
WorkGo – Lead and Project Management Tool
Overview
WorkGo is a venture administration software program that facilitates ease in preserving a tab on venture progress. Maintenance of tasks turns into simpler by assigning results in involved purchasers. Achieve a transparent and environment friendly workflow with this efficient venture administration software with Lead and Sales Management.
Demo
Url : Demo Link
Login as Company : company@example.com / 1234
Login as Client : tayrol@example.com / 123456789
Login as User : colman@example.com / 1234
What to anticipate from WorkGo – Lead and Project Management Tool
- A visually enticing dashboard to grasp enterprise actions
- Restriction on consumer and person permissions
- Curation of assorted roles for customers by choosing permissions on numerous modules
- Ease in consumer 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 tasks together with consumer
- Availability in a number of languages makes it a software accessible on world platforms
- Kanban board administration for managing leads and duties
- Your consumer pays invoices through Paypal and Stripe based mostly in your setting
- Invoice Module with QR Code
- Chat Module
- Image Uploaded Preview
- Added GDPR Cookie to make the following go to simpler and extra helpful
- reCaptcha in Login & Reset Password Page
- Contract Module for Digital Signature
- Integration of Cloud Data Storage like Local, AWS, and Wasabi
- Project Report Module
- Duplicate Project Module
- Google Calendar for Zoom Meetings, Task Module
- Customized settings choices for RTL on/off, Primary Color, Sidebar, Layout
- Themes Color Setting, Transparent Layout, and Dark Layout below Theme Customizer
- Slack Integration
- Zoom Integration
- Telegram Integration
- Add currencies in accordance with the requirement in addition to firm profile setting for bill functions
- Desktop Application to Track Project Activities/Hours
- 10 enticing PDF templates and a coloration palette to customise your bill
- A person-pleasant RTL expertise for patrons utilizing Arabic, Hebrew, and Urdu-like languages
- Built with Laravel 11
Salient Features of WorkGo – Lead and Project Management Tool
An Efficient Dashboard
Get an summary of whole Leads, Projects, Invoices, and Staff together with a reminder checklist of Top Due Payments, Projects, and Tasks of a corporation. A job overview graph reveals weekly job achievements whereas a Project Pie Chart will give a visible standing of assorted tasks 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 purchasers on the identical deal. Thus, the multi-person, multi-consumer 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 would limit the client’s entry to tasks by permitting them chosen permissions. Thus, customers and purchasers might entry the venture inside prescribed limits.
Manage Leads based mostly on Clients
Manage numerous generated leads by Multiple phases of the Kanban Board System. Assign the Client and User on the involved lead and choose from an inventory of lead era sources. Make essential notes and repair the worth of a person lead.
Project Management
Create New Projects
Create new tasks based mostly on generated leads by assigning customers and budgets to them. Set a deadline for the chosen venture. Add labels and detailed product descriptions to keep away from confusion.
Task Management
Manage a number of duties of the identical venture 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 essential recordsdata and add feedback..
Project Overview
Get numeric accuracy on the project’s funds and bills together with a statistical show of progress, duties, and remaining days.
Change the standing of the venture with a easy drop-down menu and create milestones on a specific venture. Add customers and limit consumer permissions. Upload important recordsdata and preserve a tab on venture exercise.
Timesheet
Create a timesheet by assigning the venture and its job. Allocate the duty hours and job date. You can preserve a tab on job hours and enhance your effectivity.
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 computerized 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 test the screenshots and delete the pointless and inappropriate ones if wanted.
Calendar and Notes
Never miss a job, venture, or any essential deadline ever. Get an summary of your day by day, weekly, month-to-month, and yearly plans. You may also preserve notes for fast and simple reference.
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 person with the identical.
It facilitates each the inner and exterior knowledge cupboard space for backup and archiving, catastrophe restoration, cloud knowledge processing, and storage tiering based mostly on a spread of necessities of prices, availability, efficiency, restoration, and migration. AWS and Wasabi are third-social gathering authenticated Cloud Data Storage suppliers that safeguard the information from hacking and are value-environment friendly.
Slack Integration
Receiving prompt 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 most important actions by 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 are not any new to us. The Zoom Integration gives 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 shall 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 prompt 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 relating to something which pursuits you. Staying in tune with the performing jobs is clean with this function.
Chat
Chat with present customers by a straightforward chat portal. You can ship and obtain essential messages with out getting distracted.
Manage Estimates
Create new estimates and assign purchasers, tax %, and difficulty dates accordingly. Edit the content material of present estimates and change their standing. You may also delete pointless estimates after they’re totally paid. You can test the statuses of estimates with the assistance of a QR Scan as effectively.
Invoice Management
Create an bill for tasks by assigning due dates and tax charges. Edit present invoices by including extra objects. Add funds by out there fee modes. Manage tax charges in accordance with firm requirements. The consumer pays invoices by PayPal and Stripe based mostly in your setting.
Expense Management
Manage new bills by choosing from numerous classes on the given venture. Assign the person to an expense and preserve a transparent tab on the quantity and date on which the given expense occurred. A file might be connected to help the proof. Update present bills in case of any modifications.Company Setting
Company Setting
Customize your system settings by including your currencies and choosing their symbols and positions. Choose the date and time format and assign a prefix to the bill. Add firm particulars alongside along with your mail id to your system settings.
Manage Mail templates
Manage the standing of mail templates and view the motion on every template.
System Setup / Constant
Under system setup settings, handle lead and venture phases by assigning them distinctive colours. Create sources of lead era and add fee strategies to your system. Manage numerous expense classes and create product items in accordance with enterprise wants.
Add Users and Clients on Projects
This function allows the person and purchasers to solely see the permitted venture, lead, and bill as and once they log in with their separate IDs.
Added GDPR Cookie to make the following 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 shall be skipped and the person shall be taken on to the touchdown web page, this can save time.
Webhook
Seamlessly join and improve modules with a easy setup, streamlining knowledge alternate 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 may see what updates got here out and did we carry new to the model. Check Changelog
Support
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