Getting started
Four kinds of record, and a day that starts on one page.
On this page 5 sections
Ordo is a B2B sales CRM with only what a sales team needs. Every person and every deal belongs to a company, and every day starts on Today's tasks.
Try it
In Ordo
- Sample workspace
- Pick who you are, top right
No sign-up. Open it as a rep, a manager or an admin to see what each one sees. Open the sample workspace
How it works
- Accounts: the companies you sell to. Every lead and deal belongs to one.
- Leads: the people there, each with their part: decision maker, champion, influencer or blocker.
- Opportunities: the deals, from Discovery to Proposal and Negotiation, then Won or Lost.
- Activities: meetings and tasks, with what was said and what's next.
Your first day
- Bring in what you have: a spreadsheet or another CRM's export. Import and export
- Add your team, each with a role and a monthly target. Team and roles
- Connect your email and calendar, each rep for themselves. Email and calendar
- Open Today's tasks and work down it. That's the routine from then on.
Good to know
A new lead needs only a name, a company and a work email. The rest waits behind Add details.