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Worlddo E-Office
   

Run your business on the Web with E-Office.

You can run your business on the Web with Worlddo E-Office. Worlddo offers the ONLY solution on the Web that is complete enough to actually run your business.

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Flash CRM Demo

 
Features

The schematic shows the main functions of Worlddo E-Office™. Click on the parts of the schematic to learn more about each of the features

See the Full Features List

Datasheet
Worlddo CRM

 

 

 

Worlddo

 


Screenshots

Key Features of Worlddo CRM
   

Client Management

See all Client information in one place
Maintaiin full Contact History
Issue and track invoices, sales orders, purchase orders
   

Invoicing

Bill in seconds
Add inventory to an invoice and auto deduct from stock
Attach the invoice as a PDF to an email ready for sending out with one click
   

Quotes and Purchase Orders

Issue Quotes and Purchase Orders in seconds
Change a Quote to an Invoice with one click
Send a Quote to a Client and save the approval email to Contact History.

 

   

Document Management

One place for your latest documents and tools
Anytime accessibility from anywhere in the world
Public and Private Document Management

 

   

Integrated Mail and Communications

Mail is integrated in Worlddo with your CRM and Calendar
Log a mail to contact history as you read it -- for clients, leads, suppliers and employees
Add a follow up event to your calendar as you read the message
   

Contact Management

Log incoming and outgoing Email to Contact History for Clients, Leads and Suppliers.
Do unlimited mail outs to contacts and customers
Manage Leads and publish "Get a Quote" forms to your web site
Manage and share documents
   

Manage Products and Services

Manage inventory in multiple locations
Inventory integrated with Quotes and Invoices for speed invoicing
Auto adjusts inventory as you sell items
   

Accounting

Manage your Cash Book Accounting with Worlddo in the Accounts tab
When an Invoice or Purchase Order is saved as PAID, then the account of choice noted in the invoice is credited or debited accordingly.
Worlddo partners with the Award Bookkeeping Company to balance your books every month online.

 

   

Market to Clients

Keep in touch with your clients much, much more
Earn more work with better communications
A mailing list solution that anyone can use
Create multiple mailing lists and send out as often as you want

 

   

Customer Support Center

Customers can login to submit trouble tickets
Get invoices paid online
Customers can submit Forms and check Projects

 


Reports to make decisions on

FOR EXAMPLE: If you bill time and expenses, then you can see at a glance the amount of time billed, unbilled, a comparison of these and a % allocation of work billed compared to total possible billing time for each employee.


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