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ease
features
design
support

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Write a Review

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 

Screenshots View All

Screenshots View All

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 

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