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View Full Version : Check this out, Client Management System Feature List


panb
07-21-2004, 06:35 PM
okay, well, first of all, this has not even been started yet, i plan on starting soon though, like within the next day.

i need some more ideas and things though. so if you have any, great, please post them and i'll add them to the big one


With the fusemonkey client management system, You would be able to automatically able to manage all of your jobs.

main features:
- keep track of clients' name, email, job description, chat logs, etc, basically so you don't forget anything about your client.
- paypal integration, the clients can pay for x% or pay $x by paypal from within the system (you would still have to have the clients go to the paypal send money page)
- project management
- ability to make fixed plans/packages
- billing reminders sent to clients when you start/finish a job, so they can pay you if needed.
- printable invoices
- portfolio manager, so your work is cleanly displayed :)
- project scheduling, so you know exactly when you can begin/end a project and such
- email welcome messages and stuff
- built-in ticket system
- support for multiple designers/programmers/clients, etc
- admin panel and client control panel would be md5 encrypted on login
- clean, professional graphical interface
- web based access, duh?
- multiple languages (i speak english, spanish, some french, and some german, i might need translators)
- integrated order form thingy
- email template administration
- client news manager
- faq administration management
- invoice and billing management
- account register so clients can signup for free
- system config so nearly every aspect would be editable by the database/flat config file
- ability to ban evil/time wasting/fake clients :P
- database management, includes stats, export, import and backups
- simple to-do list
- coupon manager :)
- discount manager to returning clients
- addon/modules eventually
- reporting so you can track your income
- full graphs and statistical charts
- ability to fully customize client control panel
- language files so you can easily add a new language/edit a current language
- additional text-based theme, so it's fast for everyone
- newsletter-type subscription management
- ability to create an account on popular forum systems when client signs up for access to the client control panel
- multiple currencies
- ability to view a screenshot of, or live version of the site
- category-based plan/package adding and stuff, so everything is all organized
- integrated shopping cart so clients can order for example, 4 banners, a web design, 2 logos, a mascot, and a t-shirt, all from inside the client control panel :)
- ablity to calculate tax due and stuff, i might need help with this, because i know absolutely squat about taxes and things.
- security and fraud protections: ip addresses logged in, ip addresses viewing the site, ip addresses when they order, everywhere, it'll all be logged
- email addresses can be blocked to avoid fraud
- ip blocks can be banned/suspended/silent suspended (login page would just keep refreshing when they try to login, so they'd never get past that, or something like that)
- option to require users to validate their email address with a code
- generate long session ids and make sure users automatically log out after x minutes
- secure password protection
- mass e-mail so you can send an email to all of your past clients, your no-job clients(ones that have not ordered anything), your pending clients, everyone, etc.
- admin note area 1 - private, only admin and other admins can view (and designers/artists)
- admin note area 2 - public to the client, admin, and the designer/artist
- ability to change final price, like if the client wants to add something to their order, they can do so, and stuff
- html layout so you can make the admin panel custom :)

client features:
- view/update/change password
- request a new project, request quote for new project
- project manager: ability to view details of their past projects
- project quote wizard
- if a project hasn't been started/paid, client can cancel their order, other wise, if they have paid, you can choose to refund them $x or x%
- integrated advanced ticket system
- lost password finder/reset
- secure password protection
- credit management
- coupon manager
- billing history
- ability to view status/watch their project
- both quick and full statistics
- something that tells them about all of their projects, and the like
- send notes and specifications to the designer assigned to them/administrator


these are just a few of the ideas I have for this project, if you have any more, please suggest them and i can add them to a feature list on my site or something.

also, chances are i duplicated some of them, because that's a pretty long list, lol.

and as for this going public after private release, we'll see-- depends really on how many people are interested and stuff.

thanks
chris

davisjaron
07-21-2004, 07:53 PM
make it so that you can add pages to your website from the panel, and instead of just having it so that they can just put in what they want, it should be a wysiwyg (what you see is what you get) edit, or have a wizard so that you can do it, or something to that effect where you can hit a button for a line break etc.

panb
07-21-2004, 07:56 PM
Okay, I'll consider that.

I think it needs a new name though... :\

davisjaron
07-21-2004, 11:55 PM
what needs a new name?

panb
07-22-2004, 01:28 AM
the billing system :\