All-in-One Project Management and CRM Solution

JkardCRM: Streamline Your Business from Lead to Payment

Tired of juggling multiple disconnected tools? JkardCRM is the fast, intuitive, and all-in-one customer relationship platform built on the powerful CodeIgniter 4 framework. Download the full source code for complete ownership, customize it to your exact needs, and manage your entire business operations from a single, unified dashboard.

Why JkardCRM? Unmatched Efficiency & Control

• All-in-One Hub: Integrate projects, tasks, CRM, invoicing, and support into one seamless workflow. Eliminate app-switching and data silos forever.

• Complete Code Access: You own it. Customize every aspect to fit your unique business processes without limitation.

• Lightning-Fast & User-Centric: An elegantly designed UI ensures quick navigation and rapid onboarding for your entire team.

• Built on Modern Technology: Developed on the latest CodeIgniter 4 for stability, security, and performance.

Core Features Designed for Growth

1. Projects & Tasks: Orchestrate Your Workflow

• Centralized Project Management: Monitor progress, deadlines, and resources for all projects in one place.

• Flexible Task Views: Manage work your way with powerful List and drag-and-drop Kanban views.

• Advanced Collaboration: Assign tasks, set dependencies, create sub-tasks, and use @mentions with notifications to keep teams aligned.

• Smart Automation: Set up recurring tasks automatically and use custom filters to focus on what matters.

• Precision Time Tracking: Log hours against tasks and projects, and generate detailed timesheets for accurate client billing.

• Visual Planning: Plan and track project timelines with Milestones and interactive Gantt charts.

2. Clients & CRM: Nurture Every Relationship

• 360° Client Profiles: Access a complete history of projects, invoices, tickets, notes, and files for every client.

• Lead Management Pipeline: Capture leads from websites, import via Excel, and visually track them through a Kanban board until conversion.

• Dedicated Client Portal: Empower clients with a secure portal to view projects, make payments, and access support, improving transparency.

• Granular Organization: Categorize clients with custom groups and labels for targeted communication and reporting.

3. Invoices & Payments: Get Paid Faster

• Professional Invoicing: Create and send branded invoices with multiple currency and tax support.

• Automated Billing: Save time with recurring invoices and Stripe-powered subscription management.

• Global Online Payments: Accept payments instantly via PayPal, Stripe, and Paytm, with options for partial payments.

• E-Invoice Compliance: Generate standardized UBL/XML e-invoices for easy submission to tax authorities.

• Financial Oversight: Gain insights with invoice summary reports and track income vs. expenses with clear charts.

4. Proposals & Estimates: Win More Business

• Stunning Proposals: Create persuasive, branded proposals to impress clients and win deals.

• Streamlined Estimates: Send estimates for approval and convert them into invoices with one click.

• Interactive Estimate Requests: Use custom web forms to gather precise client requirements upfront.

5. Support & Knowledge: Delight Your Customers

• Modern Ticketing System: Manage support requests from a clean, efficient interface with auto-responders, canned replies, and smart automation.

• Self-Service Knowledge Base: Reduce ticket volume by enabling clients to find answers themselves with a searchable knowledge base.

• Integrated Chat: Communicate with clients and team members directly within the platform.

6. Operations & Automation: Work Smarter

• Contract & e-Signature: Create project contracts and get them legally e-signed by clients for a seamless agreement process.

• Expense Management: Track every cost, categorize expenses, and compare them against income for clear profitability insights.

• Shared Calendars: Synchronize team and client events with Google Calendar integration and set recurring reminders.

• Powerful Automation: Automate ticket routing, labeling, and assignments based on custom rules to save manual work.

Advanced Customization & Control

• Custom Fields & Dashboards: Tailor every module with custom fields and build personalized dashboards with drag-and-drop widgets.

• Flexible Permissions: Define user roles and team permissions with precision to control data access and capabilities.

• White-Label & Branding: Match your brand with custom themes, dark mode, CSS overrides, and multilingual email templates.

• Internal Wiki & Announcements: Centralize company knowledge and share news with team-wide announcements.

• Comprehensive Reporting: Make data-driven decisions with insightful reports on sales, projects, time tracking, and team performance.

Technical Excellence & Integration

• Google Drive Integration: Store all files directly on Google Drive, saving valuable server space.

• PWA Mobile App: Install JkardCRM as a Progressive Web App on your phone for a native-like experience.

• Plugin Ecosystem: Extend functionality with third-party plugins or build and sell your own.

• One-Click Updates: Keep your system secure and up-to-date with effortless, single-click updates.

• Enterprise-Grade Security: Protect your data with Google reCaptcha integration and robust user permission controls.

• GDPR Compliance: Built-in tools to help you comply with data protection regulations.

Ready to Transform Your Business?
Download JkardCRM today. Own your software, customize your workflow, and unite your entire business under one powerful platform.