01
Customers & contacts
Your central hub. Details, notes, tags, timeline and related activity all in one place.
Features
Everything you need.
Nothing you don't.
TidyBizz gives small businesses the essentials of day-to-day admin, without turning simple jobs into complicated processes.
02
Invoicing
Create professional invoices quickly and keep their status visible from the customer record.
03
Payments
Record payments and see the customer's financial picture without digging through accounts.
04
Renewals & recurring
Keep renewal dates visible and build simple recurring actions into the same workflow.
05
Outgoings & expenses
Keep an eye on the regular costs that matter to your business.
06
Send individual customer emails and, on Business, a small number of useful mass emails.
07
Documents
Keep customer-related documents close to the relationship they belong to.
08
Reports
Simple visibility over the information you already have, without turning TidyBizz into an accounting package.
Progressive by design
Only turn on what you need.
Customers & Contacts is always there. Other modules can be enabled as your business needs them. Switching a module off hides it — your data isn't deleted.
Simple on the surface
Most people can use TidyBizz without reading a manual.
Sensible underneath
The platform can grow with your business without making the interface grow complicated.