Overview

T-CRM is the all-in-one CRM platform that unifies sales, customer management, and AI-powered automation. Designed to streamline operations, empower your teams, and unlock growth at every stage of your business journey.

Overview

Features

FAQ Auto-Response

Contact & Company Management

  • Centralized contact and company database
  • AI agent to auto-create new contacts from enquiries/emails
  • Relationship mapping (contacts linked to companies & deals)
  • Activity history (calls, meetings, notes, emails)
Deals & Sales Pipeline

Deals & Sales Pipeline

  • Visual pipeline with customizable stages
  • SLA alerts & reminders for deal follow-ups
  • Pipeline filtering by sales rep, stage, or region
  • Product management
MeetNote AI

MeetNote AI

  • Records meetings across popular conference platforms or via mobile device
  • Provides AI-generated meeting summaries for quick review
  • Highlights key discussion points, decisions, and commitments
  • Extracts and assigns actions & follow-up tasks automatically
  • Conversation history linked directly to deals/contacts
Lead Insights

Lead Insights

  • AI agent auto-enriches lead info (domain, industry, size)
  • Lead scoring based on domain, source, and past interactions
  • Cross-sell recommendations (based on existing clients)
  • Up-sell insights from historical opportunities
Proposal Evaluations & Recommendation

Proposal Evaluations & Recommendation

  • Store & track past proposals with outcomes
  • AI-based proposal win/loss analysis
  • Proposal recommendations from past evaluations to increase win rate
Reporting & Dashboards

Reporting & Dashboards

  • Sales performance reports (daily, weekly, quarterly)
  • Deal pipeline health & conversion analysis
  • Proposal success rate & revenue forecasting

Benefits

For Enterprises

For Enterprises

  • Multi-tenant architecture supports large-scale deployments
  • Role-based access, advanced reporting & SLA monitoring
  • AI-powered proposal generation and lead scoring for complex sales cycles
  • Seamless integration with enterprise systems and workflows
For Midsize Businesses

For Midsize Businesses

  • Scalable CRM with customizable sales pipelines and dashboards
  • AI agents (SalesAgent AI, LeadSense AI) to boost sales team efficiency
  • Proposal evaluations to improve win rate
  • Cost-effective solution with enterprise-grade capabilities
For Small Businesses

For Small Businesses

  • Simple, intuitive interface with quick setup
  • Email tracking, MeetNote AI, and automated tasks to save time
  • Affordable pricing without sacrificing AI-powered features
  • Helps small teams stay organized, close deals faster, and grow steadily