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Sales – Dash SaaS Add-On

(17 Reviews) (247 Sales)
  • Pre-Required : WorkDo Dash SaaS
  • Free 6 Months of Support
  • Free Lifetime Updates
  • 100% Money Back Guarantee
  • Last Update:

    10 July 2025

  • Published:

    25 May 2023

$39
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View WorkDo Dash SaaS Documentations

Explore WorkDo Dash SaaS User Manual

How to install Dash Add-On
Sales
Key Features Of :

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
STRONG BRAND

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
Sales
Sales

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
Sales
Sales

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
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.

Sales
Additionals

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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.