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Tudodesk

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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 Freshsales

Freshsales is a sales CRM software by Freshworks. With a highly intuitive UI and a powerful feature set including AI-based lead scoring, visual deal pipeline, and intelligent workflow automations, Freshsales gives businesses everything they need to manage their sales in a hassle-free package. Freshsales is trusted by over 15,000 businesses from 80+ countries. Some companies that use Freshsales include Dyson, Best Western Hotels & Resorts, Purdue University, and WallyPark.

An all-in-one sales CRM software which is packed with features like built-in phone and email, lead scoring, visual sales pipeline, reports and dashboards, automations, and mobile apps, ensuring that sales reps do not have to juggle between multiple tools to get the job done. The extremely easy to use, highly intuitive UI means that sales reps will need minimal onboarding and can start selling from the get-go. Freshsales' powerful and intelligent set of features ensure that sales reps spend more time selling and less time performing tasks like manual data entry. Freshsales comes with auto-profile enrichment and activity tracking which helps sales reps get a 360-degree view of their leads. The AI-based lead scoring feature helps sales reps understand and prioritize their leads better. With the visual sales pipeline helps sales reps get a holistic view of their entire sales pipeline with a single sweep of the eye. The drag and drop UI makes it easy to move deals between stages and even mark them as won or lost. The visual sales reports and dashboards make it easy to accurately forecast your business. The sales campaigns feature in Freshsales allows users to create, send, and track outbound email campaigns without having to rely on external software. The full-featured mobile apps for iOS and Android ensure maximum productivity for field sales agents. A large number of third-party apps via the Freshsales marketplace (75+) as well as native integrations (15) to ensure that Freshsales fits seamlessly into your business ecosystem.

Sales-360 puts Freshsales at the center of your business ecosystem supported by a tightly knit network of products such as Freshdesk (for customer support), Freshchat (for customer engagement), Freshcaller (for cloud-based telephony), Freshconnect (for collaboration in context) and Freshmarketer (for CRO) enabling businesses to get a 360-degree view of their leads as well as customers.

About 17hats

  • Have all your documents under one roof: invoices, quotes, contracts, and questionnaires.
  • Created for small business owners, 17hats automates & streamlines repetitive tasks by offering templates for most major functions every entrepreneur needs to complete.
  • Automate your process through workflows: from leads all the way through client fulfillment.
  • Removes all the clutter for customer management, reminders, accounting, payment processing,
  • Easily manage projects, bookkeeping, and client relationships using our client portal, so you can stay on track and save time.

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

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

Features

  • Accounts Payable
  • Accounts Receivable
  • API
  • Batch Permissions & Access
  • Budgeting
  • Calendar Management
  • Customer Management
  • Dashboard
  • Data Export
  • Data Import
  • Data Visualization
  • Expense Tracking
  • External Integrations
  • Forecasting
  • General Account Ledger
  • Inventory Tracking
  • Lead Management
  • Lead Scoring
  • Marketing Automation
  • Multi-User
  • Notifications
  • Password & Access Management
  • Payroll
  • Project Management
  • Scheduling
  • Supplier Management
  • Tax Management
  • Third-Party Plugins/Add-Ons
  • Travel Management

Summary

    No key features associated with this application.

Summary

  • Built-in phone and email features enable users to make calls, send targeted emails, and keep in touch with prospects with a single click

  • The 'email-to-lead' feature automatically links emails to the appropriate lead or contact’s record.

  • Users can auto-capture leads directly into Freshsales whenever a visitor completes a webform

  • Freshsales' 'enrichment' feature automatically adds social information and photos to profiles

  • The pipeline dashboard informs users on what needs to be done to move deals forward, identifies bottlenecks, and helps analyse lost deals

Summary

  • Dashboards

  • Lead Generation

  • Client Profile Management

  • Project Workflows & Automation

  • Templates

  • Calendar Syncing

  • Invoice Management

  • Quote & Contract E-Sign

  • Client Portal

  • Billing

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

Forest

$79.00
1 user(s) / month
Included in plan:
  • Everything in Estate and...
  • EUC Data Center
  • IP Whitelisting
  • Audit Logs

BLOSSOM

$12.00
1 user(s) / month
Included in plan:
  • Deal Funnel View
  • Templates & Notifications
  • Real-time Email Tracking
  • Everything in Sprout and...
  • Contact Management
  • Pipeline Management
  • 250 Bulk emails/user/day
  • Built-in Phone powered by Freshcaller
  • SMS Integration
  • 2 Sales Campaigns/user
  • Lead Scoring
  • 5 Intelligent Workflows
  • Basic Reporting
  • Marketplace
  • iPhone and Android Apps
  • Gmail Add-on

SPROUT

Free
Included in plan:
  • Leads, Contacts, Accounts & Deals
  • Customisable Sales Process
  • Phone & Email
  • Basic Lead Scoring
  • Freshdesk & Freshchat Integration

GARDEN

$25.00
1 user(s) / month
Included in plan:
  • Everything in Blossom and...
  • Custom Reports
  • Auto Profile Enrichment
  • Lead Assignment Rules
  • Territories
  • Advanced CRM customization

ESTATE

$49.00
1 user(s) / month
Included in plan:
  • Everything in Garden and...
  • Auto profile enrichment
  • Reports Dashboard
  • Smartforms and event tracking
  • Multi-currency

Pricing

Monthly Plan

$45.00
per Month
Included in plan:
  • No 17hats Transaction Fee
  • Processing Fee: 2.9% + 30¢
  • ACH (eChecks) payments
  • Customer Support
  • Sync Bank Account
  • Template Marketplace
  • Create Multiple Accounts
  • Unlimited Projects
  • Up to 5 Users
  • 30-Day Money Back Guarantee

Annual Plan

$295.00
per Year ($25/mo, save 45%)
Included in plan:
  • No 17hats Transaction Fee
  • Processing Fee: 2.9% + 30¢
  • ACH (eChecks) payments
  • Customer Support
  • Sync Bank Account
  • Template Marketplace
  • Create Multiple Accounts
  • Unlimited Projects
  • Up to 5 Users
  • 30-Day Money Back Guarantee

Two-Year Plan

$395.00
for 2 Years ($17/mo, save 63%)
Included in plan:
  • No 17hats Transaction Fee
  • Processing Fee: 2.9% + 30¢
  • ACH (eChecks) Payments
  • Customer Support
  • Sync Bank Account
  • Template Marketplace
  • Create Multiple Accounts

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

    Does this service integrate with any other apps?
  • Yes,
    * Freshdesk
    * Freshchat
    * Freshcaller
    * Freshconnect
    * Mailchimp
    * Segment
    * Piesync
    * Zapier
    * Xero
    * Quickbooks
    * Google contacts

  • What platforms does this service support?
    • Android
    • iPhone-iPad
    • Mac
    • Windows
    • Web-based
    • Mobile Web App
  • What is this service generally used for?
  • CRM
    Customer Relationship Management
    Contact Management
    Pipeline Management
    Sales Enablement
    Lead Management
    Contact Management
    Deal Management
    Email Management & Tracking
    Territory Management
    User Behaviour Tracking

  • Who are the main user groups of this service?
    • SMEs
    • Mid Market
    • Enterprise
  • What are some applications this service is commonly used in tandem with?
  • Freshdesk

  • Does this service offer guides, tutorials and or customer support?
  • Yes

  • Does this service offer an API?
  • Yes

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

FAQs

    Does this service offer an API?
  • No API offered.

  • Does this service offer guides, tutorials and or customer support?
  • Customer Support via Email or Chat, Documentation, Webinars, Live Online, Video Tutorials.

  • Does this service offer multi-user capability (e.g. teams)?
  • 17hats offers its users possibility to create multiple accounts.

  • What are some applications this service is commonly used in tandem with?
  • It is commonly used in tandem with CRM, Business Management Tool/Software, Accounting and Payment Applications.

  • What is this service generally used for?
  • It is generally used for automating business processes.

  • Who are the main user groups of this service?
  • Main users of 17hats are small businesses.

  • What platforms does this service support?
  • This is web-base platform with Android and iOS apps.

  • Does this service integrate with any other apps?
  • Integrations: Square, Stripe, Authorize.net, QuickBooks, PayPal, Google Cal, Google E-Mail, The Knot, Shootproof, WeddingWire, ShowIt.

Vendor Information

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

Vendor Information

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

Vendor Information

Founded:
-
Based in:
-
Employees:
-
Likes:
Followers:
4.95k

Other

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

Other

Who uses Freshsales
  • Personal
  • Freelance
  • Startups
  • SMEs
  • Agencies
  • Enterprises
Desktop Platforms:
  • Web App
  • Windows
  • Macintosh
Mobile Platforms:
  • iOS
  • Android
Languages:
German, French, Italian, Spanish, Dutch, Polish, Portuguese, Russian, English, Chinese
Regional Restrictions:
No restrictions.

Other

Who uses 17hats
  • Personal
  • SMEs
Desktop Platforms:
  • Web App
  • Windows
Mobile Platforms:
  • iOS
  • Android
Languages:
English
Regional Restrictions:
No restrictions.
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