TabletCRM follows the entire customer life cycle through built-in modules — from the first lead and marketing campaign to proposals, orders, purchasing, inventory and service. No add-on store. No bolt-on modules. It’s all part of the platform.
Lightweight CRMs cover the first step and leave the rest to add-ons, connectors and spreadsheets. TabletCRM was designed around the complete customer life cycle from day one.
Follow the road from the first customer record to the platform underneath it all, or jump ahead to any destination.
Every journey starts with the customer. TabletCRM keeps contacts, conversations, documents, orders and service history on one complete profile — for customers and vendors alike.
Capture every inquiry, route it to the right rep and keep it moving until it buys — without cluttering your accounting system with prospects who never order.
Because marketing lives in the same system as sales and orders, every campaign can target real customer history — and every response lands back on the right record.
Proposals pull live stock, cost and customer pricing, generate polished PDFs and capture e-signatures, while pipeline, quota and commission tracking update as deals move.
The Order Center takes orders from every channel, processes payment, drives fulfillment and posts the finished transaction to your accounting system automatically.
Purchase orders are connected to the demand that created them, vendor pricing is tracked side by side, and receiving updates stock the moment items arrive.
Full-featured inventory with real automation and control — from assemblies and serial numbers to bar-coded receiving and shipping centers across every warehouse.
Work orders, scheduling, time, parts and billing live on the same customer record, so every job is dispatched, tracked and invoiced — even on-site.
Advanced reporting, customization and an open API sit on an enterprise-grade Microsoft stack — available in any modern browser and on mobile.
Every destination on this tour shares the same customers, items, pricing and history — so nothing is re-typed between departments, and nothing is bolted on. See Pricing for which features are included in each plan.
In a 30-minute demo we’ll drive your process through TabletCRM — from the first lead to the final invoice — so you can see the power for yourself.
