In today's fast-paced business world, efficiency is key. Managing various aspects of a business, from accounting and HR to CRM and project management, can be a daunting task. That's where ERPGo SaaS comes in, offering an all-in-one business ERP solution that streamlines operations and boosts productivity.
What is ERPGo SaaS?
ERPGo SaaS is a cloud-based Enterprise Resource Planning (ERP) software designed to simplify and centralize business processes. It integrates various modules, including:
- Accounting and Billing Management
- Human Resources Management (HRM)
- Customer Relationship Management (CRM)
- Project Management
- Point of Sale (POS)
Key Features of ERPGo SaaS
Comprehensive Dashboard
- Provides a centralized view of all essential business data, including:
- Total clients, users, invoices, projects, and estimations
- Leads, deals, and items
- Overview of estimates, invoices, top due payments, projects, and tasks
- Reminders for meeting schedules, expiring contracts, weekly events, and new clients
- Pie chart visualization of various project statuses
Staff Management
- Easily manage employee and client details, including personal and company information
- Edit and manage information and status as needed
- Search for staff using filters based on department and designation
- Assign roles and permissions to each staff member using the multi-user accounting tool
- Control access to specific parameters based on roles
HR Management
- Manage all aspects of HR, including:
- Attendance, bulk attendance, holidays, leaves, meetings, assets, documents, and company policies
- Awards, transfers, promotions, complaints, and other employee-related matters
- Employee training and performance planning and tracking
- Get a detailed understanding of each employee's information and activities
Payroll Management
- Set employee salaries under various heads
- Generate bulk payments using the payslip feature
Performance Management
- Indicator & Appraisal:
- Evaluate the overall performance of each designation in each department and branch, including technical, organizational, and behavioral competencies
- Configure predefined settings through setup
- Goal Tracking:
- Set various goals, such as temporary, short-term, and long-term goals
- Manually update progress and configure predefined settings through setup
Communication & Collaboration
- Chat Module:
- Enables direct communication with users and clients for improved customer satisfaction and response time
- Contract Module:
- Create and manage legally binding contracts with details like contract type, value, time duration, client information, and description
- Track contract status and record changes automatically
- Configure predefined settings through setup
Pre-Sales Management
- Leads Management:
- View leads in Kanban or list view
- Create pipelines and assign stages to leads
- Manage leads by adding users, items, files, notes, sources, call details, emails, and discussions
- Deal Management:
- View deals in Kanban or list view
- Get an overview of deals in a week, month, and the last 30 days
- Assign tasks, products, files, and users to deals
- Manage discussions and notes
- Get a calendar view of deal details
- Estimates:
- Generate and manage estimates quickly and easily
- Assign clients, status, and expiry dates to estimates
- Add items, quantities, discounts, and taxes
Project Management
- Projects:
- Manage and filter projects in Kanban and list view
- Get an overview of project status, expenses, budget, and due date
- Add or remove users and track task completion
- Create task lists and assign priority to tasks
- View tasks on a Kanban board
- Add milestones, notes, files, comments, payments, timesheets, client feedback, expenses, invoices, and other project-related information
- Tasks:
- Manage and filter tasks by priority, due date, and type
- Add checklists, track progress, and add comments and files
- Project Timesheet:
- Create timesheets by assigning projects, tasks, and users
- Assign starting and ending dates and times
Inventory Management
- Monitor inventory levels in real time and receive notifications for low inventory
- Manage inventory updates automatically when generating invoices or bills
- Keep track of items, categories, sales prices, purchases, taxes, units, and product types
Accounting and Billing Management
- Chart of Accounts: Provides a comprehensive list of all accounts with details such as code, name, type, and balance
- Journal Entry: Records all financial transactions in chronological order
- Balance Sheet: Displays the company's assets, liabilities, and equity
- Trial Balance: Ensures the accuracy of the accounting system by checking the balance of debits and credits
- General Ledger: Provides a detailed record of all financial transactions
- Sales Tax Automation: Automates tax calculation based on different tax rates
- Multi-User Accounting: Assigns roles and permissions to manage access to financial information
- Invoice Management: Create and manage invoices with editable templates
- Payment Reminders: Send automated reminders to clients for due payments
- Payment Gateway Integration: Accept payments through various payment gateways, including Stripe and PayPal
- Expense Management: Track and categorize expenses for better financial control
- Credit Note Management: Issue credit notes for returns, refunds, or adjustments
Customer/Vendor Statement Report
- Review filtered particulars of customers or vendors for a specific period
- Includes start and end dates, order details, payment details, and transaction history
Thermal Printing
- Enables faster and more efficient printing for labels, packages, and receipts
Desktop Application for Project Hour Tracking
- Track time spent on projects and tasks using a timer
- Customize settings for automatic screenshots with a minimum time gap of 1 minute
- Review and delete unnecessary screenshots
Email Templates
- Choose from predefined or customized email templates for various needs
- Ensures consistency, efficiency, and reduced effort in email communication
Form Builder
- Create and manage forms with various form fields, including text, email, number, date, and description
- Customize forms based on business needs
Cloud Data Storage Integration
- Integrate with cloud storage services like Local, AWS, and Wasabi for secure data storage
- Back up and archive data, enable disaster recovery, cloud data processing, and storage tiering
Third-Party Integrations
- Slack Integration: Receive real-time notifications of company activities in Slack channels
- Zoom Integration: Schedule and manage Zoom meetings with calendar synchronization
- Telegram Integration: Receive instant project notifications in Telegram
- Twilio Integration: Receive SMS notifications for job updates
- Google Calendar Integration: Sync meetings, holidays, events, project tasks, and interview schedules
Additional Features
- GDPR Cookie: Complies with GDPR regulations and provides a personalized user experience
- Business Settings: Customize business, system, and print settings
- Webhook: Streamline data exchange and enhance platform capabilities
- AI Integration: Leverage AI to automate tasks and improve productivity
Benefits of Using ERPGo SaaS
Streamlined Operations
By consolidating various business functions into a single platform, ERPGo SaaS streamlines operations, eliminates data silos, and improves overall efficiency.
Enhanced Collaboration
The platform's communication and collaboration tools, such as the chat module and integrated messaging platforms, foster better teamwork and communication among employees, clients, and vendors.
Improved Productivity
ERPGo SaaS automates various tasks, such as invoice generation, payment reminders, and inventory management, freeing up valuable time for employees to focus on more strategic initiatives.
Data-Driven Decision Making
The comprehensive dashboards and reporting tools provide real-time insights into key business metrics, enabling data-driven decision-making.
Increased Profitability
By optimizing processes, reducing errors, and improving efficiency, ERPGo SaaS contributes to increased profitability.
Scalability and Flexibility
Being a cloud-based solution, ERPGo SaaS is highly scalable and flexible, accommodating businesses of all sizes and industries.
Server Requirements
To ensure optimal performance of ERPGo SaaS, the following server requirements are recommended:
- Operating System: Linux (Ubuntu, CentOS, Debian) or Windows Server
- Web Server: Apache or Nginx
- Database: MySQL 5.7+ or MariaDB 10.2+
- PHP: 7.4+ with extensions:
- BCMath
- Ctype
- Fileinfo
- JSON
- Mbstring
- OpenSSL
- PDO
- Tokenizer
- XML
- Composer: Latest stable version
- Node.js: 14+
- Disk Space: At least 2 GB
- RAM: 4 GB or more recommended
Demo
Url : Demo Link
Login as Super Admin : superadmin@example.com / 1234
Login as Company : company@example.com / 1234
Login as Client : client@example.com / 1234
Login as User : accountant@example.com / 1234
Conclusion
ERPGo SaaS is a comprehensive and powerful all-in-one business ERP solution that simplifies business processes, enhances productivity, and drives growth. Its wide range of features, third-party integrations, and user-friendly interface make it an ideal choice for businesses of all sizes. By adopting ERPGo SaaS, organizations can optimize their operations, improve collaboration, make data-driven decisions, and ultimately achieve greater success.
