WorkGo – Lead and Project Management Tool

Description

Overview 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 Demo Url Demo Link Login as Company company example com 1234 Login as Client tayrol example com 123456789 Login as User colman example com 1234 What to expect from WorkGo Lead and Project Management Tool 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 Invoices 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 invoices via Paypal and Stripe based on your setting Invoice Module with QR Code Chat Module Image Uploaded Preview Added GDPR Cookie to make the next visit easier and more useful reCaptcha in Login Reset Password Page Contract Module for Digital Signature Integration of Cloud Data Storage like Local AWS and Wasabi Project Report Module Duplicate Project Module Google Calendar for Zoom Meetings Task Module Customized settings options for RTL on off Primary Color Sidebar Layout Themes Color Setting Transparent Layout and Dark Layout under Theme Customizer Slack Integration Zoom Integration Telegram Integration Add currencies according to the requirement as well as company profile setting for invoice purposes Desktop Application to Track Project Activities Hours 10 attractive PDF templates and a color palette to customize your invoice A user-friendly RTL experience for customers using Arabic Hebrew and Urdu-like languages Built with Laravel 10 Salient Features of WorkGo Lead and Project Management Tool An 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 A task overview graph shows weekly task achievements whereas a Project Pie Chart will give a visual status of various projects undertaken by a business Multi-User and Multi-Client Appoint multiple users on various deals You could assign roles to them and control their access to certain parameters by assigning permissions Assign multiple clients on the same deal Thus the multi-user multi-client feature facilitates ease in deal management Add Users and Clients by assigning Roles and Restricting Permission Create new users and control their access to certain parameters by assigning them roles Similarly you could restrict the client s access to projects by allowing them selected permissions Thus users and clients could access the project within prescribed limits Manage Leads based on Clients Manage various generated leads through Multiple stages of the Kanban Board System Assign the Client and User on the concerned lead and select from a list of lead generation sources Make important notes and fix the price of an individual lead Project Management Create New Projects Create new projects based on generated leads by assigning users and budgets to them Set a deadline for the selected project Add labels and detailed product descriptions to avoid confusion Task Management Manage multiple tasks of the same project through the Kanban Board system Create new tasks under milestones by setting a priority and due date Create a Checklist to measure the progress of a task Attach important files and add comments Project Overview Get numeric accuracy on the project s budget and expenses along with a statistical display of progress tasks and remaining days Change the status of the project with a simple drop-down menu and create milestones on a particular project Add users and restrict client permissions Upload essential files and keep a tab on project activity Timesheet Create a timesheet by assigning the project and its task Allocate the task hours and task date You can keep a tab on task hours and improve your efficiency 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 Calendar and Notes Never miss a task project or any important deadline ever Get an overview of your daily weekly monthly and yearly plans You can also keep notes for quick and easy reference Integration of Cloud Data Storage like Local AWS and Wasabi Integration of Cloud Data Storage like Local AWS and Wasabi Protection of your is indeed mandatory This feature of Cloud Data Storage helps the user with the same It facilitates both the internal and external data storage space for backup and archiving disaster recovery cloud data processing and storage tiering based on a range of requirements of costs availability performance recovery and migration AWS and Wasabi are third-party authenticated Cloud Data Storage providers that safeguard the data from hacking and are cost-efficient Slack Integration Receiving instant notifications of the company s activities is one of the most painless ways to keep a tap on them With the help of Slack Integration you can get insight into the major actions through the specific channels and when they are performed It also helps you to schedule the messages for future dates Rectifying mistakes is also not burdensome Zoom Integration Virtual meetings are no new to us The Zoom Integration provides a platform where you can create a zoom meeting after giving inputs of asked details like Client User s Meeting Time and Duration and it generates a link through which people can join the meeting You can create View Start and Delete meetings with ease Along with that the zoom meeting created will be synced with the calendar which will show the meeting details as well as which are people joining the meeting and at what time This calendar syncing feature helps to schedule meetings accordingly Telegram Integration Hassle-free and instant message is one of the absolute ways to stay in tune and connected with projects and activities of the projects With the Telegram Integration you can get the notification of the actions performed regarding anything which interests you Staying in tune with the performing jobs is smooth with this feature Chat Chat with existing users through an easy chat portal You can send and receive important messages without getting distracted Manage Estimates Create new estimates and assign clients tax percent and issue dates accordingly Edit the content of existing estimates and change their status You can also delete unnecessary estimates after they are fully paid You can check the statuses of estimates with the help of a QR Scan as well 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 The client can pay invoices by PayPal and Stripe based on your setting Expense Management Manage new expenses by selecting from various categories on the given project Assign the user to an expense and keep a clear tab on the amount and date on which the given expense occurred A file could be attached to support the evidence Update existing expenses in case of any changes Company Setting Customize your system settings by adding your currencies and selecting their symbols and positions Choose the date and time format and assign a prefix to the invoice Add company details along with your mail id to your system settings Manage Mail templates Manage the status of mail templates and view the action on each template System Setup Constant Under system setup settings manage lead and project stages by assigning them unique colors Create sources of lead generation and add payment methods to your system Manage various expense categories and create product units according to business needs Add Users and Clients on Projects This feature enables the user and clients to only see the permitted project lead and invoice as and when they log in with their separate IDs Added GDPR Cookie to make the next visit easier and more useful The GDPR Cookie is an authenticated one that helps the users to save their personal information in the browser for future online service logins only with their permission Because the initial log-in process will be skipped and the user will be taken directly to the landing page this will save time Webhook Seamlessly connect and enhance modules with a simple setup streamlining data exchange and boosting platform capabilities AI Integration AI Integration is an advanced software program that employs artificial intelligence to perform tasks enhancing productivity Changelog Here you can see what updates came out and did we bring new to the version Check Changelog Support Please send support request here for any issues questions or suggestions To save time and get quick feedback please don t ask for support in the comments section