Customers

Your CRM: organizations, people, and deals with your stages; every email, call, note, and document on the record; the agent keeping it current. One record per customer that every other app reads from.

  • Owns
  • Organizations
  • People
  • Deals
  • Activities
  • Pipeline

A few of the views inside Customers.

Inside the app

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.

  • Sales pipeline with your stages
  • Accounts, sites, and equipment on the organization
  • Follow-ups and next steps proposed by the agent
  • Relationship history across email, calls, and meetings
  • Lead capture from the inbox and web forms
  • Reports on pipeline, activity, and win rate
AI inside the app

What your agent does in Customers.

  • Creates and updates organizations, people, and deals from emails, calls, and forms
  • Logs every conversation on the right record and proposes the next step
  • Drafts follow-ups in the customer's language, for approval
  • Answers "what's open with Tecnomat?" with the deals, orders, and last conversation

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.

Built with AI

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 "customers" view for my team: only what's mine, due this week, with the agent's drafts on top.

See Customers on your data.

Book a demo and bring a real example. We'll show you the app on your data, with the agent doing the work.