Complete CRM & Sales Pipeline Management
Manage your entire sales lifecycle from lead to delivery. Track contacts, companies, and deals — then convert won deals directly into managed projects, all in one platform.
CRM Features
- Contact Management – Store and organize contacts with lead status tracking, custom fields, and complete interaction history
- Company Management – Manage company accounts with industry classification, revenue tracking, and linked contacts for B2B sales
- Visual Sales Pipeline – Drag-and-drop Kanban board to move deals through customizable stages from Lead to Won
- Deal Tracking – Track deal values, expected close dates, probability scores, and win/loss analysis for better forecasting
- Activity Timeline – Log calls, emails, meetings, and notes with complete activity history for every contact and deal
- Sales Analytics – Real-time dashboards showing pipeline value, win rates, sales forecasts, and team performance metrics
Default Sales Pipeline Stages
Every organization gets a pre-configured pipeline with 6 stages designed for typical B2B sales cycles. Stages are fully customizable and you can create multiple pipelines for different sales processes.
- Lead – 10%
- Contacted – 25%
- Proposal – 50%
- Negotiation – 75%
- Closed Won – 100%
- Closed Lost – 0%
Complete Sales Workflow
From first contact to project delivery — the complete business lifecycle in one platform.
- Add Contacts & Companies – Import or manually add leads and companies. Track lead source, status, and contact details.
- Link Contacts to Companies – Associate contacts with their companies for a complete view of B2B relationships.
- Create Deals – Create deals with estimated value, expected close date, and probability. Link to contacts and companies.
- Move Deals Through Pipeline – Drag and drop deals through pipeline stages. Probability auto-updates based on stage.
- Log Activities – Record calls, emails, meetings, and notes. Build a complete customer interaction history.
- Close & Win Deals – Mark deals as won or lost with reason tracking. Analyze win/loss patterns to improve your process.
- Convert to Project – One-click conversion of won deals to delivery projects. All deal context transfers automatically.
Activity Tracking
Log all customer touchpoints to build complete relationship histories: Phone Calls, Emails, Meetings, Notes, and Follow-up Tasks.
Seamless Project Integration
- Seamless Handoff – Convert a won deal to a project with one click. All context, notes, and attachments transfer automatically.
- Automated Setup – Projects are created with pre-configured boards, team assignments, and timeline based on deal details.
- Unified Analytics – Track the complete customer journey from first contact through project delivery in unified reports.
Why Choose TUMTAO CRM
- Unified platform eliminates data silos between sales and delivery teams
- No context lost when deals convert to projects — complete history preserved
- Real-time visibility into pipeline value and sales forecasts
- Activity tracking ensures no customer interaction is forgotten
- Customizable pipelines adapt to your unique sales process
- Team collaboration tools keep everyone aligned on deal progress
Industry Applications
- Remote Teams – Collaborate across time zones with real-time updates
- Freelancers – Track time, manage clients, and boost productivity
- IT & Software – Agile boards, sprint planning, and dev workflows
- Architects – Design phase management and billable hours
- Contractors – Job site coordination and budget tracking
- Healthcare – Clinical workflows and compliance tracking
- Manufacturing – Production scheduling and quality control
- Real Estate – Transaction management and client CRM
- Legal – Case management and billable hour tracking
- Education – Academic project coordination and planning
- Nonprofits – Volunteer coordination and donor management