Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
A CRM serves as a central hub for all your customer information, tailored to fit your operational needs, making data capture straightforward. It enables you to reach out to clients with pertinent details at the most opportune moments consistently. By offering a comprehensive view of customer data, you can provide outstanding support to your clients. You can establish your objectives, set precise targets, and monitor your advancement within one user-friendly CRM platform. While our primary system meets most business needs, we customize the CRM to align with your specific requirements, including the development of bespoke modules essential for your operations. Our CRM seamlessly manages the entire sales process, from leads and opportunities to quotes, orders, and invoices. You can also run campaigns and communicate with customers via email and text, ensuring your team has complete access to all customer information for better-informed marketing decisions. Additionally, you can oversee your products and services, initiate purchase orders, and notify inventory managers when stock levels are low. Furthermore, our CRM offers an effective way to monitor services and facilitate after-sales support, ensuring customer satisfaction long after the sale is complete. Ultimately, this comprehensive approach allows you to cultivate stronger relationships with your clients while optimizing your business processes.
Description
Effortlessly monitor materials and resources from the initial quote all the way to project completion. Are you finding it difficult to manage projects and resources while ensuring profitability? If you need to oversee the items and materials utilized in various business endeavors while maintaining a strict control over expenses, TidyWork can help. It allows you to manage budgets in real time while keeping your clients updated throughout the entire process, from the initial quotation to ongoing tasks, approvals, and invoicing. Generate precise project quotes based on materials, time, and costs efficiently. Stay organized by assigning and prioritizing tasks to ensure you remain on schedule for delivery. Keep track of progress at every stage, from the quotation to the work phase, completion, and final invoice. Instantly log materials and resources used for each project from your mobile device, tablet, or laptop, ensuring that your records are both accurate and current. By providing timely updates, you can deliver outstanding customer service and keep clients informed about the progress of their projects every step of the way. This seamless approach not only enhances efficiency but also leads to higher customer satisfaction.
API Access
Has API
No
API Access
Has API
No
Integrations
Capsule
No
Dropbox
No
Google Workspace
Yes
Microsoft Outlook
No
Microsoft Project
No
Xero
No
Integrations
Capsule
Yes
Dropbox
Yes
Google Workspace
No
Microsoft Outlook
Yes
Microsoft Project
Yes
Xero
Yes
Pricing Details
$35 per user per month
Free Trial
Yes
Free Version
No
Pricing Details
No price information available.
Free Trial
Yes
Free Version
No
Deployment
Web-Based
No
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
No
Live Rep (24/7)
Yes
Online Support
Yes
Customer Support
Business Hours
No
Live Rep (24/7)
Yes
Online Support
No
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
No
In Person
No
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
No
In Person
No
Vendor Details
Company Name
Open by Nature
Country
United Kingdom
Website
www.blackicecrm.com
Vendor Details
Company Name
Tidy International Group
Founded
2000
Country
United Kingdom
Website
tidyinternational.com/solutions/tidywork
Product Features
CRM
Calendar/Reminder System
Yes
Call Logging
No
Document Storage
Yes
Email Marketing
Yes
Internal Chat Integration
Yes
Lead Scoring
Yes
Marketing Automation Integration
Yes
Mobile Access
Yes
Quotes / Proposals
Yes
Segmentation
Yes
Social Media Integration
Yes
Task Management
Yes
Territory Management
No
Product Features
Project Management
Agile Methodologies
Yes
Budget Management
Yes
Client Portal
Yes
Collaboration Tools
Yes
Cost-to-Completion Tracking
Yes
Customizable Templates
Yes
Gantt Charts
Yes
Idea Management
Yes
Kanban Board
Yes
Milestone Tracking
Yes
Portfolio Management
No
Resource Management
Yes
Time & Expense Tracking
Yes
Traditional Methodologies
Yes