GGodoERP
Home Modules Pricing FAQ Blog Contact Log in
Projects and CRM

Run every project, and get paid for it

Turn leads into customers, plan the work, track the hours and invoice the client, all in the same system as your books.

Talk to us See features
Included in the Business plan · Free for 14 days, no credit card needed
yourcompany.godoerp.com/projects/12

Website redesign

Santos Trading Corp. · Milestone 2 of 4
In progress
To do
Homepage copyDue Nov 3
SEO checklist3 of 8 done
In progress
Design mockupsTimer running
Client reviewWaits on mockups
Done
Kickoff callOct 12
Contract signedAccepted online
02:14:09Timer running
Invoice INV-0143Created from project
Leads to customersConvert in one step
Tasks and KanbanDependencies, checklists, reminders
Time and billingTimers, approvals, project invoices
Client portalProjects, contracts, invoices, tickets
Features

What Projects and CRM does for you

Every feature below is in the product today.

Leads and customers

Track leads by source and status, convert them to customers, and group customers your way.

Tasks and Kanban

Plan with milestones, subtasks, checklists, reminders and dependencies. Switch between list and board.

Time tracking

Start a timer or enter hours, mark them billable, and approve or reject each entry.

Project billing

Create invoices from the project. They use the same numbering, VAT and withholding tax as any other invoice.

Contracts and tickets

Send contracts by secure link for online acceptance, and handle support tickets with assignment and replies.

Client portal

Give each client contact a login and choose what they see: projects, files, contracts, invoices and tickets.

Everything included

The full list

CRM

  • Leads with source and status
  • Convert a lead to a customer
  • Customer groups
  • Contacts with optional portal logins

Plan

  • Projects with team, dates and budget
  • List and Kanban views
  • Subtasks, checklists and reminders
  • Task dependencies
  • Milestones
  • Notes, comments and files

Time and money

  • Timer or manual entries
  • Billable flag and manager approval
  • Project invoices
  • Project expenses
  • Profitability with hours beside it

Clients and support

  • Contracts by secure link, with PDF
  • Support tickets with types and assignment
  • Portal: projects, files and messages
  • Portal: contracts and invoice PDFs
  • Client feedback and notifications
  • Encrypted project password vault
LeadsKanbanTimesheetsProject invoicesContractsSupport ticketsClient portal
How it works

Up and running in a day

1

Capture the lead

Log the lead, then convert it to a customer when they say yes.

2

Deliver the project

Plan tasks and milestones, and track time as the team works.

3

Bill and report

Invoice from the project and see what the job really earned.

FAQ

Questions

Is this separate from the accounting module?

No. A project invoice is a normal invoice and a project expense is a normal expense, so they land in the same ledger.

Do my clients need to install anything?

No. The portal runs in their browser.

Does profitability include labor cost?

Income and costs come from posted records. Hours are shown beside them, not deducted from profit.

Included in the Business plan. Also explore:
AccountingHR and payroll

Try Projects and CRM with your own numbers

Free for 14 days. No credit card needed.

Talk to us