If you are looking for an easy to use solution including CRM, customer care, and billing; you should definitely try out CitrusDB. CitrusDB is a Web based customer care and billing solution that uses PHP and a database backend to keep track of customer information, operational CRM, services, products, billing invoices and credit cards, and support information. I find it very suitable for small and medium companies.
CitrusDB require PHP 5.0.4 or greater with register_globals turned off in your php.ini, any database supported by ADOdb (MySQL, Oracle, MsSQL, ODBC…). I did not tested security of the application, but there are some recommendation in the website to keep your server secure : in a private LAN with firewall, SSL protected web server with access limited to trusted IP addresses, or A Virtual Private Network or Intranet.
Below features of CitrusDB :
- Customer Service
- Track modifications to service records
- Security and password access to database on a per user level
- Stores general info, mailing address, billing address, and billing info about each customer
- Import new customers from online order data
- Service Management
- Assign unlimited services or products to a customer record
- Add custom fields for services/product information
- Search by specified fields
- Easy to add and modify services
- Billing System
- Custom billing cycles for each product
- Printed invoices
- Email invoices
- Prepayment reminders
- Credit Card Batches (import/export)
- Support Tickets
- Invividual database user notification
- Group notification
- Online requests integrated with account records
- Customization
- Modular functions to allow new pieces to work along side base functions
- Works in multiple languages
For more information and download CitrusDB website. A manual that cover the 1.3 release of CitrusDB and written by Paul Yasi, is available here http://www.lulu.com/content/6837221.
