Introducing ERPGo SaaS - All In One Business ERP With Project, Account, HRM & CRM
ERPGo SaaS is the most reliable utility tool to help you manage each aspect of HRM, Accounts CRM, Project, and Account effortlessly. It isn't easy to handle multiple tools to meet different business needs. With ERPGo, the ERPGo SaaS version that you manage each element of your company with one platform.
What should you be expecting from ERPGo SaaS - All-in-one Business ERP with Project Accounting & CRM
- A complete dashboard with all the necessary information in one tab
- Simple Management of employee details regardless of whether employees or clients, by using an easy filtering option
- The Management of different areas of HR. From Resignation to Attendance and from training to performance everything that is associated with employee management is effortless by using ERPGo SaaS
- Making pre-sales more effective through Deals, Leads, and Estimate Management
- Kanban or List view to make it easier for users.
- Take care of minute details of the Project to ensure a successful implementation.
- Control Invoices, Payments, expenses, and credit notes with just a few clicks. Don't forget the due date beginning today.
- Inventory Management in Invoices and Bill
- Proposals, invoices, and the details of bills can be viewed using QR codes
- Customer/ Vendor Statement Report
- Slack Integration
- Zoom Integration
- Telegram Integration
- Twilio Integration
- Desktop Application for Tracking Project Hours and Activities
- Monitor contracts that are due to expire.
- Chat with users, without having to switch to another tool
- Set your goals by using ERPGo SaaS
- Budget Planning Features
- You will receive a comprehensive report on every element of the Project such as Sales, HR and Pre-sales
- You can customize your company, system and print settings with ERPGo SaaS
- Available in multiple languages
- An easy-to-use RTL experience for those who speak Arabic, Hebrew, and Urdu-like languages.
- All of the plan's payment methods can be made with the help of 10 different payment processors like Stripe, PayPal, Paystack, Flutterwave Razorpay, Paytm, Mollie, Skrill, Mercado Pago, CoinGate, and Paymentwall.
- Created using Laravel 8
Essential Features in ERPGo SaaS ERPGo SaaS : All in One Business ERP with HRM, Project, Account, and CRM
Create Plans and Receive Payment - A unique SaaS feature
With the Super Admin Login, you can design the most practical plans for your business. Choose the right price and timeframe for your plan. Make payment using various payment gateways. The plan will be removed should it not be renewed following its expiration.
The Stunning Dashboard
ERPGo SaaS has the most extensive Dashboard, containing all the vital information in one place. Everyone can think that dashboards have made our lives simpler. You will get detailed information in the most straightforward format from every information such as total clients, Users, Users, Invoices Estimates, Projects and Deals as well as items. It provides a summary of invoices, estimates, top due payments, and Tasks and Projects to make timely decisions. When the scrolling continues, you will be reminded of your meeting schedules, expiring contracts, weekly events, and new clients. Finally the Pie Chart can help you understand your projects' various statuses. It is a simple fact that this handy tool could track every aspect of your business.
Manage your Client and Employee's personal and company information with easy-to-create options. You can modify and manage the details and the status at your convenience. Search for staff using a simple filtering system by department or designation.
Give roles to every staff member.
Our multi-user accounting tool lets users allocate roles to every member of your employees. By managing their permissions, they can gain control of their access to specific conditions.
In a comprehensive department for HR, you will be able to manage attendance, bulk attendance, Holidays, Leaves Meetings, Assets, documents, and company policies. Create, Edit, and Filter according to your needs. You can get a complete knowledge of every component of your employee. It also allows you to manage awards, Promotions, transfers, complaints, and many other HR-related aspects of employees by using easy tabs. Training and performance of every employee are managed, planned, and managed by ERPGo SaaS.
With the module Payroll, the feature to set salary will aid you in setting the wages for your workers, specifically under different heads that you decide to set. In addition, with the pay slip feature, you can create mass payment.
The Performance Module was added, along with indicators Appraisal, Goal Tracking and Goal Tracking
INDICATOR AND APRISAL
Overall performance for every Designation for every Department of the Branches is provided, consisting of three competencies: Technical, Organizational and Behavioral. The predefined settings are modified or changed through the Setup.
Any of the objectives, including short-term, temporary or long-term. Can be set using this module. You can change the status of an entry by hand, and the predefined settings can be changed or modified via Setup.
Added Chat Module
Direct communication is an essential aspect of all companies. It is easy to access and use the Chat Module included in ERPGo SaaS, allowing users to stay in close and continuous contact with customers and other users.
The Contract Module was added to the site.
Contract Module is beneficial for accurately documenting contracts with clients that show the contract type, the value, and the duration of time. The predefined settings are easily changed via Setup.
You can review all leads that were generated through Kanban as well as a List view. Make pipelines to assign phases to different leads. You can track leads by adding users, items, Files, Notes, sources, call details, Sources email addresses, discussions and more—all the information needed regarding a lead in a simple design.
Like leads management, it is possible to view deals using Kanban and List View. You can see a complete overview of deals over a month or week from the past 30 days. Designate Tasks, Products, Users, and Files for every deal, and keep track of discussions and notes. Also, you can get an overview of the calendar for each deal's details. The process of the Management of deals was never so easy.
Keep track of the issued estimates. Control the estimates by assigning each client status and expiration dates. It is easy to estimate estimates using clients' categories, Issues, and Expiration dates. It is possible to add items to the required quantity and apply discounts and tax when necessary. Create estimates in a matter of minutes using ERPGo SaaS.
Formula Builder Added
Manage and create various necessary forms using a variety of form fields like Text, Email, Number, Date, Description, and Date according to the needs of the business for users in general.
You can control and filter each Project within Kanban and List view. View a complete overview of the Project's status and budget, Expenses, and Due Date for managing projects. Add or remove users and review their work completed. Create a list of tasks and assign a priority for each job. Review the projects using your Kanban board. Add Milestones and Notes, Comments, Files, Payments timesheets, feedback from clients' expenses, invoices, and everything else that is relevant to your Project. Imagine a project, and consider the various aspects you'd have to handle to ensure a successful project. You can manage them with ease using ERPGo SaaS.
Successfully implementing a project requires small tasks to assist in reaching the end goal. You can handle many tasks with a simple filtering option. See the importance of each task and the deadline dates for each job. Creating a schedule for your tasks and monitoring your performance is also possible. Also, add notes and files in the order that is required.
Create a timesheet by assigning projects as well as Tasks and Users. Set a start and end date, as well as the time. This will allow you to organize your Project most efficiently.
Inventory Management in invoices and Bill
It's not easy to track the status of inventory for each of the products you're employing for your business? It's fascinating! Here, with the inventory management feature, you can track the inventory status of each item you've identified. After you have generated the Invoice or Bill, the amount will be automatically updated to "Product & Services" for review. It is a breeze to keep track of the inventory levels of the items.
Customer/ Vendor Statement Report
Utilizing the "Customer/ Vendor Statement Report" Module, you can examine the details that have been filtered for the customer or vendor for a specific time. This report will include the start and finish dates, order details, payment information, and the transaction history of the vendor/customer.
Desktop Application to Track Project Hours
You can keep track of the amount of duration of work on any particular project and its tasks by setting the timer. You can also alter the settings to automatically create screenshots of the tracker operating within a specific time period. You can set to a minimum of one minute for the duration of screenshots. Additionally, you can review your screenshots and eliminate unneeded and irrelevant ones, if necessary.
Being notified instantly of business activities is among the most straightforward methods to stay in touch on these activities. With the aid of Slack Integration, it is possible to gain insight into the essential activities through specific channels and when they occur. It can also help you plan messages to be sent out on future dates. Correcting mistakes is also not a burden.
Virtual meetings aren't new for us. Zoom Integration Zoom Integration gives you a means that allows you to create an online meeting by providing the required details, such as the Client's name, User(s) and Meeting time duration, and it creates a link via which participants can join the meeting. You can easily create, view, start, and delete meetings quickly.
Additionally, the zoom meeting created will be synced to the calendar and display the details of the meeting and participants at when. This calendar sync feature makes it easier to plan meetings according to the time.
Instant and hassle-free messaging are among the best methods to remain in touch and informed about projects and the progress of projects. With Telegram Integration, you will receive notifications of any actions taken regarding any topic that interests you. Being aware of the tasks being completed is easy thanks to this feature.
The Twilio Integration to send texts of the tasks accomplished is a handy and practical feature. It is possible to receive an instant text message about the tasks to the mobile number you have registered, even if your mobile isn't connected to the internet. This is among the main advantages of Twilio Integration.
Management of Things
Create categories for items and assign them categories, Purchases Taxes, Sales Prices units, and product types. In the end, everything you'd need to keep tabs on.
Control various aspects of sales, including sending invoices, making payments, and managing expenses and Credit Notes using one tool. It is possible to create invoices or edit the ones you already have. Incorporate new receipts and items to invoices already in place, and edit Products and Payments. Resend the invoices, email the payment reminders , and print the invoices with an easy click. Additionally, you can manage Expenses, Payments as well as Credit Notes, with absolute ease. In the end, you can ensure that your sales fears are low.
The term "budget" refers to a financial program that is a time-bound plan to ensure that you are in control of your working capital. This feature can help keep the flow of capital. It is possible to set quarterly, monthly and half-yearly or annual budgets based on your company's plans and demands. The two main budget categories include "Income" and "Expense" which allows you to edit, update, or delete the sub-categories.
It's not easy to ensure everything is in order in a business, and it is essential not to miss a contract deadline from when you start. You can easily manage your contracts by assigning due dates and start dates together with the type of contract, value Client and a Description when needed.
Notice Boards and Events Notice Board
Always be ready for an upcoming event. Set up departments and employees for every event's reminder. Create Events and include Descriptions to ensure you are always on top of. Please make a note and send it to clients, users or employees.
Goals and notes
You can set goals and decide whether or not they will be displayed on the Dashboard. You can also include files in your notes to help. Simple, isn't it?
Management can be a waste of time when the results cannot be evident in the form of reports. You can obtain a comprehensive report that includes graphs of tasks, time Logs, financial details, and Incomes/Expenses. You can search and filter reports for specific times. You can also get a comprehensive analysis of Leaves estimates, invoices, estimates, and many other aspects.
Control company and business settings for both companies and businesses. Set your system's settings and print options for invoices and estimates to suit your needs. Also, control the settings for pushers.