195

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)
  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
  4. Go to Cockpit: CRM > Contacts and add contact(s) for the customer(s) you just created

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"

Custom payment importer

  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.

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.

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