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Average Ratings 0 Ratings

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ease
features
design
support

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Write a Review

Description

Csmart CPQ is an advanced, cloud-based configure-price-quote solution enhanced by artificial intelligence, specifically designed for the telecommunications sector and complex enterprises. This innovative tool enables sales teams, partners, and clients to effortlessly configure sophisticated products, utilize flexible pricing strategies and discounts, and produce precise, professional quotes in just minutes. Featuring an intuitive user interface, real-time margin oversight, low-code workflows, and smooth integration with CRM and BSS systems, it guarantees impeccable configurations, shortens sales cycles, and improves quoting productivity. Among its key advantages are guided product bundling, streamlined approval processes, contract-ready quote generation, and AI-driven suggestions, all aimed at improving accuracy, compliance, and conversion rates. Whether dealing with connectivity plans, bundled services, or offerings across multiple regions, Csmart CPQ revolutionizes the quoting process into an efficient, trustworthy, and revenue-boosting endeavor. Additionally, its robust features provide a competitive edge in today’s fast-paced market, making it an indispensable tool for any sales organization.

Description

Tidy3 is an innovative, cloud-based business management platform specifically crafted for small and medium-sized businesses, aiming to replace disorganized spreadsheets and disparate tools with a cohesive system that enhances operations in sales, inventory, and customer management. It offers a diverse range of core products, such as CRM, Quote, Commerce, Catalog, Stock, and Work, which can function independently or be integrated to form a comprehensive and unified workflow customized for each organization. By centralizing customer data, communications, product details, pricing, and inventory into a single platform, it provides complete visibility over the customer journey, facilitates straightforward lead tracking, and ensures consistent pipeline reporting. This system empowers teams to quickly produce precise quotes, handle intricate product configurations, and unify orders, pricing models, and customer information within one user-friendly interface. Moreover, Tidy3's modular design allows businesses to adapt and expand their tools as they grow, ensuring continued efficiency and scalability.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Xero No 

Integrations

Xero Yes 

Pricing Details

Custom
Free Trial No 
Free Version Yes 

Pricing Details

$19 per month
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises Yes 
iPhone App Yes 
iPad App No 
Android App Yes 
Windows Yes 
Mac Yes 
Linux Yes 
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 Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) Yes 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

Covalense Digital Solutions

Founded

2006

Country

India

Website

covalensedigital.com

Vendor Details

Company Name

Tidy3

Founded

2010

Country

New Zealand

Website

tidy3.com

Product Features

CPQ

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

Product Features

CPQ

2D Drawing No 
3D Modeling No 
Approval Workflow No 
Guided Selling No 
Product Configurator No 
Proposal Generation No 
Quotes / Estimates No 
Renewal Management No 
Self Service Portal No 
eCommerce No 

CRM

Calendar/Reminder System No 
Call Logging No 
Document Storage No 
Email Marketing No 
Internal Chat Integration No 
Lead Scoring No 
Marketing Automation Integration No 
Mobile Access No 
Quotes / Proposals No 
Segmentation No 
Social Media Integration No 
Task Management No 
Territory Management No 

ERP

Accounting Integration No 
Accounting Management No 
CRM No 
Dashboard No 
Distribution Management No 
Enterprise Asset Management No 
Financial Management No 
HR Management No 
Inventory Management No 
Order Management No 
Project Management No 
Purchase Order Management No 
Purchasing No 
Reporting/Analytics No 
Sales Management No 
Supply Chain Management No 
Warehouse Management No 

Inventory Management

Alerts/Notifications No 
Barcoding / RFID No 
Forecasting No 
Inventory Optimization No 
Kitting No 
Manufacturing Inventory Management No 
Mobile Access No 
Multi-Channel Management No 
Product Identification No 
Reorder Management No 
Reporting/Analytics No 
Retail Inventory Management No 
Supplier Management No 
Warehouse Management No 

Quoting

Automated Quoting No 
Catalog Management No 
Client Portal No 
Contact Management No 
Customer Accounts No 
Customizable Branding No 
Discount Management No 
Forms Creation No 
Pricing Management No 
Product Configurator No 
Proposal Management No 

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