer in a faster and easier way. Every detail of the client is easily stored and retrieved.

Mailchimp Subscribers
Easily manage your Mailchimp subscribers from within the system. You can add and view your Mailchimp email addresses subscription lists. When adding a new customers, you can choose to include that customers to Mailchimp subscription list or not.

SMS Marketing
Compose and send promotional, transactional and notification SMSs to your clients or users from within the system. You can send to multiple phone numbers, groups or upload contacts in CSV format. All Smss sent are recorded in the system. SMS gateways include but not limited to

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

Email Marketing
Compose and send promotional, transactional and notification emails to your clients or users from within the system. You can send to single or multiple addresses, groups or upload addresses in CSV format. All emails sent are stored in the system with their subject and body. You can use the Native PHP Mail, PHPMailer, SMTP or Sendgrid to send your emails.

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

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.

Stock Management
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.

Invoices
Build professional and good looking invoices with a click of a button. You can generate invoices on entries to facilitate payments. You can iclude tax and discounts when generating invoices. Ivoices 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.

Expenses Management
With the CRM’s expense management feature, you can keep track of any expenditure of the company. You can also get a comparison of income versus expenses reports for any period.

Orders
Acept 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.

Online Payments
Receive payments from Paypal, Stripe, Authorize.net, 2Checkout, PesaPal, PayTM, PayU Money and mPesa payment gateways that are available in most of the countries. Requires [doitX Clients – doitX Addon with Online Payment Gateways].

Currencies
doitX now has support for six different 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
• PesaPal – USD, KES, UGX, TZS, RWF
• PayTM – INR
• PayU Money – INR

Languages
This CRM now supports multiple languages. 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. This app has ability to create your own language packs [Read more].

Reports
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.

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

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

Backup
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.

Activity Logs
Every activity done on this system is fully recorded and can be traced back.

Date Time Formats
From within the system, you can customize, in any way that exists, how date / time will be displayed.

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

Documentations
https://mybizcms.com/documentations/doitx

Contact us at:
Email : info@mybizcms.com
Youtube : https://www.youtube.com/channel/UCiM2Jd-iI6B3OfcItDUCtJw