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Our Users Paths to Tidy ³

For many businesses, tools like Cin7, Xero Projects, Excel, WorkflowMax, Excel, MYOB, Trello, ClickUp, and heavy ERPs were just stopovers before finally finding Tidy.

See their Paths

Ricky Ross

Operations Manager, Fabrication & Install

Before arriving at Tidy, Ricky tried to run his business on every tool under the sun - from spreadsheets to ERPs and everything in between.
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Sarah McLean

Head of Sales, Precision Fasteners Co.

Before Tidy, Sarah’s team lived in a maze of PDFs, price lists and ad‑hoc quotes.
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Maria Sanchez

Category Manager, Global Electronics Distributors

Maria’s team was drowning in product data, making it impossible to keep their sales channels updated.
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James Patel

Owner, Coastline Trade & Hire

James started with a busy trade counter and ended up with systems everywhere - none of them connected.
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Frequently asked questions

What do you mean by “paths” in Tidy?
In Tidy, a “path” is how you build exactly the bundle of tools (modules) you need. Instead of forcing you into a monolithic ERP, Tidy lets you pick and combine products (Quote, Stock, Work, Commerce, etc.) in ways that replace other software.
Which core products can I combine in a Path?
You can mix and match any of Tidy’s products together to create a path.
Do I need to use all modules at once?
No. Tidy is modular. You start with the modules you need now, and add more as your business grows or your processes evolve.
How do advanced solutions like CPQ+ or Pricing IQ tie into these paths?
Once you have your core path (e.g., Quote + Stock + Commerce), you can layer on advanced solutions like CPQ+ (for complex configurations) or Pricing IQ (for AI-assisted or market-driven pricing). These build on your chosen path rather than being completely separate systems.
Is there support to help me choose the “right” path for my business?
Yes — Tidy offers onboarding and setup support*. Our team can help you design a path that fits your current needs and future roadmap.

Pick your path to success

Connect your tools, connect your teams. With dozens of apps already available in our directory, your team’s favourite tools are just a click away.
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