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.

Pricing

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

Integrations

Ratings/Reviews

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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?
Tidy3 works with these users and organization types: Mid Size Business, Small Business, Enterprise, Freelance, Nonprofit, Government, and Startup.
Q: What languages does Tidy3 support in their product?
Tidy3 supports these languages: English.
Q: What kind of support options does Tidy3 offer?
Tidy3 offers support via 24/7 live support and online.
Q: What other applications or services does Tidy3 integrate with?
Tidy3 integrates with: Xero.
Q: What type of training does Tidy3 provide?
Tidy3 provides training in the form of documentation, live online, and videos.
Q: Does Tidy3 offer a free trial?
Yes, Tidy3 offers a free trial.
Q: How much does Tidy3 cost?
Pricing for Tidy3 starts at $19 per month.

Tidy3 Product Features

CPQ

Self Service Portal Not Supported
Approval Workflow Not Supported
Proposal Generation Not Supported
3D Modeling Not Supported
Guided Selling Not Supported
Quotes / Estimates Not Supported
Renewal Management Not Supported
Product Configurator Not Supported
eCommerce Not Supported
2D Drawing Not Supported

CRM

Territory Management Not Supported
Quotes / Proposals Not Supported
Lead Scoring Not Supported
Call Logging Not Supported
Social Media Integration Not Supported
Segmentation Not Supported
Document Storage Not Supported
Email Marketing Not Supported
Calendar/Reminder System Not Supported
Task Management Not Supported
Internal Chat Integration Not Supported
Mobile Access Not Supported
Marketing Automation Integration Not Supported

ERP

HR Management Not Supported
Distribution Management Not Supported
Purchasing Not Supported
Supply Chain Management Not Supported
Sales Management Not Supported
Accounting Management Not Supported
Financial Management Not Supported
Inventory Management Not Supported
Warehouse Management Not Supported
CRM Not Supported
Enterprise Asset Management Not Supported
Project Management Not Supported
Dashboard Not Supported
Order Management Not Supported
Purchase Order Management Not Supported
Accounting Integration Not Supported
Reporting/Analytics Not Supported

Inventory Management

Forecasting Not Supported
Inventory Optimization Not Supported
Supplier Management Not Supported
Kitting Not Supported
Product Identification Not Supported
Reorder Management Not Supported
Warehouse Management Not Supported
Barcoding / RFID Not Supported
Reporting/Analytics Not Supported
Multi-Channel Management Not Supported
Retail Inventory Management Not Supported
Alerts/Notifications Not Supported
Mobile Access Not Supported
Manufacturing Inventory Management Not Supported

Quoting

Proposal Management Not Supported
Pricing Management Not Supported
Customer Accounts Not Supported
Contact Management Not Supported
Forms Creation Not Supported
Product Configurator Not Supported
Catalog Management Not Supported
Customizable Branding Not Supported
Client Portal Not Supported
Discount Management Not Supported
Automated Quoting Not Supported