Everything a sales day needs. Nothing it doesn't.

Your day, in the order you'll do it.

Open Ordo and Today's tasks shows what to do now, what's coming up, and which deals need a push.

  • Today's meetings and tasks, in time order
  • Tick one and it's done, with Undo
  • Deals with no next step, one click from a plan
Demo workspace · Today's tasksRecorded in Ordo

Also in Ordo

Email and calendar sync

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 Ordo AI

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.

Pipeline board

Deals as cards in their stages: drag one along. Or By company, each company's deals in one row.

Company research

Give a company's website and Ordo fills in its phone, address, size and industry. You tick what to keep.

Payments on won deals

Paid at once, 50 / 50, monthly or recurring. What's due to collect shows on your day.

Clean data by itself

Duplicates are spotted as you type, two records merge in one click, and anything deleted can come back.

Any currency

Deals in the customer's currency, every total in yours. About 160 to choose from.

On your phone too

Today's tasks, deals and the planner fit a phone, for between meetings.

Built to be relied on

Sign-in and rolesEveryone signs in. Their role decides what they see and change.
Daily backupsAutomatic, once a day. Restore one, with Undo.
Export any timeExcel or CSV, exactly what your filters show.
Import what you haveFrom spreadsheets or another CRM, checked before it runs.
Change historyWho changed what, and anything deleted can come back.
In your team's languageEnglish, 繁體中文 and 简体中文.

Questions about the features

Does Ordo record my calls?

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.

Does Ordo have a pipeline board?

Yes. Every deal is a card in its stage, with each stage's total. Drag a card to move it, with Undo.

Can I track customer payments?

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.

Can deals be in other currencies?

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.

Does Ordo find duplicates?

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.

Try it with your team. Free for 14 days.

Your own workspace in a minute, with every feature and AI on. No card. Or look around the sample workspace first.

Start free trialTake the 90-second tour