Overview

The Future of Smarter Business Management

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.

Features

Testing Assistant acts as an intelligent co-pilot for QA teams, supporting both manual and automated testing workflows. It leverages AI to assist testers in analysis, execution, maintenance, and reporting—while remaining accessible to both experienced testers and non-technical team members.

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

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

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

  • 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

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

Reporting & Dashboards

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

Benefits

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

  • 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

  • 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