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Freelance Cockpit 3 – Project Management and CRM 3.0.5.1

SKU: 391

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Product details

Version on file
3.0.5.1
Type
Plugin
Released
September 11, 2020

About Freelance Cockpit 3 – Project Management and CRM 3.0.5.1

Freelance Cockpit 3 is a project management and CRM application for freelancers and small agencies. It keeps your projects and your client records in one place, so you can see who you're working for and what is in progress without juggling a spreadsheet and several apps.

It is not a WordPress plugin, despite the older description on this page. It is a standalone PHP application that you install on your own web server, with its own database and login, and you keep the data. That suits people who would rather run their own tool than pay a monthly subscription for a hosted one.

The file on record dates from September 2020. Because it is a self-hosted application, check the PHP and database versions it supports before installing, and keep the server updated, since you are responsible for its security.

Requirements

  • A web server with PHP and a MySQL-style database

Key features

Project management
Organise your work into projects, so each job's status is visible in one place.
Client records
Keep clients' details together, as the CRM side of the application.
Self-hosted
Runs on your own server, so your project and client data stays with you.
Standalone application
Has its own login and database, and doesn't need WordPress.
Built for freelancers
Aimed at freelancers and small agencies rather than large teams.

Is it right for you?

A good fit for

  • Freelancers who want one self-hosted place for projects and clients
  • Small agencies that prefer to own their data over paying for a hosted tool
  • Developers who are comfortable installing a PHP application

Look elsewhere if

  • Anyone looking for a WordPress plugin: this installs on a server, not under Plugins
  • Teams that don't want to run, update and secure their own server software
  • Large organisations that need enterprise-scale project tools

How to install Freelance Cockpit 3 – Project Management and CRM 3.0.5.1

Notes for this product

  • This is not installed from the WordPress dashboard. You normally upload the files to your web server, create a database and run the application's installer. Follow the documentation in the download for the exact steps and PHP version.

Setup: using Freelance Cockpit 3 – Project Management and CRM 3.0.5.1

  1. Check the server requirements. Confirm your hosting offers the PHP version and extensions listed in the application's documentation.
  2. Create a database. Create an empty database and a user for it in your hosting control panel.
  3. Upload the files. Upload the application to a folder or subdomain on your server.
  4. Run the installer. Open the application's address in a browser and follow the installer, entering the database details and creating your admin account.
  5. Set your details and email. Enter your business information and set up outgoing email so the application can send messages.
  6. Add your first client and project. Create a client record and a project to confirm everything works.

Common problems and fixes

The installer complains about missing PHP extensions or the PHP version
Why it happens
Your hosting plan runs an older PHP version or lacks an extension the application needs.
How to fix it
Switch to the PHP version in the documentation in your hosting control panel and enable the listed extensions, or ask your host to.
A blank page or a server error after uploading
Why it happens
File permissions, a missing rewrite rule or a PHP error.
How to fix it
Check your server's error log for the first error, confirm the folders the application writes to are writable, and re-upload any files that failed.
The application doesn't send emails
Why it happens
Outgoing mail isn't configured, or the host blocks the default mail function.
How to fix it
Set up SMTP details in the application's mail settings and send a test message.

Alternatives to Freelance Cockpit 3 – Project Management and CRM 3.0.5.1

ProductChoose it ifPrice
Perfex – Powerful Open Source CRM 2.8.4you want another self-hosted PHP CRM that also covers projects and invoicing.$4.25
Ultimate Project Manager CRM PRO 1.4.3you want a project manager and CRM combined, as its title says, to compare.$4.25
Projectopia WP Project Management (formerly CQPIM) 4.3.11you'd rather keep project management inside WordPress than run a separate application.$4.25

Frequently asked questions

Is Freelance Cockpit a WordPress plugin?

No. It is a standalone PHP application installed on your own server. The older description for this product calls it a WordPress plugin, which is a mistake.

Where does my data live?

On your own server, in the database you create for it. That makes you responsible for backups and security.

Do I need WordPress to run it?

No. It has its own login and database and doesn't depend on WordPress.

What hosting do I need?

A web server with the PHP version and database listed in the application's documentation. Most standard shared hosting meets that, but check first.

Is the file up to date?

It dates from September 2020, so check what PHP versions it supports before installing it on a current server.

Categories: Business, Plugins

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