Software Santa

FREE and/or Open Source Desktop Software! => Office or Productivity Tools => Topic started by: Software Santa on June 28, 2011, 07:24:55 PM

Title: citrusdb is a FREE open source customer care and billing software PHP and MySQL
Post by: Software Santa on June 28, 2011, 07:24:55 PM
citrusdb is a FREE open source customer care and billing software written in PHP and MySQL for your Businesses web server.

Software Santa's Note: This is BEST Used for Schools or Organizations that have an Intranet or a Web Server with PHP available to them. If you wish to install it on a single computer and run it "locally" from the Web Browser of Choice on that one computer you must go get and install XAMPP (http://softwaresanta.com/sssmf/index.php/topic,2363.msg2392.html#msg2392) on that computer first.

http://www.citrusdb.org/download (http://www.citrusdb.org/download)

Quote
How do you provide great customer service?
Start with a great customer database!

Our mission is to provide open source customer care and billing software that can be used in many different service providers, including internet service, subscriptions, consulting, and telecommunications.

    * Provides CRM, Support Tickets, Invoices, Credit Card Batches
    * No Limits on your number of Users or Customers
    * No Limits to your Service Types and Attributes
    * Securely store card data with industry standard OpenPGP
    * Avoid Cloud Data and Payment Processor Lock-In

citrusdb requires PHP 5.2 and recommends MySQL 5.0 or later. Licensed under GPL version 2.

(http://www.citrusdb.org/images/citrusdb_diagram.png) (http://www.citrusdb.org/download)

Overview
Customer Records

    General information and history about each customer is linked to their records. New customers can be imported from an online form or entered by a customer service representative.

Service Records

    Unlimited services can be assigned to one customer. Services can have as many custom fields as needed to store all the information and attributes for that service. Each service can have unique billing criteria.

Billing Features

    Stores general billing information and necessary information about the customer's billing cycle. Can bill on any billing cycle needed, one-time, monthly, bi-monthly, quarterly, 6 months, yearly, etc. Billing is able to provide batch credit card exports, print or email invoices.

Support Notes

    Each customer has support notes related to them shown with their customer record. Notes can be sent to individuals or to specific groups of users. Every service activation or de-activation generates notes to create a record of what occured.

Online Account Manager

    The online account manager allows customers to view their account services and recent balance and payments. It also allows them to submit support notes to their account via the online form.

    * Customer Service
          o Track modifications to service records
          o Security and password access to database on a per user level
          o Stores general info, mailing address, billing address, and billing info about each customer
          o Import new customers from online order data
    * Service Management
          o Assign unlimited services or products to a customer record
          o Add custom fields for services/product information
          o Search by specified fields
          o Easy to add and modify services
    * Billing System
          o Custom billing cycles for each product
          o Printed invoices
          o Email invoices
          o Prepayment reminders
          o Credit Card Batches (import/export)
    * Support Tickets
          o Invividual database user notification
          o Group notification
          o Online requests integrated with account records
    * Customization
          o Modular functions to allow new pieces to work along side base functions
          o Works in multiple languages

http://www.citrusdb.org/ (http://www.citrusdb.org/)