Win development jobs and customers with ease with custom-automated processes and at-a-glance operational tracking.
The Tadabase Developer CRM template app makes it easy to win customers and jobs by bringing your custom pipelines to life. With its no-code, visually intuitive platform, Tadabase takes all your flat, static data and transforms it into dynamic and automation-triggered components that drive leads to customers and invoices to jobs won.
Easily track all CRM tasks, leads, and proposals as well as all ongoing customers, jobs, and tasks with custom-defined strategic tools including scheduled and on-demand automated workflows, logic rules, complex equations, and custom reports. Track all customer and job stats at a glance with custom status indicators, summary cards, and dashboards that can be personalized per user.
Create custom workflows and automate them, automating manual and repetitive tasks including task management, scheduling contacts with leads and customers, and notifying customers with job-related updates.
With unique login portals and role-based user permissions, customers can login to self-sufficiently track their jobs, approve tasks and expenses, and sign proposals to approve new jobs. Employees can login as well to access information and workflow prompts relevant to them based on their job capacities, user roles, and logged-in status.