Everything your business needs.
A complete toolkit that grows with you — from managing your first client to scaling your operations.
Contact Management
Keep every client, lead, and supplier in one place. Build rich profiles with contact details, notes, and full interaction history. Filter and segment your database to find exactly who you need.
- Detailed contact profiles with custom fields
- Full interaction and document history
- Smart filtering and search
- Embeddable lead forms for your website
- Import from CSV or Excel, and merge duplicates
- Link contacts to quotes, jobs, and invoices
Pipelines
Drag-and-drop Kanban boards for leads, quotes, and jobs. See exactly where everything stands, move items between stages, and never lose track of an opportunity.
- Separate pipelines for leads, quotes, and jobs
- Drag-and-drop cards between stages
- Colour-coded stages for visual clarity
- Pipeline value tracking with multi-currency support
- Chain pipelines for automated workflow progression
- Real-time updates across your team
Quotes
Build professional, branded quotes in seconds. Add line items, apply discounts, and send them directly to your clients — who can accept online. When a quote is accepted, convert it to a job with one click.
- Professional branded templates, with more than one brand if you need it
- Line items with tax and discounts — or one summary line for the customer
- Customers accept or decline from a branded online page
- One-click convert to job or invoice
- PDF export, email delivery and automatic reminders
Job Tracking
From small tasks to large projects, track every job through its lifecycle. Assign work, log progress, and ensure nothing falls through the cracks.
- Visual job stage pipeline
- Task lists with assignees and due dates
- Send proofs — customers approve or ask for changes online
- Job scheduling and branded job sheets
- Link to quotes and invoices, with notes and attachments
Invoicing & Payments
Generate professional invoices from completed jobs or from scratch. Track payment status, send reminders, issue credit notes, and keep your accounts in step with Xero or QuickBooks.
- Branded invoice templates
- Automatic tax calculations
- Payment tracking and reminders
- Credit note generation
- Sync invoices, payments, credit notes and customers to Xero or QuickBooks
- Multi-currency support
Projects
Group related jobs, quotes, and invoices under a single project umbrella. Monitor progress, track profitability, and keep stakeholders informed.
- Group jobs and invoices by project
- Profitability tracking
- Project timeline overview
- Stakeholder management
- Document and note attachments
Boards
Not everything is a lead, a quote or a job. Build boards for recruitment, onboarding, maintenance, purchasing — anything with stages — with fields of your own, task lists and comments on every card.
- Your own stages, card fields and card numbering
- Task lists with assignees and due dates on every card
- Link cards to companies, contacts, leads and your own tables
- Hand a finished card on to the next board, automatically if you like
- Collections group related cards from any board, with progress at a glance
- Ready-made templates and starter packs to get going in minutes
Custom Tables
Sites, suppliers, equipment, vehicles, certificates — create your own tables with the fields you need, and keep them linked to your customers and your work.
- Text, number, date, dropdown, checkbox and link fields
- Link records to companies, contacts and other tables
- Search and filter on any field
- Every record has its own page with attachments and history
- See every board card linked to a record
- Report on your tables in the report builder
| Name | Type | Customer | Next service | Under warranty |
|---|---|---|---|---|
| EQP-7Wide-format printer | Printer | Acme Signs | 2 Oct | Yes |
| EQP-8Vinyl cutter | Cutter | NorthPeak Ltd | 14 Nov | No |
| EQP-9Laminator | Finishing | BrightMedia | 3 Jan | Yes |
| EQP-10Van — WX21 KLM | Vehicle | — | 22 Feb | No |
Automations
Set up rules that run in the background — send emails, move pipeline stages, notify your team, and clean up stale records, all without lifting a finger.
- Trigger on record created, stage changed, or time elapsed
- Auto-send emails to contacts or team members
- Move leads, quotes, jobs and board cards through their stages
- Auto-close stale leads after a set period
- Payment reminders for overdue invoices
- Ready-made templates for common workflows
Dashboard & Reports
See your business health instantly with a dashboard you arrange yourself, and answer any question with the report builder — then share it, or have it emailed to you every week.
- Your own dashboard of widgets — or start from a ready-made one for sales, finance or production
- Report builder across leads, quotes, jobs, invoices, payments, board cards and your tables
- Charts, tables and pivots — click any figure to see the records behind it
- Compare with the period before
- Share reports with your team, download PDF or CSV, or email them on a schedule
Real-Time Wallboards
Build live display boards that show the metrics that matter most. Pin them to a TV in the office, share a link with your team, or use them to keep everyone aligned.
- Customisable widget grid with KPIs, charts, and tables
- Shareable public links — no login required
- Auto-refresh to keep data live
- Pipeline value breakdown by stage
- Top leads and upcoming deadlines at a glance
- Recent activity feed across all modules
AI-Powered Features
Built-in AI helps you work faster, and your own AI assistant can work with your business too. Connect Claude, ChatGPT or Copilot and ask about your pipeline, your jobs or your numbers in plain English.
- Connect Claude, ChatGPT, Copilot and other AI assistants to your Stedd.io data
- Your assistant sees only what you can see, and can read but never change anything
- One-click summaries of leads, jobs and projects, with their full history
- AI-drafted covering notes when you send a quote or invoice
- An AI lead score, with the reasons behind it, alongside your own
- Ask the in-app assistant how to do anything in Stedd.io
Dear Sarah,
Please find attached quote QUO-00047 for the website redesign and brand refresh project, totalling GBP 12,500.00.
This covers the full scope of work we discussed, including UX research, wireframing, visual design, and front-end development. The quote is valid for 30 days.
We look forward to working together.
This job involves a full website redesign for Acme Corp, currently in the design phase. 3 of 5 milestones are complete, with 2 invoices paid totalling GBP 7,200. The project is on track for delivery next month.
Ready to see it in action?
Start your free trial today. No credit card required.