See Documentation on last page LBAN CRM is a Customer Relationship Management (CRM) system that is aimed at small businesses. It project management features let users track expenses and time spent on tasks, and bill their customers. It also provides the ability to assign tasks and track logged time. They can even create one-click invoices, invoices with different taxation and recurring invoices which will be regenerated automatically based on user requirements. Estimates can be converted directly to invoices and customers can view invoices even without any login. Features for creating impressive proposals are also present, including an editor allowing tables, images, YouTube videos and more. Lead management is possible and is helped using kanban layouts and users can automatically import leads from emails. On top of all this, features for managing expenses and payments with automatic reports after each PayPal payment, task management, contract management, surveys, goal tracking, and more are available.

This CRM solution ensures that every step of the interaction with customers goes smoothly and efficiently in order to increase the overall profits. The Application gathers customer data from multiple channels. Hence, LBAN CRM stores detailed information on overall purchase history, personal info, and even purchasing behavior patterns.

Features of LBAN CRM:

• Project Management Tool
• One Click Invoice Creation
• Manage Contract
• Create Estimates
• Leads Management
• Customer Interface
• Create good looking proposals
• Record Expenses
• Record Payments
• Awesome Support System
• Knowledge base for customers and staffs
• Built in staff tasks
• Send surveys to leads and customers
• Goals Trackings

See Documentation Below Default ports to be opened for application to be accessible:

• SSH: 22
• HTTP: 80
• HTTPS: 443
• MySQL:3306

Application URL: Access the application via a browser at: http://PublicDNS/install

Database Setup database: lbancrm_db | Mysql Username: root | Password:

After lbancrm Installation, Please delete install folder from the server at the path /var/www/html/install admin Login:- http://PublicDNS or IP/admin
Client Login:- http://PublicDNS or IP/

Disclaimer: Lotus Beta Analytics does not offer commercial licenses of any of the products mentioned above. The products come with open source licenses.