Cockpit CRM is a simple, yet powerfull Customer Relationship Management.
Warning!
This plugin will not receive updates for OctoberCMS anymore. Development now focuses on supporting WinterCMS only. If you are interested in purchasing a WinterCMS version, please contact us at support [at] studiobosco.de
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
- document templates and documents (e.g. contracts or NDAs)
Gauge Icon by ProSymbols from the Noun Project
The following plugins are required
Translate
Enables multi-lingual websites and translate website contents.
Translate
Enables multi-lingual websites and translate website contents.
DynamicPDF
October HTML to PDF converter using dompdf library.
DynamicPDF
October HTML to PDF converter using dompdf library.
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!
Table of contents
- Installation
- Getting Started
- Custom invoice templates
- Custom offer templates
- Custom document templates
- Importing/Exporting Data
- Support
Installation
You need an account on octobercms.com to install this plugin.
- Sign in and click on the Add to Project button on the product page for the plugin in the marketplace.
- Select the project you wish to add the plugin to (or create one).
- Make sure you install any 3rd-party plugins this plugin depends on (Renatio.DynamicPdf, RainLab.Translate)
- 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!
- Make sure you allow short_open_tag
- Adjust settings under Settings > Cockpit > CRM
Getting started
- Add StudioBosco.CockpitCrm to a project and attach it to your website
- Go to Cockpit: CRM > Companies and add your company and fill in the details about your company
- Go to Cockpit: CRM > Customers and add an existing or new customer
Custom invoice templates
- Goto Settings > PDF
- Create new PDF Template based upon the "Default Invoice Template"
Custom offer templates
- Goto Settings > PDF
- Create new PDF Template based upon the "Default Offer Template"
Custom document templates
- Goto Settings > PDF
- Create new PDF Template based upon the "Default Document 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:
- Create folder
cockpit/crm/importers/payments - Copy
plugins/studiobosco/cockpitcrm/importers/payments/NorisbankCsvV1.phptocockpit/crm/importers/payments/MyPaymentsImporter.php(or any name you want) - Adjust
cockpit/crm/importers/payments/MyPaymentsImporter.phpto your needs - 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.
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Gabriele Tramonti
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
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| 1.2.13 |
fixes invoice number generation for reccuring invoices Jul 01, 2021 |
|---|---|
| 1.2.12 |
adds story points as unit type for offers/invoices May 21, 2021 |
| 1.2.11 |
adds missing address fields when formatting addresses May 07, 2021 |
| 1.2.10 |
adds p.o. box field to addresses May 07, 2021 |
| 1.2.9 |
displays optional services in offer items table Apr 22, 2021 |
| 1.2.8 |
adds optional offer items Apr 22, 2021 |
| 1.2.7 |
adds option to not generate invoice numbers in reccuring invoices Mar 19, 2021 |
| 1.2.6 |
adds address delete buttons to documents, offers and invoices Feb 02, 2021 |
| 1.2.5 |
adds missing english translations Feb 02, 2021 |
| 1.2.4 |
adds option to override company in invoices and offers Jan 22, 2021 |
| 1.2.3 |
adds document fields to companies Jan 20, 2021 |
| 1.2.2 |
adds missing JSON customer importer Jan 05, 2021 |
| 1.2.1 |
adds document types Dec 19, 2020 |
| 1.2.0 |
adds documents Dec 07, 2020 |
| 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 |