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What is Tidy3?

Tidy3 is a cutting-edge, cloud-based platform designed for managing small and medium-sized enterprises, with the goal of transforming chaotic spreadsheets and various tools into a streamlined system that improves operations in sales, inventory, and customer management. This platform boasts a wide array of essential products, including CRM, Quote, Commerce, Catalog, Stock, and Work, which can either operate autonomously or be integrated for a seamless and customized workflow tailored to each business's needs. By consolidating customer data, communications, product specifications, pricing, and inventory into one centralized platform, it offers complete visibility throughout the customer journey, simplifies lead tracking, and guarantees reliable pipeline reporting. The system enables teams to efficiently generate accurate quotes, manage complex product configurations, and unify orders, pricing strategies, and customer information within a single, intuitive interface. Additionally, Tidy3's flexible modular structure empowers businesses to modify and expand their toolkit in accordance with their growth, ensuring they maintain efficiency and scalability over time. This adaptability allows organizations to stay competitive in an ever-evolving market landscape.

What is QuoteBee.io?

When creating quotes, ensure that discounts and taxes are either applied to each line item or included in the overall total price. Additionally, systematically categorize and organize commonly used products and services with customized fields for easier retrieval. Enable customers to submit quotes online for their approval, making it easy to implement updates as necessary. Leverage a content library to keep reusable materials, which can significantly speed up the quoting process. Engage with customers during their online review of quotes to tackle any concerns they may have promptly. Manage distinct combinations of products and services in your catalog that are specifically tailored to meet your clients' needs. Develop effective solutions from the catalog that not only fulfill customer requirements but also streamline quote generation. Provide customers with documents via an online viewer, ensuring you receive real-time notifications when they view or comment on them. Create token placeholders for customer details in your templates to allow for swift updates before sending. Furthermore, enhance the entire quoting process to improve efficiency and boost customer satisfaction, ensuring a more streamlined experience for all parties involved. This comprehensive approach ultimately leads to better relationships and increased loyalty from your clients.

Media

Media

Integrations Supported

Xero

Integrations Supported

Xero

API Availability

Has API

API Availability

Has API

Pricing Information

$19 per month
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Tidy3

Date Founded

2010

Company Location

New Zealand

Company Website

tidy3.com

Company Facts

Organization Name

QuoteBee.io

Date Founded

2017

Company Location

India

Company Website

quotebee.io

Categories and Features

CPQ

2D Drawing
3D Modeling
Approval Workflow
Guided Selling
Product Configurator
Proposal Generation
Quotes / Estimates
Renewal Management
Self Service Portal
eCommerce

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

ERP

Accounting Integration
Accounting Management
CRM
Dashboard
Distribution Management
Enterprise Asset Management
Financial Management
HR Management
Inventory Management
Order Management
Project Management
Purchase Order Management
Purchasing
Reporting/Analytics
Sales Management
Supply Chain Management
Warehouse Management

Inventory Management

Alerts/Notifications
Barcoding / RFID
Forecasting
Inventory Optimization
Kitting
Manufacturing Inventory Management
Mobile Access
Multi-Channel Management
Product Identification
Reorder Management
Reporting/Analytics
Retail Inventory Management
Supplier Management
Warehouse Management

Quoting

Automated Quoting
Catalog Management
Client Portal
Contact Management
Customer Accounts
Customizable Branding
Discount Management
Forms Creation
Pricing Management
Product Configurator
Proposal Management

Categories and Features

Quoting

Automated Quoting
Catalog Management
Client Portal
Contact Management
Customer Accounts
Customizable Branding
Discount Management
Forms Creation
Pricing Management
Product Configurator
Proposal Management

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