45 answers about TabletCRM — pricing, accounting sync, features, integrations, customization, security and support — all in one place.
TabletCRM is a complete CRM and business-management suite from KnowTia Concepts Corporation. It covers the whole customer life cycle — leads, marketing, proposals, orders, purchasing, inventory and service — and syncs with QuickBooks or Xero. Take the product tour.
Businesses that sell, ship and service — especially companies using QuickBooks or Xero that have outgrown spreadsheets and lightweight CRMs. Multi-location and franchise operations can use Franchise Magic.
Most CRMs end at the contact list and leave the rest to add-ons and connectors. TabletCRM builds the complete life cycle in — from the first lead to inventory, purchasing and service billing.
Yes, there’s a free trial, and no credit card is required. Start your trial.
Start a free trial, or book a 30-minute demo and we’ll walk your own workflows through TabletCRM.
TabletCRM runs in any modern web browser, and the mobile app is included starting with the Operations plan.
There are four plans: Starter, Sales, Operations and Complete — $19, $39, $59 and $89 per month billed annually, or $23, $47, $71 and $107 month-to-month. Compare plans.
Annual billing is about 17% less than month-to-month. Monthly billing keeps you flexible.
You choose: month-to-month billing for flexibility, or annual billing for the lowest price.
Starter supports up to 5 users. Sales, Operations and Complete support unlimited users.
Connect TabletCRM to your QuickBooks or Xero company and take 30% off your subscription for your first 3 months.
Yes. Start with the plan that fits today and move up as you add sales, operations or warehouse automation.
No add-on store and no connector subscriptions. Features are included by plan, integrations are native, and custom development is optional and priced up front.
Yes. Sales, Operations and Complete include full real-time, two-way QuickBooks sync; Starter includes read-only customer sync. See how it works.
Yes. TabletCRM syncs with your Xero organisation in real time. Learn more.
No. Leads and prospects stay in TabletCRM. A customer is created in QuickBooks or Xero only when a monetary transaction is recorded.
They stay in TabletCRM for reporting and follow-up. Lost deals never clutter your books.
No. Your team works in TabletCRM with role-based permissions, and accounting access can stay with your accountants.
No. A web lead becomes the account, quote, order and accounting transaction without being retyped.
Customer 360, sales-lead management, marketing, proposals & opportunities, order management, purchasing & receiving, inventory & warehouse, service & scheduling, and reporting. Tour every module.
Yes — standard and serialized inventory, assemblies, multi-location tracking, purchase orders and receiving, plus bar-coded warehouse receiving and shipping centers on the Complete plan.
Yes. Work orders, multi-resource scheduling, service contracts, time and materials, warranty and RMA, and on-site invoicing with e-signature.
Yes. Proposals pull live stock and customer pricing, generate as PDFs, capture e-signatures and convert to orders in one step.
Yes. Marketing campaigns and bulk e-mail are included starting with the Sales plan, with SendGrid integration for opt-outs and bounce tracking.
Dashboards throughout the system, with advanced reporting starting on the Operations plan.
QuickBooks, Xero, Shopify, WooCommerce, Magento, Amazon, Authorize.NET, Avalara, ShipEngine, EasyPost, SendGrid, Google Workspace, Microsoft 365, SmartyStreets and more. See them all.
No. TabletCRM integrations are native — built into the platform by our own developers.
We do. The same in-house team that writes TabletCRM builds and maintains every integration.
Just ask. We add native integrations regularly, and custom integration work is available through our Custom CRM services.
Yes. Add up to 40 custom fields to any process, adjust layouts and set alerts — no programming needed.
TabletCRM’s own in-house developers. We don’t farm work out to consultants or resellers.
Self-service customization and your first developer hour are free. After that, enhancements are $170/hr, or $320/mo for a dedicated enhancement plan. Details.
Yes. We convert data from Salesforce, NetSuite, ACT!, GoldMine and custom or legacy systems, and clean it up along the way.
Yes — personalized sessions built for each department, so your staff can hit the ground running.
A dedicated account manager, proactive communication and tailored training from an in-house team that knows your workflow. Explore our services.
TabletCRM is hosted in the cloud and kept current for you. Dedicated-server (BYOC) and on-premise options are also available for businesses that need them.
SSL/TLS-encrypted connections, custom-developed security monitoring, automated software and patch updates, and monitored, guaranteed backups.
Yes. REST API access is included with the Complete plan.
An enterprise Microsoft stack — .NET 4.8, 64-bit memory optimized, with Microsoft SQL Server scalability — accessible from any modern browser.
Yes, through Franchise Magic: a hub-and-spoke CRM built on TabletCRM.
Yes. Every location runs its own dedicated TabletCRM server and instance, synced to its own QuickBooks or Xero.
The HQ hub reports in real time on leads, sales, service and more across every location, with automated franchise fee capture.
Call us at 813-489-5249 or book a call.
KnowTia’s own team — the same people who design, build and support TabletCRM.
KnowTia Concepts Corporation of Tampa, Florida, building business software since 2001 and rated 5.0 on Google.
Book a 30-minute call or phone us at 813-489-5249 — you’ll get answers from our in-house team, not a script.
QuickBooks is a registered trademark of Intuit Inc. Xero is a trademark of Xero Limited. Other product names are property of their respective owners.
