ERPGo SaaS – All In One Business ERP With Project, Account, HRM, CRM & POS
Overview
ERPGo SaaS is essentially the most competent utility device that can assist you handle each side 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 may handle each side of your online business beneath one device.
Demo
Url : Demo Link
Login as Super Admin : superadmin@example.com / 1234
Login as Company : company@example.com / 1234
Login as Client : client@example.com / 1234
Login as User : accountant@example.com / 1234
What to count on from ERPGo SaaS – All In One Business ERP With Project, Account, POS, HRM & CRM
- A complete dashboard with all requisite data beneath one tab
- Easy administration of workers particulars, be it, workers or shoppers, with straightforward filter choices
- Management of varied points of HR. From Attendance to Resignation, from Training to Performance, every part associated to worker administration turns into straightforward with ERPGo SaaS
- Managing pre-gross sales successfully by Leads, Deals, and Estimate Management
- Kanban and List view for the comfort of customers
- Manage the minutest points of the venture for efficient implementation
- Manage Invoices, Payments, Expenses, and Credit Notes by straightforward clicks. Never miss the due date any more
- Inventory Management in Invoice and Bill
- Proposals, Invoices, and Bills particulars could be checked with QR codes
- Customer/ Vendor Statement Report
- Contract Module for Digital Signature
- Added GDPR Cookie to make the subsequent go to simpler and extra helpful
- Stock/ Inventory Management
- New Stock Report
- Image Uploaded Preview
- Email Templates
- reCaptcha in Login & Reset Password Page
- Integration of Cloud Data Storage like Local, AWS, and Wasabi
- Project Report Module
- Duplicate Project Module
- Google Calendar for Meetings, Holidays, Events, Project Tasks, Interview Schedules, Zoom Meetings
- Build on Offer Letter, Joining Letter, Experience Certificate, and NOC
- Form Builder
- POS Module
- Manage leads, and offers, and generate experiences to reinforce buyer relationship administration.
- Seamlessly controls warehouses, purchases, POS orders, and level-of-sale transactions.
- Discount on POS Products
- Barcode Print Module in POS System
- Thermal Print in POS Module
- Added iframe embed hyperlink within the type builder
- Customized settings choices for RTL on/off, Primary Color, Sidebar, Layout
- Themes Color Setting, Transparent Layout, and Dark Layout beneath Theme Customizer
- Email Verification Security within the User Registration
- Slack Integration
- Zoom Integration
- Telegram Integration
- Twilio Integration
- Desktop Application to Track Project Activities/Hours
- Keep a tab on expiring contracts
- Chat with customers with out having to modify instruments
- Manage your objectives with ERPGo SaaS
- Budget Planning Feature
- Get an in depth report on every side of the Project, Sales, HR, and Pre-sales
- Customize your online business, system, and print settings in ERPGo SaaS
- Available in Multiple languages
- A consumer-pleasant RTL expertise for purchasers utilizing Arabic, Hebrew, and Urdu-like languages.
- Any of the plans’ funds could be performed utilizing 20+ numerous fee gateways particularly Stripe, PayPal, Paystack, Flutterwave, Razorpay, Paytm, Mollie, Skrill, Mercado Pago, CoinGate, Paymentwall, toyyibPay, PayFast, SSPay, IyziPay, PayTabs, Benefits, Cashfree, aamarPay, Yookassa, Midtrans, Xendit.
- Built with Laravel 10
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 are most possible for your online business mannequin. Select applicable pricing and period for the created plan. Make funds utilizing numerous fee gateways. The plan could be disabled if not renewed after its expiry.
The Stunning Dashboard
ERPGo SaaS has essentially 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 complete Clients, Users, Invoices, Projects, and estimations to Leads, Deals, and objects, you may get quantitative knowledge in the most straightforward structure. You get an summary of Estimates, Invoices, prime-due Payments, Projects, and Tasks to take well timed actions. Get a reminder of assembly Schedules, Expiring Contracts, Weekly Events, and new shoppers as you scroll down. Lastly, a Pie Chart may help you perceive numerous venture statuses. In brief, each exercise of your online business could be dealt with by this useful gizmo.
Manage Staff
Manage your Employee and Client’s private in addition to firm particulars by straightforward-to-create choices. You can edit and handle the data and standing at your comfort. You can seek for workers by straightforward filter choices primarily based on division and designation.
Assign roles to every workers
Our multi-consumer accounting device lets you assign roles to every of your workers. By managing their permissions achieve management over their entry to sure parameters.
Employee Management
Through an in depth HR part, you may handle Attendance, Bulk Attendance, Holidays, Leaves, Meetings, Assets, Documents, and Company Policies. Create, Edit, and Filter at your comfort. You get an in depth understanding of every side of the worker. You also can handle Awards, Transfers, Promotions, Complaints, and lots of such HR points of workers with straightforward tabs. The coaching and Performance of every worker could be deliberate, dealt with, and brought care of with ERPGo SaaS.
Payroll
With the assistance of the Payroll module, the set wage characteristic will provide help to to set the wage of your workers, significantly beneath numerous totally different heads set by you. Also, with the payslip characteristic, you may generate bulk funds.
Added Performance Module Like Indicator, Appraisal & Goal Tracking
Indicator, Appraisal
The total efficiency of every Designation of every Department of the Branches is given which features a complete of three competencies particularly, Technical, Organizational, and Behavioral. The predefined settings could be performed/ up to date by Setup.
Goal Tracking
Any of the objectives together with, momentary, brief-time period, lengthy-time period, and many others. could be set by this module. One can replace the progress by modifying the entry manually. The predefined settings could be performed/ up to date by Setup.
Added Chat Module
Direct Communication is a vital side of any enterprise. The straightforward-to-entry and use Chat Module offered in ERPGo SaaS, lets you be in direct and fixed contact with the customers and shoppers.
Added Contract Module
Contract Module could be very useful for correct documentation of the contracts performed with shoppers displaying the kind of contract, the worth, and time period. The predefined settings could be performed/ up to date by Setup.
Manage Pre-Sale
Leads Management
You can view all of the generated leads by 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 data on any specific lead in an simply laid structure.
Deal Management
Just like lead administration, you may view offers in Kanban or List view. Get an summary 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 objects within the required amount and apply reductions and tax as requisite. Generate estimates inside minutes by ERPGo SaaS.
Added Form Builder
Create and handle numerous required types with numerous type fields, like, Text, Email, Number, Date, and Description as per the enterprise wants of the customers at giant.
Project Management
Projects
You can handle and filter every venture obtainable in Kanban and List view once more. Get an summary of Project Status, Expenses, Budget, and Due Date to handle tasks. Add or Remove the customers and verify duties accomplished by them. Create a job listing and assign precedence to every job. Get an summary of duties by the Kanban board. Add Milestones, Notes, Files, Comments, Payments, Timesheets, Client Feedback, Expenses, Invoices, and something associated to the venture. Think of a venture and think about every part you would wish to handle for a profitable venture. Well, you get to handle them simply with ERPGo SaaS.
Tasks
Successful venture implementation requires small duties that may assist obtain the final word objective. Well, you may handle numerous duties by a simple filter choice. View the precedence of every job and the due dates to finish every job. You also can 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 a time. This lets you handle your venture most effectively.
Inventory Management in Invoice and Bill
Isn’t it easy to verify the stock standing of every of the objects you might be utilizing for your online business actions? Sounds Fascinating!
Here, by the stock administration characteristic, you may monitor the stock of every merchandise you may 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 take care of the stock degree of the merchandise.
Customer/ Vendor Statement Report
With the assistance of this “Customer/ Vendor Statement Report” Module, you may evaluation the filtered particulars of that buyer/ vendor for a sure interval. This assertion report consists of the beginning and finish dates, order particulars, and fee particulars together with the transaction historical past with the client/ vendor.
Thermal Print in Sales Module
The primary objective of a enterprise is to chop each fastened and operational prices. Thermal Print’s characteristic right here is extraordinarily useful. Thermal Printing is quicker than different printing with quick and correct providers of Faster Labeling, Package Printing, and Receipt Printing. It additionally gives fast printing, sharpn
Desktop Application for Tracking Project Hours
You can observe the time spent whereas engaged on any given venture and its job by beginning a timer. In addition, you may customise the settings for producing automated screenshots of the tracker working inside a specific time hole. You can set a minimal of 1 minute for the time hole between screenshots. Also, you may verify the screenshots and delete the pointless and inappropriate ones if wanted.
Email Templates
The e-mail templates characteristic permits the consumer to select from pre-outlined and individualized e-mail layouts relatively than creating a completely new e-mail every time. Additionally, this offers readiness, uniformity of drafts, accessibility, and lowered effort required to draft the identical e-mail repeatedly. These templates could be created in keeping with numerous wants.
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 could be connected to any of the opposite web sites with out redirecting the inner 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 necessary. This characteristic of Cloud Data Storage helps the consumer with the identical.
It facilitates each the inner and exterior knowledge space for storing for backup and archiving, catastrophe restoration, cloud knowledge 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 instantaneous notifications of the corporate’s actions is among the most painless methods to maintain a faucet on them. With the assistance of Slack Integration, you may get perception into the foremost actions by the particular channels and when they’re carried out. It additionally lets you schedule the messages for future dates. Rectifying errors can also be not burdensome.
Zoom Integration
Virtual conferences aren’t any new to us. The Zoom Integration offers a platform the place you may create a zoom assembly after giving inputs of requested particulars like; Client, User(s), Meeting Time, and Duration, and it generates a hyperlink 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 can be synced with the calendar which can present the assembly particulars, in addition to that are folks becoming a member of the assembly and at what time. This calendar syncing characteristic helps to schedule conferences accordingly.
Telegram Integration
Hassle-free and instantaneous message is among 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 concerning something which pursuits you. Staying in tune with the performing jobs is easy with this characteristic.
Twilio Integration
The Twilio Integration for receiving the textual content messages of the roles carried out is a really helpful and handy characteristic. You can get an instantaneous textual content message of the actions on the registered cellular quantity even when your telephone shouldn’t be related to the web, which is among the most necessary advantages of Twilio Integration.
Managing Items
Add objects and assign Categories, Purchases, Sales Prices, Taxes, Units, and Product sorts to them. Conclusively, every part you’d need to maintain a tab on.
Double Entry Module for Accounting
The Double Entry module inside ERPGo is the cornerstone of sturdy monetary administration, comprising six essential columns. The “Chart of Accounts” column lays the inspiration, providing a complete view of account particulars, together with codes, names, sorts, journal and transaction balances, and standing. “Journal Account” information particular transaction particulars, whereas the “Ledger Summary” column offers historic snapshots of account balances. The “Balance Sheet” column facilitates the creation of this important monetary assertion. Additionally, the “Profit and Loss” part generates earnings statements, and the “Trial Balance” ensures the accuracy of the whole accounting system by reconciling debit and credit score balances. This module empowers organizations to take care of exact monetary information, observe transactions, and produce important monetary experiences, fostering transparency, compliance, and knowledgeable resolution-making.
Sales Management
Manage numerous points 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 Payments and Products. Resend the Invoices, ship the fee reminders, and print the Invoices merely by a click on. Similarly, you may handle Payments, Expenses, and Credit Notes with the utmost ease. All in all, maintain all of your gross sales fears at bay.
Budget Planner
A price range is a monetary plan for a specified interval to maintain in verify with the working capital. This characteristic right here helps to take care of the capital movement. You can set month-to-month, quarterly, half-yearly, or yearly budgets in keeping with your online business plans and wishes. The primary classes are “Income” and “Expense” the place one can edit /replace /delete the sub-classes as effectively.
Keep a tab on Contracts
It’s arduous to maintain every part aligned in enterprise. However, by no means miss a contract date any more. 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 maintain 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 also can add information to your notes for help. Simple, isn’t it?
Reports
Management shall go to waste if its end result can’t be seen in experiences. You can get an in depth report within the type of Graphs for Tasks, Time Logs, Financial Details, and Incomes/ Expenses. You can filter and seek for experiences for a selected time. Also get an in depth report of Leaves, Estimates, Invoices, and lots of related points.
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 avoid wasting their private data 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.
Business Settings
Manage enterprise and firm settings. Customize your system settings and print settings for Invoices and estimates. Also, handle the pusher settings.
Webhook
Seamlessly join and improve modules with a easy setup, streamlining knowledge alternate and boosting platform capabilities.
AI Integration
AI Integration is a sophisticated software program program that employs synthetic intelligence to carry out duties, enhancing productiveness.
Changelog
Here you may see what updates got here out and did we deliver new to the model. Check Changelog
Support
Please ship support request here for any points, questions or strategies. To save time and get fast suggestions, please don’t ask for help within the feedback part.