Tidy CRM

Tired of sales chaos? Tidy CRM centralises contacts, comms, tasks, and deals. Get enterprise-level clarity without the cost. Customise pipelines, manage leads your way, and close deals faster.
Book Demo
Pricing
Colorful gradient
Tidy CRM

Built for small teams that want big results.

Enterprise clarity without the enterprise cost
60%
Reduction in missed follow-ups
2X
Customer response times
Pricing
Book Demo

Transform How You Manage
Your Customers

Complete Customer History

Richer customer understanding: Detailed profiles (notes, tags, history) empower teams to deliver personalised service.

One Place Customer & Supplier Comms

Single source of truth: All customer and organisation information is stored in one place, eliminating data fragmentation.

Task & Activity Scheduling

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

Customise to Fit Your Workflows

Highly customisable: Advanced attributes allow businesses to tailor data fields to their unique workflows.
Pricing
Book Demo
What's new?

Re-imagined Funnels

Why settle for a CRM that only understands sales? TidyCRM offers unlimited, fully customisable funnels, so you can map, manage, and master every critical workflow. From lead nurturing to project management to employee onboarding to customer success.
Book Demo

Don’t just take our word for it

Hear from some of our amazing customers whose businesses run Tidy.
"We got to the end of our tether with overly complicated CRMs. Tidy has been a perfect fit for us. It's simple. We love that."
Steph Kingsford
Director, King Tide
"We are constantly evolving our processes and we are really happy that Tidy CRM doesn't lock us into a fixed way or contracts. It's quite freeing to be honest"
Diya Binu
Accounts Manager, Edge Flag NZ
"On service alone it is outperforming any software that I have encountered in my long working life."
Ella Greenslade
Owner, Patterns Direct
FNE Engineering, NZ. Tidy Customer 2014

Tidy CRM Full Features

Start managing customers in minutes - no CRM experience needed. Import your data easily and customise your CRM to match your business. Track leads, conversations, and tasks in one simple place. Works seamlessly with Xero from day one.

Customer Records and Centralised Data

  • Central contact database - One place for all customers and suppliers so your team always works from a single source of truth.

  • Rich profiles and history - Notes, tags and timelines give everyone full context on every relationship.

  • Flexible custom fields - Add your own attributes so Tidy fits your workflows instead of forcing you to adapt.

  • Fast search and archive - Find the right contact in seconds and hide old records to keep things tidy.

  • Easy import and export - Move data in and out via CSV/Excel for painless migrations and backups.

Pipeline Management Built for SMEs

  • Unlimited custom funnels - Build pipelines for any workflow (sales, onboarding, projects, support) with no limits.

  • Visual pipeline view - See every lead or job move through clear stages so priorities are instantly obvious.

  • Opportunities and ownership - Turn leads into deals and assign owners so accountability is always clear.

  • Notes, reminders and notifications - Add context, set follow ups and get alerts so nothing slips through the cracks.

Operational Engagement

  • Account level tasks and files - Attach to dos and documents to each organisation so everything lives where the work happens.

  • Follow ups and meetings - Schedule callbacks and meetings so every next step is clearly defined.

  • Segment accounts - by product line, market, or region for smarter targeting.

  • Party events timeline - View a single timeline of tasks, files and meetings for a complete customer story.

Email and Communication Tracking

  • Unified communication history - Emails, chats and notes are logged against contacts so anyone can pick up the thread.

  • Tidy Chat integration - Bring chat conversations into the CRM so support and sales see the same context.

  • Call and meeting notes - Capture outcomes and decisions so nothing relies on memory.

User Management and Access Control

  • Role based access - Admin, rep and viewer roles keep data secure while giving teams what they need.

  • Activity logging - Track who changed what and when for auditability and easier troubleshooting.

Reporting and Dashboards

  • Today view dashboards - Upcoming events and to dos surface what needs attention right now.

  • Exportable reports - Share insights quickly with PDF/Excel downloads.

  • Sales performance metrics - See conversion rates and pipeline value at a glance.

  • Advanced custom reports - Build tailored views so each team gets the numbers that matter to them.

Automation (Basic)

  • Status based triggers - Auto create emails or tasks when a status changes to keep work moving.

  • Follow up reminders - Gentle nudges ensure leads and customers are never left hanging.

Integration Capabilities

  • Xero integration - Sync organisations and key data with Xero to cut double entry and keep accounts aligned.

Extras

Everything you need.
Extras when you want more.

Tidy CRM ships with all the essentials - contacts, funnels, tasks and reporting. When you’re ready to go further, switch on Extras like Tidy Chat and other add‑ons that keep arriving over time, so you can extend Tidy without bolting on another bulky tool.
See Extras
Credit card mockupCredit card mockupColorful gradient
Tidy CRM

Frequently asked questions

How is Tidy CRM different from other CRMs
Tidy CRM is purpose‑built for SMEs. Instead of generic “contacts and calls,” it connects sales opportunities directly with quotes, stock, jobs, and suppliers - giving you a full pipeline view from enquiry through to production. No separate systems or costly integrations required.
How easy is it to set up and onboard my team?
Most teams are up and running within a few days. Because Tidy CRM is built for SMEs, the workflows are clean, intuitive, and don’t require dedicated IT staff. We provide training and support from real people.
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

See the difference for yourself

Book Demo