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Average Ratings 0 Ratings
Description
With the invoicing module, your invoices are created automatically as your production advances. This feature helps prevent delays in payments by sending alerts to monitor any outstanding invoices. Utilizing OOTI's financial analytics, you can oversee your budgets, expenditures, and profitability in real-time. Additionally, automated financial projections from your projects empower you to anticipate trends and make well-informed choices. The project and resource management system offers a comprehensive overview of your company's planning schedules and project timelines, along with a thorough analysis of the time allocated to each project. Designed specifically for your industry, this all-encompassing solution allows you to smoothly navigate essential modules such as opportunities, projects, resources, invoicing, and finances. You’ll gain insights from detailed financial analyses and forecasts, guiding you to make informed decisions for your business’s future. By automating your invoicing processes, you ensure compliance and efficiency, generating invoices in accordance with project milestones and progress. This streamlined approach not only saves time but also enhances overall operational effectiveness.
Description
Streamline and oversee various facets of your business, including marketing, sales, services, and projects, all from one comprehensive CRM platform. This ensures that your clients' private information remains secure. With the Quiddity mobile application, you can provide essential information to your customers even while on the go. Having CRM software on your mobile device allows you to manage numerous functions without being confined to your office. Utilize the Quiddity timesheet report to monitor how much time your employees dedicate to specific tasks, while also keeping an eye on the leave taken by your staff. Review the reports generated by Quiddity to gain insights into all operational processes. You’ll uncover valuable data regarding your marketing efforts, time allocated to task completion, lead statuses, invoice counts, and much more. Implementing Quiddity CRM into your organization is straightforward, requiring no technical know-how. The clear and concise user guides are designed to be easily navigable, facilitating a smooth integration into your business operations. This allows for better efficiency and informed decision-making across your entire business.
API Access
Has API
No
API Access
Has API
No
Integrations
Docusign
No
Dropbox
No
Google Calendar
No
Mailchimp
No
Microsoft 365
No
Microsoft SharePoint
No
Xero
No
Integrations
Docusign
Yes
Dropbox
Yes
Google Calendar
Yes
Mailchimp
Yes
Microsoft 365
Yes
Microsoft SharePoint
Yes
Xero
Yes
Pricing Details
$14 per user per month
Free Trial
Yes
Free Version
No
Pricing Details
$20 per year
Free Trial
Yes
Free Version
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
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
Yes
iPad App
Yes
Android App
Yes
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
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
Yes
Live Training (Online)
Yes
In Person
Yes
Vendor Details
Company Name
OOTI
Founded
2018
Country
France
Website
www.ooti.co
Vendor Details
Company Name
Qpod Solutions
Founded
2016
Country
Australia
Website
quiddityapp.com.au
Product Features
Architecture
2D Drawing
No
3D Modeling
No
BIM Modeling
No
Bills of material
No
Building Information Modeling
No
Client Management
No
Contact Management
Yes
Contract Management
Yes
Document Management
No
Drafting
No
Manufacturing Design Data
No
Presentation Tools
No
Project Management
Yes
Proposal Management
No
Quotes/Proposals
Yes
Visualization / Presentation
No
Billing and Invoicing
Billing Portal
No
Contact Database
Yes
Contingency Billing
No
Customer Portal
No
Customizable Invoices
Yes
Dunning Management
No
Hourly Billing
Yes
Invoice History
No
Mobile Payments
No
Multi-Currency
Yes
Online Invoicing
Yes
Online Payments
No
Payment Processing
No
Project Billing
Yes
Recurring/Subscription Billing
No
Service Ticket Billing
No
Tax Calculator
Yes
Project Management
Agile Methodologies
Yes
Budget Management
Yes
Client Portal
Yes
Collaboration Tools
No
Cost-to-Completion Tracking
Yes
Customizable Templates
Yes
Gantt Charts
Yes
Idea Management
Yes
Kanban Board
No
Milestone Tracking
Yes
Portfolio Management
Yes
Resource Management
Yes
Time & Expense Tracking
Yes
Traditional Methodologies
Yes
Product Features
CRM
Calendar/Reminder System
Yes
Call Logging
No
Document Storage
Yes
Email Marketing
Yes
Internal Chat Integration
No
Lead Scoring
Yes
Marketing Automation Integration
No
Mobile Access
Yes
Quotes / Proposals
No
Segmentation
Yes
Social Media Integration
No
Task Management
Yes
Territory Management
No
Workflow Management
Access Controls/Permissions
No
Approval Process Control
No
Business Process Automation
Yes
Calendar Management
Yes
Compliance Tracking
No
Configurable Workflow
No
Customizable Dashboard
Yes
Document Management
Yes
Forms Management
No
Graphical Workflow Editor
No
Mobile Access
Yes
No-Code
No
Task Management
Yes
Third Party Integrations
Yes
Workflow Configuration
No