Three steps. Then it's just your day.
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01
Bring what you have
Import from Excel, CSV or another CRM's export. Ordo shows what it will do before it does it, and Undo takes it back.
ExcelCSVContact cardsOther CRMs -
02
Log as you go
Connect Gmail or Outlook and your emails and meetings log themselves. Click any value to change it where it is. After a call, paste your notes and tick what the AI got right.
Email and calendar syncEdit in placeAI call notes -
03
Everyone sees the same numbers
Reps start the day in Today's tasks, managers open any deal, directors read the dashboards. Same records, no reports to chase.
Today's tasksDealsDashboards
Questions about getting started
How long does it take to set up?
Minutes. Sign up, bring in a spreadsheet or another CRM's export, and invite your team. There's nothing to configure before it's useful.
Can I import from Excel, HubSpot or Pipedrive?
Yes. Drop in the file. Ordo recognises the columns, links companies, people and deals, shows you what will happen first, and lets you undo the import.
Do reps have to log everything by hand?
No. Emails and meetings with customers log themselves once each rep connects Gmail or Outlook. A recap is one line, and AI writes up calls.
Do I need to train my team?
Not much. Reps start on Today's tasks and do it from top to bottom. The docs explain every feature in short pages, each with a live demo.
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.