Core Products

Not sure where to start? Here's a rundown of everything you might need to get started
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Tidy CRM

Complete Customer History

Record every call, meeting and email so you have the full story before your next move

Pipeline & Deal Tracking

Monitor opportunities through each stage of the pipeline for full visibility and control.

Task & Activity Scheduling

Stay on top of follow-ups, reminders and next steps to keep deals moving forward

Approvals & Service Requests

Route feedback, questions and service requests to the right person, reducing response times to increase satisfaction
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Tidy Catalog

Build & Update Catalogs in Minutes

Quickly create, edit and publish catalogs with ease

Centralise Product Data

Keep all supplier and internal catalogs in one standardised, accessible system

Ensure Data Accuracy

Everyone works from the same up-to-date product and pricing details

Stay Ahead of Cost Changes

Get alerts when costs change so you can protect your margins
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Tidy Quote

Build quotes in minutes

Use predefined templates or create fully custom quotes tailored to your products, services, and pricing.

Leverage rule based quoting

A huge variety of quoting logic: volume discounts, tiered pricing, cost-plus markup, regional pricing, bundling and more.

Ensure accuracy

Automatically pull live data from inventory, pricing, and job specs to eliminate costly errors.

Track approvals and changes

Keep full visibility on quote status, customer feedback, and version history.
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Tidy Commerce

Launch a Professional Online Store

‍Start selling quickly with responsive templates, drag-and-drop design tools, and secure checkout options.

Streamline Operations

A huge variety of quoting logic: volume discounts, tiered pricing, cost-plus markup, regional pricing, bundling and more.

Ensure accuracy

Grow without limits thanks to multi-warehouse support, secure hosting, SEO-friendly structure, and powerful integrations. From small businesses to global B2B operations, Tidy Commerce adapts as you expand.

Engage Customers

Boost loyalty with reward programmes, discount codes and customer reviews. Add booking tools for services and create personalised experiences that keep customers coming back.
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Core Products

Frequently asked questions

What makes Tidy Quote different from generic quoting tools?
It’s purpose-built for manufacturers and custom builders. Quotes can include assemblies, options, labour, and BOMs, and they connect directly to Stock, Work, and Commerce so you move from quote to production without re‑keying.
What documents can be generated from a quote?
Branded client proposals plus operational docs such as cutting sheets, picking lists, BOMs, and work instructions-generated automatically from the same source data.
What kind of support does Tidy provide?
All Tidy customers get access to local support from real people who understand SMEs. No offshore call centres, no bots, just responsive help from a team who know the product inside out, and care about your success.
Do I need IT staff to run Tidy?
No. Tidy is cloud-based and designed for SMEs without dedicated IT teams. We set it up with you, provide training, and handle updates automatically. You focus on running your business - we take care of the tech.
Who is Tidy?
We’re a hands-on team based in New Zealand, Australia and the UK - and we’ve been doing this for 15+ years. When you choose Tidy, you get:
‍Real support from real people - in house support function is just a call away
‍Customisable and bespoke options - available for businesses with unique needs
‍Long-term partnership mindset - we grow with you, not past you

Need something extra?

Check out these extras and enhance your Tidy solutions even further.

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