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SalesForce

Integrate Salesforce CRM into Workdo-Dash for seamless data management and enhanced workflow.

$5,00 /Month $50,00 /Year
Buy Now View Live Demo

SalesForce Integration

Empower your SOHO experience with SalesForce integration, streamlining CRM processes for improved efficiency.

Contact Organization

 

Efficiently organize and manage your contact database

Associate contacts with relevant accounts and opportunities for a holistic view.

Capture essential contact details, ensuring comprehensive communication records.

Opportunity Tracking:

 

Track opportunities throughout the entire sales lifecycle.

Capture critical details such as deal size, current stage, and probability of closure

Analyze sales pipelines for informed decision-making and revenue forecasting.

Lead Management:

 

Capture and organize leads seamlessly for efficient lead tracking.

Qualify leads based on predefined criteria to prioritize sales efforts.

Convert qualified leads into opportunities for a streamlined sales process.

Opportunity Tracking:

 

Track opportunities throughout the entire sales lifecycle.

Capture critical details such as deal size, current stage, and probability of closure

Analyze sales pipelines for informed decision-making and revenue forecasting.

Account Management

 

Create and manage accounts effortlessly.

Maintain detailed information for each account, including contact persons, addresses, and associated opportunities.

Easily track and view account-related activities and interactions.

Case Management

 

Effectively manage and resolve cases with a centralized system

Assign cases to the appropriate team members for quick resolution.

Maintain detailed documentation of case-related activities, facilitating efficient case tracking and reporting.

Why choose dedicated modulesfor Your Business?

With SOHO, you can conveniently manage all your business functions from a single location.

Empower Your Workforce with DASH

Access over Premium Add-ons for Accounting, HR, Payments, Leads, Communication, Management, and more, all in one place!

  • Pay-as-you-go
  • Unlimited installation
  • Secure cloud storage
$5,00 /Month
Billed monthly, or $5,00/ if paid monthly
Buy Now View Live Demo
$50,00 /Year
Billed yearly, or $50,00/ if paid yearly
Buy Now View Live Demo

Why choose dedicated modulesfor Your Business?

With SOHO, you can conveniently manage all your business functions from a single location.

AIAssistant

AI Assistant

$3,00 /Month $30,00 /Year
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AIDocument

AI Document

$1,00 /Month $10,00 /Year
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Assets

SOHO Assets

$2,00 /Month $20,00 /Year
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Commission

Commission

$3,00 /Month $30,00 /Year
View Details
PayTab

PayTabs

$1,00 /Month $10,00 /Year
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Zapier

Zapier

$2,00 /Month $20,00 /Year
View Details