| Martin Webb (Tudodesk) |
8 years ago |
Description |
The Visual CRM tool that helps teams steer customers from initial inquiry through to proposal, order and payment. Manage your creative business in one secure fast platform with all the tools you need to take customers inquiry into success. Used by workshops, restoration shops, engineering companies, repair centres and bespoke manufacturers worldwide. Sign up for the free plan and see how our automated business platform can save you time and grow your business. Works for single entrepreneurs or busy teams.
Integrated messaging
Take your lead, customer and project communication to the next level within one platform
Live Chat
Embedded Live Chat connects you, your team and your customers making it easier to discuss deals, jobs and invoices
Automated email
Automated drip emails — From onboarding new customers, following up proposals, chasing invoices and sending job updates
Contact Management
Manage prospective customers with ease — Tudodesk has all the right tools for creating and managing targeted contacts
Cloud storage
Upload client files, photos, CAD drawings and paperwork — Add files as attachments to documents or store in project folders
Projects
Tudodesk keeps track of all your files, messages, emails activity and documents — Associating them to a customer project
Leads
Visually understand customers needs at a glance in real-time. Provide deeply-educated proposals and effortlessly win more business
Proposals
Create and send professional multiple page proposals, quotations and estimates with no effort and impress your customers with proposals that make you stand out
Invoices
Start sending beautiful professional invoices. With minimal typing, they always look great, are mobile and tablet ready and automatically calculate sales TAX, GST and VAT
Deposits
Easily request and log deposit payments with professional deposit requests. Accept payment online and convert to invoices when work is completed
Jobs
Create and share professionally branded job sheets. Keep all your job specifications, photos and progress in one place — Manage order books, update customers
Shipping
Quickly convert invoices, job sheets or proposals into shipping notes and packing sheets. On-board customers parts and items or send items to customers |
Tudodesk: If you're in the creative, workshop, job shop, service, repair industry chances are you spend too much time on managing customers, orders and paperwork. We did, and that is why we created Tudodesk.
Become immediately more streamlined and efficient. Take customers from initial inquiry using our embeddable web-widget, right through to proposal, order, payment and review.
Invite your team. Create, send and share branded professional paperwork such as estimates, quotations, multi-page proposals, job orders, shipping notes and more.
Get more insight into your customers with integrated social profile enrichment, see profile photos, social profiles to get a clearer picture of the customers drives your business.
Send powerful mobile ready proposals that use integrated live chat to enable customers to negotiate and discuss your proposal. Put customers in control with online proposal/estimate approval and rejection.
Save time, When customers place the order or agree proposals request shipping and billing information. Request deposits or full payment with built in one click billing. Convert orders into invoices and send in minutes.
Stay up to date with facebooks like real-time feeds and notifications. We tell you the moment customers receive your email, open proposals, or invoices, approve estimates or pay invoices.
Manage your workshop, manufacturing line or service with powerful real-time boards. Easily create job tickets, see photo's share comments and files. Perfect for repair centres.
Use automated workflows to notify customers when orders are placed, jobs are ready, goods are shipped.
Never chase a late invoice or worry about chasing up orders. Tudodesk has built in ready to go drip emails to chase orders or an on-going basis and collect late payment.
Whether your a creative, tradesperson, workshop, job shop or freelancer Tudodesk gives you easy but powerful tools to grow your business and do less admin.
Integrated messaging
Take your lead, customer and project communication to the next level within one platform
Live Chat
Embedded Live Chat connects you, your team and your customers making it easier to discuss deals, jobs and invoices
Automated email
Automated drip emails — From onboarding new customers, following up proposals, chasing invoices and sending job updates
Contact Management
Manage prospective customers with ease — Tudodesk has all the right tools for creating and managing targeted contacts
Cloud storage
Upload client files, photos, CAD drawings and paperwork — Add files as attachments to documents or store in project folders
Projects
Tudodesk keeps track of all your files, messages, emails activity and documents — Associating them to a customer project
Leads
Visually understand customers needs at a glance in real-time. Provide deeply-educated proposals and effortlessly win more business
Proposals
Create and send professional multiple page proposals, quotations and estimates with no effort and impress your customers with proposals that make you stand out
Invoices
Start sending beautiful professional invoices. With minimal typing, they always look great, are mobile and tablet ready and automatically calculate sales TAX, GST and VAT
Deposits
Easily request and log deposit payments with professional deposit requests. Accept payment online and convert to invoices when work is completed
Jobs
Create and share professionally branded job sheets. Keep all your job specifications, photos and progress in one place — Manage order books, update customers
Shipping
Quickly convert invoices, job sheets or proposals into shipping notes and packing sheets. On-board customers parts and items or send items to customers |
| Martin Webb (Tudodesk) |
8 years ago |
Description |
|
The Visual CRM tool that helps teams steer customers from initial inquiry through to proposal, order and payment. Manage your creative business in one secure fast platform with all the tools you need to take customers inquiry into success. Used by workshops, restoration shops, engineering companies, repair centres and bespoke manufacturers worldwide. Sign up for the free plan and see how our automated business platform can save you time and grow your business. Works for single entrepreneurs or busy teams.
Integrated messaging
Take your lead, customer and project communication to the next level within one platform
Live Chat
Embedded Live Chat connects you, your team and your customers making it easier to discuss deals, jobs and invoices
Automated email
Automated drip emails — From onboarding new customers, following up proposals, chasing invoices and sending job updates
Contact Management
Manage prospective customers with ease — Tudodesk has all the right tools for creating and managing targeted contacts
Cloud storage
Upload client files, photos, CAD drawings and paperwork — Add files as attachments to documents or store in project folders
Projects
Tudodesk keeps track of all your files, messages, emails activity and documents — Associating them to a customer project
Leads
Visually understand customers needs at a glance in real-time. Provide deeply-educated proposals and effortlessly win more business
Proposals
Create and send professional multiple page proposals, quotations and estimates with no effort and impress your customers with proposals that make you stand out
Invoices
Start sending beautiful professional invoices. With minimal typing, they always look great, are mobile and tablet ready and automatically calculate sales TAX, GST and VAT
Deposits
Easily request and log deposit payments with professional deposit requests. Accept payment online and convert to invoices when work is completed
Jobs
Create and share professionally branded job sheets. Keep all your job specifications, photos and progress in one place — Manage order books, update customers
Shipping
Quickly convert invoices, job sheets or proposals into shipping notes and packing sheets. On-board customers parts and items or send items to customers |
