The Sales Force Add-On gives your team everything they need to stay organized and close more deals. You can manage your full sales process in one place—like contacts, leads, accounts, deals, tasks, and support cases. It keeps everything in one dashboard, so your team saves time and works better together. Whether you're building relationships or closing sales, this tool helps you stay on track and get results.

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STRONG BRAND

Secure API Credential Setup for Full Access

To get started with the Sales Force Add-On, simply enter your Salesforce API credentials, your consumer key and consumer secret on the System Setup page. This one-time setup securely connects your Salesforce account to the platform, allowing seamless access to your sales data. Once connected, your information, including accounts, leads, opportunities, contacts, tasks, and cases, will sync automatically in real time. This means your team will always have the latest updates at their fingertips without needing to switch tools or manually update records.

Built for Fast-Moving Sales Teams

The Sales Force Add-On is made for busy sales teams who need to move fast and stay organized. It brings all your important sales tools like accounts, contacts, leads, deals, tasks, and support cases—into one simple, easy-to-use place. This means your team can quickly find what they need, respond faster, and work better together. Whether you're following up with new leads or handling big deals, this tool helps everyone stay on the same page and focus on closing more sales.

From our system

Screenshots from our system

To explore the functionality and usage of these Add-Ons, refer to the accompanying screenshots for step-by-step instructions on how to maximize their features.

Additionals

Discover More Add-Ons

Unlock even more functionality with additional Add-Ons, providing enhanced networking and customization options for your Dash SaaS experience.

Fix Equipment

The Fix Equipment System is a powerful solution for managing and tracking various types of equipment within your organization. It is designed to simplify the process of categorizing, auditing, and maintaining different equipment items.

Workflow Automation

In today's dynamic business landscape, the ability to optimize task efficiency is paramount for success. Our Custom Workflow Automation feature offers a seamless solution to alleviate the burden of manual labor and enhance productivity. By tailoring actions to specific event triggers, such as automatic email notifications for bill settlements or project milestones, businesses can streamline operations and eliminate the need for tedious manual interventions. This automation not only saves time but also reduces the risk of errors, ensuring that tasks are completed accurately and on time.

Assets

Assets Management for Perfex CRM provides the ability to manage company's assets in Perfex's dashboard. It allows users to separate assets based on groups, locations, and units and assign them to staff members.

Facilities

The Facilities Module in Dash SaaS is designed to enhance and streamline resource management for businesses of all sizes.

WorkDo.io is a versatile SaaS and ERP Solution provider designed to help businesses streamline their operations and improve efficiency. It offers a wide range of powerful tools and modules, including project management, HRM, accounting, CRM, inventory, and workflow automation. Tailored for startups, SMEs, and growing enterprises, WorkDo.io provides customizable dashboards and an intuitive interface to manage daily business activities with ease. Its all-in-one platform allows teams to collaborate, monitor performance, and automate repetitive tasks—eliminating the need for multiple disconnected tools. With regular updates, a strong support system, and user-friendly design, WorkDo.io empowers businesses to centralize their operations, enhance productivity, and make data-driven decisions. Whether you're managing teams, finances, or customer relations, WorkDo.io offers a reliable and scalable ERP solution suited for modern business needs.

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Contact Us for Support :

You will get immediate support from our support desk. Please visit here https://support.workdo.io/

Item support includes:

Answer pre-sale questions or query
Answering technical questions about item's features
Assistance with reported bugs and issues
Help with included 3rd party assets
Free Installation services in some cases

However, item support does not include:

Customization services

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SalesForce – Dash SaaS Add-On