The quote and the job are the same conversation.
Gydon began life as a CRM, so the customer side is not a thin wrapper around an order table. Leads, deals, quotes, orders and invoices all sit against the account they belong to, reading from the same products, prices and stock the workshop uses.
Everything about an account, in one place
Accounts and contacts carry the whole history: the emails, the quotes, the orders, the tickets, the deliveries and the notes. When somebody rings up about a job from eighteen months ago, the person who answers has it in front of them whether or not they were the one who sold it.
- Leads and a deal pipeline, with stages you set
- Segments and engagement scoring, so a stale list becomes a working one
- Companies House lookup to fill in and check the firmographics
- Duplicate detection and address normalisation, because dirty data compounds
Quote, order, invoice, and the trail between them
A quote becomes an order without being retyped. An order raises a job, a shipment and an invoice, each one linked back so you can walk the chain in either direction. Credit notes and proformas are first class documents rather than a special kind of invoice.
- Price lists per customer or group, applied automatically
- Your own PDF templates, with merge fields into the live record
- Payment links on invoices, taken through Stripe
- Xero sync, so the accounts package stays the accounts package
Selling in more than one place
If the orders arrive from several directions, they should still land in one queue.
Trade counter
A point of sale for people who walk in, with card payment through Stripe Terminal.
Your own shop
WooCommerce and BigCommerce sync for products, stock and orders.
Marketplaces
Amazon, eBay, Etsy and Mirakl operators such as B&Q and The Range.
Customer portal
Customers see their own quotes and orders and can serve themselves.
Email and SMS that respect the rules
Bulk email to segmented lists, with unsubscribe handled properly and the result recorded against the contact. SMS both ways, so a delivery message can be answered. Both can be triggered from a workflow, which is how a delivery notification stops being somebody's morning job.
Consent and unsubscribe state live on the contact record, which is where they have to be if you are going to answer a question about them later.
See your own sales process in it
Walk us through how a job comes in today and we will show you where each step lands.