Manage everything in one place

Pingo CRM & Project Manager

✓ Manage clients
✓ Manage Projects
✓ Manage Team
✓ Stay organized
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Pingo - CRM & Project Manager

Pingo Project Manager & CRM is an excellent project management and CRM application that enhances productivity and customer satisfaction.
You can manage your projects, clients & team easily in one place. It includes everything you need to manage your business effectively.
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Documentation

keep your customers happy!

Manage clients

- Create invoices and get paid
- Send professional proposals and estimates
- add unlimited projects
- Give access to the client portal
- Chat with customers
- Collect estimate requests
- Enable online store and get orders
- Manage support tickets
- Add new leads and convert to clients

Increase Productivity

Manage Projects

- Manage all of your projects
- Add tasks, files and comments
- Add milestones and set deadlines
- Assign task to your team members
- Track time on each task and projects
- collaborate with team members
- Get feedback from clients
- Follow up project progression
- Get live notifications for important activates

Get everything in single place!

Manage Team

- Track attendance and leave
- Manage roles and access permissions
- Share files & ideas with team members
- Chat with team members
- Share announcements and events
- Create internal wiki and help desk

Save your daily productive times

Stay organized

- Manage your daily events
- Add personal to-do list
- Manage your important notes
- Monitor team members and customers
- manage income and expense
- Adjust hundreds of settings for your best fit

Why Pingo CRM & Project Manager?

✓ Clean & user friendly design               ✓ Lots of essential features                ✓ Hundreds of flexible settings.

Project management

Create your projects. Add tasks, files, milestones, comments and notes. See gantt chart, manage timesheet, expenses and invoices.

Client Management

Give your clients to access the client portal and communicate easily with the clients. Discuss about projects, manage tickets and invoices.

Team Management

Manage your team attendance and timesheet. Easily manage the leave applications. Assign tasks, send messages, share ideas, send announcements, etc.

Tasks

Add tasks and in projects and assign to your team members. See project progress automatically based on the completed tasks.

Event Calendar

Don't miss your meetings and important events. Register all your events and share with your team members.

Private to-do

Do you want to manage your daily works more efficiently? To-do list will help you to do that.
Easily manage your privet tasks.

Invoices

Pingo makes invoice manage management and online payments much effortless. Send invoices
to your clients and get paid online.

Online Payments

Client can pay invoices via the PayPal in Stripe. You can add the payments manually if you don't want to use online payments.

Estimates

Get estimate requests from your clients. Observe the requests and send estimate. Client can accept or reject that.

Support Tickets

Client can submit support tickets from the client portal. Get email notifications for the tickets.

Manage Expenses

Register your expenses and see the monthly/yearly reports and chart.
Compare income and expenses.

Knowledge Base

Add help articles for your team members and knowledge base articles for your clients. It can reduce your support tickets.

Notes

Write down your important notes and access it from everywhere. Add custom labels with each notes and find out easily.

Leave Management

Team members can apply for leave. Track the leave applications and approve/reject them effortlessly.

Timecards

Track the attendance of your team members. Log time by clock in/clock out. Assign supervisors to manage the time cards.

Messaging

Send messages to your clients and team members. You can set permissions who
can communicate with clients.

Timeline

Share ideas, files and news with your team members in timeline. Explore the power of knowledge sharing.

Announcements

Add announcements for your team members and clients for important notice. It will be visible on user's dashboard.

Features

It’s fast and easy to use. All UI designed to give you a quick navigation.

Add unlimited projects and tasks. Assign tasks to your team members, truck time spent on each project and tasks and send invoices to your customers. Setup milestones, see auto calculated project progression and meet the deadlines. Collaborate with your team members and get feedback from your clients.
 

Create recurring tasks automatically on your scheduled days. If you need to do same kinds of tasks after every certain time, then set the recurring tasks. You can set the time duration as daily, weekly, monthly and yearly to create the tasks.

 

Send estimates to your clients based on their estimate request or the service you provide for them. Send estimate email with pdf and get approval from your clients. Create projects from the estimates and convert the estimates into invoices.

 

Set recurring invoices to auto generate monthly, yearly or different time periods invoices. Send the invoices automatically and reduce extra work.

 

Manage your customers and the contacts of the customers. You can allow to register customers or add your customers manually. Get the detail information about contacts, projects, invoices, payments, estimates, estimate requests, support tickets, essential files, events and notes for each client. You can allow your clients to use the client portal. Each client will get individual dashboard to see their projects, invoices and other information. Let your client’s follow-up the projects and get feedback instantly. Set permissions for the clients to limit their access.

 

Send direct messages to your team members. Create multiple conversations based on different topics. Reduce waiting time for feedback and make project management faster.

 

Manage potential customers and follow-up their status. Auto collect leads form public estimate request. Add notes, files and events, easily convert leads into customer with all existing information.

 

Track all your expenses and get projects and team members cost overview. Check expenses of different categories and compare income vs expenses. See income expenses chart of different time periods.

 

Create internal knowledge base for your team members. Add different articles for different types of rules and information. Only team members can access the help articles.

 

Create your personal events list and share events with team members and clients. Integrate google calendar and stay synced. See upcoming events in dashboard.

 

Store your private notes and attach files. Add useful tags with notes and find easily. Create public notes for projects and let access to the project members.

 

Share ideas and documents with your team members. Add essential links and news to improve your team growth.

 

Create your personal to-do list and manage your work more efficiently. Don’t forget to do any important task and stay focused on daily work. Each team members and clients can add their personal to-do list.

 

Get real time notifications in your browser using pusher.

 

Enable/disable the modules according to your needs. There are lots of features and you may will not be interested to use all of them. You can easily disable the unnecessary features

 

Get the details about team members activities in different projects. Monitor everything what your team members doing and stay up to date.

 

Follow up work progression more clearly. Assign tasks to your team members and monitor the statuses. Team members can comment and attach files on the tasks. Mention users in comments and get instant notifications. Easily create multiple tasks and clone similar tasks. Add check lists and labels for better understanding.

 

Create estimate request forms according to your services and get estimate requests from leads and your customers. It helps to get more projects and find potential clients.

 

Add your custom invoices and send email with attached invoice pdf to your clients. It supports different currency for different clients. Set multiple taxes in the invoices. Set custom footer in the pdf for additional information.

 

It supports online payments via Stripe, PayPal and Paytm. You can enable or disable the partial payments option. It generates payment confirmation notification and mark the invoice paid automatically.

 

You can communicate with clients via messages and chat. Set the permissions that which team members can communicate with clients. See online status of your clients.

 

Let your clients to create support tickets and get notifications by web and email. Auto generate tickets from customer emails. Assign tickets to team members, reply comments with attachment. Mange customer support in one place.

 

Create knowledge base articles for you clients and mange custom support more efficiently. Create different categories for knowledge base and let the customers solve their problems without asking for support.

 

Add your team members and set different roles for different members. Manage their accounts and get overall information at a place. All team members can access their dashboard based on their permissions.

 

Create announcements for your team members and clients and publish on their dashboard. It helps to inform about any notice easily with others.

 

Manage attendance of your team members by the time cards. You can set IP restrictions for time cards access so that team member can’t log the time from outside of office.

 

Manage your team members leave applications. Check total numbers of leave taken by each team members. Add different leave categories. Approve or reject leave applications. Set supervisors for different team or team members.

 

Get notifications for all important actions including task creation, comments, tickets, messaging etc. There are 2 types of notification. You can get the notification in the application and also in email. You can enable or disable all notifications and set who’ll get which notifications.

 

Add multiple dashboards using many predefined widgets. There are different types of useful widgets which you can use for your different types of dashboards. Design your own dashboard layout by drag & drop the widgets. Add your custom widgets. It supports to include third party embedded widgets like as weather widget.

 

Translate the application to multiple languages

 

Update all email templates and add your custom design and content. Easily change the text from editor or full source code.

 

Add custom fields with clients, Clients, contacts, leads, projects, tasks, team members, tickets, invoices, events, expenses and estimates and save more information according to your need.

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