ERPGo 5.0 All In One Business ERP With Project, Account, HRM, CRM & POS With Lifetime Update.

ERPGo 5.0 All In One Business ERP With Project, Account, HRM, CRM & POS With Lifetime Update.

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Salient Features of ERPGo – All In One Business ERP With Project, Account, HRM & CRM

The Stunning Dashboard

ERPGo 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, and 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.

Assign roles to each staff

Our multi-user accounting tool allows you to assign roles to each of your staff. By managing their permissions gain control over their access to certain parameters.

Employee Management

Through a detailed HR section, you can manage Attendance, Bulk Attendance, Holidays, Leaves, Meetings, Assets, Documents, and Company Policies. Create, Edit, and Filter at 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. The training and Performance of each employee can be planned, handled, and taken care of with ERPGo.

Payroll

With the help of the Payroll module, the set salary feature will help you to set the salary of your employees, particularly under various different heads set by you. Also, with the payslip feature, you can generate bulk payments.

Added Performance Module Like Indicator, Appraisal & Goal Tracking

INDICATOR, APPRAISAL

The overall performance of each Designation of each Department of the Branches is given which includes a total of three competencies namely, Technical, Organizational, and Behavioral. The predefined settings can be done/ updated through Setup.

GOAL TRACKING

Any of the goals including, temporary, short-term, long-term, etc. can be set through this module. One can update the progress by editing the entry manually. The predefined settings can be done/ updated through Setup.

Added Chat Module

Direct Communication is an important aspect of any business. The easy-to-access and use Chat Module provided in ERPGo, helps you to be in direct and constant touch with the users and clients.

Added Contract Module

Contract Module is very helpful for proper documentation of the contracts done with clients showing the type of contract, the value, and time duration. The predefined settings can be done/ updated through Setup.

Manage Pre-Sale

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 ERPGo.

Added Form Builder

Create and manage various required forms with diverse form fields, like, Text, Email, Number, Date, and Description as per the business needs of the users at large.

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 ERPGo.

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 the 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 a 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/ Bill, the quantity will automatically be updated in “Product & Services” for scrutiny. Overall, it is painless to maintain the inventory level of the products.

Customer/ Vendor Statement Report

With the help of this “Customer/ Vendor Statement Report” Module, you can review the filtered particulars of that customer/ vendor for a certain period. This statement report includes the start and end dates, order details, and payment details along with the transaction history with the customer/ vendor.

Thermal Print in Sales Module

The main goal of a business is to cut both fixed and operational costs. Thermal Print’s feature here is extremely helpful. Thermal Printing is faster than other printing with fast and accurate services of Faster Labeling, Package Printing, and Receipt Printing. It also offers quick printing, sharpness, and high quality. In addition, it does not use ink and has fewer moving parts, resulting in lower operating costs. Additionally, the increasing use of portable POS systems and credit card machines necessitates thermal prints.

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.

Email Templates

The email templates feature enables the user to choose from pre-defined and individualized email layouts rather than creating an entirely new email each time. Additionally, this provides readiness, uniformity of drafts, accessibility, and reduced effort required to draft the same email repeatedly. These templates can be created according to various needs.