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12 Best CRM & Project Management PHP Scripts (With 3 Free)

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Do you want your customers to have confidence in you? Do you want to keep them happy and coming back?

The good news is that with PHP CRM and project management scripts, you can build effortless relationships with your customers.

A business cannot survive without CRM and project management software—you need it to manage customer contacts, track leads, and manage your projects and finances. A CRM system can help you streamline your business systems and have all your customer details in one place.

What Are PHP CRM Scripts?

CRM (customer relationship management) software is a tool that helps automate and manage the relationship between your customers and the sales and marketing department. It serves to consolidate every aspect of the relationship with customers, hence improving performance and increasing productivity.

One of the biggest challenges that a business owner faces is managing multiple projects and tasks. Also, they have to track client and staff activities, plan upcoming events, and a lot more.

Luckily, this doesn't have to be complicated. CodeCanyon offers hundreds of CRM and project management PHP scripts, which can help simplify this process.

Best CRM and Project Management PHP Scripts on CodeCanyon in 2023

Here are some of the best-selling PHP CRM scripts and PHP project management scripts on CodeCanyon for 2023.

At CodeCanyon, you will find the right CRM software for freelancers, as well as any business that requires this type of software. Some of the features of these CRM and project management software packages include:

  • proposals and invoices
  • expense tracking
  • receiving payments with just one click
  • chat systems for communicating with staff and clients
  • reports
  • payment systems

A good CRM system will allow you to:

  • know every customer's name, contact info, interests, and even address
  • see what products and services a client is interested in based on their inquiries, searches, or purchases
  • prioritize business leads
  • automate repetitive processes

These features will help you build confidence in your customers, keeping them happy and coming back. The payoffs are enormous.

9 Best CRM and Project Management Scripts on CodeCanyon

Let's look at some of the trending CRM and project management scripts available at CodeCanyon.

1. Best Selling: Perfex: Powerful Open Source CRM

Perfex Powerful Open Source CRM

Perfex is the perfect solution to organize tasks and send out invoices, all from one place. One of the outstanding features of this CRM is that you can set up an automatic backup of your database each X days to prevent data loss, and you also get encryption for your data.

Some of the best features of Perfex include:

  • built-in calendar where you can view tasks, contracts, and invoices in one place
  • full-featured customer area
  • project proposal creation tool
  • goal tracking and reporting all in one place
  • lead management tool
  • reporting, invoicing system, and electronic signatures
  • ticketing system
  • payment systems such as PayPal, Stripe, Mollie, Authorize.net, 2Checkout, PayU Money, Braintree, etc.

Let's take a look at some of the screens from the dashboard. On this screen from the reports panel of the dashboard, you can see a detailed lead report that shows weekly conversions and where the leads came from.

Perfex Powerful Open Source CRM

And here's a look at the projects dashboard, which shows which projects are open, in progress, on hold, or finished.

Perfex Powerful Open Source CRM

Try the live demo of this best-selling powerful CRM software.

2. RISE: Ultimate Project Manager

Rise Ultimate Project Manager

Rise is a multipurpose software package which can cater to all types of organizations. You can use it to manage projects, tasks, clients, invoices, teams, support tickets, or estimates. If you are looking to stay organized while managing your business, this is the right tool for you. It includes all the essential tools to manage your business and stay organized.

Features include:

  • online payment where you can send invoices and get payments
  • project activity logs allow you to check the activities of your team, clients, and members
  • track expenses, and view graphical reports
  • ability to enable or disable modules to fit your business
  • a chat feature where you can chat with your clients and team members
  • multiple language support

3. Worksuite: HR, CRM and Project Management System

WORKSUITE - HR, CRM and Project ManagementWORKSUITE - HR, CRM and Project ManagementWORKSUITE - HR, CRM and Project Management

Worksuite can be accessed on a laptop, mobile, or tablet. Its responsive design ensures clear data visibility on all types of devices.

Some features of this system include:

  • teams and departments can share knowledge and keep organized
  • real-time messaging helps team members to communicate
  • reports to analyze what's working and what's not
  • integrated with Slack, Google Drive, Dropbox, AWS, and PayPal
  • can be accessed on laptop, mobile, or tablet

And below is the SaaS version, which makes it easy to resell access to this script to clients.

Worksuite SaaS: Project Management System

Worksuite Saas - Project Management SystemWorksuite Saas - Project Management SystemWorksuite Saas - Project Management System

In both versions, you will find these features:

  • create contracts with clients with e-signatures
  • create projects, add project members and track the project progress, expenses, earnings, time logs, tasks, and milestones
  • Kanban board to visualise work and tasks
  • Project Gantt chart to plan the project schedule
  • convert the invoices to credit notes which can be redeemed

4. Ora School Suite: Ultimate School Management System

Ora School Suite Ultimate School Management System

Managing a school is a Herculean project, with many staff and continuously changing students. Luckily, there is the Ora School Suite. Ora is school management at your fingertips, 24/7 on the web and mobile devices. Everything to do with managing a school is included.

From the dashboard, you can manage:

  • employees, teachers, and students
  • schedules, including calendars of events and vacations
  • chat with students, parents, or potential customers
  • sending SMS notifications
  • invoices and payments

Just take a look at some of the screens from the dashboard. On this screen, you can see the invoice panel of the dashboard, with other panels showing news and messages to be answered.

Ora School Suite Invoice panel

And here's a look at the inquiries dashboard, which lets you manage and respond to any incoming leads or questions.

Ora School Suite Inquiries dashboard

Give it a try for yourself in the live demo!

5. Freelance Manager

Freelance ManagerFreelance ManagerFreelance Manager

Freelance Manager is perfect for freelance designers and developers to keep all their projects, clients, and billing in one place. It also works great for freelance consultants, project managers, and service professionals. It comes with customizable and responsive layouts on both the client side and the admin side.

Features on the project management side include:

  • manage budget, costs, progress, completion timeline, and projects
  • file upload tool for submitting project files
  • project manager and staff can create tasks based on specific projects
  • built-in messaging system to communicate with clients

Features on the client side include:

  • add and edit client profiles
  • track invoices, workflows, and approval queues

Other notable features include:

  • support ticket system
  • time-billing tool
  • invoicing feature
  • payment gateway integration for PayPal and Stripe
  • powerful reports
  • event calendar
  • database backup and restore feature

6. Ekushey Project Manager CRM

Ekushey Project Manager CRM

Ekushey is a powerful PHP customer management system and project management system. This PHP CRM script allows you to manage projects, team tasks, and client communication in a single place and in a convenient way.

  • clients can view the status of their projects, make payments, and get developer support
  • staff will manage assigned projects
  • perform assigned tasks and provide client support

Some of the notable features of this tool include:

  • informative dashboard which shows your business summary, including an event calendar, as well as financial analysis
  • utility sidebar where you can note down and manage emergency to-dos
  • client and staff manager
  • project progress system and project discussion wall
  • internal messaging and private notes
  • per-project payment reports

7. Grow CRM

Grow CRM - Laravel Project Management

Grow is a client relationship management application with full project management features. Every tool that you require for estimates, leads, tasks, and invoicing comes in this easy-to-use application.

Features of this comprehensive system include:

  • client and project management
  • milestones and tasks
  • invoicing and subscriptions
  • estimates and time tracking
  • help desk and knowledgebase
  • leads and opportunities
  • Stripe, PayPal, Razorpay
  • 29 languages supported

8. TASKLY: Project Management Tool

TASKLY – Project Management ToolTASKLY – Project Management ToolTASKLY – Project Management Tool

Taskly has everything you need to manage your projects effectively. It makes collaboration between multiple users and clients easy. The project manager can create milestones, assign subtasks, and see task achievements. Users can attach and share important project files. It uses the Kanban task management system to help you see the progress of tasks and projects. 

Other notable features include:

  • ten PDF templates customizable by color palette
  • integration with Slack, Zoom, and Telegram
  • translation-ready, including RTL-oriented languages 
  • payment by PayPal and Stripe, and even one-time purchase options

9. PipeX CRM

PipeX CRMPipeX CRMPipeX CRM

PipeX CRM is built using Laravel 8 and Vue.js. It comes with CRM features that include:

  • ability for admin to assign users, roles, and permissions
  • create proposals, customize them to finalize a deal
  • add your logo and branding
  • generate deal invoice as PDF and send it via email
  • collaboration between team and clients
  • dashboard for admin, manager, and leads
  • in-depth reports on deals and sales

Free CRM and Project Management WordPress Plugins

Premium CRM and project management PHP scripts are more advanced in terms of features and performance. However, these free WordPress CRM and project management plugins can be of help if you are not yet sure or are on a budget.

1. Free PHP CRM Script

Free PHP CRM Script

With this script, you can manage customers, sales, leads, quotations, appointments, invoices, support tickets, and more. Invoices and quotations can be sent in HTML or PDF.

2. WP ERP

WP-ERP

WP ERP is the first full-fledged Enterprise Resource Planning (ERP) system through which you can manage your WordPress site and business from a single platform. It provides three core modules: HR, CRM, and Accounting.

Features of the CRM module include:

  • contacts with life stages and contact groups
  • filter contacts
  • schedule calls and meetings directly
  • make notes for each customer
  • activity logs
  • CRM activity reports such as customers and business growth

3. qdPM

qdPM is a free web-based project management tool suitable for a small team working on multiple projects. It is fully configurable. You can easily manage projects, tasks, clients, and team members. Customers interact with your support team using a ticket system that is integrated into task management. The database is SQL-based.

Ways to Motivate Your Remote Team

Having the right tools helps you be on the same page with your teams and clients. They make it easy to coordinate and manage all aspects of a project. Think about incorporating project management systems, project management tools, and time management tools like Clockify Pro and Workday.

But there are skills that go beyond technical mastery and having the right tools. How do you keep everyone on the team motivated, especially when they are working across different time zones?

1. Master the Different Channels of Communication

  • clear verbal communication on phone calls, video calls, or in-person meetings
  • clear written communication through email, text, and other written communication platforms

2. Set Clear Goals

Work with each member of the team so they know exactly what they're supposed to do. Make sure they know what tasks should be prioritized so as not to waste time.

3. Don't Micromanage

Let your team members figure out the best way to achieve their set of goals.

4. Encourage Full Participation

Make sure everyone in your team is participating by asking each team member to:

  • contribute ideas
  • suggest how things can be done better
  • give critical feedback on different areas you can improve as a team leader

5. Delegate

Delegating tasks will lift the load off your shoulders. Let different team members manage their sections of the project. Assign them tasks according to their skills.

6. Follow Up

Once you assign and delegate, you need to stay involved by consistently following up so you're always up-to-date on progress. This will let you help remove any challenges that stand in the way of finishing the project.

7. Encourage Positive Communication

Don't punish failure. Instead, take it as an opportunity to learn where things went wrong and how you can change course and come up with new ways to get the project on the right path.

8. Show Appreciation

A simple thank you for a job well done goes a long way. Your team members feel like they are seen and not laboring in anonymity, and their work is recognized. You can also offer rewards like a year-long subscription to an online course of their choice, or a gift card.

9. Know Your Team Members

Set aside time to catch up with each of your team members and get to know them. This will help you understand what challenges they are facing and how you can motivate them.

The Best PHP Scripts on CodeCanyon

Explore thousands of the best and most useful PHP scripts ever created on CodeCanyon. With a low-cost one-time payment, you can purchase one of these high-quality WordPress themes and improve your website experience for you and your visitors.

PHP scripts ever created on CodeCanyon.

If you want to learn more about the best-selling and up-and-coming PHP scripts available on CodeCanyon for 2022, check out the following posts:

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