Custom CRM


Win proposals and customers with ease with an automated custom CRM 

Automatically push leads and customers through your custom CRM pipeline with visual, drag and drop ease.

With the Tadabase Custom CRM template app, automated triggers and scheduled automated tasks will funnel leads and proposals seamlessly through each stage of your custom-defined CRM pipeline.

Automate all your critical CRM processes and tasks including pipeline funnel automation, sending follow up emails and alerts, assigning sales reps, payment collection, expense and profit calculations, and more.

With unique login portals and role-based user permissions, sales reps can track their assigned customers and automatically track every time they made contact with their assigned customers. 

Visually track all customers, sales reps, and finances at a glance with dynamically interactive components, custom status indicators, custom reports, and automated calculations.