Centralise all customer, supplier, and distributor records.
Store commercial terms such as credit limits, payment terms, and discounts.
Link every record directly to quotes, orders, invoices, and production jobs.
Attach specifications, drawings, and compliance documents to accounts.
Ensure sales, operations, and finance teams all work from the same data.
Track every opportunity from initial enquiry → quote → order → job in production.
Configure pipeline stages to match your sales cycle (RFQ, quote sent, accepted, processing).
Rules engine handles dependencies, compliance, and logic conditions.
Prioritise high‑value opportunities and allocate resources accordingly.
Track conversations about material availability, costs, and delivery timelines.
Manage supplier negotiations with the same visibility as customer opportunities.
Segment accounts by product line, market, or region for smarter targeting.
Improve customer loyalty with complete history of projects, repairs, and repeat orders.
Sales handovers flow seamlessly into Tidy Quote, Tidy Stock, and Tidy Work.
When production requirements change, updates flow back into the CRM funnel.
Assign tasks to sales, engineers, or account managers from within the CRM record.
Mobile access keeps sales reps in the field connected to real‑time data.