Customer-Management by SHelfinger revolutionizes how web and print design agencies organize client interactions by integrating CRM, project oversight, and financial tracking into one portable Windows application. This specialized software eliminates scattered spreadsheets and documents by centralizing customer profiles, project timelines, income/expense tracking, and Envato license verification within a single platform that runs directly from USB drives.
Core Functionality: Centralized Client Operations
The software accelerates agency workflows through six integrated modules:
- Client Profiles: Store comprehensive details (contact names, emails, addresses) and associate files, licenses, and projects
- Financial Tracking: Log project-specific income and expenses with real-time profit calculations
- Envato Integration: Validate and back up marketplace licenses directly within customer records
- Portable Database: All data saves locally for offline access and cross-device sync via USB drives
Comprehensive Feature Breakdown
Customer Management Module
- Task Creation: Assign time-sensitive activities with percentage-complete tracking and deadline alerts
- Project Lifecycle Management: Initiate design projects from conception to archival with unlimited entries
- File Management: Attach contracts, mockups, and assets that stay synced across devices
- Financial Records: Document payments and expenses with currency customization for international clients
Project & Task Systems
- Progress Analytics: Visualize task completion rates with adjustable percentage metrics
- Time Tracking: Clock project hours via start/stop timers for accurate billing
- Automated Reporting: Generate HTML summaries of project status for stakeholder distribution
Licensing & Compliance Tools
- Envato API Verification: Authenticate marketplace licenses in real-time
- Encrypted Storage: Protect sensitive credentials with 256-bit AES encryption (Windows XP+)
Multilingual Support & Localization
The software supports three interface languages with community-driven translation options:
- English & German: Fully translated interfaces
- Chinese (Partial): 45% translated in v1.1
- Contribute Your Language: Designers can download phrase files, translate them, and submit ZIP/RAR archives for implementation
Design Workflow Integration
Pre-configured support for 14+ industry-standard applications:
| Software | Key Benefit |
|---|---|
| Adobe Creative Suite (Photoshop, Illustrator) | Direct file attachment from design workflows |
| FileZilla FTP | One-click project deployment |
| Notepad++ | Code snippet management |
| WebSite X5 / WYSIWYG Web Builder | Template asset organization |
System Requirements & Compatibility
- Windows XP or later (.NET Framework 2.0 required)
- 1.2 GHz processor and 758MB RAM
- 5MB disk space (excluding media databases)
- SQLite3 runtime (included)
Continuous Improvement History
Recent updates demonstrate responsive feature refinement:
- v1.0.1 (Apr 2013): Client-specific task filtering, Chinese translation foundations
- v1.0.0 (Mar 2013): Enhanced income/outcome dashboards
- v0.9.9 (Mar 2013): Multi-currency support, automated task emailing
Getting Started: Implementation Strategies
- Consolidate client spreadsheets into unified profiles for all active projects
- Configure the task module to track design revision workflows with percentage milestones
- Activate encryption for files containing client payment details
- Use portable mode for client presentations featuring project timelines
