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