WorkGo SaaS

Lead and Project Management Tool

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About Product

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

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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

Get your payments done with stripe and paypal payment gateway while user purchasing plan

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.

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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.

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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.

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Chat

Chat with existing users through easy chat portal. You can send and receive important messages without getting distracted.

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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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Create plans and get payment

With a super admin login, create plans that are most feasible for your business model. Select an appropriate pricing and duration for created plan. You 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.

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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