- Workflow control
- Powerful settings panel
- Role based team members permission system
- Multiple date formats
- Sales Tax feature (Including Secondary Tax)
- Fully Translatable (PHP gettext functions & PO/MO files)
- Currency Symbol and Position Settings
- Existing user to CQPIM Client Conversion Tool
- Existing user to CQPIM Team Member Conversion Tool
Client Dashboard
- Responsive front-end dashboard
- Brandable Login page
- AJAX enabled actions
- Custom AJAX password reset
- Choose Projectopia Theme or your active theme
- Works with any properly coded theme
- Clients can update their details and photo from the dashboard
- Clients can add their team members as additional logins
- Dashboard alerts for quotes, projects, invoices and support tickets
- Ability to view all quotes, invoices, projects, tasks and support tickets
- Detailed project information including timeline, updates, financials, milestones/tasks and files
- AJAX file uploads in Support Tickets and Tasks
- Ability to pay invoices via Stripe & Paypal
- Custom Client Dashboard Alerts
- Downloadable PDF Invoices
Clients
- Add clients and contact details
- Client account password reset
- Client notes
- Additional client contacts (to create extra logins for the client)
- Set Invoice terms per client
- Set default support ticket assignment per client
- Sales tax exclusion per client
- Recurring invoices
- Client Notification Preferences
- Currency Override Per Client
- File uploads in Client Account
- Client Access Activity Logs
- Custom Dashboard Alerts
- Custom Fields in Client Admin
and much more……
