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
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About Highrise
Highrise lets its users manage their company’s leads, customers and clients, business proposals, and tasks all from a web-based interface. A variety of plans for companies of all sizes are available, with varying amounts of users, contacts, and storage.
It uses a concept called a 'dropbox'. Each user has a dropbox email address in their Highrise account. They can copy or blind copy this address on all email correspondence and Highrise will attach it to the right contact.
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About Vtiger
Benefits of a Vtiger CRM System:
- Increase revenue through better deal nurturing and follow-ups
- Improve customer relations
- Accelerate Sales Cycles
- Better internal communication & collaboration
- Boost Sales and Support team productivity
- Enforce best practices through process templates
- Automate repetitive tasks
- Get better insights on customers
- Increase customer retention
- Lessen risks to deals
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FAQs
Does this service offer multi-user capability (e.g. teams)?
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Unlimited team members.
Does this service offer an API?
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Rest API.
What platforms does this service support?
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Web Based
Windows
MAC
Tablet
Iphone
Safari
Chrome
Does this service offer guides, tutorials and or customer support?
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Online help center, videos and live customer chat support via intercom.
Does this service integrate with any other apps?
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Sendgrid
Mailgun
Stripe
Braintree
Paypal
Clearbit
Fullcontact
Who are the main user groups of this service?
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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
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FAQs
Does this service offer multi-user capability (e.g. teams)?
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Users can @mention team members, assign tasks, etc. There's also a Highrise integration with Slack...
What platforms does this service support?
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It is possible to access Highrise with Internet Explorer, Firefox, Safari and Chrome. Users can access Highrise from a mobile device via native iPhone and Android apps or web browser.
Who are the main user groups of this service?
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Main users of Highrise are small and medium-sized business owners.
What is this service generally used for?
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It is used as a contact management platform.
What are some applications this service is commonly used in tandem with?
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Users of Highrise can import their contacts into Mailchimp, add invoices from FreshBooks, automatically enter data with Wufoo forms, and more.
Does this service integrate with any other apps?
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Highrise with integrates with many useful applications to access user's contacts on the go, collect leads, send marketing messages, analyze their sales, and more.
Does this service offer guides, tutorials and or customer support?
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They offer online support and video tutorial.
Does this service offer an API?
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It offers integration with many 3rd party tools via API.
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FAQs
No FAQs associated with this application.
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Other
Who uses Tudodesk
Desktop Platforms:
- Web App
- Windows
- Macintosh
Languages:
English
Regional Restrictions:
No restrictions.
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Other
Who uses Highrise
- Freelance
- Startups
- SMEs
- Agencies
Desktop Platforms:
Mobile Platforms:
Languages:
English
Regional Restrictions:
No restrictions.
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Other
Who uses Vtiger
- Personal
- Freelance
- Startups
- SMEs
- Agencies
- Enterprises
Desktop Platforms:
- Web App
- Windows
- Macintosh
Mobile Platforms:
Languages:
English, Arabic, Czech, Bulgarian, German, French, Indonesian, Korean, Italian, Japanese, Polish, Portuguese, Romanian, Chinese, Vietnamese
Regional Restrictions:
No restrictions.
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