Workgo 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.
Highlights
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 invoice 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 invoice via Paypal and Stripe based on your setting
Add currencies according to requirement as well as company profile setting for invoice purpose
10 attractive pdf templates and a colour palette to customise your invoice
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. Task overview graph shows weekly task achievements whereas a project pie chart will give a visual status of various projects undertaken by a business.
Manage estimates
Create new estimates and assign client, tax percent, issue date accordingly . Edit the content of existing estimates and change its status. You can also delete unnecessary estimates after they are fully paid.
Project management
Create new projects on the basis of generated lead by assigning users and budget to it. Set deadline for the selected project. Add labels and detailed product description to avoid confusion.Manage multiple tasks of the same project through Kanban board system. Create new tasks under milestones by setting a priority and due date. Attach important files and add comments.
Chat
Chat with existing users through easy chat portal. You can send and receive important messages without getting distracted.
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. Client can pay invoice by PayPal and Stripe based on your setting.
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