Freelance Cockpit v4.0 – Project Management and CRM

Feature

• Dashboard
  Helpful overview of open projects, open invoices, received and outstanding payments, open tasks, messages and events.
• Project Management
  Create and manage all your projects.
• Project Tasks
  You can add tasks to any project.
• Lead Management
  Create and manage all your leads and even import leads by a .csv file.
• Client Tasks
  You can enable clients to create tasks.
• Tasks Timers
  Every agent can track his time spent on tasks and every task has a dedicated timesheet.
• Tasks Timesheets
  Every task has it’s own timesheet.
• Project Milestones
  Milestones will help you to group your tasks together.
• Support Tickets
  Let your Clients open tickets to keep track of any incident. It also supports email tickets.
• Project Timer
  This will help you to track the time you have spent on a project.
• GANTT Charts on Projects
  Every project has it’s own gantt chart grouped by milestones or agents
• Multi File Upload and File Commenting
  On all projects you can upload any kind of files, like a screenshot of the mockup you made for a new web project and share them with your client.
• Client Management
  Easily manage your clients with all the details you need.
• Client Portal
  Your clients can view the status of their projects and invoices.
• Invoice Management
  Creating and sending invoices was never that easy!
• Expenses
  Track all your expenses.
• Estimates
  Send estimates to your clients.
• Recurring Invoices
  Create recurring invoices.
• Multiple Invoice Templates
  There are multible well designed invoice templates availalbe for you to choose.
• Calendar
  Beautiful calendar with optional Google calendar integration.
• Item Management
  Manage your items/products
• Reports
  A nice chart to view your income, expenses by a given period
• User Activity Widget
  See who is online.
• Email Notifications
  Get email notifications on new messages, project assignment etc.
• User Access Levels
  Control the access of your agents to the different modules.
• Quick Access
  Quickly open a project or start/stop the timer using the Quick Access widget.

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