Customers
Your CRM: organizations, people, and deals in pipelines with your own stages, with notes, documents, and a full change history on every record. New organizations and people fill in their logo, website, industry, title, and work email on their own. One record per customer that Email, Sales, and Helpdesk connect to.
- Owns
- Organizations
- People
- Deals
- Pipelines
- Notes and documents
What lives in Customers.
One app owns the whole domain. These are the workflows, views, and features inside it, rather than a separate tool for each.
- Deal pipelines with your own stages, as a board or a list
- Automatic enrichment of new organizations and people, within a monthly budget
- Find people at a company and add them in one click
- Add to Customers from an email, offered for senders who look like customers
- Deal line items from your product catalog; winning the deal takes the stock out of the warehouse you pick
- Overview of open pipeline, weighted forecast, and won and lost value
- Idle deal alerts and a weekly forecast digest
- Custom fields, types, and statuses for organizations, people, and deals
What your agent does in Customers.
- Creates and updates organizations, people, and deals from an email or a few lines in chat
- Moves deals between stages and marks them won or lost, asking you first
- Enriches records and finds the right contacts at a company, charged only when found
- Sets up pipelines, stages, and custom fields from a description of how you sell
- Answers "what's open with Tecnomat?" with the deals, contacts, and latest notes
Every person gets their own agent; teams can share one. Sensitive actions wait for approval, and every action is logged with the data it used and the outcome.
Need it different? Describe it.
Add a field, a stage, a rule, a view, or a workflow inside this app. It's built on the same records and permissions, as open code you can change again.
Add a "Renewal date" field to deals, and a view of renewals due in the next 60 days with their owner.