CRMGo SaaS

Projects, Accounting, Leads, Deals & HRM Tool

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About Product

CRMGo SaaS 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. With a SAAS version create plans using a super admin login.

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Highlights

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 presales 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 invoice, payments, expenses and credit notes through easy clicks. Never miss on 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

Get a detailed report on each aspect of project, sales, HR and presales

Customize your business, system and print settings in CRMGo

Available in Multiple languages

Get your payments done with Stripe and Paypal payment gateway.

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 details like total clients, users, Invoice, projects, estimations to leads, Deals and items, you can get quantitative data in the most simple layout.

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Manage Pre-Sales

You can view all the generated leads through a Kanban and List view. Create pipelines and add assign stages to various leads. You can manage the leads by adding users, items, files, notes, sources, call details, emails and discussion. Get an overview of deals in a week, month and deals in the last 30 days.

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Project Management

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.

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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. You can filter and search for reports for a specific time. Also get a detailed report of Leaves, Estimates, Invoice and many such similar aspects.

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CRM settings

Manage business and company settings. Customize your system settings and print settings for Invoice and estimates. Also, manage the pusher settings.

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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.

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Create plans and make payment- a special SAAS feature

With a super admin login, create plans that are most feasible for your business model. Select an appropriate pricing and duration for created plan. Make payment using stripe and paypal payment gateway. The plan would be disabled if not renewed after its expiry.

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15+ Business tools

Find out 15+ products that based on your office or business routine work. Its a highly effective tool to improvise your business operations.

6 months technical support

Use our dedicated support tool to send your issues or suggestions. We are here to help anytime: support.rajodiya.com