Quotes & Orders
Manage all your quotes/estimates & orders in one system
Birdy gives you the ability to create quotes, estimates & orders all within one system linked to everything else, so you really can see the “Big Picture”
Professional Quotes and Estimates.
Customers value speed and efficiency in the sales process. Why not exceed their expectations by
providing quotes the moment they’re requested?
Share quotes through your customer portal while your still fresh on your customers mind, creating a smoother sales process overall. Better for them, better for you!
Insert your logo and alter the quote’s colours to match your branding. Quotes that look like they took hours — generated in seconds.
Quick & easy quote creation
Birdy makes creating your quotes and estimates so easy. Customer details are automatically populated for you, as are any custom discounts you’ve set up. Add stored products by simply typing the SKU or part of the description and Birdy will offer up a list of suggestions for you to select. Alternatively you can quickly add products via their product categories.
Multiple Options
Sometimes you customers want a couple of different options on a quote or estimate. Birdy makes it easy for you to create multiple options of a quote generated for you automatically and all linked together. You can then easily just convert the quote(s) you need to.
Convert in one click
Converting your quotes in Birdy is simple. With one click you can easily convert your customers quotes into either an sales order, a service or installation job or even a project. Birdy gives you total flexibility beyond other systems.
Multi-Currency & More
Unlike a lot of other systems, Birdy supports multiple currency on all price plans. You can easily set your currency on any quote and birdy will convert and show you the price in both your chosen currency and your base currency. Other features include the ability to split and merge quotes, attach other documents including images, PDFs and anything else. Birdy gives you a complete quoting solution,
On the move…
Give your sales team the tools they need to manage quotes right in the palm of their hand. Birdy’s mobile apps give your team access to all their existing quotes plus they can create and share new quotes and estimates straight from their mobile or tablet.
Here’s What Our Users Have to Say...
Cost-effective.
Birdy has everything our business needs from a CRM, while still being cost-effective and easy for every member of our team to use.
Prioritise Leads.
Birdy allows our team to manage the day-to-day ins and outs of the business from one platform, with real-time overviews that help us prioritise our leads and opportunities.
Converting Leads.
Since using Birdy, we’ve hit more sales targets, converted more leads, and seen a big rise in productivity. Birdy gives us the tools we need to work more intelligently, with a range of features we’ve used to streamline and improve our business processes.
Fantastic.
The perfect CRM for my business. It’s flexible and easy to use which is perfect for everybody within the business.
