WorkGo SaaS - Lead and Project Management Tool v5.5

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WorkGo SaaS is a project management software that facilitates ease in keeping a tab on project progress. Maintenance of projects becomes easier by assigning leads to concerned clients. Achieve a clear and efficient workflow with this effective project management tool with Lead and Sales Management. With a SaaS version, create plans using a Super Admin Login.

What to expect from WorkGo SaaS – Lead and Project Management Tool​

• A visually attractive dashboard to understand business activities
• Restriction on client and user permissions
• Curation of various roles for users by selecting permissions on various modules
• Ease in client assigning for generated leads
• Checklist method for task achievement by creating milestones
• Maintenance of personal notes for easy reference
• Manage Invoices and Expenses on multiple projects along with client
• Availability in multiple languages makes it a tool accessible on global platforms
• Kanban board management for managing leads and tasks
• Your client can pay invoices via Paypal and Stripe based on your setting
• Invoice Module with QR Code
• Chat Module
• Image Uploaded Preview
• Added GDPR Cookie to make the next visit easier and more useful
• 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 options for RTL on/off, Primary Color, Sidebar, Layout
• Themes Color Setting, Transparent Layout, and Dark Layout under Theme Customizer
• Email Verification Security in the User Registration
• Company can send plan requests & admin can accept or reject plan request (Manually Payment Gateway)
• Slack Integration
• Zoom Integration
• Telegram Integration
• Add currencies according to the requirement as well as company profile setting for invoice purposes
• Desktop Application to Track Project Activities/Hours
• 10 attractive PDF templates and a color palette to customize your invoice
• A user-friendly RTL experience for customers using Arabic, Hebrew, and Urdu-like languages
• Any of the plans’ payments can be done using 20+ diverse payment gateways namely 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 10

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 that are most feasible for your business model. Select appropriate pricing and duration for the created plan. You can allot Users, Clients, and a Maximum Number of Projects. Get payment using Stripe and PayPal payment gateway. The plan would be disabled if not renewed after its expiry.

An Efficient Dashboard​

Get an overview of total Leads, Projects, Invoices, and Staff along with a reminder list of Top Due Payments, Projects, and Tasks of an organization. A task overview graph shows weekly task achievements whereas a Project Pie Chart will give a visual status of various projects undertaken by a business.

Multi-User and Multi-Client​

Appoint multiple users on various deals. You could assign roles to them and control their access to certain parameters by assigning permissions. Assign multiple clients on the same deal. Thus, the multi-user, multi-client feature facilitates ease in deal management.

Add Users and Clients by assigning Roles and Restricting Permission​

Create new users and control their access to certain parameters by assigning them roles. Similarly, you could restrict the client’s access to projects by allowing them selected permissions. Thus, users and clients could access the project within prescribed limits.

Manage Leads based on Clients​

Manage various generated leads through Multiple stages of the Kanban Board System. Assign the Client and User on the concerned lead and select from a list of lead generation sources. Make important notes and fix the price of an individual lead.

Project Management​

Create New Projects

Create new projects based on generated leads by assigning users and budgets to them. Set a deadline for the selected project. Add labels and detailed product descriptions to avoid confusion.

Task Management

Manage multiple tasks of the same project through the Kanban Board system. Create new tasks under milestones by setting a priority and due date. Create a Checklist to measure the progress of a task. Attach important files and add comments.

Project Overview

Get numeric accuracy on the project’s budget and expenses along with a statistical display of progress, tasks, and remaining days.

Change the status of the project with a simple drop-down menu and create milestones on a particular project. Add users and restrict client permissions. Upload essential files and keep a tab on project activity.

Timesheet​

Create a timesheet by assigning the project and its task. Allocate the task hours and task date. You can keep a tab on task hours and improve your efficiency.

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 a minimum of 1 minute for the time gap between screenshots. Also, you can check the screenshots and delete the unnecessary and inappropriate ones if needed.

Calendar and Notes​

Never miss a task, project, or any important deadline ever. Get an overview of your daily, weekly, monthly, and yearly plans. You can also keep notes for quick and easy 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 indeed mandatory. This feature of Cloud Data Storage helps the user with the same.
It facilitates both the internal and external data storage space for backup and archiving, disaster recovery, cloud data processing, and storage tiering based on a range of requirements of costs, availability, performance, recovery, and migration. AWS and Wasabi are third-party authenticated Cloud Data Storage providers that safeguard the data from hacking and are cost-efficient.

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 and when they are performed. It also helps you to schedule the messages for future dates. Rectifying mistakes is 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, and 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 people joining the meeting and 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.

Chat​

Chat with existing users through an easy chat portal. You can send and receive important messages without getting distracted.

Manage Estimates​

Create new estimates and assign clients, tax percent, and issue dates accordingly. Edit the content of existing estimates and change their status. You can also delete unnecessary estimates after they are fully paid. You can check the statuses of estimates with the help of a QR Scan as well.

Invoice Management​

Create an invoice for projects by assigning due dates and tax rates. Edit existing invoices by adding additional items. Add payments through available payment modes. Manage tax rates according to company standards. The client can pay invoices by PayPal and Stripe based on your setting.

Expense Management​

Manage new expenses by selecting from various categories on the given project. Assign the user to an expense and keep a clear tab on the amount and date on which the given expense occurred. A file could be attached to support the evidence. Update existing expenses in case of any changes.​

Company Setting​

Customize your system settings by adding your currencies and selecting their symbols and positions. Choose the date and time format and assign a prefix to the invoice. Add company details along with your mail id to your system settings.

Manage Mail Templates​

Manage the status of mail templates and view the action on each template.

System Setup / Constant​

Under system setup settings, manage lead and project stages by assigning them unique colors. Create sources of lead generation and add payment methods to your system. Manage various expense categories and create product units according to business needs.

Add Users and Clients on Projects​

This feature enables the user and clients to only see the permitted project, lead, and invoice as and when they log in with their separate IDs.

Added GDPR Cookie to make the next visit easier and more useful​

The GDPR Cookie is an authenticated one that helps the users to save their personal information in the browser for future online service logins only with their permission. Because the initial log-in process will be skipped and the user will be taken directly to the landing page, this will save time.

Webhook​

Seamlessly connect and enhance modules with a simple setup, streamlining data exchange and boosting platform capabilities.

AI Integration​

AI Integration is an advanced software program that employs artificial intelligence to perform tasks, enhancing productivity.