Overview
ERPGo SaaS is probably the most competent utility instrument that will help you handle each facet of Account, HRM, CRM, and Project with the utmost ease. It’s tough to handle numerous instruments for various enterprise functions. With the ERPGo SaaS model, you’ll be able to handle each facet of your online business beneath one instrument.
Demo
Url : Demo Link
Login as Super Admin : [email protected] / 1234
Login as Company : [email protected] / 1234
Login as Client : [email protected] / 1234
Login as User : [email protected] / 1234
What to count on from ERPGo SaaS – All In One Business ERP With Project, Account, HRM & CRM
- A complete dashboard with all requisite info beneath one tab
- Easy administration of employees particulars, be it, workers or purchasers, with straightforward filter choices
- Management of assorted points of HR. From Attendance to Resignation, from Training to Performance, all the things associated to worker administration turns into straightforward with ERPGo SaaS
- Managing pre-sales successfully by means of Leads, Deals, and Estimate Management
- Kanban and List view for comfort of customers
- Manage minutest points of the undertaking for efficient implementation
- Manage Invoices, Payments, Expenses, and Credit Notes by means of straightforward clicks. Never miss the due date any further
- Inventory Management in Invoice and Bill
- Proposals, Invoices, and Bills particulars will 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 SaaS
- Budget Planning Feature
- Get an in depth report on every facet of the Project, Sales, HR, and Pre-sales
- Customize your online business, system, and print settings in ERPGo SaaS
- Available in Multiple languages
- A user-friendly RTL expertise for the shoppers utilizing Arabic, Hebrew, and Urdu-like languages.
- Any of the plans’ funds will be finished utilizing 10 various fee gateways particularly Stripe, PayPal, Paystack, Flutterwave, Razorpay, Paytm, Mollie, Skrill, Mercado Pago, CoinGate, Paymentwall
- Built with Laravel 8
Salient Features of ERPGo SaaS – All In One Business ERP With Project, Account, HRM & CRM
Create Plans and Get Payment – A particular SaaS Feature
With a Super Admin Login, create plans which might be most possible for your online business mannequin. Select applicable pricing and period for the created plan. Make fee utilizing numerous fee gateways. The plan can be disabled if not renewed after its expiry.
The Stunning Dashboard
ERPGo SaaS has probably the most complete dashboard with all of the important particulars beneath one head. We all can agree that dashboards have made our lives simpler. Well, from each minute element like whole Clients, Users, Invoices, Projects, estimations to Leads, Deals, and gadgets, you will get quantitative information in the simplest structure. You get an outline 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 can assist you perceive numerous undertaking statuses. In quick, each exercise of your online business will be dealt with by means of this useful gizmo.
Manage Staff
Manage your Employee and Client’s private in addition to firm particulars by means of straightforward to create choices. You can edit and handle the knowledge and standing at your comfort. You can seek for employees by means of straightforward filter choices primarily based on division and designation.
Assign roles to every employees
Our multi-user accounting instrument lets you assign roles to every of your employees. By managing their permissions achieve 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 facet of the worker. You may handle Awards, Transfers, Promotions, Complaints, and plenty of such HR points of workers with straightforward tabs. The coaching and Performance of every worker will be deliberate, dealt with, and brought care of with ERPGo SaaS.
Payroll
With the assistance of the Payroll module, the set wage function will enable you to set the wage of your workers, notably beneath 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 general efficiency of every Designation of every Department of the Branches is given which features a whole of three competencies particularly, Technical, Organizational, and Behavioral. The predefined settings will be finished/ up to date by means of Setup.
Goal Tracking
Any of the objectives together with, short-term, short-term, long-term, and so on. will be set by means of this module. One can replace the progress by modifying the entry manually. The predefined settings will be finished/ up to date by means of Setup.
Added Chat Module
Direct Communication is a crucial facet of any of the companies. The easy-to-access and use Chat Module offered in ERPGo SaaS, 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 finished with purchasers exhibiting the kind of contract, the worth, and time period. The predefined settings will be finished/ up to date by means of Setup.
Manage Pre-Sale
Leads Management
You can view all of the generated leads by means 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 specific lead in an simply laid structure.
Deal Management
Just like lead administration, you’ll be able to view offers in Kanban or List view. Get an outline of offers in every 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 gadgets within the required amount and apply reductions and tax as requisite. Generate estimates inside minutes by means of ERPGo SaaS.
Added Form Builder
Create and handle numerous required kinds with various kind fields, like, Text, Email, Number, Date, and Description as per the enterprise wants for the customers at giant.
Project Management
Projects
You can handle and filter every undertaking accessible in Kanban and List view once more. Get an outline of Project Status, Expenses, Budget, and Due Date to handle initiatives. Add or Remove the customers and examine duties accomplished by them. Create a job record and assign precedence to every job. Get an outline of duties by means of the Kanban board. Add Milestones, Notes, Files, Comments, Payments, Timesheets, Client Feedback, Expenses, Invoices, and something associated to the undertaking. Think of a undertaking and think about all the things you would wish to handle for a profitable undertaking. Well, you get to handle them simply with ERPGo SaaS.
Tasks
Successful undertaking implementation requires small duties that may assist obtain the final word objective. Well, you’ll be able to handle numerous duties by means of a straightforward filter possibility. 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 lets you handle your undertaking most effectively.
Inventory Management in Invoice and Bill
Isn’t it easy to examine the stock standing of every of the gadgets you might be utilizing for your online business actions? Sounds Fascinating!
Here, by means of the stock administration function, you’ll be able to monitor the stock of every merchandise you might have registered with you. After producing the Invoice/ Bill, the amount will mechanically be up to date in “Product & Services” for scrutiny. Overall, it’s painless to keep up the stock degree of the merchandise.
Customer/ Vendor Statement Report
With the assistance of this “Customer/ Vendor Statement Report” Module, you’ll be able to evaluate the filtered particulars of that buyer/ vendor for a sure interval. This assertion report contains the beginning and finish dates, order particulars, and fee 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 undertaking 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 examine the screenshots and delete the pointless and inappropriate ones if wanted.
Slack Integration
Receiving on the spot notifications of the corporate’s actions is without doubt one of the most painless methods to maintain a faucet on them. With the assistance of Slack Integration, you will get perception into the key actions by means of the precise 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 offers 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 means of which individuals can be part of the assembly. You can create, View, Start, and Delete conferences with ease.
Along with that, the zoom assembly created, can be synced with the calendar which can present the assembly particulars, in addition to that are the folks 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 without doubt one of the absolute methods to remain in tune and linked with initiatives and actions of the initiatives. 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 easy with this function.
Twilio Integration
The Twilio Integration for receiving the textual content messages of the roles carried out is a really useful 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 shouldn’t be linked to the web, which is without doubt one of the most essential advantages of Twilio Integration.
Managing Items
Add gadgets and assign Categories, Purchases, Sales Prices, Taxes, Units, Product varieties to them. Conclusively, all the things you’ll wish to hold a tab on.
Sales Management
Manage numerous points of gross sales like sending Invoices, making Payments, managing Expenses, and Credit Notes in a single instrument. You can create new invoices and edit current ones. Add new merchandise and receipts to current Invoices, edit Payments and Products. Resend the Invoices, send the fee reminders and print the Invoices merely by means 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 examine 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 line with your online business plans and wishes. The important classes are “Income” and “Expense” the place one can edit /replace /delete the sub-categories as effectively.
Keep a tab on Contracts
It’s exhausting to maintain all the things aligned in enterprise. However, by no means miss a contract date any further. 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 all the time 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 consequence can’t be seen in experiences. 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 experiences for a particular time. Also get an in depth report of Leaves, Estimates, Invoices, and plenty of related points.
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 convey new to the model. Check Changelog
Support
Please send support request here for any points, questions or strategies. To save time and get fast suggestions, please don’t ask for help in feedback part.
