Tidy up your quoting process with Tidy's customisable, structured, quoting solution that leverages Tidy's powerful suite of business modules designed just for you. TidyCPQ will remove customer-supplier uncertainty and "to-ing-and-fro-ing" in the quoting process. Gain fast ordering clarity along with reducing staff stress in those busy times.
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.
Remove difficult manual calculations with an up-front tool designed for faster, accurate, ordering 24/7.
Remove customer ordering delays so you don't lose business to a competitor.
Provide superior customer service with a solution that caters to both customer and supplier ordering needs
Introducing TidyCPQ: The simple solution to your more complex quoting order taking challenges
TidyCPQ will enable your manufacturing processes to make use of any offcuts or leftover materials to reduce wastage.
Confidently know that your company is optimising all material resources for better profitability and, at the same time, making your business more eco-friendly. With revolutionary inventory enhancement and optimisation features, TidyCPQ creates an optimised bill of materials (BOM) list designed to help your business eliminate excess waste.
Quote accepted – pushes through an assembly item into TidyCatalog which details the cost price to the business.
Tidy up your quoting process and turn it into a breeze with Tidy's custom-built quoting and catalog solution, designed just for you. Reinvest the time saved back into your business and watch the customers flow through the door. Customers will receive the finished product and are satisfied with the quicker turnaround time.
Harness the power of a Catalog system designed to make complex assemblies simple with an ERP that helps you manage all aspects of your business. With the combination of TidyCatalog and TidyEnterprise, your business can experience a new level of optimisation and efficiency.
The most powerful combination of solutions for your business. With a Catalog system, Customer Relationship Management tool and ERP solution combined into one powerful workflow, your business will be the envy of the competition.
