Dashboard Overview
The Dash SaaS Sales Mobile Application offers a powerful dashboard that serves as your central command center for sales management. Here, you can effortlessly monitor key metrics such as the total number of users, accounts, contacts, opportunities, invoices, and sales orders. This real-time visibility empowers you to make informed decisions swiftly and effectively. Dive deeper into your data with detailed reports on invoices, quotes, and sales orders, ensuring you have all the insights you need at your fingertips. The dashboard also provides summaries of your invoicing, quoting, and sales activities, helping you stay on top of performance trends. For added convenience, a Meeting Schedule List keeps you organized and prepared for every engagement.
Sales Orders Management
Streamline your sales process with our dedicated Sales Orders page. Here, you can access a comprehensive list of all your sales orders, track their statuses, and manage them seamlessly from creation to fulfillment. This section ensures that every sales order is efficiently processed, reducing administrative overhead and improving order accuracy. Whether you're checking the status of an order or updating its details, the Sales Orders page provides the tools you need for effective sales order management.
Opportunities Tracking
The Opportunities page is designed to maximize your sales potential by providing a clear view of all your opportunities. Track each potential sales lead, from initial contact to final negotiation, ensuring no opportunity slips through the cracks. This section empowers you to prioritize leads based on their potential value, allocate resources effectively, and convert opportunities into revenue-generating deals. With detailed insights and actionable data, you can optimize your sales pipeline and drive business growth with confidence.
Quotes Management
Efficiently manage your quoting process with the Quotes page. Here, you can access and review a comprehensive list of all your quotes, track their progress, and follow up on pending approvals. This section ensures that every quote is generated accurately, delivered promptly to clients, and followed up diligently to secure deals. By centralizing your quoting activities, you streamline communication with customers and enhance your sales team's productivity, ultimately accelerating the sales cycle and improving conversion rates.
Screenshots from our system
Get a glimpse of the powerful features and stunning visuals that await you in our mobile app, delivering a seamless user experience like never before.
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Contact Us for Support :
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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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I’ve been using the Sales SaaS mobile app for a while now, and it’s made a noticeable difference in how I manage my sales tasks. The interface is user-friendly and helps me stay organized throughout the day. It's saved me a lot of time and improved how I keep track of clients and follow-ups. I highly recommend it to any sales professional