- https://demo.itflow.org
- USERNAME: demo@demo
- PASSWORD: demo
-
Client Documentation
- Contacts
- Locations (Head Quarters, Satellite locations)
- Vendors (ISP, WebHost, MailHost etc)
- Assets (Laptop, Workstations, Routers, Switches, Access Points, phones, etc)
- Password Manager (AES Encrypted in DB)
- Domain Names
- Software (Manage Applications Licenses)
- Networks
- Files (PDF Contracts, Manuals, Router Backup Configs, etc)
- Documents (Tech Docs, How-tos, Notes, etc)
- Tickets
- Client Documentation (Single Downloadable PDF of all documentation for a client)
-
Client Portal
- Invoice, Quotes and Payment information
- More to come soon...
-
Invoicing
- Automatically Emails Past Due Invoices to clients
- Auto Email Receipts upon receiving payments
- Automatic Recurring Invoices
-
Quotes
- Automated customer approval process using a link that sent via email
- Turn Quotes into invoices with a signle click
-
Accounting
- Expense Tracking (Track Internal Business Expenses such as Office Supplies, Professional Services, Equipment etc)
- Profit and Loss Reports
- Income/Expense Summaries
- Travel Mileage Tracking (Track your mileage to and from clients and other points of business)
- Account Transfers / Deposits (Keep track of money transfers from account to account)
- Accounts
-
Alerting/Notifications
- Low Account Balances
- Domains to expire
- Password reset reminder for customers
- Past Due Invoices
- Software License Expiration
-
Calendar
- Schedule Jobs
- Overview of Invoices, Domains that are expiring, etc
- Schedule Events
- Automatic Email Reminders of upcoming calendar events to customers
-
Dashboard
- Overview of business financials
-
API
- XML Phonebook download for VOIP Phones
- FreePBX Integrated called ID (When call comes in it queries the Database and displays the company name on your caller ID as well as alerts you in the CRM)
- Pull Emails for Mailing list Integration
- Check account Balances using FreePBX IVR
-
Multi-Tenant - One Instance Multiple Companies and Users
-
Audit Logging - Logs actions of users on the system
-
Permission / Roles
-
2FA Login Support (TOTP)
- Change directory to your webroot
- git clone https://github.com/johnnyq/itflow.git .
- Create a MySQL/MariaDB database
- Point your browser to your Web Server
- Go through the Setup Process
- Login
- Start inputing some data
- Webserver (Apache, NGINX)
- PHP7+
- MariaDB / MySQL
-
Backend / PHP libs
- PHP
- MariaDB / MySQL
- PHPmailer
-
CSS
- Bootstrap
- AdminLTE
- fontawesome
-
JS Libraries
- chart.js
- moments.js
- Jquery
- pdfmake
- Select2
- SummerNote
- FullCalendar.io
- Caller ID lookup (Great for integrating with your phone system like FreePBX, and having your VOIP phone return the client thats calling) - /api.php?api_key=[API_KEY]&cid=[PHONE_NUMBER] - Returns a name
- XML Phonebook Download (Great for using with VOIP Phones so phpnes have an up to date directory) - /api.php?api_key=[API_KEY]&phonebook
- Client Email (great for mailing lists) - /api.php?api_key=[API_KEY]&client_emails - Returns Client Name - Email Address
- Account Balance for Client (can be integrated into multiple places for example in FreePBX Press 3 to check account balance, please enter your client ID your blanace is) - /api.php?api_key=[API_KEY]&client_id=[CLIENT_ID] - Returns Account Balance NOTE: [API_KEY] - is auto generated when a company is created and shows up in General Settings, this can also be changed manually.
- MeshCentral / TacticalRMM Integation to assign devices to assets and easily access remote desktop within the app, as well as pull vital information such as asset make, model, serial, hostname, Operating System,
- CalDAV to integrate with 3rd party calendars
- CardDAV to integrate with 3rd party Address books
- Stripe Integration for online payments
- Toast Alerts with recent caller that matches caller ID in database which allows you to click on the toast alerts and bring up the clients account right away.
- Built-in mailing list used for alerts and marketing
- WebAuthn Support for passwordless auth (TPM Fingerprint), (USB Hardware keys such as Yubikey)
React
Typescript
Django
Laravel
Facebook
Microsoft
Google
Alibaba
D3
Tencent