Quiddity

Quiddity CRM Software is positioned as an all-in-one platform designed to simplify decision-making and streamline business operations. According to the vendor, Quiddity caters to small and mid-size businesses across various professions and industries, including marketing professionals, sales teams, service providers, project managers, and small business owners. The software aims to automate and manage various aspects such as marketing, sales, services, projects, and more from a single platform.

Key Features

Marketing: According to the vendor, Quiddity enables users to create and manage marketing campaigns, track campaign budgets, review conversions, monitor campaign status and statistics, and attach relevant documents and tasks associated with campaigns.

Contact: Quiddity allows users to manage contact details and activities, track contact interactions and communication history, associate contacts with specific campaigns, and export contact data as a CSV file, as stated by the vendor.

Enquiry: The vendor claims that Quiddity helps users track and manage enquiries, including the ability to create custom fields, import enquiries from a CSV file, classify enquiries, and track their sources.

Sales: Quiddity provides real-time dashboards to monitor leads and quotes, create and manage sales orders, generate invoices directly from sales orders, track sales order status and details, and associate sales orders with specific campaigns, according to the vendor.

Workspace: Quiddity allows users to analyze and store information about critical business aspects, create custom fields and details for projects, contacts, and more, customize workspace forms based on specific needs, and attach relevant files and documents to workspace entities, as stated by the vendor.

Invoicing: According to the vendor, Quiddity offers features to manage pending, recurring, and partial invoices, generate intuitive reports for invoicing activities, automate invoice calculations and reminders, sync invoicing data with Xero for seamless accounting, and track invoice status and payment details.

Tasks and To-Dos: Quiddity provides a single interface for users to plan their tasks and to-dos, assign tasks to team members, monitor progress, attach relevant documents, create sub-tasks, log timesheets for task-related activities, and receive notifications for task updates, according to the vendor.

Timesheets: The vendor states that Quiddity allows users to keep track of time used for completing activities, create timesheet summaries based on days, months, and more, track billable and non-billable time, monitor employee efficiency and productivity, and receive approvals for timesheet entries.

Contracts: Quiddity offers features to create and manage contracts, customize contract details and fields, track contract status and expiry dates, associate contracts with specific projects or clients, and generate reports for contract activities, according to the vendor.

Projects: According to the vendor, Quiddity enables users to monitor projects in real-time, create project timelines, track completion rates, assign tasks, monitor team collaboration, track billable and non-billable time for projects, and generate reports for project activities.