Overview
ERPGo SaaS is the most competent utility tool to help you manage every aspect of Account, HRM, CRM, and Project with the utmost ease. It’s difficult to manage various tools for varying business purposes. With the ERPGo SaaS version, you can manage every aspect of your business under one tool.
What to expect from ERPGo SaaS – All In One Business ERP With Project, Account, HRM & CRM
- A comprehensive dashboard with all requisite information under one tab
- Easy management of staff details, be it, employees or clients, with easy filter options
- Management of various aspects of HR. From Attendance to Resignation, from Training to Performance, everything related to employee management becomes easy with ERPGo SaaS
- Managing pre-sales effectively through Leads, Deals, and Estimate Management
- Kanban and List view for convenience of users
- Manage minutest aspects of the project for effective implementation
- Manage Invoices, Payments, Expenses, and Credit Notes through easy clicks. Never miss the due date from now on
- Inventory Management in Invoice and Bill
- Proposals, Invoices, and Bills details can 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 users without having to switch tools
- Manage your goals with ERPGo SaaS
- Budget Planning Feature
- Get a detailed report on each aspect of the Project, Sales, HR, and Pre-sales
- Customize your business, system, and print settings in ERPGo SaaS
- Available in Multiple languages
- A user-friendly RTL experience for the customers using Arabic, Hebrew, and Urdu-like languages.
- Any of the plans’ payments can be done using 10 diverse payment gateways namely 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 special SaaS Feature
With a Super Admin Login, create plans that are most feasible for your business model. Select appropriate pricing and duration for the created plan. Make payment using various payment gateways. The plan would be disabled if not renewed after its expiry.
The Stunning Dashboard
ERPGo SaaS has the most comprehensive dashboard with all the essential details under one head. We all can agree that dashboards have made our lives easier. Well, from every minute detail like total Clients, Users, Invoices, Projects, estimations to Leads, Deals, and items, you can get quantitative data in the most simple layout. You get an overview of Estimates, Invoices, top due Payments, Projects, and Tasks to take timely actions. Get a reminder of meeting Schedules, Expiring Contracts, Weekly Events, and new clients as you scroll down. Lastly, a Pie Chart can help you understand various project statuses. In short, every activity of your business can be handled through this useful tool.
Manage Staff
Manage your Employee and Client’s personal as well as company details through easy to create options. You can edit and manage the information and status at your convenience. You can search for staff through easy filter options based on department and designation.
Assign roles to each staff
Our multi-user accounting tool allows you to assign roles to each of your staff. By managing their permissions gain control over their access to certain parameters.
Employee Management
Through a detailed HR section, you can manage Attendance, Bulk Attendance, Holidays, Leaves, Meetings, Assets, Documents, and Company Policies. Create, Edit and Filter as per your convenience. You get a detailed understanding of each aspect of the employee. You can also manage Awards, Transfers, Promotions, Complaints, and many such HR aspects of employees with easy tabs. The training and Performance of each employee can be planned, handled, and taken care of with ERPGo SaaS.
Payroll
With the help of the Payroll module, the set salary feature will help you to set the salary of your employees, particularly under various different heads set by you. Also, with the payslip feature, you can generate bulk payments.
Added Performance Module Like Indicator, Appraisal & Goal Tracking
INDICATOR, APPRAISAL
The overall performance of each Designation of each Department of the Branches is given which includes a total of three competencies namely, Technical, Organizational, and Behavioral. The predefined settings can be done/ updated through Setup.
GOAL TRACKING
Any of the goals including, temporary, short-term, long-term, etc. can be set through this module. One can update the progress by editing the entry manually. The predefined settings can be done/ updated through Setup.
Added Chat Module
Direct Communication is an important aspect of any of the businesses. The easy-to-access and use Chat Module provided in ERPGo SaaS, helps you to be in direct and constant touch with the users and clients.
Added Contract Module
Contract Module is very helpful for proper documentation of the contracts done with clients showing the type of contract, the value, and time duration. The predefined settings can be done/ updated through Setup.
Manage Pre-Sale
LEADS MANAGEMENT
You can view all the generated leads through a Kanban and List view. Create pipelines and assign stages to various leads. You can manage the leads by adding Users, Items, Files, Notes, Sources, Call Details, Emails, and Discussions. Get all the requisite information on any particular lead in an easily laid layout.
DEAL MANAGEMENT
Just like lead management, you can view deals in Kanban or List view. Get an overview of deals in a week, month, and deals in the last 30 days. Assign Tasks, Products, Files, and Users for each deal. Manage discussions and notes. Also, get a calendar view for every deal detail. In short, managing deals has never been easier.
ESTIMATES
Keep a tab on issued estimates. Manage the estimates by assigning Clients, Status, and Expiry Dates to each. You can easily generate new estimates by assigning Clients, Categories, Issues, and Expiry Dates. You can add items in the required quantity and apply discounts and tax as requisite. Generate estimates within minutes through ERPGo SaaS.
Added Form Builder
Create and manage various required forms with diverse form fields, like, Text, Email, Number, Date, and Description as per the business needs for the users at large.
Project Management
PROJECTS
You can manage and filter each project available in Kanban and List view again. Get an overview of Project Status, Expenses, Budget, and Due Date to manage projects. Add or Remove the users and check tasks completed by them. Create a task list and assign priority to each task. Get an overview of tasks through the Kanban board. Add Milestones, Notes, Files, Comments, Payments, Timesheets, Client Feedback, Expenses, Invoices, and anything related to the project. Think of a project and consider everything you would need to manage for a successful project. Well, you get to manage them easily with ERPGo SaaS.
TASKS
Successful project implementation requires small tasks that can help achieve the ultimate goal. Well, you can manage various tasks through an easy filter option. View the priority of each task and due dates to complete each task. You can also add a checklist for tasks and track your progress. Again add comments and files as required.
PROJECT TIMESHEET
Create a timesheet by assigning Projects, Tasks, and Users. Assign a starting and ending date as well as time. This allows you to manage your project most efficiently.
Inventory Management in Invoice and Bill
Isn’t it effortless to check the inventory status of each of the items you are using for your business activities? Sounds Fascinating!
Here, through the inventory management feature, you can monitor the inventory of each item you have registered with you. After generating the Invoice/ Bill, the quantity will automatically be updated in “Product & Services” for scrutiny. Overall, it is painless to maintain the inventory level of the products.
Customer/ Vendor Statement Report
With the help of this “Customer/ Vendor Statement Report” Module, you can review the filtered particulars of that customer/ vendor for a certain period. This statement report includes the start and end dates, order details, and payment details along with the transaction history with the customer/ vendor.
Desktop Application for Tracking Project Hours
You can track the time spent while working on any given project and its task by starting a timer. In addition, you can customize the settings for generating automatic screenshots of the tracker running within a particular time gap. You can set from a minimum of 1 minute for the time gap of screenshots. Also, you can check the screenshots and delete the unnecessary and inappropriate ones if needed.
Slack Integration
Receiving instant notifications of the company’s activities is one of the most painless ways to keep a tap on them. With the help of Slack Integration, you can get insight into the major actions through the specific channels as when they are performed. It also helps you to schedule the messages for future dates. Rectifying mistakes are also not burdensome.
Zoom Integration
Virtual meetings are no new to us. The Zoom Integration provides a platform where you can create a zoom meeting after giving inputs of asked details like; Client, User(s), Meeting Time, Duration, and it generates a link through which people can join the meeting. You can create, View, Start, and Delete meetings with ease.
Along with that, the zoom meeting created, will be synced with the calendar which will show the meeting details, as well as which are the people joining the meeting at what time. This calendar syncing feature helps to schedule meetings accordingly.
Telegram Integration
Hassle-free and instant message is one of the absolute ways to stay in tune and connected with projects and activities of the projects. With the Telegram Integration, you can get the notification of the actions performed regarding anything which interests you. Staying in tune with the performing jobs is smooth with this feature.
Twilio Integration
The Twilio Integration for receiving the text messages of the jobs performed is a very handy and convenient feature. You can get an instant text message of the activities on the registered mobile number even when your phone is not connected to the internet, which is one of the most important benefits of Twilio Integration.
Managing Items
Add items and assign Categories, Purchases, Sales Prices, Taxes, Units, Product types to them. Conclusively, everything you would want to keep a tab on.
Sales Management
Manage various aspects of sales like sending Invoices, making Payments, managing Expenses, and Credit Notes in a single tool. You can create new invoices and edit existing ones. Add new products and receipts to existing Invoices, edit Payments and Products. Resend the Invoices, send the payment reminders and print the Invoices simply through a click. Similarly, you can manage Payments, Expenses, and Credit Notes with the utmost ease. All in all, keep all your sales fears at bay.
Budget Planner
A budget is a financial plan for a specified period to keep in check with the working capital. This feature here helps to maintain the capital flow. You can set monthly, quarterly, half-yearly, or yearly budgets according to your business plans and needs. The main categories are “Income” and “Expense” where one can edit /update /delete the sub-categories as well.
Keep a tab on Contracts
It’s hard to keep everything aligned in business. However, never miss a contract date from now on. Manage your contracts with utmost ease by assigning Start and Due Dates along with Contract Type, Value, Client, and a Description if required.
Events and Notice Board
Always be prepared for an upcoming event. Assign Employees and Departments to each event reminder. Create Events and add Descriptions to always keep a tab. Create and Issue a notice to Users, Clients, or Employees.
Goals and Notes
You can create goals and choose whether or not to display them on the Dashboard. You can also add files to your notes for support. Simple, isn’t it?
Reports
Management shall go to waste if its result cannot be seen in reports. You can get a detailed report in the form of Graphs for Tasks, Time Logs, Financial Details, Incomes/ Expenses. You can filter and search for reports for a specific time. Also get a detailed report of Leaves, Estimates, Invoices, and many similar aspects.
Business Settings
Manage business and company settings. Customize your system settings and print settings for Invoices and estimates. Also, manage the pusher settings.
Changelog
Here you can see what updates came out and did we bring new to the version. Check Changelog
Support
Please send support request here for any issues, questions or suggestions. To save time and get quick feedback, please don’t ask for support in comments section.
