Overview
ERPGo is essentially the most competent utility software that will help you handle each side of Account, HRM, CRM, and Project with the utmost ease. It’s troublesome to handle numerous instruments for various enterprise functions.
Demo
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What to count on from ERPGo – All In One Business ERP With Project, Account, HRM & CRM
- A complete dashboard with all requisite info below one tab
- Easy administration of employees particulars, be it, workers or purchasers, with straightforward filter choices
- Management of assorted facets of HR. From Attendance to Resignation, from Training to Performance, every thing associated to worker administration turns into straightforward with ERPGo
- Managing Pre Sales successfully by way of Leads, Deals, and Estimate Management
- Kanban and List view for comfort of customers
- Manage minutest facets of the venture for efficient implementation
- Manage Invoices, Payments, Expenses, and Credit Notes by way of straightforward clicks. Never miss the due date any longer
- Inventory Management in Invoice and Bill
- Proposals, Invoices, and Bills particulars may be checked with QR codes
- Customer/ Vendor Statement Report
- Slack Integration
- Zoom Integration
- Telegram Integration
- Twilio Integration
- Desktop Application to Track Project Activities/Hours
- Keep a tab on expiring contracts
- Chat with customers without having to change instruments
- Manage your objectives with ERPGo
- Budget Planning Feature
- Get an in depth report on every side of the Project, Sales, HR, and Pre-sales
- Customize your corporation, system, and print settings in ERPGo
- Available in Multiple languages
- A user-friendly RTL expertise for the purchasers utilizing Arabic, Hebrew, and Urdu-like languages
- Built with Laravel 8
Salient Features of ERPGo – All In One Business ERP With Project, Account, HRM & CRM
The Stunning Dashboard
ERPGo has essentially the most complete dashboard with all of the important particulars below one head. We all can agree that dashboards have made our lives simpler. Well, from each minute element like complete Clients, Users, Invoices, Projects, estimations to Leads, Deals, and objects, you will get quantitative information in the simplest format. You get an summary of Estimates, Invoices, high due Payments, Projects, and Tasks to take well timed actions. Get a reminder of assembly Schedules, Expiring Contracts, Weekly Events, and new purchasers as you scroll down. Lastly, a Pie Chart will help you perceive numerous venture statuses. In quick, each exercise of your corporation may be dealt with by way of this great tool.
Manage Staff
Manage your Employee and Client’s private in addition to firm particulars by way of straightforward to create choices. You can edit and handle the data and standing at your comfort. You can seek for employees by way of straightforward filter choices based mostly on division and designation.
Assign roles to every employees
Our multi-user accounting software permits you to assign roles to every of your employees. By managing their permissions acquire management over their entry to sure parameters.
Employee Management
Through an in depth HR part, you’ll be able to handle Attendance, Bulk Attendance, Holidays, Leaves, Meetings, Assets, Documents, and Company Policies. Create, Edit and Filter as per your comfort. You get an in depth understanding of every side of the worker. You may handle Awards, Transfers, Promotions, Complaints, and plenty of such HR facets of workers with straightforward tabs. The coaching and Performance of every worker may be deliberate, dealt with, and brought care of with ERPGo.
Payroll
With the assistance of the Payroll module, the set wage function will enable you to set the wage of your workers, notably below numerous completely different heads set by you. Also, with the payslip function, you’ll be able to generate bulk funds.
Added Performance Module Like Indicator, Appraisal & Goal Tracking
Indicator, Appraisal
The total efficiency of every Designation of every Department of the Branches is given which features a complete of three competencies particularly, Technical, Organizational, and Behavioral. The predefined settings may be accomplished/ up to date by way of Setup.
Goal Tracking
Any of the objectives together with, short-term, short-term, long-term, and many others. may be set by way of this module. One can replace the progress by enhancing the entry manually. The predefined settings may be accomplished/ up to date by way of Setup.
Added Chat Module
Direct Communication is a vital side of any of the companies. The easy-to-access and use Chat Module supplied in ERPGo, lets you be in direct and fixed contact with the customers and purchasers.
Added Contract Module
Contract Module could be very useful for correct documentation of the contracts accomplished with purchasers exhibiting the kind of contract, the worth, and time period. The predefined settings may be accomplished/ up to date by way of Setup.
Manage Pre-Sale
Leads Management
You can view all of the generated leads by way of a Kanban and List view. Create pipelines and assign phases to numerous leads. You can handle the leads by including Users, Items, Files, Notes, Sources, Call Details, Emails, and Discussions. Get all of the requisite info on any explicit lead in an simply laid format.
Deal Management
Just like lead administration, you’ll be able to view offers in Kanban or List view. Get an summary of offers in per week, month, and offers within the final 30 days. Assign Tasks, Products, Files, and Users for every deal. Manage discussions and notes. Also, get a calendar view for each deal element. In quick, managing offers has by no means been simpler.
Estimates
Keep a tab on issued estimates. Manage the estimates by assigning Clients, Status, and Expiry Dates to every. You can simply generate new estimates by assigning Clients, Categories, Issues, and Expiry Dates. You can add objects within the required amount and apply reductions and tax as requisite. Generate estimates inside minutes by way of ERPGo.
Added Form Builder
Create and handle numerous required types with various kind fields, like, Text, Email, Number, Date, and Description as per the enterprise wants for the customers at massive.
Project Management
Projects
You can handle and filter every venture obtainable in Kanban and List view once more. Get an summary of Project Status, Expenses, Budget, and Due Date to handle tasks. Add or Remove the customers and verify duties accomplished by them. Create a job checklist and assign precedence to every job. Get an summary of duties by way of the Kanban board. Add Milestones, Notes, Files, Comments, Payments, Timesheets, Client Feedback, Expenses, Invoices, and something associated to the venture. Think of a venture and take into account every thing you would want to handle for a profitable venture. Well, you get to handle them simply with ERPGo.
Tasks
Successful venture implementation requires small duties that may assist obtain the last word objective. Well, you’ll be able to handle numerous duties by way of a simple filter choice. View the precedence of every job and due dates to finish every job. You may add a guidelines for duties and observe your progress. Again add feedback and information as required.
Project Timesheet
Create a timesheet by assigning Projects, Tasks, and Users. Assign a beginning and ending date in addition to time. This permits you to handle your venture most effectively.
Inventory Management in Invoice and Bill
Isn’t it easy to verify the stock standing of every of the objects you might be utilizing for your corporation actions? Sounds Fascinating!
Here, by way of the stock administration function, you’ll be able to monitor the stock of every merchandise you could have registered with you. After producing the Invoice/ Bill, the amount will robotically be up to date in “Product & Services” for scrutiny. Overall, it’s painless to keep up the stock stage of the merchandise.
Customer/ Vendor Statement Report
With the assistance of this “Customer/ Vendor Statement Report” Module, you’ll be able to evaluation the filtered particulars of that buyer/ vendor for a sure interval. This assertion report consists of the beginning and finish dates, order particulars, and cost particulars together with the transaction historical past with the shopper/ vendor.
Desktop Application for Tracking Project Hours
You can observe the time spent whereas engaged on any given venture and its job by beginning a timer. In addition, you’ll be able to customize the settings for producing automatic screenshots of the tracker working inside a specific time hole. You can set from a minimal of 1 minute for the time hole of screenshots. Also, you’ll be able to verify the screenshots and delete the pointless and inappropriate ones if wanted.
Slack Integration
Receiving on the spot notifications of the corporate’s actions is among the most painless methods to maintain a faucet on them. With the assistance of Slack Integration, you will get perception into the foremost actions by way of the particular channels as when they’re carried out. It additionally lets you schedule the messages for future dates. Rectifying errors are additionally not burdensome.
Zoom Integration
Virtual conferences aren’t any new to us. The Zoom Integration gives a platform the place you’ll be able to create a zoom assembly after giving inputs of requested particulars like; Client, User(s), Meeting Time, Duration, and it generates a link by way of which individuals can be a part of the assembly. You can create, View, Start, and Delete conferences with ease.
Along with that, the zoom assembly created, will likely be synced with the calendar which is able to present the assembly particulars, in addition to that are the individuals becoming a member of the assembly at what time. This calendar syncing function helps to schedule conferences accordingly.
Telegram Integration
Hassle-free and on the spot message is among the absolute methods to remain in tune and linked with tasks and actions of the tasks. With the Telegram Integration, you will get the notification of the actions carried out concerning something which pursuits you. Staying in tune with the performing jobs is clean with this function.
Twilio Integration
The Twilio Integration for receiving the textual content messages of the roles carried out is a really helpful and handy function. You can get an on the spot textual content message of the actions on the registered cellular quantity even when your telephone will not be linked to the web, which is among the most necessary advantages of Twilio Integration.
Managing Items
Add objects and assign Categories, Purchases, Sales Prices, Taxes, Units, Product sorts to them. Conclusively, every thing you’d need to hold a tab on.
Sales Management
Manage numerous facets of gross sales like sending Invoices, making Payments, managing Expenses, and Credit Notes in a single software. You can create new invoices and edit present ones. Add new merchandise and receipts to present Invoices, edit Payments and Products. Resend the Invoices, send the cost reminders and print the Invoices merely by way of a click on. Similarly, you’ll be able to handle Payments, Expenses, and Credit Notes with the utmost ease. All in all, hold all of your gross sales fears at bay.
Budget Planner
A price range is a monetary plan for a specified interval to maintain in verify with the working capital. This function right here helps to keep up the capital flow. You can set month-to-month, quarterly, half-yearly, or yearly budgets in keeping with your corporation plans and desires. The primary classes are “Income” and “Expense” the place one can edit /replace /delete the sub-categories as properly.
Keep a tab on Contracts
It’s exhausting to maintain every thing aligned in enterprise. However, by no means miss a contract date any longer. Manage your contracts with utmost ease by assigning Start and Due Dates together with Contract Type, Value, Client, and a Description if required.
Events and Notice Board
Always be ready for an upcoming occasion. Assign Employees and Departments to every occasion reminder. Create Events and add Descriptions to at all times hold a tab. Create and Issue a discover to Users, Clients, or Employees.
Goals and Notes
You can create objectives and select whether or not or to not show them on the Dashboard. You may add information to your notes for help. Simple, isn’t it?
Reports
Management shall go to waste if its end result can’t be seen in stories. You can get an in depth report within the type of Graphs for Tasks, Time Logs, Financial Details, Incomes/ Expenses. You can filter and seek for stories for a particular time. Also get an in depth report of Leaves, Estimates, Invoices, and plenty of comparable facets.
Business Settings
Manage enterprise and firm settings. Customize your system settings and print settings for Invoices and estimates. Also, handle the pusher settings.
Changelog
Here you’ll be able to see what updates got here out and did we deliver new to the model. Check Changelog
Support
Please send support request here for any points, questions or options. To save time and get fast suggestions, please don’t ask for help in feedback part.
