In a crowded world of CRM applications, many solutions fall short of hitting the target when it comes to truly supporting both small and large teams. They often miss the mark in providing a simple yet powerful solution for managing the sales funnel from start to finish. TidyCRM was designed with this in mind, offering a streamlined approach that helps teams of all sizes efficiently manage their customer interactions and drive growth.
TidyCRM is your all-in-one solution designed to empower your teams and transform the way you manage customer relationships. Whether you're leading a marketing campaign, nurturing sales prospects, or ensuring customer satisfaction, TidyCRM is here to keep your processes organised, efficient, and effective.
Create tasks for appointments, meetings, phone calls, submission deadlines and more.
Receive task reminder emails at the start of each day.
Everything you know about the people, companies and organisations that you do business with.
Attach agreements, quotes, proposals, and any other files you need.
The first major section of TidyCRM is tailored for your Marketing team or those individuals within your company build your future sales pipeline. With TidyCRM, you can seamlessly plan, execute, and track all your marketing activities/campaigns in one place. Our intuitive platform lets you:
Create and Manage Projects: Set up campaigns with clear goals, timelines, and responsibilities. Track every task from inception to completion.
Collaborate Effectively: Share progress, updates, and resources across teams, ensuring everyone is aligned and working towards common objectives.
Analyse and Optimise: Access real-time data and analytics to measure the success of your campaigns and make data-driven decisions to improve outcomes.
TidyCRM’s second section is designed specifically for your Sales team or the person tasked with handing sales enquiries. It allows you to manage every customer interaction, from initial contact to your longest standing loyal customer, with ease:
Track Customer Journeys: Record and monitor every interaction with potential and existing customers, ensuring nothing is missed as leads move through the sales funnel.
Seamless Onboarding: Manage the transition from prospect to customer with tools that support a smooth onboarding process, ensuring new customers feel valued from day one.
Retain and Delight Customers: Keep track of loyal customers and ensure their needs are met, helping you build lasting relationships and reducing churn.
The third crucial aspect of TidyCRM ensures that no customer communication falls through the cracks:
Centralised Feedback System: Gather all comments, requests, and feedback in one place, making it easy to monitor and respond to customer needs.
Automated Assignment: Automatically route feedback to the appropriate team or individual for prompt resolution, ensuring every issue is handled efficiently.
Complete Transparency: Maintain a clear overview of all ongoing requests and resolutions, giving you confidence that every customer is heard, and every concern is addressed.
It's the partner your teams need to deliver exceptional customer experiences at every stage of the journey. Join our beta program today and see how TidyCRM can transform your business operations.
Welcome to TidyCatalog, the latest addition to our suite of productivity tools designed to streamline your business operations. Managing catalogues can be a complex and time-consuming task, whether you're dealing with inbound catalogues from suppliers or organising your own outbound product and service offerings. With TidyCatalog, we've made it easier than ever to take control of your catalogues, ensuring that you stay on top of every detail, from pricing to product margins.
Managing and uploading catalogues of items and prices in a seamless manner.
Track performance, analyze trends, and make data-driven decisions with ease.
Uncover trends and optimize your inventory strategy. Make informed decisions with detailed data at your fingertips
Automatically generate the best possible orders from suppliers, minimizing costs and maximizing efficiency.
TidyCatalog provides a robust platform for managing supplier catalogues. No more juggling multiple spreadsheets or outdated databases. With TidyCatalog, you can easily:
Centralise Supplier Information: Keep all your supplier catalogues in one place, ensuring that you always have the most up-to-date information.
Monitor Cost Changes: Stay alert to supplier price increases with real-time notifications and detailed reports, helping you manage your product margins more effectively.
Track Product Margins: Gain insights into how changes in supplier costs impact your margins, enabling you to make informed decisions and maintain profitability.
When it comes to your own products and services, TidyCatalog is your go-to tool for managing your offerings:
Organise Your Product Lines: Create and manage your product and service catalogues with ease, ensuring that your offerings are always accurate and up-to-date.
Control Pricing: Manage pricing strategies across your product lines, adjusting prices as needed while maintaining control over margins.
Generate Detailed Reports: Whether you need to analyse product performance, track sales trends, or monitor price adjustments, TidyCatalog offers powerful reporting tools to give you the insights you need.
For existing TidyStock and TidyWork customers, TidyCatalog offers an added advantage. It makes managing your catalogue files much easier before uploading new items into these products. By using TidyCatalog to organize and refine your catalogue data, you can ensure a smooth transition when updating your inventory or project management systems, saving you time and reducing the risk of errors.
In today's fast-paced market, staying ahead means having the right tools at your fingertips. TidyCatalog not only simplifies catalogue management but also empowers you with the data and insights you need to make smarter business decisions.
and be among the first to experience the benefits of TidyCatalog. Take control of your catalogues, optimise your margins, and ensure your business is always ready to meet the demands of your customers.
