Everything about a customer on one card.
The TiosCRM customer card is a cloud-based customer management program that brings company, contact, conversation and quote history onto one 360° screen.
Company, contact, conversation history and quotes on one page. Who said what, what was promised; whoever looks, sees the same thing.
"What did we last talk about with this customer?"
The customer calls; what was last discussed, what was quoted? The one who knows is on leave. The card opens, the history is up front; whoever looks sees the same information.
A customer's whole story, in one place.
Company, contact, conversations, quotes and files — all gathered on the same card. Whoever looks sees the same history.
Company and contacts together
Companies and their linked contacts from your directory, with their roles, under one roof.
Conversation history
Calls, meetings, emails; who said what, in date order, with nothing lost.
Linked deals and quotes
The customer's open and closed deals, their quotes and statuses, all visible on the card.
Notes and promises
What was promised gets written down; not kept in mind, kept on record — the team sees the same note.
Documents and files
Contracts, quote PDFs, images; the files tied to the customer stay right beside the card.
Everyone sees the same
The knowledge isn't on one person's phone; whoever on the team looks sees the same history.
The memory of the flow
The history of everything that comes from Leads and moves through the Pipeline is kept here; follow-up days drop into Activities, results add up in Reporting.
Let us call you, start using it.
Leave your number; we'll call the same day and set up your account together. Or start on your own right now.
no technical skills needed