Salesman Management

Manage, record and share reports right from Rokdi

How It Works

When it comes to reporting, about balancing speed with customization. There are reports you want to generate quickly and as a routine—like several deals closed every week or the number of new leads this month.

Use custom templates in Rokdi to instantly pull up a bunch of reports, like accounts by the owner, sales by sales rep, and high-value deals for the month. Or you can get down to work and create a report from scratch.

Every sales activity ties back to the ultimate goal: getting your contact to sign the deal. The emails you send, the calls you make, the tasks you create, and the appointments you schedule—everything counts.

Use the sales to compare and conquer, by analyzing trends week-on-week, month-on-month or quarter-on-quarter. You can also use these numbers to make forecasts, like predicting expected close date for deals.



Manage your Salesman report through ROKDI

Rokdi Billing Software makes it easy to handle your inventory.


View your quantities on hand

When you buy and sell products, your inventory quantities are automatically updated, making it easy to see what’s selling and what to reorder.


Get real-time inventory valuation

Inventory values are automatically adjusted in your balance sheet as you go about your day.


Stay on top of purchase orders

Keep track of what you’ve ordered from each vendor. Organize contact information for multiple vendors in one place to make reordering easier.

Rokdi Billing Software is a game-changer for any small business.

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Manage your business on the go

Access your account, manage your business, and stay organized on your computer, mobile phone, or tablet.


Track your expenses

Record expenses for tax time. You can even import and export report with the Rokdi Billing Software.


Create and send business forms

Create custom, professional invoices, sales receipts and estimates that you can send in minutes.