Customers and deals

A light CRM your team actually uses.

A ready-to-use app, built by Tailorsoft, adapted to your processes and connected to your systems.

App logo · Customers and deals Customers and deals
tailorsoft core
Where to install
Example roll-out
Day 1 Choice and analysis
Day 2 Configured on your data
Day 3 Live for the team

Overview

01 Ready in days from choice to go-live
02 IT · DE · FR · EN languages included
03 Cloud or on site your choice of deployment
Table, chairs and flipchart in a meeting room in Lichtensteig
Customers and deals

A light CRM your team actually uses.

What you get

Contacts, deals and tasks in one simple view. It updates itself by reading email and calendar.

  • Visual deal pipeline
  • Automatic updates from email
  • Follow-up reminders

More apps

Sales and customers · and more ready-made apps
Sales and customers Quick quotes A professional quote in minutes. Sales and customers Inbox assistant The shared inbox, in order. Sales and customers Online booking Customers book, the calendar updates. Sales and customers Customer portal Everything a customer needs, behind one login.