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Grow is a client relationship management application, with full project management features. Grow combines many of
the various tools that you require, in one easy-to-use application. These include tasks, invoices, leads, estimates
and much more.
Username: admin@example.com
Password: growcrm
Staff Member https://demo.growcrm.io
Username: annie@example.com
Password: growcrm
Client https://demo.growcrm.io
Username: mike@example.com
Password: growcrm
You no longer need to use multiple tools to get the job done. The application comes with very advanced features to help you manage your projects. Make your life even easier by taking advantage of the project templates feature and also the project cloning feature.
Get the job done by making sure you complete your tasks on time. Use the application’s advanced features such as task cloning, task timers, task reminders and many more, to make your work easier and more efficient. You can assign tasks to your team members and also to your clients.
Keep track of the amount of time that you spend on your projects, The CRM comes with a full-featured time-tracking solution. You can start and stop your timer or manually record the time spent working on a task. You can then easily bill your clients for the time recorded.
We have created a very easy-to-use invoicing system. There is now no need for you to use a third party invoicing application. The CRM enables you to create invoices with many options, such as time billing, product billing, task billing etc. Your clients are automatically sent their invoice via email and they can easily pay for it via credit card or PayPal.
This feature enables you to bill your clients for your products and services, automatically. You can set the billing cycle to weekly, monthly, yearly etc. The system will automatically generate a new invoice and charge your client’s credit card automatically
Clients are more willing to commit to a project when they have an idea of the total cost. The application comes with a very easy-to-use tool for you to create and email estimates to your customers. Your customer can then review and accept your estimates very easily.
First impressions count. Impress your prospective clients with beautifully crafted project proposals. No design skills required, with our easy-to-use interface.
You can create daily, weekly, monthly or even yearly recurring invoices. The system will automatically create a new invoice and email it to your client.
Keep track of your opportunities and nurture your leads into paying customers. You can easily capture new leads, using our very advanced form builder. You can then embed your lead-capturing forms on any website.
Lower your customer support time by offering your customers access to self-service information and help repository. You can even create a video knowledge base, by using the YouTube video gallery feature of the knowledgebase,
Project and estimate workflow automation allow you to automate repetitive tasks. You can determine what happens when an estimate has been accepted by your client or what happens when a project has been marked as completed. Automations improve your team’s productivity and help to ensure that nothing is missed in your workflow.
Creating relationships between your tasks to ensure that work in completed in a prescribed sequence. You can lock a task from being started or being completed, until the task it is dependent on has been completed. Dependency management allows your diverse team to synchronize their work.
Version 2.4 – 1 February 2024
Version 2.3 – 9 November 2023
Version 2.2 – 15 June 2023
Version 2.1 – 6 February 2023 [Maintenance Release]
Version 2.0 – 20 January 2023 [See Full Details]
Version 1.12 – 9 October 2022 [See Full Details]
Version 1.11 – 4 September 2022 [See Full Details]
Version 1.10 – 15 July 2022
Version 1.09 – 2 June 2022 [See Full Details]
Version 1.08 – 1 February, 2022
Version 1.07 – 24 October, 2021
Version 1.06 – 29 September, 2021
Version 1.05 – 9 August, 2021
Version 1.04 – 12 May, 2021
Version 1.03 – 4 April, 2021
Version 1.02 – 10 February, 2021
Version 1.01 – 26 November, 2020
Demo
Admin https://demo.growcrm.ioUsername: admin@example.com
Password: growcrm
Staff Member https://demo.growcrm.io
Username: annie@example.com
Password: growcrm
Client https://demo.growcrm.io
Username: mike@example.com
Password: growcrm
CRM Features
We have given attention to every design element. The final result is what we believe to be an extremely user-friendly application. The application gives you and your clients a single point of contact, to collaborate on projects.
Project Management
You no longer need to use multiple tools to get the job done. The application comes with very advanced features to help you manage your projects. Make your life even easier by taking advantage of the project templates feature and also the project cloning feature.
Task Management
Get the job done by making sure you complete your tasks on time. Use the application’s advanced features such as task cloning, task timers, task reminders and many more, to make your work easier and more efficient. You can assign tasks to your team members and also to your clients.
Time Tracking
Keep track of the amount of time that you spend on your projects, The CRM comes with a full-featured time-tracking solution. You can start and stop your timer or manually record the time spent working on a task. You can then easily bill your clients for the time recorded.
Invoices & Payments
We have created a very easy-to-use invoicing system. There is now no need for you to use a third party invoicing application. The CRM enables you to create invoices with many options, such as time billing, product billing, task billing etc. Your clients are automatically sent their invoice via email and they can easily pay for it via credit card or PayPal.
Subscriptions
This feature enables you to bill your clients for your products and services, automatically. You can set the billing cycle to weekly, monthly, yearly etc. The system will automatically generate a new invoice and charge your client’s credit card automatically
Estimates/Quotations
Clients are more willing to commit to a project when they have an idea of the total cost. The application comes with a very easy-to-use tool for you to create and email estimates to your customers. Your customer can then review and accept your estimates very easily.
Proposals
First impressions count. Impress your prospective clients with beautifully crafted project proposals. No design skills required, with our easy-to-use interface.
Recurring Billing
You can create daily, weekly, monthly or even yearly recurring invoices. The system will automatically create a new invoice and email it to your client.
Leads & Opportunities
Keep track of your opportunities and nurture your leads into paying customers. You can easily capture new leads, using our very advanced form builder. You can then embed your lead-capturing forms on any website.
Knowledgebase
Lower your customer support time by offering your customers access to self-service information and help repository. You can even create a video knowledge base, by using the YouTube video gallery feature of the knowledgebase,
Workflow Automation
Project and estimate workflow automation allow you to automate repetitive tasks. You can determine what happens when an estimate has been accepted by your client or what happens when a project has been marked as completed. Automations improve your team’s productivity and help to ensure that nothing is missed in your workflow.
Task Dependency Management
Creating relationships between your tasks to ensure that work in completed in a prescribed sequence. You can lock a task from being started or being completed, until the task it is dependent on has been completed. Dependency management allows your diverse team to synchronize their work.
Server Requirements
- PHP 7.3, 7.4, 8.0, 8.1
- Apache Web Server
- BCMath PHP Extension
- Ctype PHP Extension
- Fileinfo PHP extension
- JSON PHP Extension
- Mbstring PHP Extension
- OpenSSL PHP Extension
- PDO PHP Extension
- Tokenizer PHP Extension
- XML PHP Extension
- MySQL (or MariaDB) Database
- GD Library > or = v2.0
Change Log
Version 2.5 – 3 April 2024
Added - Support tickets - Canned messages
Added - Clone Contracts
Added - Clone Proposals
Added - Schedule invoice publishing
Added - Schedule estimate publishing
Added - CRM wide dynamic search
Added - Tasks cover images
Added - Leads cover images
Added - Tags on files & attachments
Added - Attach files to notes
Fixed - Saving bank settings not working
Fixed - Test email not working
Fixed - Project template milestones not being created
Fixed - Preview image modal reloading page on close
Version 2.4 – 1 February 2024
Added - Dark theme (Midnight) now included
Added - Prestige theme now included
Added - Export invoices
Added - Export expenses
Added - Export payments
Added - Export estimates
Added - Export timesheets
Added - Customize projects table view
Added - Customize clients table view
Added - Create custom task priorities
Added - Set colors for milestones
Added - Display milestone on task Kanban view
Added - Show contracts on customer page
Added - bulk add items for invoices and estimates (entire product categories)
Added - Add products to estimate when creating a proposal
Fixed - Estimate PDF download
Fixed - Lead for not sending email to admin
Fixed - Error updating user preferences when on settings pages
Fixed - Contracts & proposals filter by category
Fixed - Error importing client custom fields
Version 2.3 – 9 November 2023
Added - Detailed reports
Added - Paystack payment gateway
Added - Direct URL to view estimates without logging into the CRM
Added - Export projects
Added - Bulk change project statuses
Added - Bulk assign projects
Added - Bulk change leads status
Added - Custom table column view (Leads)
Added - Bulk change leads status
Added - Bulk assign leads
Added - Archive support tickets
Added - Additional date formats
Added - Ability to reset all users current theme setting
Added - Filter expenses by team members
Fixed - Missing exit setting button on mobile
Fixed - Exporting clients giving limited results
Fixed - Webmail email templates (clients and leads)
Fixed - PDF Invoice totals alignment
Fixed - Custom fields date formatting
Fixed - Various bugs
Version 2.2 – 15 June 2023
Added – Remember filters (Tickets)
Added – Google reCAPTCHA
Added – Edit timesheets
Added – In-line ticket replies
Added – Edit and delete ticket replies
Added – Show tags and reminders of kanban cards
Added – Added search box to custom fields dropdowns
Added – Add custom CSS for invoice and estimate pdf files
Fixed – Various bugs
Version 2.1 – 6 February 2023 [Maintenance Release]
Fixed – Language icon not showing
Fixed – Upload client files
Fixed – Tickets statuses in emails
Fixed - Task permissions
Version 2.0 – 20 January 2023 [See Full Details]
Added – PHP 8 support
Added – Instant team messaging (chat)
Added – Contracts
Added – Contract templates
Added – Proposal templates
Added – Tap payment gateway
Added – Custom ticket statuses
Added – Arrange invoice and estimate line items
Fixed - Various bugs
Version 1.12 – 9 October 2022 [See Full Details]
Added – Invoice line tax
Added – Estimates line tax
Added – Estimate product notes
Added – Product-based tasks for estimate automation
Added – Task dependencies for estimate automation
Added – Attach files to estimates
Added – Attach files to invoices
Added – Project cover images
Added – Copy files between projects
Added – Use custom fields in filtering
Fixed - Various bugs
Version 1.11 – 4 September 2022 [See Full Details]
Added – Estimates workflow automation
Added – Projects workflow automation
Added – Task dependencies
Added – Export clients
Added – Export tickets
Added – Email leads
Added – Set user home page
Added – Assign tasks to clients
Added – File folders
Added – Email notifications for reminders
Added – Email leads
Added – Tasks & Leads Kanban paginated loading
Fixed - Various bugs
Version 1.10 – 15 July 2022
Fixed - Maintenance update
Version 1.09 – 2 June 2022 [See Full Details]
Added - Updated to Laravel 8
Added - Project Proposals
Added - Assign tasks to clients
Added - Ability to change next Invoice ID
Added - Ability to change next Estimate ID
Added - Ability to change next Invoice ID
Fixed - The client cannot create a task
Fixed - Timesheets manual time recording
Fixed - Exit text too long in settings
Fixed - Settings tax rates menu
Fixed - Estimate and invoice custom fields display
Fixed - Clients webmail templates
Fixed - Lead forms submissions counter
Fixed - Leads converted to a client - welcome email
Version 1.08 – 1 February, 2022
Added - Projects card grid view
Added - Project category based user permissions
Added - Recurring Tasks
Added - Allows users to set their own theme
Added - View email queue and email delivery log
Added - Download and manage system error logs
Added - Edit Payments
Added - Rename project files
Added - Importing leads - made custom fields easier to import
Added - Leads and tasks search now has wider scope
Added - Show client name on task cards
Added - SMTP debugging tool
Added - Easier assigning of project team members
Added - Easier changing of project progress
Fixed - Task date not updating correctly in task modal
Fixed - Task not loading in projects page
Fixed - Tickets timeline viewing permissions
Fixed - PDF invoices Euro symbol not showing correctly
Fixed - Project templates user roles setting
Version 1.07 – 24 October, 2021
Fixed - Project progress not updating
Fixed - Email delivery problems after v.106 update
Fixed - Client webmail
Fixed - Client cannot create a task
Fixed - Email PDF is not sent in default system language
Fixed - New users language is not being set to the system language
Version 1.06 – 29 September, 2021
Added – Lead web forms – Create multiple forms to capture leads from your website.
Added – Clone Tasks – Quickly make a duplicate copy of a task
Added – Clone Leads – Quickly make a duplicate copy of a lead
Added – Knowledge base video gallery
Added – Send emails directly to a client user from the CRM
Added – Custom task statuses – You can now create custom task statuses
Updated – See all previous notifications using the new improved notifications panel
Updated – Show the project title on a task (Kanban)
Updated – New custom fields editor
Fixed – Various other bugs
Version 1.05 – 9 August, 2021
Added – Reminders – Set individual reminders for projects, tasks, leads, etc
Added – Embed YouTube video in knowledgebase, projects, tasks and leads
Added – App Modules Selection. Select which CRM modules you want to use.
Added – Limit CRM modules/features on a client by client basis
Added – Overdue task reminder
Added – Overdue invoice reminder
Added – Leads & tasks – added notes and a new tabbed interface
Updated – Added a ‘client details’ section for each client
Updated – Custom fields -added new form field types and improved interface
Updated – New role settings, allowing managing of team members
Fixed – Filter estimates status
Fixed – Assign task users scrollbar
Fixed – Preselect assigned users in tasks and leads modals
Fixed – Various other bugs
Version 1.04 – 12 May, 2021
Added – Project templates
Added – Clone projects
Updated – Time tracking
Updated – Invoice price adjustment
Updated – Estimate price adjustment
Updated – Show additional company information on invoices & estimates
Updated – Advanced text editor features for projects
Fixed – Project payments summary
Fixed – PDF showing ??? for non-Latin languages
Fixed – Task checklist styling
Fixed – Upload avatar error
Version 1.03 – 4 April, 2021
Added – Importing Leads – (CSV & EXCEL)
Added – Importing Clients – (CSV & EXCEL)
Added – Convert an estimate to an invoice
Added – Clone estimates
Added – Mollie payment gateway
Added – Direct time tracking
Added – Invoice and estimate opening tracking
Updated – Dynamic client creation
Updated – Allow/prevent clients from accessing the dashboard
Updated – Enable/disable all outbound client email
Fixed – Updating lead status not refreshing table row
Fixed – Login popup
Fixed – converting leads error
Fixed – Client category not working
Fixed – Estimates menu not showing on project page
Version 1.02 – 10 February, 2021
Added – Customer subscription billing
Added – Create custom fields for clients, projects and task
Added – Razorpay payment gateway
Added – 29 language translations
Added – Archive projects, tasks, leads
Added – Email delivery testing with a “send test email” feature
Added – Add ability to add your own custom JavaScript & CSS
Updated – Allow multiple lines for invoice line item descriptions
Updated – Ability for the admin to update user passwords
Fixed – Invoice & estimate email PDF attachments formatting
Fixed – Support tickets title error
Fixed – Currency symbol on payments section of invoices
Fixed – Task and lead comments not fully displaying
Fixed- Recurring invoices
Fixed – Knowledgebase mobile view
Fixed – Clients unable to create new tasks
Fixed – Broken product items search
Fixed – Broken file download links for Mac users
Fixed – various other bugs
Version 1.01 – 26 November, 2020
Added - Dashboard payments and invoices stats clickable
Added - Admin can add scripts in head and body (e.g. google analytics)
Fixed - Modal windows not correctly displaying Cyrillic symbols
Fixed - Unable to edit default milestones
Fixed - Deleted staff member increasing the count for users in a given role
Fixed - Installer get stuck on some operating systems
Fixed - Task and lead checklists not working correctly
Fixed - Unable to delete some categories
Fixed - Create lead sources – popup opens blank
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