Ensure seamless sales operations and stay connected with every client. The Sales Dashboard lets you effortlessly manage your entire sales cycle — from initial calls and quotes to meetings, orders, and follow-ups — all within one intuitive interface. Gain better visibility, improve team coordination, and close deals faster with centralized tools designed for performance and productivity.
Gain complete visibility into your sales pipeline with an interactive dashboard that breaks down each metric by percentage and status. From top due tasks and meeting schedules to monthly call reports — everything you need is centralized for smarter, faster decision-making.
Stay in control of your entire sales pipeline with real-time insights and performance tracking. Make informed decisions, enhance team productivity, and manage every stage of your sales cycle — all from one intuitive platform.
Monitor every aspect of your sales operations from a single dashboard. Access daily, weekly, or monthly updates, track account activity, and get a complete view of your performance without switching tabs.
Keep quotes, sales orders, and invoices organized and accessible. Know exactly what was ordered, by whom, and when — including order status, customer accounts, assigned reps, and more — all in a clear, actionable layout.
Keep everything in one place from Handle the entire sales journey in one place — from quote creation and approval to sales orders, invoicing, and follow-up calls. Centralized access makes every interaction smooth and traceable for faster closing and better client engagement.and tracking quotes to managing sales orders, invoices, and calls. Stay organized and informed with easy access to all your sales-related data, ensuring smooth operations and timely follow-ups.
Gain centralized access to all critical sales data and documents. Easily view, customize, and manage your sales invoices, quotes, and orders from a single, intuitive interface — designed to simplify your workflow and accelerate decision-making.
Seamlessly transform approved quotes into sales orders with just a few clicks. Edit details, add products, and ensure accuracy at every stage of the conversion process — no duplicate entry required.
Get paid for work done, fast. Integrate several payment options for diverse clients and make the payment process stress-free. Easily safeguard your clients’ payments by using Stripe, PayPal, Flutterwave, and more.
Instantly access monthly invoice summaries, monitor payment status, and view assigned accountants by category. Stay organized and informed with detailed insights that improve your financial transparency and reporting.
Get smart, automated analytics delivered right to you. Access detailed reports for sales orders, invoices, and quotes—all filtered by customizable parameters such as status, amount, assigned users, and creation date. Easily print invoices, add new items to existing orders, and manage everything from one centralized report dashboard.
Filter sales reports by date, client, status, user, or amount to get the exact insights you need — no more digging through spreadsheets.
Generate professional sales orders and invoices with a single click. Instantly print documents or export them for digital sharing with clients and team members.
Quickly update orders by adding new items, adjusting quantities, or editing details. Keep sales data accurate and aligned with client needs without restarting the process.
Beyond just managing sales transactions, our system empowers you to build and nurture strong relationships with your clients. By keeping track of interactions, calls, and meetings, you can personalize your approach and provide tailored solutions to meet their needs. This customer-centric approach not only increases satisfaction but also fosters loyalty, reducing the likelihood of client churn.
Monitor every interaction—emails, calls, meetings, and messages—in one place. Use this history to personalize conversations and build trust.
Automate reminders and follow-up schedules to stay connected with your clients at key moments, ensuring no lead or customer feels ignored.
Use past data and behavior insights to offer customized services and deals, proving you understand their business and value the partnership.
Our sales management platform is not static; it’s designed for continuous improvement and adaptation. We regularly update our features based on user feedback and industry trends, ensuring that you always have access to the latest tools and technologies to stay ahead of the competition. With our commitment to innovation, you can trust that your sales processes will evolve alongside your business needs, driving sustainable growth and success.
Benefit from frequent platform enhancements driven by industry shifts and real user feedback — keeping your sales tools modern and competitive.
As your business expands, our system scales with you. Easily add new users, modules, and integrations to match your evolving workflow.
We don’t just follow trends—we set them. Get early access to smart features designed to improve efficiency and accelerate sales growth.
Tradoo ERP empowers you to manage every aspect of your business from a single, unified platform. With industry-specific modules tailored to your needs, streamline operations, reduce inefficiencies, and gain complete visibility across departments — from sales and finance to HR and inventory.
Unlock premium features that enhance how you work. Tradoo ERP offers powerful add-ons for Accounting, HR, Payments, CRM, Communication, and Project Management — all designed to help your team collaborate better, automate workflows, and make smarter decisions.
Tradoo ERP’s specialized modules allow you to manage all core business operations — from finance and HR to inventory and sales — seamlessly in one place. Improve efficiency, reduce manual work, and scale faster with tailor-made tools designed for modern business needs.
