The only app you’ll need to automate your sales customer relationship pipeline and visually track sales reps as they win customers and proposals.
Eliminate all the manual and repetitive tasks clogging up your sales CRM pipeline and automate your customer relationship management process so you can spend more time on quality sales engagement and business growth.
Creating a custom automated workflow to streamline your exact CRM process is as easy as clicking a button. A supercharged Tadabase button, that is. Easily add action links to your workflow which display as fully customizable buttons or links so you can trigger a series of automated tasks on the fly with a simple click.
You can also schedule automated workflows and tasks to recur at specific times or upon specific events. Using record rules, you can also manipulate records to trigger automated tasks behind the scenes when forms are submitted. Automated emails, texts, reminders, alerts, and notifications can each be customized in design and message per recipient.
With unique login portals, role-based user access, and custom routing upon login/logout, you can custom-define your users to access only the data and workflow prompts relevant to them based on their user role, job capacity, logged-in status, subscription status, and other access criteria you wish to assign per user.
Visually track your customers through every stage of the sales CRM pipeline, from contacts and leads to customers and proposals won. Choose from an extensive library of visually dynamic components that include many interactive features such as drag and drop, workflow visualization, inline editing, frontend filtering, frontend importing and exporting templates, custom color tags and icons, custom status indicators, pop up details windows, subscription services, and more.