Never miss a beat in business — is your CRM, workflow, and accounts hub, simplified.
  • Take control of your leads and quotes
  • Customise your order or job workflows to guide your users through your processes
  • Instant notifications and automation when a customer views or pays for an invoice
  • Simplify your file storage by automating your file management. Also syncs with MS Sharepoint
  • Book jobs into staff calendars. Also syncs with MS Outlook
  • See your estimated turnover and profitability with a sales forecast built upon your live jobs, quotes and leads

All the features you need to revolutionise your consulting business

Marketing & CRM

Fully featured Marketing & CRM with Emails, Web-forms, Task management, B2B & B2C contact management, E-commerce and more.

Take control of your leads and quotes

Order and job processing system
Order and Job processing

Yodah's unique order and job processing system ensures that your staff are guided every step of the way. Yodah helps users with their order and job processing by reminding them when things need to be done, so nothing is missed.

Limitless possibilities, Highly customizable

Integrated payments

A wide variety of payment systems for both card and bank payments. Invoice view and payment tracking with automation and smart notifications.

Update orders and jobs and automatically follow up with customers

File management

Save time - documents can be saved directly against orders, jobs. Automate sub-folder creation for jobs depending on job workflow. Integrate with Microsoft Sharepoint for greater flexibility.

Automate your file storage for orders and invoices

Calendar Bookings

Book jobs into users calendars, including all of the job information and customer contact details. Synchronise and integrate with Microsoft Outlook.

Project costs

Estimate your project costs when creating your quote, and add your invoices using the expenses app to get a precise view of your profitability.

Estimate and refine your profit margins.

- Jonathan Spratt

“Yodah has revolutionized the way we work by integrating our CRM, bookings, documents, and payments into one, easy-to-use platform — it's the game-changer our business needed to allow us to grow our work capacity."

Managing Director - Spratt + Hamer

More benefits of joining Yodah

Easy to use

Users pick up Yodah in no time as its simple user interface is logically laid out and easy to navigate.

Powerful time saving features

Yodah helps you with your order processing with suggestions and prompts that help you get your tasks done quickly and error free.

Affordable pricing

Cut down on the number of subscriptions and apps you need for your business by switching to Yodah.

Easy to switch

Get free, professional onboarding with our staff to help understand which features will work best for you business, setup your account and import your data.

Book an onboarding session.
Great support

Our UK based support team pride themselves on fast and friendly service.

Get in contact
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