Overview

CRMGo is the most competent utility tool to help you manage every aspect of HR, Presales, Projects, Sales, and Contracts with the utmost ease. It’s difficult to manage various tools for varying business purposes. With CRMGo, you can manage every aspect of your business under one tool.

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 expect from CRMGo – Projects, Accounting, Leads, Deals & HRM Tool

• 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 CRMGo
• 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
• Keep a tab on expiring contracts
• Chat with users without having to switch tools
• Manage your goals with CRMGo
• Added Employee Bank Detail & Emergency Contact
• Added Project Task Time Tracker Module
• Inventory Management in Invoice and Bill
• 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 a detailed report on each aspect of the Project, Sales, HR, and presales
• Customize your business, system, and print settings in CRM Solution
• The owner can send a plan request & the admin can accept or reject the plan request
• Display, Users last login time in the client & employee list
• Double Entry: Chart of Accounts, Journal Entry, General Ledger, Balance Sheet, Trial Balance
• A user-friendly RTL experience for the customers using Arabic, Hebrew, and Urdu-like languages.
• Built with Laravel 8

Salient Features of CRMGo – Projects, Accounting, Leads, Deals & HRM Tool

The Stunning Dashboard

CRMGo 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.

Employee Management

Through a detailed HR section, you can manage 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. Training and performance of each employee can be planned, handled, and taken care of with CRMGo.

Chat Module

Direct Communication is an important aspect of any of the businesses. The easy-to-access and use Chat Module provided in CRM Solution, helps you to be in direct and constant touch with the staff members and clients.

Bulk Attendance Module

Manually adding and updating the clock-in and clock-out timings of one employee and more than one employee can be easily done with the help of the Bulk Attendance Module.

Manage Pre-Sales

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 CRMGo with the help of a QR Scan.

Added Form Builder for Leads and Data

Create and manage various required forms with diverse form fields, like, Text, Email, Number, Date, and Description as per the business needs for leads and data.

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 CRMGo.

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, the quantity will automatically be updated in “Items” for scrutiny. Overall, it is painless to maintain the inventory level of the products.

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.

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.

Managing Items

Add items and assign Categories, Purchase and Sales Price, tax, Units, Product Type 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 Invoice, send the payment reminders and print the Invoice 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.

Display Paid, Due & Credit Note Amount in Invoice PDF

The user can update the invoices with the appropriate display of Paid, Due, and Credit Note Amount while generating the PDF.

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 Date along with Contract Type, Value, Client, and a Description if required.

Add Gantt Chart for Project Task

The presentation of data through Gantt Charts makes both the company and employee mark the progress of tasks and/ or projects. Also, there are other 2 views i.e., Kanban View and List View available for the convenience of users for the presentation.

Support

A unique support code would be generated for each query. You can assign priority and attachments. Easily manage the support queries by keeping a tab on them.

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.

Email Notification Module

When the company updates anything about the project i.e., Creating Project, Assigning Project, Project Finished, and so on, will be notified to the concerned parties through the registered Email IDs. The predefined Email Templates are a readily available tool for the same.

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, Income/ Expenses, Leads. You can filter and search for reports for a specific time. Also get a detailed report of Leaves, Estimates, Invoices, and many similar aspects.

CRM Settings

Manage Business and Company Settings. Customize your system settings and print settings for Invoices and Estimates with the QR Scan. 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.