Pipeline Management

Track leads at every stage in your pipeline. Whether monitoring salesperson performance, tracking customer interactions, or flagging big-ticket prospects for extra TLC, achieve total clarity on what’s happening – and what needs to happen next.

Custom CRM

Build customer relationships, increase sales, and optimize your processes with a robust CRM. Capture leads, track progress, and keep all your contact information in one place. Whether you’re a small startup or a booming business, customize your CRM to work for you.

Workflow Automation

Work like a boss, not a bot. Automate event reminders, lead assignments, email sequences, manager notifications, manual data entry, and more. Standardizing your processes helps you move quicker and better than ever. If a robot can do it, why should you?

Reports and Analytics

Say goodbye to guesswork with custom reports that analyze stats and trends in real time. Get critical insights so you can focus on the deals most likely to close. Analyze revenue streams, zero in on potential concerns, and lead your company to success. Yes!

Project Management

Get everyone on the same page instantly. Automate busywork, consolidate communication, and collaborate effortlessly. User-specific profiles ensure everyone has the info they need when they need it. Prioritize, assign, and track tasks to meet goals quicker than ever.

Sales Operations

Give your sales team the tools they need to succeed. Use Tadabase to speed up your sales hiring process, track team progress, and manage sales and post-sales activity. Create efficient and repeatable processes, so your reps can do their best work. Smiles all around!