WorkGo SaaS is a challenge administration software program that facilitates ease in maintaining a tab on challenge progress. Maintenance of initiatives turns into simpler by assigning results in involved shoppers. Achieve a transparent and environment friendly workflow with this efficient challenge administration device with Lead and Sales Management. With a SaaS model, create plans utilizing a Super Admin Login.
What to anticipate from WorkGo SaaS – Lead and Project Management Tool
- A visually enticing dashboard to grasp enterprise actions
- Restriction on shopper and user permissions
- Curation of assorted roles for customers by deciding on permissions on numerous modules
- Ease in shopper assigning for generated leads
- Checklist methodology for job achievement by creating milestones
- Maintenance of private notes for simple reference
- Manage Invoices and Expenses on a number of initiatives together with shopper
- Availability in a number of languages makes it a device accessible on world platforms
- Kanban board administration for managing leads and duties
- Your shopper pays invoices through Paypal and Stripe based mostly in your setting
- Invoice Module with QR Code
- Slack Integration
- Zoom Integration
- Telegram Integration
- Add currencies in accordance with the requirement in addition to firm profile setting for bill objective
- Desktop Application to Track Project Activities/Hours
- 10 enticing PDF templates and a colour palette to customize your bill
- A user-friendly RTL expertise for the purchasers utilizing Arabic, Hebrew, and Urdu-like languages
- Any of the plans’ funds could be completed utilizing 10 numerous fee gateways specifically Stripe, PayPal, Paystack, Flutterwave, Razorpay, Paytm, Mollie, Skrill, Mercado Pago, CoinGate, Paymentwall
- Built with Laravel 8
Salient Features of WorkGo SaaS – Lead and Project Management Tool
Create Plans and Get Payment – A particular SaaS Feature
With a Super Admin Login, create plans which can be most possible for your online business mannequin. Select applicable pricing and period for the created plan. You can allot User, Client, and Maximum Number of Projects. Get fee utilizing Stripe and PayPal fee gateway. The plan can be disabled if not renewed after its expiry.
An Efficient Dashboard
Get an outline of whole Leads, Projects, Invoices, and Staff together with a reminder checklist of Top Due Payments, Projects, and Tasks of a corporation. Task overview graph reveals weekly job achievements whereas a Project Pie Chart will give a visible standing of assorted initiatives undertaken by a enterprise.
Multi-User and Multi-Client
Appoint a number of customers on numerous offers. You might assign roles to them and management their entry to sure parameters by assigning permissions. Assign a number of shoppers on the identical deal. Thus, the multi-user, multi-client function facilitates ease in deal administration.
Add Users and Clients by assigning Roles and Restricting Permission
Create new customers and management their entry to sure parameters by assigning them roles. Similarly, you can prohibit the shopper’s entry to initiatives by permitting them chosen permissions. Thus, customers and shoppers might entry the challenge inside prescribed limits.
Manage Leads based mostly on Clients
Manage numerous generated leads by Multiple levels of the Kanban Board System. Assign the Client and User on the involved lead and choose from an inventory of lead technology sources. Make necessary notes and repair the value of a person lead.
Create New Projects
Create new initiatives based mostly on generated leads by assigning customers and budgets to them. Set a deadline for the chosen challenge. Add labels and detailed product descriptions to keep away from confusion.
Manage a number of duties of the identical challenge by the Kanban Board system. Create new duties below milestones by setting a precedence and due date. Create a Checklist to measure the progress of a job. Attach necessary recordsdata and add feedback.
Get numeric accuracy on the challenge’s funds and expense together with a statistical show of progress, duties, and remaining days.
Change the standing of the challenge with a easy drop-down menu and create milestones on a selected challenge. Add customers and prohibit shopper permissions. Upload important recordsdata and hold a tab on challenge exercise.
Create a timesheet by assigning the challenge and its job. Allocate the duty hours and job date. You can hold a tab on job hours and enhance your effectivity.
Desktop Application for Tracking Project Hours
You can monitor the time spent whereas engaged on any given challenge and its job by beginning a timer. In addition, you’ll be able to customize the settings for producing automatic screenshots of the tracker operating inside a selected 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.
Calendar and Notes
Never miss a job, challenge, or any necessary deadline ever. Get an outline of your every day, weekly, month-to-month, and yearly plans. You can even hold notes for fast and straightforward reference.
Receiving on the spot notifications of the corporate’s actions is likely one of the most painless methods to maintain a faucet on them. With the assistance of Slack Integration, you will get perception into the most important actions by 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.
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 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, shall be synced with the calendar which can 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.
Hassle-free and on the spot message is likely one of the absolute methods to remain in tune and related with initiatives and actions of the initiatives. With the Telegram Integration, you will get the notification of the actions carried out relating to something which pursuits you. Staying in tune with the performing jobs is easy with this function.
Chat with current customers by a straightforward chat portal. You can send and receive necessary messages without getting distracted.
Create new estimates and assign shoppers, tax p.c, subject date accordingly. Edit the content material of current estimates and alter their standing. You can even delete pointless estimates after they’re absolutely paid. You can verify the statuses of estimates with the assistance of QR Scan as nicely.
Create an bill for initiatives by assigning due dates and tax charges. Edit current invoices by including further gadgets. Add funds by obtainable fee modes. Manage tax charges in accordance with firm requirements. The shopper pays invoices by PayPal and Stripe based mostly in your setting.
Manage new bills by deciding on from numerous classes on the given challenge. Assign the user to an expense and hold a transparent tab on the quantity and date on which the given expense occurred. A file could possibly be hooked up to assist the proof. Update current bills in case of any adjustments.
Customize your system settings by including your currencies and deciding on their symbols and positions. Choose the date and time format and assign a prefix to the bill. Add firm particulars alongside together with your mail id to your system settings.
Manage Mail Templates
Manage the standing of mail templates and look at the motion on every template.
System Setup / Constant
Under system setup settings, handle lead and challenge levels by assigning them distinctive colours. Create sources of lead technology and add fee strategies to your system. Manage numerous expense classes and create product models in accordance with enterprise wants.
Add Users and Clients on Projects
This function permits the user and shoppers to solely see the permitted challenge, lead, and bill as and after they log in with their separate IDs.
Here you’ll be able to see what updates got here out and did we convey new to the model. Check Changelog
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