Tudodesk

Additional features

Embeddable Web Forms

Create custom forms to capture leads directly from your website. These forms can be embedded on any page, making it easy for potential customers to submit their information.

Live Chat

Integrate live chat functionality directly on your website or within the Tudodesk platform. This allows for real-time communication with potential customers, answering questions and addressing concerns promptly.

Superior File Uploads (Cloud Storage Integration)

Customers can easily upload files (e.g., images, documents, CAD drawings) directly through web forms or within the platform. Integration with cloud storage providers (like Dropbox, as mentioned in the original text) ensures secure storage and easy access to these files.

Automatic Lead Data Enrichment

Tudodesk automatically gathers additional information about leads based on the data they provide (e.g., company information from email addresses). This helps you build a more complete profile of your prospects.

Lead Tracking and Conversion Tools

Track the progress of leads through your sales pipeline, from initial contact to conversion into paying customers. This includes features for assigning leads, setting follow-up reminders, and analyzing conversion rates.

Proposal Creation with Templates

Create professional-looking proposals and estimates using pre-designed templates. This saves time and ensures consistency in your branding.

Embedded Live Chat within Proposals

Integrate live chat directly within the proposal viewing page. This allows customers to ask questions and clarify details in real time, facilitating faster decision-making.

Online Approval and Digital Signatures

Customers can review, approve, and digitally sign proposals online, eliminating the need for printing, scanning, and mailing physical documents.

Automated Follow-up Emails

Automatically send follow-up emails to customers who haven't yet responded to proposals. This helps keep your proposals top of mind and increases the chances of closing deals.

Tax Calculations (VAT, GST, Sales Tax)

Automatically calculate applicable taxes based on customer location, product type, and other relevant factors. This ensures compliance with tax regulations in different regions.

Pre-saved Products and Services

Store frequently used products and services with their descriptions, prices, and other details. This streamlines the proposal creation process and reduces the risk of errors.

Online Invoice Creation and Sending

Create and send professional invoices electronically. This is faster and more efficient than traditional paper invoicing.

Automated Payment Reminders

Automatically send payment reminders to customers with overdue invoices. This helps improve cash flow and reduces the need for manual follow-up.

Online Payment Processing (Stripe, Braintree)

Integrate with popular payment gateways like Stripe and Braintree to accept online payments securely. This provides customers with convenient payment options and speeds up the payment process.

Manual Payment Logging

Manually record payments received through other methods (e.g., cash, check, bank transfer). This ensures accurate record-keeping and reconciliation.

Invoice Status Tracking

Track the status of invoices (e.g., sent, viewed, paid, overdue). This provides visibility into your accounts receivable and helps you identify potential payment issues.

Tax Calculations (VAT, GST, Sales Tax)

Consistent with the proposal feature, invoices also automatically calculate relevant taxes.

Job Sheet Creation and Sharing

Create detailed job sheets that outline the scope of work, specifications, and other relevant information. These job sheets can be shared with customers and team members.

Progress Updates and File Sharing

Track the progress of jobs and share updates, photos, and other files with customers and team members. This improves communication and keeps everyone informed.

Expense and Cost Tracking

Track expenses and costs associated with each job. This helps you monitor profitability and manage project budgets effectively.

Production Line Organization Tools

Tools to manage and organize your production workflow, including features for assigning tasks, setting deadlines, and tracking job status.

Customer Parts Check-in with Details and Photos

Log details of customer-owned parts or inventory received for repair or processing, including photos for documentation.

Inbound Shipping Management

Manage the process of receiving parts or items from customers, including tracking shipments and notifying customers upon arrival.

Historical Photo Logging

Maintain a historical record of photos related to parts, jobs, and projects. This can be useful for quality control, documentation, and customer service.

Integrated Messaging (Chat, Email)

Communicate with customers and team members through integrated chat and email within the platform. This keeps all communication in one place and improves efficiency.

Automated Email Responses (Positive, Neutral, Negative Feedback)

Automate email responses to customer feedback, thanking customers for positive reviews and addressing concerns from negative or neutral feedback.

Automated Review Requests (Google Reviews, etc.)

Automatically request reviews from satisfied customers on platforms like Google Reviews, Yelp, and Trustpilot. This helps build your online reputation and attract new customers.

Testimonial Sharing Tools

Easily share positive customer testimonials on your website and within proposals. This provides social proof and builds trust with potential customers.

Transactional Emails Based on Actions

Automatically send emails based on specific events or actions, such as when a proposal is accepted, an invoice is paid, or a job is completed.

Drip Email Campaigns Based on Workflow Status

Create automated email sequences that are triggered by specific events in your workflow (e.g., a new lead is captured, a proposal is sent). These emails can be used to nurture leads, provide updates, or promote special offers.

Promotional Email Blasts

Send one-off email campaigns to targeted groups of customers or prospects. This can be used to announce new products, promote events, or share important updates.

Email Deliverability Tracking

Track the delivery and open rates of your emails. This helps you optimize your email campaigns and ensure that your messages are reaching your target audience.