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Product support

Get help in the plugin support forum.

Categories

Cockpit CRM is a simple, yet powerfull Customer Relationship Management.

Goals

The Cockpit CRM is meant for small businesses, freelancers and agencies to provide tools for accounting, customer management, invoicing and keeping an eye on finances. It is the first in an upcoming series of plugins for the everyday work these businesses face. We use it ourselfs and thus actively develop it. To be able to customize and extend it, we build in support for custom invoice and offer templates as custom payment importers. If you feel there is something missing, feel free to send us a message.

Features

  • manage multiple companies
  • customer management
  • contact management
  • invoicing
  • creating offers
  • converting offers to invoices
  • deposit/bank account management
  • payments and payment imports from CSV
  • payment report graphs

Gauge Icon by ProSymbols from the Noun Project

Customers

Hello, I am Ondrej Brinkel. Please start by reading the whole documentation! If you have any questions, find a bug or experience difficulties getting the plugin to work please use the Support Forum. Only leave a Review if you are happy with the plugin or are still unhappy with the plugin after reaching out to me in the Support Forum. Thank you! Ondrej Brinkel Portrait

Table of contents

Installation

You need an account on octobercms.com to install this plugin.

  1. Sign in and click on the Add to Project button on the product page for the plugin in the marketplace.
  2. Select the project you wish to add the plugin to (or create one).
  3. Make sure you install any 3rd-party plugins this plugin depends on (Renatio.DynamicPdf, RainLab.Translate)
  4. Make sure you have attached this project to your website in the backend of your website in order to pull in the new plugin (Settings > Updates & Plugins). Don't worry, attaching or detaching your website to a project will never delete anything!
  5. Make sure you allow short_open_tag
  6. Adjust settings under Settings > Cockpit > CRM

Getting started

  1. Add StudioBosco.CockpitCrm to a project and attach it to your website
  2. Go to Cockpit: CRM > Companies and add your company and fill in the details about your company
  3. Go to Cockpit: CRM > Customers and add an existing or new customer

Custom invoice templates

  1. Goto Settings > PDF
  2. Create new PDF Template based upon the "Default Invoice Template"

Custom offer templates

  1. Goto Settings > PDF
  2. Create new PDF Template based upon the "Default Offer Template"

Importing/Exporting Data

You can import and exoprt customers, invoices and payments from various sources and to various formats. You can either use one of the premade importers/exporters, a generic CSV import/export or create your own custom importer/exporter.

To create a custom payment importer please follow these steps:

  1. Create folder cockpit/crm/importers/payments
  2. Copy plugins/studiobosco/cockpitcrm/importers/payments/NorisbankCsvV1.php to cockpit/crm/importers/payments/MyPaymentsImporter.php (or any name you want)
  3. Adjust cockpit/crm/importers/payments/MyPaymentsImporter.php to your needs
  4. Test the importer by downloading a CSV file from your bank account and go to Cockpit: CRM > Payments > Import payments and then select "My Payments Importer" from the list and upload the CSV file.

In the same way you can create custom invoice and customer importers.

Support

Please use the Support Forum (on the left side of the page for any theme or plugin) or send me a message. We also offer design, workshops and development services. You can visit our website for more information. Do not use reviews to ask for support.

  • Found the plugin useful on 23 Jul, 2020

    If you need a fully comprehensive backend to manage your business, CockpitCRM is your choice. Clear and easy manage, the developers are very kind and supportive. The software is regulary updated and offer new features with stable builds! Five stars great work StudioBosco

1.1.19

makes invoice and offer titles optional

Sep 21, 2020

1.1.18

adds recurring invoices

Aug 20, 2020

1.1.17

fixes adding payment to invoice

Jul 01, 2020

1.1.16

duplicates invoices as drafts now

Jun 29, 2020

1.1.15

fixes invoice json import and export

May 19, 2020

1.1.14

adds customer filter to invoices and offers

May 05, 2020

1.1.13

adds action to remove duplicate contacts

Apr 22, 2020

1.1.12

Adds JSON import of invoices

Apr 21, 2020

1.1.11

Adds payments CSV import/export

Apr 20, 2020

1.1.10

Adds customer CSV import

Apr 19, 2020

1.1.9

adds is_payed and is_draft to invoice states

Apr 19, 2020

1.1.8

adds introduction to invoices

Apr 07, 2020

1.1.7

adds FastBill import of customers and invoices

Apr 07, 2020

1.1.6

adds offer and invoice states

Mar 18, 2020

1.1.5

improves offer and invoice forms

Mar 18, 2020

1.1.4

adds title and description to invoice and offer items

Mar 06, 2020

1.1.3

prevents non numeric value errors when generating pdfs

Mar 06, 2020

1.1.2

adds contacts to invoices, offers and customers

Mar 06, 2020

1.1.1

removes usage of config file

Mar 05, 2020

1.1.0

uses Renatio.DynamicPDF instead of wkhtmltopdf

Mar 05, 2020

1.0.17

adds sections to invoices and offers

Mar 05, 2020

1.0.16

adds missing is_page_break to invoice and offer items

Feb 28, 2020

1.0.15

removes leading line-break in html formatted addresses

Feb 28, 2020

1.0.14

compatiblitiy with MYSQL 5.6

Feb 03, 2020

1.0.13

fixes broken invoice pdf export

Jan 11, 2020

1.0.12

adds missing translations

Jan 08, 2020

1.0.11

adds company_id to deposit accounts

Dec 31, 2019

1.0.10

adds deposit account model

Dec 31, 2019

1.0.9

Added offer numbers

Dec 31, 2019

1.0.8

Added template field to Offers

Dec 31, 2019

1.0.7

Added date field to Offers

Dec 31, 2019

1.0.6

Added locale field to Offers

Dec 31, 2019

1.0.5

Implmenting Offers

Dec 31, 2019

1.0.4

Creation of draft Invoices possible

Dec 31, 2019

1.0.3

Add payed_at to invoices

Dec 31, 2019

1.0.2

Add contact to companies

Dec 31, 2019

1.0.1

Add addresses to invoices

Dec 31, 2019

1.0.0

Create base database tables

Dec 31, 2019