Open Ordo and Today's tasks shows what to do now, what's coming up, and which deals need a push.
Paste your call notes or a transcript. The deal, the next steps and the follow-up email come back filled in.
Amount, close date and owner at the top, a stage bar you move with one click, and who is buying.
Meetings by the hour, tasks on top, and a red line for now. Drag one to move it.
Put it on the screen and talk the month through: won against target, what's closing, and every rep against their number.
Also in Ordo
Connect Gmail or Outlook. Emails with your customers land on their timeline, and meetings stay in step with your calendar. You still write from your own inbox.
Ask about your pipeline in plain words. It answers from what you're allowed to see, links the records it used, and suggests a task or a stage move for you to confirm.
Deals as cards in their stages: drag one along. Or By company, each company's deals in one row.
Give a company's website and Ordo fills in its phone, address, size and industry. You tick what to keep.
Paid at once, 50 / 50, monthly or recurring. What's due to collect shows on your day.
Duplicates are spotted as you type, two records merge in one click, and anything deleted can come back.
Deals in the customer's currency, every total in yours. About 160 to choose from.
Today's tasks, deals and the planner fit a phone, for between meetings.
Built to be relied on
No. Paste the transcript Zoom, Teams or Google Meet already makes, and Ordo fills in the deal, the next steps and a follow-up email for you to check.
Yes. Every deal is a card in its stage, with each stage's total. Drag a card to move it, with Undo.
Yes. When you win a deal, choose how the customer pays: at once, 50 / 50, monthly, recurring or your own split. What's due and late shows on your day.
Yes, in about 160 currencies. Every total and dashboard shows in your own currency, and a won deal keeps the rate of the day it was won.
Yes. It shows look-alikes while you type a new company or person, merges two records in one click, and anything deleted can come back.
Your own workspace in a minute, with every feature and AI on. No card. Or look around the sample workspace first.