Essential Features of Sales Management
- Comprehensive Dashboard
- Account Management
- Contact Organization
- Opportunity Tracking
- Quote Generation
- Sales Order Processing
- Sales Invoice Management
- Case Handling
- Meeting & Call Scheduling
- Document Management
- Advanced Analytics & Reports
Accounts & Contacts Management
Build rich, connected profiles through a centralized account and contact system. Accounts include comprehensive information like billing/shipping addresses, industries, account types, 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 across all records.
- Detailed billing and shipping profiles for each account
- Contact records with full linkage to parent accounts
- User assignment and activity streams in accounts & contacts
- Search/Filtering functionality for data management
- Grid and list view options for better data visualization
Opportunity & Quote Workflow
Manage your entire sales pipeline using a flexible opportunity tracking system connected directly to quotes. Each opportunity includes customizable stages, value tracking, probability assessment, and timeline management. 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 and probability tracking
- Seamless quote creation from linked opportunities
- One-click quote duplication and sales order conversion
- Comprehensive item management with pricing, discounts, and taxes
- Quote status tracking and expiration management
Sales Orders Management
Efficiently manage your sales orders and invoices with fully connected workflows. Sales Orders inherit information from quotes and opportunities, allowing detailed product-level control. Sales Invoices are created directly from orders with controlled editing after conversion to preserve accuracy. Tax, discount, and payment calculations are automated, making billing efficient and transparent.
- Sales order-to-invoice flow with controlled editing permissions
- Itemized pricing with tax, discount, and total calculations
- Conversion workflows between quotes, orders, and sales invoices
- Print and sharing capabilities for all documents
Case, Document & Stream Management
Organize and resolve support or service issues through structured case handling. Each case supports priority levels, file attachments, and user assignments. A document management system with hierarchical folders helps centralize all related files by type and category. Built-in stream comments with file attachments enhance communication across your team and client records.
- Case management with priority and status handling
- Hierarchical document folders for organized file storage
- Document type categorization and access control
- Stream comments for real-time updates and file sharing
- Activity tracking across all modules
Calls & Meeting Management
Schedule and manage calls and meetings with detailed participant lists and parent record linking. Each call and meeting can be linked to accounts, contacts, opportunities, or cases. Attendee management supports users, contacts, and leads with comprehensive scheduling capabilities.
- Meeting and call scheduling with multi-participant support
- Parent record linking for context tracking
- Status management for scheduled, completed, and cancelled activities
- Direction tracking for inbound/outbound calls
- Integration with account and contact records
Advanced Analytics & Reports
Comprehensive reporting system offers real-time insights using donut charts and filterable data tables for Quotes, Sales Orders, and Sales Invoices. Dashboard provides overview cards with progress indicators and radial column charts for trend analysis. The System Setup module enables configuration of all dropdown values empowering admins to customize the system.
- Dashboard with 6 key metric cards and overview progress indicators
- Donut chart analytics by date range, account, and status
- Quote, Sales Order, and Sales Invoice analytics with filtering
- Radial column chart for trend visualization
- Custom setup of system values like account types, industries, case types, and document folders
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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20 reviews for Sales – Dash SaaS Add-On
| 5 star | 85% | |
| 4 star | 15% | |
| 3 star | 0% | |
| 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
Outstanding customer support experience
The quality of development is outstanding showing true craftsmanship
Design is elegant and intuitive
Customization capabilities saved us a lot of time during deployment
Very efficient performance and speed
Each feature adds measurable value to our process
The design feels premium and professional with perfect alignment and colors
Quick fixes and fast updates show great developer commitment
The customization options allowed us to personalize everything according to our business needs
Support handled our case quickly and followed up until resolved
Flexible enough for any user
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
Great Job!
I really like the feature
Very Satisfied with the All dash Addon