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