TAMBURIS CRM
Our CRM (Customer Relationship Management) solution is designed to help businesses streamline their operations, enhance customer interactions, and drive growth. With a user-friendly interface and robust functionality, our CRM offers a comprehensive suite of tools to manage customer data, track sales, and optimize marketing efforts. Here are some of the key features that make our CRM stand out
Pipeline Management
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Visual Sales Pipeline: View your sales pipeline at a glance with intuitive visualizations that show the status of each deal.
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Drag-and-Drop Interface: Easily move deals through different stages of your sales process with a simple drag-and-drop interface.
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Custom Stages: Tailor your pipeline stages to match your unique sales process for better alignment and tracking.
Deal Tracking
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Comprehensive Deal Details: Keep track of all deal-related information, including deal value, expected close date, and associated contacts.
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Activity Timeline: Monitor all activities related to a deal, such as emails, calls, meetings, and notes, in a consolidated timeline.
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Progress Indicators: See at a glance which deals are progressing well and which ones need attention, helping you prioritize your efforts.
Google Calendar Integration
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Two-Way Sync: Keep your CRM and Google Calendar perfectly aligned, ensuring all your appointments and deadlines are up-to-date across platforms.
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Event Management: Create, edit, and manage events directly from the CRM interface, streamlining your scheduling process.
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Cross-Platform Access: View and manage your schedule on any device, anytime, ensuring you're always on top of your commitments.
Organization & People Management
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Data Handling: Perform CRUD operations, store structured information, and maintain detailed change logs for both organizations and individuals.
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Interaction Tracking: Record communication history, log activities, and monitor all engagements with companies and contacts.
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Relationship Mapping: Link organizations and people to relevant deals, providing a comprehensive view of business relationships and opportunities.
Brevo Integration
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Data Import: Seamlessly import Contacts, Companies, and Deals (including notes) from Brevo into your CRM, ensuring all your data is centralized.
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Synchronized Records: Maintain up-to-date and consistent information across both platforms for improved data management.
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Comprehensive Transfer: Bring over detailed contact information, company profiles, and deal specifics to enhance your CRM's dataset.
User Management & Access Control
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User Accounts: Create and manage individual user profiles for team members accessing the CRM system.
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Role-Based Permissions: Define and assign specific roles with customized access levels to ensure data security and workflow efficiency.
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Access Control: Regulate user access to sensitive information and critical functions based on job responsibilities and security requirements.
Global Business Support
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Internationalization (I18n): Designed with a global architecture supporting multi-currency, multi-timezone, and adaptable date/number formats for worldwide use.
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Localization (L10n): Offers multiple language interfaces and region-specific adaptations, ensuring the CRM is culturally appropriate and user-friendly across different locales.
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Global Accessibility: Combines I18n and L10n features to provide a seamless experience for users regardless of their geographical location or language preferences.
Statistics and Reports
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​Customizable Reports: Generate reports tailored to your specific needs, allowing you to focus on the metrics that matter most to your business.
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Real-Time Data: Access up-to-the-minute statistics and trends, enabling you to make timely decisions based on the latest information.
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Visual Analytics: Utilize interactive charts and graphs to easily interpret data, making complex information accessible and actionable.
Customised Fields
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Flexible Data Entry: Create and define custom fields for any entity, whether it's deals, contacts, or organizations, ensuring all relevant information is captured.
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Seamless Integration: Add, edit, or remove fields as your business evolves, without disrupting existing data or processes.
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Enhanced Organization: Categorize and filter your data based on custom fields, making it easier to locate and analyze the information most important to your business.
Real time data-sync
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Instant Updates: View changes to records in real-time, ensuring you always have the most current information at your fingertips.
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Improved Collaboration: Enhance team collaboration by reducing the lag between data entry and visibility across your organization.
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Seamless Experience: Enjoy a smooth, uninterrupted workflow as data is automatically refreshed and synced without manual intervention.
Integrated Public Forms
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Effortless Lead Collection: Capture leads directly from your website or landing pages with integrated public forms that automatically sync with your CRM, ensuring no opportunity slips through the cracks.
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Tailored Data Capture: Customize form fields to gather specific data points that matter most to your business, from contact details to unique customer preferences, giving you deeper insights into your prospects.
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Seamless Customer Information Management: Collected data is instantly organized and stored in your CRM, making it easy to manage and utilize customer information for targeted marketing and personalized communication.
Mapped CSV & Excel Import
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Seamless Data Integration: Effortlessly import data from CSV and Excel files with advanced field mapping, ensuring your information is accurately aligned within your CRM.
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Customizable Field Mapping: Tailor the import process by mapping each column to specific CRM fields, giving you full control over how data is organized and stored.
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Error-Free Data Import: Reduce manual errors and save time with our intuitive mapping interface, designed to make bulk data imports quick and precise.
Geo Mapping
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Visualize Your Data Geographically: Instantly see the locations of deals, contacts, and organizations on an interactive map, helping you gain insights into regional performance and opportunities.
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Automatic Address Detection: Save time with automatic address detection that seamlessly places your data on the map, reducing manual entry and ensuring accuracy.
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Location-Based Insights: Enhance your decision-making with geo-specific data, allowing you to tailor strategies based on regional trends and proximity to key clients or markets.