Feature Descriptions

Feature Descriptions
1. Template Emails
These templates can be created according to various needs.
2. Added iframe embed link in the form builder
An inline frame (iframe) of a form builder performs as an external form of the product which can be
attached to any of the other websites without redirecting the internal form and getting the responses
to the main product. This mainly works as a third party to get more leads from various websites.
3. 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.
4. 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.

5. 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.
6. 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.
7. Twilio Integration
The Twilio Integration for receiving the text messages of the jobs performed is a very handy and
convenient feature. You can get an instant text message of the activities on the registered mobile
number even when your phone is not connected to the internet, which is one of the most important
benefits of Twilio Integration.
8. Managing Items
Add items and assign Categories, Purchases, Sales Prices, Taxes, Units, and Product types to
them. Conclusively, everything you would want to keep a tab on.

9. Double Entry Module for Accounting
The Double Entry module within ERPGo is the cornerstone of robust financial management,
comprising six crucial columns. The "Chart of Accounts" column lays the foundation, offering a
comprehensive view of account details, including codes, names, types, journal and transaction
balances, and status. "Journal Account" records specific transaction details, while the "Ledger
Summary" column provides historical snapshots of account balances. The "Balance Sheet" column
facilitates the creation of this vital financial statement. Additionally, the "Profit and Loss" section
generates income statements, and the "Trial Balance" ensures the accuracy of the entire accounting
system by reconciling debit and credit balances. This module empowers organizations to maintain
precise financial records, track transactions, and produce essential financial reports, fostering
transparency, compliance, and informed decision-making.
10. Sales Management
Manage various aspects of sales like sending Invoices, making Payments, managing Expenses, and
Credit Notes in a single tool. You can create new invoices and edit existing ones. Add new products
and receipts to existing Invoices, edit Payments and Products. Resend the Invoices, send the
payment reminders, and print the Invoices simply through a click. Similarly, you can manage
Payments, Expenses, and Credit Notes with the utmost ease. All in all, keep all your sales fears at
bay.
11. Budget Planner
A budget is a financial plan for a specified period to keep in check with the working capital. This
feature here helps to maintain the capital flow. You can set monthly, quarterly, half-yearly, or yearly
budgets according to your business plans and needs. The main categories are "Income" and
"Expense" where one can edit /update /delete the sub-categories as well.
12. Keep a tab on Contracts
It's hard to keep everything aligned in business. However, never miss a contract date from now on.
Manage your contracts with utmost ease by assigning Start and Due Dates along with Contract
Type, Value, Client, and a Description if required.
13. Events and Notice Board
Always be prepared for an upcoming event. Assign Employees and Departments to each event
reminder. Create Events and add Descriptions to always keep a tab. Create and Issue a notice to
Users, Clients, or Employees.
14. Goals and Notes
You can create goals and choose whether or not to display them on the Dashboard. You can also
add files to your notes for support. Simple, isn't it?
15. Reports
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, and Incomes/ Expenses. You can filter
and search for reports for a specific time. Also get a detailed report of Leaves, Estimates, Invoices,
and many similar aspects.
16. 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.
17. Business Settings
Manage business and company settings. Customize your system settings and print settings for
Invoices and estimates. Also, manage the pusher settings.
18. Webhook
Seamlessly connect and enhance modules with a simple setup, streamlining data exchange and
boosting platform capabilities.
19. AI Integration
AI Integration is an advanced software program that employs artificial intelligence to perform tasks,
enhancing productivity.

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Feature Descriptions

These templates can be created according to various needs.

2. Added iframe embed link in the form builder

3. Integration of Cloud Data Storage like Local, AWS, and Wasabi

future dates. Rectifying mistakes is also not burdensome.

Delete meetings with ease.

syncing feature helps to schedule meetings accordingly.

jobs is smooth with this feature.

benefits of Twilio Integration.

them. Conclusively, everything you would want to keep a tab on.

transparency, compliance, and informed decision-making.

10. Sales Management

11. Budget Planner

12. Keep a tab on Contracts

Type, Value, Client, and a Description if required.

13. Events and Notice Board

Users, Clients, or Employees.

14. Goals and Notes

add files to your notes for support. Simple, isn't it?

and many similar aspects.

17. Business Settings

Invoices and estimates. Also, manage the pusher settings.

boosting platform capabilities.

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