CRM
By Tyms · Sales · Tyms OS
Track contacts, companies and deals through your pipeline. Your assistants update records, log activity and report on your pipeline for you.
What CRM does
Tyms CRM gives your team one place to manage contacts, companies and pipeline. Drag deals through stages you define, log calls and meetings against every record, and set a next step on each deal so nothing goes quiet. Your assistants work the CRM with you: ask them to log a call, move a deal, find a contact or summarise your pipeline, and it happens.
Features
- Contacts, companies and deals with a drag-and-drop pipeline board
- Editable pipeline stages, deal values, probability and expected close dates
- Activity timelines for calls, meetings, notes and emails on every record
- File attachments on every deal, with image previews and one-click download
- Next steps with due dates, and overdue follow-ups surfaced on the board
- Assistants can create and update records, move deals and answer pipeline questions
- CSV import with duplicate matching, plus one-click exports and pipeline stats
Ask your assistants
Tyms assistants work CRM with you. Ask in chat, email or your team's channels.
- Log a call with Acme: they want a proposal by the 15th
- Move the Kampala Water deal to negotiation
- Which deals over $10,000 have no next step?
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