PipeX CRM

PipeX CRM – A simple application that can help you to improve customer relationship to grow your business more efficiently. You can manage your company’s associations in a friendly interface and with a low learning curve.

Customer management is the prime objective and this application helps you in numerous ways.

Demo

Preview link: Email: admin@demo.com Password: 123456

User Guide: Documentation Tools & Technology: Laravel 8 and vue js.

Contact us at support@gainhq.com We will reply to you within 24hrs of receiving your email/comment.

Change Logs

Version 2.6 – 29 September 2022

 Activity notification reminder
 Activity notification for participant & collaborator
 Send email from the person detail page
 Add test email in email setup
 Address field added to lead web form
 Improve documentation
 Send invoice to client email

Version 2.5 – 01 Aug 2022

 Lead web form
 Agent deal notification
 View deal lost reason in deal
 Some language issue
 Fixed activities date and time

Version 2.4.1 – 21 June 2022

 Summernote editor bug fixed

Version 2.4 – 21 June 2022

 Implement Invoice module for deals
 Generate deal pdf invoice
 Send deal invoice to leads email
 Fixed notification events bugs

Version 2.3 – 24 January, 2022

 Implement new installer and update
 Implement bulk actions in Leads
 Implement Save filter in data tables
 Improved custom fields use
 Added markdown editor instead of summer note
 Improved table pagination
 Enhanced User experience
 Optimize tag manager
 Optimize code and improve data response
 Improve documentation
 Fixed notification events bugs
 Fixed some bugs

Version 2.2 – 24 January, 2022

 Fixed update issue

Version 2.1 – 02 August, 2021

 Implement dashboard for Client and Agent
 Implement Won/Lost stage in kanban view
 Implement Deal card view manager in kanban view
 Improved User & Role management
 Optimize code and improve data response
 Improve documentation
 Fixed some bugs

Version 2.0 – 20 June, 2021

 Added Manager & Agent user roles
 Introduce client area/module for collaboration
 Implement Broadcast event (Pusher/Ajax)
 Implement deal quick detail view
 Deal card view with better presentation
 Implemented commenting between all users.
 Implement proposal kanban view
 Implement export functionalities for Person, Organization, and deals
 Improved User & Role management
 Improved translate Language process
 Optimize code and improve data response
 Improve documentation
 Fixed some bugs

Version 1.2 – 23 March, 2021

 Implement bulk action in Kanban view
 Improvement Tag component
 Datatable pagination enhancement
 Improve data presentation in datatable
 Optimize code and improve data response in Data table
 Improve activity functionalities
 Custom field bug fixed
 Fixed some minor bugs

Version 1.1 – 10 February, 2021

 Implement address fields with Country, Area, City, State, Zip code
 Added address fields for Person type Lead
 Implement importing with custom fields
 Improve import functionalities
 Update Calendar version
 Useability improvement in Contact module
 Change context name Contacts to Leads 
 Improve Kanban view
 Improve deal functionalities 
 Improve data presentation in datatable
 Optimize code and improve data response
 Improve documentation 
 Bug fixes in Custom fields
 Fixed some bugs

Version 1.0.2 – 10 December, 2020

 Support subfolder installation
 Improve data presentation in datatable
 Updated some functionalities
 Optimize code and improve data response
 Fixed some bugs