Essential Features of Sales Management
- Comprehensive Dashboard
- Account Management
- Contact Organization
- Opportunity Tracking
- Quote Generation
- Sales Order Processing
- Invoice Management
- Case Handling
- Meeting Scheduling
- Advanced Analytics
Accounts & Contacts Management
Build rich, connected profiles through a centralized account and contact system. Accounts include key information like addresses, industries, and assigned users. Contacts are independently managed but linked to accounts, ensuring relationship clarity. Real-time activity streams allow your team to track communication and updates efficiently.
- Detailed billing and shipping profiles for each account
- Contact records with full linkage to parent accounts
- User assignment and streams in accounts & contacts
Opportunity & Quote Workflow
Manage your entire sales pipeline using a flexible opportunity tracking system connected directly to quotes. Each opportunity includes stage, value, and timeline tracking. Quotes are directly generated from opportunities and inherit all account data. Quotes can be customized, duplicated, or converted into sales orders with ease, streamlining your sales process.
- Stage-based opportunity pipeline with value
- Seamless quote creation from linked opportunities
- One-click quote duplication and order conversion
Sales Orders & Invoices
Easily manage your sales orders and invoices with fully connected workflows. Sales Orders inherit information from quotes and allow product-level control. Invoices are created directly from orders, locked after conversion to preserve accuracy. Tax, discount, and payment details are auto-calculated, making billing efficient and transparent.
- Sales order-to-invoice flow with controlled editing
- Itemized pricing with tax, discount, and total values
- Invoice status tracking from draft to paid
Case, Document & Stream Tracking
Organize and resolve support or service issues through structured case handling. Each case supports priority levels, attachments, and user assignments. Document folders help centralize all related files by type and stage. Built-in stream comments with file attachments boost communication across your team and client records.
- Case management with priority and status handling
- Hierarchical folders for document categorization
- Stream comments for updates and file sharing
Communication & Sales Insights
Calls and Meetings with detailed participant lists and parent record linking. Report Analytics offer real-time insights using donut charts and filterable tables for Quotes, Sales Orders, and Invoices. The System Setup module enables configuration of dropdowns like Account Types, Industries, Case Types, and Document Folders and more empowering admins to tailor the system.
- Meeting and call scheduling with contact integration
- Donut chart analytics by date range, account, and status
- Custom setup of system values like industry, provider, and type
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.
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View More13 reviews for Sales – Dash SaaS Add-On
| 5 star | 69% | |
| 4 star | 23% | |
| 3 star | 7% | |
| 2 star | 0% | |
| 1 star | 0% |
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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
Check Documents & Tutorials
This Sales Add-On is exactly what our team needed. It’s helped us focus on high-priority deals and track everything in one place.
Boosted Our Sales Performance!
Incredible Tool for Sales Management!
Excellent customer support, quality code, an excellent developer. all grade 10
the Team deserve 5 Star for following reason; 1- Customer Support2- Feature Availability3- Design Quality 4- Documentation Quality
I appreciate the support provided by the team, whenever I create a ticket mostly within 24 hours I get the reply. Highly recommented
Great Job!
I really like the feature
Very Satisfied with the All dash Addon
Excellent customer service, highly recommend!