Audience

Small and mid-sized businesses that want to replace spreadsheets with a modular system to manage sales, inventory, and operations more efficiently in one connected platform

About Tidy3

Tidy3 is a modular, cloud-based business management platform built specifically for small and medium-sized enterprises, designed to replace spreadsheets and fragmented tools with a connected system that streamlines operations across sales, inventory, and customer management. It provides a suite of core products, including CRM, Quote, Commerce, Catalog, Stock, and Work, that can be used individually or combined to create a complete, unified workflow tailored to each business. It centralizes customer data, communications, product information, pricing, and inventory into one system, enabling full visibility of the customer journey, simplified lead tracking, and consistent pipeline reporting. It allows teams to generate accurate quotes quickly, manage complex product configurations, and consolidate orders, pricing structures, and customer records into a single interface.

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Pricing

Starting Price:
$19 per month
Free Trial:
Free Trial available.

Integrations

See Integrations

Ratings/Reviews

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features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

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Company Information

Tidy3
Founded: 2010
New Zealand
tidy3.com

Videos and Screen Captures

Tidy3 Screenshot 1
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Product Details

Platforms Supported
Cloud
Training
Documentation
Live Online
Videos
Support
24/7 Live Support
Online

Tidy3 Frequently Asked Questions

Q: What kinds of users and organization types does Tidy3 work with?
Q: What languages does Tidy3 support in their product?
Q: What kind of support options does Tidy3 offer?
Q: What other applications or services does Tidy3 integrate with?
Q: What type of training does Tidy3 provide?
Q: Does Tidy3 offer a free trial?
Q: How much does Tidy3 cost?

Tidy3 Product Features

CPQ

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

CRM

Territory Management
Quotes / Proposals
Lead Scoring
Call Logging
Social Media Integration
Segmentation
Document Storage
Email Marketing
Calendar/Reminder System
Task Management
Internal Chat Integration
Mobile Access
Marketing Automation Integration

ERP

HR Management
Distribution Management
Purchasing
Supply Chain Management
Sales Management
Accounting Management
Financial Management
Inventory Management
Warehouse Management
CRM
Enterprise Asset Management
Project Management
Dashboard
Order Management
Purchase Order Management
Accounting Integration
Reporting/Analytics

Inventory Management

Forecasting
Inventory Optimization
Supplier Management
Kitting
Product Identification
Reorder Management
Warehouse Management
Barcoding / RFID
Reporting/Analytics
Multi-Channel Management
Retail Inventory Management
Alerts/Notifications
Mobile Access
Manufacturing Inventory Management

Quoting

Proposal Management
Pricing Management
Customer Accounts
Contact Management
Forms Creation
Product Configurator
Catalog Management
Customizable Branding
Client Portal
Discount Management
Automated Quoting