Compare Tudodesk vs Contactually

Contactually

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About Tudodesk

Tudodesk is business process management software that provides users with multiple tool sets and functionalities for multiple business operations including leads, CRM, Quoting, invoicing and online payment, order books, job management and shipping. The platform enables users to create embeddable web forms, multi-page proposals, quotations and estimates, and branded job sheets that can be shared and viewed by customers online.

The software facilitates effective lead nurturing through integrated messaging and embeddable live chat tools, allows users to set up automated drip emails, and is equipped with contact management tools for creating and managing targeted contacts. Additionally, the platform offers cloud storage capabilities for project files such as client files, photos, CAD drawings and related paperwork, is equipped with project management tools for organizing and managing all project files, messages, email activity and documents.

Features:

Integrated messaging
Take your lead, customer and project communication to the next level within one platform

Live Chat
Embedded Live Chat connects you, your team and your customers making it easier to discuss deals, jobs and invoices

Automated email
Automated drip emails — From onboarding new customers, following up proposals, chasing invoices and sending job updates

Contact Management
Manage prospective customers with ease — Tudodesk has all the right tools for creating and managing targeted contacts

Cloud storage
Upload client files, photos, CAD drawings and paperwork — Add files as attachments to documents or store in project folders

Projects
Tudodesk keeps track of all your files, messages, emails activity and documents — Associating them to a customer project

Leads
Visually understand customers needs at a glance in real-time. Provide deeply-educated proposals and effortlessly win more business

Proposals
Create and send professional multiple page proposals, quotations and estimates with no effort and impress your customers with proposals that make you stand out

Invoices
Start sending beautiful professional invoices. With minimal typing, they always look great, are mobile and tablet ready and automatically calculate sales TAX, GST and VAT

Deposits
Easily request and log deposit payments with professional deposit requests. Accept payment online and convert to invoices when work is completed

Jobs
Create and share professionally branded job sheets. Keep all your job specifications, photos and progress in one place — Manage order books, update customers

Shipping
Quickly convert invoices, job sheets or proposals into shipping notes and packing sheets. Onboard customers parts and items or send items to customers

About Contactually

Contactually relieves users from the usual wasted time that comes from the preparation and execution of routine communication tasks.

It is able to import contacts from an existing account and allows users create categories for their contacts, merge accounts, use templates, or even automate actions such as follow-up emails. Members of a team can share contacts and take on specific roles while remaining well coordinated.

The benefits of using Contactually are made evident in the time saved and through more efficient communication.

Features

  • API
  • Calendar Management
  • Contact Management
  • CRM Integration
  • Customer Management
  • Data Export
  • Data Import
  • Data Visualization
  • Email Integration
  • Multi-Account
  • Multi-Site
  • Multi-User
  • Payroll
  • Project Management
  • Scheduling
  • Social-Media Integration
  • Task Scheduling/Tracking
  • Third-Party Plugins/Add-Ons
  • Database
  • Resource Management
  • Cloud Deployment
  • Software Modernization
  • Software Integration
  • Customer Service
  • Process Reporting
  • Workflow Management

Features

  • 2-Factor Authentication
  • API
  • Calendar Management
  • Contact Management
  • Contact Sharing
  • Customer Management
  • Dashboard
  • Data Export
  • Data Import
  • Data Visualization
  • Email Integration
  • External Integrations
  • File Sharing
  • File Transfer
  • Google Apps Integration
  • Lead Management
  • Lead Scoring
  • Marketing Automation
  • Multi-User
  • Notifications
  • Scheduling
  • Social-Media Integration
  • Task Scheduling/Tracking
  • Third-Party Plugins/Add-Ons
  • Call Tracking
  • Click-to-Dial
  • Sales Automation
  • Pipeline Management

Summary

    No key features associated with this application.

Summary

  • The Dashboard: Everything users need to do your daily outreach in one place, with recommended follow-ups, today’s calendar events, and any upcoming tasks.

  • Buckets: Buckets are easy system for contact management. They make it seamless to stay on top of the different kinds of contacts and relationships in user's network.

  • Scalemail: Perfect feature for contacting small groups who deserve more attention than a canned newsletter.

  • Programs: Allow users to set off a customized sequence of actions, from sending template-based follow-ups, to following on social networks or creating tasks.

  • Email Templates: Users are able to create templates for every possible scenario, using pre-set or custom tokens for personalization.

  • Pipelines: Enables users to simply create a Pipeline, identify the different stages, and start adding potential deals to it.

Pricing

Boostrap

Free
Included in plan:
  • 10 documents per month

Basic

$29.00
1 user(s) / month
Included in plan:
  • 50 documents per month

Startup

$49.00
1 user(s) / month
Included in plan:
  • 100 documents per month

Professional

$89.00
1 user(s) / month
Included in plan:
  • 250 documents per month

Business

$129.00
2 user(s) / month
Included in plan:
  • 300 documents per month

Pricing

  • Credit card required: No
  • Basic: $29 per month, annually, or 35$ per month monthly.
    Professional: $49 per month, or 59$ per month monthly.
    Enterprise: $99 per month, or 125$ per month monthly.
    All price plans include a free trial.

FAQs

    Does this service offer multi-user capability (e.g. teams)?
  • Unlimited team members.

  • Does this service offer an API?
  • Rest API.

  • What platforms does this service support?
  • Web Based
    Windows
    MAC
    Tablet
    Iphone
    Safari
    Chrome

  • Does this service offer guides, tutorials and or customer support?
  • Online help center, videos and live customer chat support via intercom.

  • Does this service integrate with any other apps?
  • Sendgrid
    Mailgun
    Stripe
    Braintree
    Paypal
    Clearbit
    Fullcontact

  • Who are the main user groups of this service?
  • Manufactures
    Bespoke Manufactures
    Made To Measure
    Repair Shops
    PC Repairs
    Restoration Shops
    Job Shops
    Fabrication Shops
    Metal Finishers
    Plating Shops
    Powder Coating Shops
    Print Shops
    Design Shops
    Creative Shops
    Design Studios
    Web Designers

FAQs

    What platforms does this service support?
  • Web-based platform, with mobile apps for Android and iPhone-iPad.

  • Who are the main user groups of this service?
  • The software is suitable mainly for small and medium sized companies that want to stay in contact with their key contractors, collaborators and suppliers.

  • What is this service generally used for?
  • The main purpose of Contactually is to offer advanced communication management features.

  • Does this service integrate with any other apps?
  • Contactually integrates with SalesForce, Zapier, Mail Chimp, Linkedin, Gmail, Facebook, Twitter.

  • Does this service offer an API?
  • It offers an API.

  • Does this service offer guides, tutorials and or customer support?
  • Their support includes: webinars, FAQ section, email support, phone support, video tutorial.

Vendor Information

Founded:
-
Based in:
-
Employees:
-
Likes:
Followers:

Vendor Information

Founded:
2011
Based in:
Washington
Employees:
11-50
Likes:
Followers:

Other

Who uses Tudodesk
  • Freelance
  • Startups
  • SMEs
Desktop Platforms:
  • Web App
  • Windows
  • Macintosh
Languages:
English
Regional Restrictions:
No restrictions.

Other

Regional Restrictions:
No restrictions.

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