Sales – WorkDo Dash SaaS Sales Add-On

Sales – Dash SaaS Add-On.The Sales – Dash SaaS Add-On empowers businesses with a comprehensive sales management solution. This CRM-integrated sales tool is designed to streamline lead tracking, manage pipelines, automate follow-ups, and boost conversion rates. Optimize your sales process with real-time analytics, custom deal stages, and performance insights. Ideal for SaaS platforms aiming to enhance revenue forecasting, customer engagement, and sales team productivity.

Note: This is an addon for WorkDo Dash SaaS, not a standalone script.

   WorkDo Dash SaaS - Open Source ERP with Multi-Workspace

The Sales CRM System is a comprehensive customer relationship management platform designed to streamline your sales operations. This system helps you manage customer accounts, track sales opportunities, generate quotes and orders, handle invoices, and monitor your sales performance through detailed analytics.

Check here : Sales Integration with CRM Systems | Close Deals Easily | How-To Guide

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

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

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

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

Check here : View WorkDo Dash SaaS Documentations

Check here : Explore WorkDo Dash SaaS User Manual

Check here : How to install Dash Add-On