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Sales Management
 
Track sales and contacts

Easy to use with just one form driving the sales management process
Organize your sales process
Real-time reports forecast sales and check bottlenecks
 

And because it's simple to use, more people are likely to use it, and the more reliable the data is. But don't be fooled -- it has all the functionality you need.

ONE form to manage Leads and Opportunities.  

Manage all your Sales and Leads information in one form. The last thing you need when you're selling is too much to learn and too much information to enter.

Instead, Worlddo lets you manage your entire salesforce with just ONE FORM. We've put it all on one page for you to do work more efficiently, spend less time clicking and more time selling -- while ensuring that management see what they need to.

 
   
Collect Leads from Mail  

No more fiddling with integration with other mail agents. Mail, Address Book and Calendar come as part of your CRM solution, and mean that they are totally integrated with your CRM.

 
   
Convert Leads from Address Book  

You can create Leads or Clients straight from your Address Book with one click.

 
   
Fast Add Contact History  

Our Fast Add Contact History feature makes adding notes and contact history to Leads easy and accurate. At a glance, you'll be able to see all the dealings.

 
   
One Click Conversion to Client  

No more need to refill forms. You can create a Client record from a Lead with ONE CLICK. All Contacts History, Quotes and documents are copied over and retained in the Client record.

 
   
Add New Lead and Automatically Add to Contacts  

When you create a new Lead, it will automatically add the record to your Public Contacts if the entry already doesn't exist.

 
   
Manage Mailing Lists for Leads  

You can also manage your mailing lists effortlessly, and send out mass messages in HTML to your list as often as you need.

 
   
Assign Leads  

When you create a lead record, the lead is assigned to you and will be viewable only by you. Leads can be re-assigned to other staff as needed. Lead records appear in the tables of assigned staff only. This saves on scrolling time and keeps focus on the sale workflow.

 
   
Set Sales Workflows  

Sales reps can set sales workflows and follow through each step with every Lead. This enables a consistent, methodological approach to sales, and means more sales to your firm.

 
   
Auto Follow Up your Leads  

Customize follow-up actions, and automatically enter it into your calendar automatically. Add comments that are also recorded. If you re-assign a Lead to another staff, follow-ups will appear in the calendar of the re-assigned person.

 
   
Status Tracking  

Different status' can be assigned to leads for easier tracking.

 
   
Track Bottlenecks, Opportunities and Sources  

See real time views of bottlenecks, opportunities and sources.

 
   
Forecast Sales  

With the Opportunities report, you can instantly see what you can expect to earn.

 
   
Set Custom Sales Quotas  

Sales quotas can be set for each sales rep. Quotas can be tracked and reported real time.

 
   
See Sales by Employee  

See in real time the sales by employee in our Reports.

 
   
Track Opportunities  

You can track opportunities in real time. See:

  • the total gross potential income amount of opportunities
  • the average percent to close, and
  • the average confidence of winning
 

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