CRMGo – Projects, Accounting, Leads, Deals & HRM Tool
Overview
CRMGo is probably the most competent utility device that can assist you handle each facet of HR, Presales, Projects, Sales, and Contracts with the utmost ease. It’s tough to handle numerous instruments for various enterprise functions. With CRMGo, you’ll be able to handle each facet of your online business below one device.
Demo
Url : Demo Link
Login as Company : company@example.com / 1234
Login as Employee : IsidroTJohnson@armyspy.com / 123456
Login as Client : keire@example.com / 123456
What to count on from CRMGo – Projects, Accounting, Leads, Deals & HRM Tool
- A complete dashboard with all requisite info below one tab
- Easy administration of employees particulars, be it, staff or purchasers, with straightforward filter choices
- Management of varied elements of HR. From Attendance to Resignation, from Training to Performance, all the things associated to worker administration turns into straightforward with CRMGo
- Managing pre-gross sales successfully by means of Leads, Deals, and estimate administration
- Kanban and record view for the comfort of customers
- Manage the minutest elements of the challenge for efficient implementation
- Manage invoices, funds, bills, and credit score notes by means of straightforward clicks. Never miss the due date any more
- Keep a tab on expiring contracts
- Chat with customers with out having to change instruments
- Manage your targets with CRMGo
- Added Employee Bank Detail & Emergency Contact
- Added Project Task Time Tracker Module
- Inventory Management in Invoice and Bill
- Email Notification Module
- Added GDPR Cookie to make the subsequent go to simpler and extra helpful
- Project Report Module
- Duplicate Project Module
- Image Uploaded Preview
- Integration of Cloud Data Storage like Local, AWS, and Wasabi
- reCaptcha in Login & Reset Password Page
- New Stock Report
- Budget Planner
- Google Calendar for Zoom Meetings, Events, Leaves, Task Module
- Import/Export in Excel in Employee, Client, Holiday, Asset, Item, Meeting, Award, Invoices, Credit Notes, Goals
- Customized settings choices for RTL on/off, Primary Color, Sidebar, Layout
- Added iframe embed hyperlink within the type builder
- Company can add fee receipts whereas including guide fee
- Themes Color Setting, Transparent Layout, and Dark Layout below Theme Customizer
- Slack Integration
- Zoom Integration
- Telegram Integration
- Twilio Integration
- Desktop Application to Track Project Activities/Hours
- Add Security for Prevent Back Button after Logout in All Module
- Get an in depth report on every facet of the Project, Sales, HR, and presales
- Customize your online business, system, and print settings in CRM Solution
- The proprietor can ship a plan request & the admin can settle for or reject the plan request
- Display, the Users final login time within the consumer & worker record
- Double Entry: Chart of Accounts, Journal Entry, General Ledger, Balance Sheet, Trial Balance
- A consumer-pleasant RTL expertise for purchasers utilizing Arabic, Hebrew, and Urdu-like languages.
- Built with Laravel 10
Salient Features of CRMGo – Projects, Accounting, Leads, Deals & HRM Tool
The Stunning Dashboard
CRMGo has probably 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 whole Clients, Users, Invoices, Projects, and Estimations to Leads, Deals, and Items, you may get quantitative information in the most straightforward format. You get an outline of Estimates, Invoices, prime Due Payments, Projects, and Tasks to take well timed actions. Get a reminder of Meeting Schedules, Expiring Contracts, Weekly Events, and New Clients as you scroll down. Lastly, a Pie Chart will help you perceive numerous challenge statuses. In brief, each exercise of your online business will be dealt with by means of this great tool.
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 data and standing at your comfort. You can seek for employees by means of straightforward filter choices primarily based on Department and Designation.
Employee Management
Through an in depth HR part, you’ll be able to handle Attendance, Holidays, Leaves, Meetings, Assets, Documents, and Company Policies. Create, Edit, and Filter at your comfort. You get an in depth understanding of every facet of the worker. You may also handle Awards, Transfers, Promotions, Complaints, and lots of such HR elements of staff with straightforward tabs. Training and efficiency of every worker will be deliberate, dealt with, and brought care of with CRMGo.
Chat Module
Direct Communication is a vital facet of any enterprise. The straightforward-to-entry and use Chat Module offered in CRM Solution, lets you be in direct and fixed contact with the employees members and purchasers.
Bulk Attendance Module
Manually including and updating the clock-in and clock-out timings of 1 worker and multiple worker will be simply carried out with the assistance of the Bulk Attendance Module.
Manage Pre-Sales
Leads Management
You can view all of the generated leads by means of a Kanban and List view. Create pipelines and assign phases to varied 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 format.
Deal Management
Just like Lead Management, you’ll be able to view offers in Kanban or List view. Get an outline 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 brief, 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 CRMGo with the assistance of a QR Scan.
Added Form Builder for Leads and Data
Create and handle numerous required varieties with numerous type fields, like, Text, Email, Number, Date, and Description as per the enterprise wants for leads and information.
Project Management
Projects
You can handle and filter every challenge out there in Kanban and List view once more. Get an outline of Project Status, Expenses, Budget, and Due Date to handle tasks. Add or Remove the Users and examine duties accomplished by them. Create a process record and Assign precedence to every process. 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 challenge. Think of a challenge and contemplate all the things you would wish to handle for a profitable challenge. Well, you get to handle them simply with CRMGo.
Tasks
Successful challenge implementation requires small duties that may assist obtain the last word objective. Well, you’ll be able to handle numerous duties by means of a simple filter possibility. View the Priority of every process and the Due Dates to finish every process. You may also add a guidelines for duties and observe 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 in addition to Time. This permits you to handle your challenge 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 will have registered with you. After producing the Invoice, the amount will routinely be up to date in “Items” for scrutiny. Overall, it’s painless to take care of the stock degree of the merchandise.
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 take care of the capital move. You can set month-to-month, quarterly, half-yearly, or yearly budgets in keeping with your online business plans and wishes. The predominant classes are “Income” and “Expense” the place one can edit /replace /delete the sub-classes as effectively.
Added iframe embed hyperlink within the type builder
An inline body (iframe) of a type builder performs as an exterior type of the product which will be hooked up to any of the opposite web sites with out redirecting the interior type and getting the responses to the principle product. This primarily works as a 3rd get together to get extra leads from numerous web sites.
Integration of Cloud Data Storage like Local, AWS, and Wasabi
Integration of Cloud Data Storage like Local, AWS, and Wasabi
Protection of your is certainly obligatory. This function of Cloud Data Storage helps the consumer with the identical.
It facilitates each the interior and exterior information cupboard space for backup and archiving, catastrophe restoration, cloud information processing, and storage tiering primarily based on a variety of necessities of prices, availability, efficiency, restoration, and migration. AWS and Wasabi are third-get together authenticated Cloud Data Storage suppliers that safeguard the information from hacking and are value-environment friendly.
Slack Integration
Receiving immediate 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 may get perception into the main actions by means of the particular channels and when they’re carried out. It additionally lets you schedule the messages for future dates. Rectifying errors can be 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, and Duration, and it generates a hyperlink 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 is able to present the assembly particulars, in addition to that are folks becoming a member of the assembly and at what time. This calendar syncing function helps to schedule conferences accordingly.
Telegram Integration
Hassle-free and immediate message is likely one of the absolute methods to remain in tune and related with tasks and actions of the tasks. With the Telegram Integration, you may get the notification of the actions carried out relating to 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 immediate textual content message of the actions on the registered cell quantity even when your telephone isn’t related to the web, which is likely one of the most vital advantages of Twilio Integration.
Desktop Application for Tracking Project Hours
You can observe the time spent whereas engaged on any given challenge and its process by beginning a timer. In addition, you’ll be able to customise the settings for producing automated screenshots of the tracker working inside a selected time hole. You can set a minimal of 1 minute for the time hole between screenshots. Also, you’ll be able to examine the screenshots and delete the pointless and inappropriate ones if wanted.
Managing Items
Add gadgets and assign Categories, Purchase and Sales Prices, tax, Units, and Product Types to them. Conclusively, all the things you’d wish to maintain a tab on.
Sales Management
Manage numerous elements of gross sales like sending Invoices, making Payments, managing Expenses, and Credit Notes in a single device. You can create new invoices and edit current ones. Add new merchandise and receipts to current Invoices, edit funds and merchandise. Resend the Invoice, ship the fee reminders, and print the Invoice 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, maintain all of your gross sales fears at bay.
Display Paid, Due & Credit Note Amount in Invoice PDF
The consumer can replace the invoices with the suitable show of Paid, Due, and Credit Note Amount whereas producing the PDF.
Keep a tab on Contracts
It’s laborious to maintain all the things aligned in enterprise. However, by no means miss a contract date any more. Manage your contracts with utmost ease by assigning Start and Due Date together with Contract Type, Value, Client, and a Description if required.
Add Gantt Chart for Project Task
The presentation of knowledge by means of Gantt Charts makes each the corporate and worker mark the progress of duties and/ or tasks. Also, there are different 2 views i.e., Kanban View and List View out there for the comfort of customers for the presentation.
Support
A novel assist code could be generated for every question. You can assign precedence and attachments. Easily handle the assist queries by preserving a tab on them.
Events and Notice Board
Always be ready for an upcoming occasion. Assign staff and departments to every occasion reminder. Create Events and Add Descriptions to at all times maintain a tab. Create and Issue a discover to Users, Clients, or Employees.
Email Notification Module
When the corporate updates something concerning the challenge i.e., Creating Project, Assigning Project, Project Finished, and so forth, can be notified to the involved events by means of the registered Email IDs. The predefined Email Templates are a available device for a similar.
Goals and Notes
You can create targets and select whether or not or to not show them on the dashboard. You may also add information to your notes for assist. Simple, isn’t it?
Reports
Management shall go to waste if its consequence can’t be seen in studies. You can get an in depth report within the type of Graphs for Tasks, Time Logs, Financial Details, Income/ Expenses, and Leads. You can filter and seek for studies for a particular time. Also get an in depth report of Leaves, Estimates, Invoices, and lots of comparable elements.
Added GDPR Cookie to make the subsequent go to simpler and extra helpful
The GDPR Cookie is an authenticated one which helps the customers to save lots of their private info within the browser for future on-line service logins solely with their permission. Because the preliminary log-in course of can be skipped and the consumer can be taken on to the touchdown web page, it will save time.
CRM Settings
Manage Business and Company Settings. Customize your system settings and print settings for Invoices and Estimates with the QR Scan. Also, handle the Pusher Settings.
Webhook
Seamlessly join and improve modules with a easy setup, streamlining information change and boosting platform capabilities.
AI Integration
AI Integration is a complicated software program program that employs synthetic intelligence to carry out duties, enhancing productiveness.
Changelog
Here you’ll be able to see what updates got here out and did we carry new to the model. Check Changelog
Support
Please ship support request here for any points, questions or options. To save time and get fast suggestions, please don’t ask for assist within the feedback part.
