Clientexec

PoweVPS provides Clientexec free with every VPS account (excluding Power-0 plans). ClientExec is a tool to help web hosts manage and support their clients efficiently. NEWEDGE Services Inc is the company behind it. This free software would normally cost you $99

  Clientexec

Features

Administrator Side

New Clients

• Required fields are customizable and highlighted in red.
• Custom field names indicated in green.
• Option to treat client as an individual or business entity.
• Manually add clients using basic and customized fields.
• Option to send client email in HTML or Text format.
• Flexible account creation date.
• Choose date of next hosting invoice.
• Select client type, billing cycle and payment gateway for each client.
• Optional comments section available for administrators view only.
• Choose from many currency types. · Assign password to client profile.
• We create the server side dns zone file including your name servers.

Active Clients

• Select client profile by dropdown list or search on various fields.
• Easily edit information as needed.
• Add alternate emails for notifications, invoices and access.
• View the time of client’s last login to ClientExec.
• Send an email to client through the full featured interface with bcc, priority and confirm receipt options.
• View or add domains to client profile.
• Convenient dropdown domain list for each client client.
• Select server, IP and hosting plan to be used.
• Send welcome email with all the info the client needs to get started.

Pending Clients

• Approve or reject pending clients.
• View payment status of new account.
• Send welcome email after approval.
• View signup environment (browser, IP, hostname).

Client Side

• Easily view and edit profile.
• Choose to receive email in HTML or Text format.
• Choose alternate emails to receive copies of invoices and notifications.
• View domain account details.
• Resend welcome email to avoid support questions on this material

Support Center

Administrator Side

• Alerted to support tickets by email and ICQ.
• New and open tickets viewed from ClientExec Main Overview.
• New tickets can be assigned or reassigned to specific administrators.
• Ticket priority selections can be customized.
• Ticket priorities are displayed with color codes for quick action.
• Submission time and date are displayed.
• View elapsed time from each point of action.
• Search tickets using various fields.
• Filter displayed tickets by category.
• View and search closed tickets.
• Set ticket status at various stages for client knowledge.
• Optionally notify client by email with each status change or reply.
• Customize ticket email templates using predefined database tags.

Client Side

• Alerted to support ticket status and responses by email.
• The ClientExec Main Overview provides quick access to support tickets.
• Filter displayed tickets by category.
• Select ticket priority on submission for proper attention.
• Select from established categories for better organization.
• View elapsed time from each point of action.

Invoice Manager

Admin Side

• Outstanding invoices can be sent, marked paid, or deleted all from ClientExec main overview.
• Uninvoiced work can be viewed or deleted from the ClientExec main overview.
• Clients can be selected from dropdown list or by searching on various fields.
• View active, recurring or archived invoices for selected client.
• View individual invoices in handy printable PDF format.
• Quickly view invoice status to determine action.
• Choose to send, mark paid, archive or delete selected invoices.
• Create invoices from invoice entries (billable work).
• Generate recurring invoices from entries marked as recurring, hosting fees, extras.
• Create invoice entries for selected client, recurring or one-time
• Create billing types with default descriptions and entry details
• Invoice entries separately or chose to include them in upcoming recurring invoices.
• Specify due dates and prices.
• View or remove recurring entries for selected clients.
• Receive notification of paid invoices via email and ICQ.
• Customize invoice and payment receipt templates using predefined database tags.

Client Side

• View outstanding invoices from the ClientExec main overview page.
• View individual invoices in handy printable PDF format.
• Pay invoices via selected payment gateway.
• Archive paid invoices for historical viewing.
• Filter invoices by payment status.
• View recurring invoice entries.
• View invoice status.

Customization

• Support for themes (skins) to completely control the look of CE.
• Extensive support for custom fields from the GUI; add new fields, change names, control where the fields appear and the type of information they will handle.
• Client types and hosting packages can be created and customized as needed.
• Templates can be customized for welcome emails, support tickets, password reminders, invoices and payment receipts.
• Powerful database tags are available for templates to provide fields from the customer database
• Pop-ups can be customized through the administration GUI.
• Almost every aspect of the way CE works and displays information can be set through options
or fields in the administration GUI.
• A wide variety of payment gateways are preconfigured, with more available through our API.
• Customize billing types (billable work) with predefined descriptions and details.