Tardesk CRM
CRM for small businesses: customers, quotes and invoices in one place.
Keep every customer, quote, invoice, expense and document together. Send professional PDFs from your own email address, snap receipts with your phone and see your profit at a glance.
- No credit card
- Phone & desktop
- Your whole team
The CRM dashboard is currently available in German.
Open invoices
€4,270
Paid this month
€9,860
Clients
184
CRM
Your customers and paperwork, finally in one place.
Tardesk grew out of real companies: painters, builders and service businesses use it every day for quotes, invoices and customers. Start with the essentials and turn on more modules as you grow.
Start with CRMClients
One customer list with history, notes and documents, shared by your whole team.
Invoices & quotes
Professional PDFs with your logo, automatic numbering, payment tracking and reminders.
Expenses & receipts
Snap a receipt with your phone and it is on your desktop. Cash book included.
Reports
Income, expenses and profit at a glance, ready for your accountant.
Requests
Enquiries from your website land in one inbox and turn into quotes with one click.
Documents & files
Contracts, templates and every file in one storage, with a built-in PDF editor.
Mailbox
Send invoices and quotes straight from Tardesk from your own email address.
Automations
“When this happens, do that”. No code, with ready-made recipes to start from.
Made for
Built for companies that live from quotes and invoices.
Tardesk grew out of real companies that use it every day. If your work starts with an offer and ends with an invoice, it fits.
Painters & decorators
Quote the job, invoice it, and keep every customer’s history and photos together.
Builders & trades
Offers, invoices and expenses per customer, with documents and contracts in one storage.
Service businesses
Requests from your website turn into quotes; follow up until the invoice is paid.
Small offices
Expenses, receipts and reports your accountant can work with.
Growing teams
Invite staff into your workspace and decide who sees what.
Shops with an office side
Already selling online with Tardesk? Your shop customers are in the same client list.
How it works
From the first request to the paid invoice.
- 1
Sign up and pick CRM
Your company gets its own workspace with your name, logo and numbering.
- 2
Add your customers
Create clients as you go or from incoming website requests.
- 3
Send quotes and invoices
PDFs with your logo, sent by email from your own address.
- 4
Get paid and stay on top
Payments and reminders are tracked; reports show income, expenses and profit.
Pricing
Start free with any product.
No credit card to sign up and no commission on your sales. When your team or business grows, we find the plan that fits.
CRM
Freeto start
Customers, quotes, invoices and expenses for your office.
- Clients, quotes & invoices
- Expenses, receipts & reports
- Documents, files & PDF editor
- Bigger teams & extra modules on request
Car Workshop
Freeto start
Everything from estimate to invoice for your workshop.
- Job cards, planning & vehicles
- Online estimates & workshop invoices
- Parts, suppliers, loan cars & warranty
- Team plans set up for your workshop
Online Store
€0forever
Free plan with no time limit. Pro when you outgrow it.
- Free: 25 products, 50 orders a month
- yourname.taresy.com with HTTPS
- Cash, bank transfer & Paysera
- Pro: unlimited products & orders, own domain, 5 users
Need more users, modules or a Pro store? Write to us and we set it up for you.
What does the Tardesk CRM include?
Clients with history, notes and documents; quotes and invoices as PDFs with your logo and automatic numbering; expenses and receipts; income and profit reports; requests from your website; documents with a PDF editor; a mailbox and no-code automations.
Can I send quotes and invoices straight from Tardesk?
Yes. Quotes and invoices are created as PDFs with your logo and sent by email from your own address, right from Tardesk. Payments and reminders are tracked for you.
Can I capture receipts with my phone?
Yes. Take a photo of a receipt with your phone and it appears on your desktop, ready to book as an expense.
Can my team use the CRM too?
Yes. Invite your staff into your company workspace and give each person exactly the access they need.
Which language is the CRM in?
The CRM dashboard is currently in German. Sign-in and sign-up work in English, German and Albanian.
What does the CRM cost?
Signing up is free and needs no credit card. Plans for bigger teams and extra modules are set up per company. Write to us at [email protected].
Bring your customers and paperwork together.
Start with the CRM for free. Add more modules whenever you need them.