Contact and Opportunity Management
Efficiently organize your contact database, associating contacts with relevant accounts and opportunities. Capture essential contact details for comprehensive communication records. Track opportunities throughout the sales lifecycle, analyzing critical deal information and forecasting revenue.
Lead, Account, and Case Handling
Seamlessly capture and organize leads, qualifying them based on predefined criteria. Convert qualified leads into opportunities for a streamlined sales process. Effortlessly create and manage accounts, maintaining detailed information for efficient tracking. Effectively manage and resolve cases through a centralized system, assigning tasks for quick resolution and maintaining detailed documentation. This suite ensures a holistic approach to sales, enhancing efficiency and decision-making.
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.
Discover More Add-Ons
Unlock even more functionality with additional add-ons, providing enhanced networking and customization options for your Dash SaaS experience.
WhatsApp API
Workdo-Dash seamlessly integrates the WhatsApp API. This integration allows users to send WhatsApp messages triggered by specific events within the application. In the settings section, users have the ability to customise and manage event notifications by toggling them on or off as per their preferences.
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Visitor Management
Are you looking for an efficient, comprehensive, and reliable solution to manage visitor check-ins, check-outs, and activity tracking within your premises? Our Visitor Management System module is the perfect solution for your needs!
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OneDrive
Discover the freedom of accessing your OneDrive files directly from Workdo-dash. No more switching between applications or dealing with cumbersome downloads. With this integration, your OneDrive documents, files, and folders are at your fingertips, effortlessly accessible within the Workdo-dash interface. Edit and view a wide range of file types – from Word documents to Excel spreadsheets, text files, and images – using the Viewer/Editor, all without the need to save files locally.
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Quotation
Quotation management is critical to any business, influencing customer perception, revenue generation, and overall efficiency. With Dash SaaS, you can revolutionize your quotation process, simplifying the creation, tracking, and conversion of quotes into invoices. Our comprehensive quotation module offers a range of features designed to streamline your workflow and enhance productivity.
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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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