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WorkGo SaaS – Lead and Project Management Tool nulled

Demo


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Description

Overview

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

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Demo

Url : Demo Link
Super Admin : [email protected] / 1234
Company : [email protected] / 1234
User : [email protected] / 1234
Client : [email protected] / 1234

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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 user 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 make it a tool accessible on global platforms
  • Kanban board management for managing leads and tasks
  • Your client can hisse invoices via Paypal and Stripe based your setting
  • Invoice Module with QR Code
  • Add currencies according to requirement as well as company profile setting for invoice purpose
  • 10 attractive PDF templates and a color palette to customize your invoice
  • A user-friendly RTL experience for the customer using Arabic, Hebrew, and Urdu-like languages
  • Any of plans’ payments can be done using 10 diverse payment gateways namely Stripe, PayPal, Paystack, Flutterwave, Razorpay, Paytm, Mollie, Skrill, Mercado Pago, CoinGate
  • Built with Laravel 8

Salient Feature of WorkGo SaaS – Lead and Project Management Tool

Create Plans and Get Payment – A special SaaS Feature

With Super Admin Login, create plans that are most feasible for your business model. Select appropriate pricing and duration for the created plan. U can allot User, Client, and 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 overview of total Leads, Projects, Invoices, and Staff along with reminder list of Top Due Payments, Projects, and Tasks of an organization. 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 user on various deals. You could assign roles to them and control their access to certain parameters by assigning permissions. Assign multiple client on the same deal. Thus, the multi-user, multi-client feature facilitates ease in deal management.

Add User and Client by assigning Roles and Restricting Permission

Create new user 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, user and client could access the project within prescribed limits.

Manage Leads based Client

Manage various generated leads through Multiple stages of Kanban Board System. Assign the Client and User on the concerned lead and select from 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 generated leads by assigning user 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 same project through the Kanban Board system. Create new tasks under milestones by setting a priority and due date. Create Checklist to measure the progress of a task. Attach important file and add comments.

Project Overview

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

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

Timesheet

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

Calendar and Notes

Never miss a task, project, or any important deadline ever. Get overview of your daily, weekly, monthly, and yearly plans. U can also keep notes for quick and easy reference.

Chat

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

Manage Estimates

Create new estimates and assign client, tax percent, issue date accordingly. Edit the content of existing estimates and change their status. U can also delete inessential estimates after they are fully paid. U can check the statuses of estimates with this help of QR Scan as well.

Invoice Management

Create an invoice for projects by assigning due dates and tax rates. Edit existing invoices by adding additional item. Add payments through available payment mode. Manage tax rates according to company standards. The client can hisse invoices by PayPal and Stripe based 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 date and time format and assign a prefix to invoice. Add company detail 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 User and Client on Projects

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

Changelog

Here u can see what updates came out and did we bring new to ver. 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.

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Author of WorkGo SaaS – Lead and Project Management Tool nulled

https://codecanyon.net/user/RajodiyaInfotech

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