WorkGo SaaS – Lead and Project Management Tool
Overview
WorkGo SaaS is a challenge administration software program that facilitates ease in protecting a tab on challenge progress. Maintenance of initiatives turns into simpler by assigning results in involved purchasers. Achieve a transparent and environment friendly workflow with this efficient challenge administration instrument with Lead and Sales Management. With a SaaS model, create plans utilizing a Super Admin Login.
Demo
Url : Demo Link
Login as Super Admin : superadmin@example.com / 1234
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 SaaS – Lead and Project Management Tool
- A visually enticing dashboard to grasp enterprise actions
- Restriction on shopper and person permissions
- Curation of assorted roles for customers by choosing permissions on numerous modules
- Ease in shopper assigning for generated leads
- Checklist technique for activity achievement by creating milestones
- Maintenance of non-public notes for straightforward reference
- Manage Invoices and Expenses on a number of initiatives together with shopper
- Availability in a number of languages makes it a instrument accessible on world platforms
- Kanban board administration for managing leads and duties
- Your shopper pays invoices by way of 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
- Email Verification Security within the User Registration
- Company can ship plan requests & admin can settle for or reject
plan request (Manually Payment Gateway) - Slack Integration
- Zoom Integration
- Telegram Integration
- Add currencies in line 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 shade palette to customise your bill
- A person-pleasant RTL expertise for purchasers utilizing Arabic, Hebrew, and Urdu-like languages
- Any of the plans’ funds could be performed utilizing 20+ various fee gateways specifically Stripe, PayPal, Paystack, Flutterwave, Razorpay, Paytm, Mollie, Skrill, Mercado Pago, CoinGate, Paymentwall, toyyibPay, PayFast, SSPay, Iyzipay, PayTabs, Benefit, Cashfree, aamarPay, Yookassa, Midtrans, and Xendit.
- Built with Laravel 11
Salient Features of WorkGo SaaS – Lead and Project Management Tool
Create Plans and Get Payment – A Special SaaS Feature
With a Super Admin Login, create plans which can be most possible for what you are promoting mannequin. Select acceptable pricing and length for the created plan. You can allot Users, Clients, and a Maximum Number of Projects. Get fee utilizing Stripe and PayPal fee gateway. The plan could be disabled if not renewed after its expiry.
An Efficient Dashboard
Get an summary of complete Leads, Projects, Invoices, and Staff together with a reminder checklist of Top Due Payments, Projects, and Tasks of a company. A activity overview graph reveals weekly activity achievements whereas a Project Pie Chart will give a visible standing of assorted initiatives undertaken by a enterprise.
Multi-User and Multi-Client
Appoint a number of customers on numerous offers. You may 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-shopper characteristic 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 might prohibit the client’s entry to initiatives by permitting them chosen permissions. Thus, customers and purchasers may entry the challenge inside prescribed limits.
Manage Leads based mostly on Clients
Manage numerous generated leads by way of Multiple phases of the Kanban Board System. Assign the Client and User on the involved lead and choose from a listing of lead technology sources. Make essential notes and repair the value of a person lead.
Project Management
Create New Projects
Create new initiatives based mostly on generated leads by assigning customers and budgets to them. Set a deadline for the chosen challenge. Add labels and detailed product descriptions to keep away from confusion.
Task Management
Manage a number of duties of the identical challenge by way of 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 activity. Attach essential recordsdata and add feedback.
Project Overview
Get numeric accuracy on the project’s finances and bills together with a statistical show of progress, duties, and remaining days.
Change the standing of the challenge with a easy drop-down menu and create milestones on a specific challenge. Add customers and prohibit shopper permissions. Upload important recordsdata and preserve a tab on challenge exercise.
Timesheet
Create a timesheet by assigning the challenge and its activity. Allocate the duty hours and activity date. You can preserve a tab on activity hours and enhance your effectivity.
Desktop Application for Tracking Project Hours
You can observe the time spent whereas engaged on any given challenge and its activity by beginning a timer. In addition, you possibly can 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 possibly can verify the screenshots and delete the pointless and inappropriate ones if wanted.
Calendar and Notes
Never miss a activity, challenge, or any essential deadline ever. Get an summary of your day by day, weekly, month-to-month, and yearly plans. You also can preserve notes for fast and straightforward 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 characteristic of Cloud Data Storage helps the person with the identical.
It facilitates each the interior and exterior knowledge cupboard space for backup and archiving, catastrophe restoration, cloud knowledge processing, and storage tiering based mostly 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 likely one of the most painless methods to maintain a faucet on them. With the assistance of Slack Integration, you will get perception into the key actions by way of the precise 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 offers a platform the place you possibly can create a zoom assembly after giving inputs of requested particulars like; Client, User(s), Meeting Time, and Duration, and it generates a hyperlink by way of 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 likely one of the absolute methods to remain in tune and related with initiatives and actions of the initiatives. With the Telegram Integration, you will 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 characteristic.
Chat
Chat with present customers by way of a straightforward chat portal. You can ship and obtain essential messages with out getting distracted.
Manage Estimates
Create new estimates and assign purchasers, tax p.c, and situation dates accordingly. Edit the content material of present estimates and change their standing. You also can delete pointless estimates after they’re totally paid. You can verify the statuses of estimates with the assistance of a QR Scan as effectively.
Invoice Management
Create an bill for initiatives by assigning due dates and tax charges. Edit present invoices by including further objects. Add funds by way of accessible fee modes. Manage tax charges in line with firm requirements. The shopper pays invoices by PayPal and Stripe based mostly in your setting.
Expense Management
Manage new bills by choosing from numerous classes on the given challenge. Assign the person to an expense and preserve a transparent tab on the quantity and date on which the given expense occurred. A file could possibly be hooked up to help the proof. Update present bills in case of any adjustments.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 together 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 challenge phases by assigning them distinctive colours. Create sources of lead technology and add fee strategies to your system. Manage numerous expense classes and create product models in line with enterprise wants.
Add Users and Clients on Projects
This characteristic allows the person and purchasers to solely see the permitted challenge, lead, and bill as and after 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 can be skipped and the person can be taken on to the touchdown web page, this can save time.
Webhook
Seamlessly join and improve modules with a easy setup, streamlining knowledge change 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 possibly can see what updates got here out and did we convey 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 help within the feedback part.
