DojoCRM

Overview

Leads arrive from websites, marketplaces, phone calls, walk-ins and partners, and usually land in different places. The Revenue Pipeline gathers every one into a single board, routes it to the right person within minutes and tracks it to the signed deal and the invoice, so nothing goes cold because nobody saw it.

A full pipeline with contacts, companies, deals and stages if you have no CRM.

Works on top of your CRM or DMS. Deals update both ways where the connector allows it, and your CRM wins any conflict.

What it does

• Every source in one board

  Web forms, portals, calls, messaging and partner referrals land in the same pipeline with their source tagged.

• Speed-to-lead routing

  Rules assign by location, product and availability, and escalate any lead that has not been touched in time.

• Deal-to-cash tracking

  Follow each deal from first contact to signed order, delivery and payment, without switching systems.

• Loss reasons that mean something

  Standard loss reasons across every team, so you can see where and why revenue is slipping.

How it works

1. 1

   The core runs in every DojoCOMMAND from day one. Every other native app is already installed, so switching one on takes a click.

2. 2

   A full pipeline with contacts, companies, deals and stages if you have no CRM.

3. 3

   Works on top of your CRM or DMS. Deals update both ways where the connector allows it, and your CRM wins any conflict.

Availability by plan

• Open Mat

  Not offered

• White Belt

  Add-on · $600/mo per location

• Black Belt

  Add-on · $600/mo per location

• Sensei

  Included

Good to know

• Records from a read-only connector are shown but cannot be edited here.