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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

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CRM Features

Pipeline Management

  • Visual Sales Pipeline: View your sales pipeline at a glance with intuitive visualizations that show the status of each deal.

  • Drag-and-Drop Interface: Easily move deals through different stages of your sales process with a simple drag-and-drop interface.

  • Custom Stages: Tailor your pipeline stages to match your unique sales process for better alignment and tracking.

Pipeline managment CRM

Deal Tracking

  • Comprehensive Deal Details: Keep track of all deal-related information, including deal value, expected close date, and associated contacts.

  • Activity Timeline: Monitor all activities related to a deal, such as emails, calls, meetings, and notes, in a consolidated timeline.

  • Progress Indicators: See at a glance which deals are progressing well and which ones need attention, helping you prioritize your efforts.

Google Calendar Integration

  • Two-Way Sync: Keep your CRM and Google Calendar perfectly aligned, ensuring all your appointments and deadlines are up-to-date across platforms.

  • Event Management: Create, edit, and manage events directly from the CRM interface, streamlining your scheduling process.

  • Cross-Platform Access: View and manage your schedule on any device, anytime, ensuring you're always on top of your commitments.

Organization & People Management

 

  • Data Handling: Perform CRUD operations, store structured information, and maintain detailed change logs for both organizations and individuals.

  • Interaction Tracking: Record communication history, log activities, and monitor all engagements with companies and contacts.

  • Relationship Mapping: Link organizations and people to relevant deals, providing a comprehensive view of business relationships and opportunities.

Brevo Integration

  • Data Import: Seamlessly import Contacts, Companies, and Deals (including notes) from Brevo into your CRM, ensuring all your data is centralized.

  • Synchronized Records: Maintain up-to-date and consistent information across both platforms for improved data management.

  • Comprehensive Transfer: Bring over detailed contact information, company profiles, and deal specifics to enhance your CRM's dataset.

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User management and access control
User management and access control

User Management & Access Control
 

  • User Accounts: Create and manage individual user profiles for team members accessing the CRM system.

  • Role-Based Permissions: Define and assign specific roles with customized access levels to ensure data security and workflow efficiency.

  • Access Control: Regulate user access to sensitive information and critical functions based on job responsibilities and security requirements.

Global Business  Support

  • Internationalization (I18n): Designed with a global architecture supporting multi-currency, multi-timezone, and adaptable date/number formats for worldwide use.

  • Localization (L10n): Offers multiple language interfaces and region-specific adaptations, ensuring the CRM is culturally appropriate and user-friendly across different locales.

  • Global Accessibility: Combines I18n and L10n features to provide a seamless experience for users regardless of their geographical location or language preferences.

Business global support
User management and access control

Statistics and Reports
 

  • ​Customizable Reports: Generate reports tailored to your specific needs, allowing you to focus on the metrics that matter most to your business.

  • Real-Time Data: Access up-to-the-minute statistics and trends, enabling you to make timely decisions based on the latest information.

  • Visual Analytics: Utilize interactive charts and graphs to easily interpret data, making complex information accessible and actionable.

Customised Fields

  • Flexible Data Entry: Create and define custom fields for any entity, whether it's deals, contacts, or organizations, ensuring all relevant information is captured.

  • Seamless Integration: Add, edit, or remove fields as your business evolves, without disrupting existing data or processes.

  • 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.

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User management and access control

Real time data-sync
 

  • Instant Updates: View changes to records in real-time, ensuring you always have the most current information at your fingertips.

  • Improved Collaboration: Enhance team collaboration by reducing the lag between data entry and visibility across your organization.

  • Seamless Experience: Enjoy a smooth, uninterrupted workflow as data is automatically refreshed and synced without manual intervention.

Integrated Public Forms

  • 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.

  • 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.

  • 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.

User management and access control

Mapped CSV & Excel Import

  • Seamless Data Integration: Effortlessly import data from CSV and Excel files with advanced field mapping, ensuring your information is accurately aligned within your CRM.

  • 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.

  • 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

  • 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.

  • Automatic Address Detection: Save time with automatic address detection that seamlessly places your data on the map, reducing manual entry and ensuring accuracy.

  • 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.

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