Questions people actually ask
Grouped by what you're trying to work out. If your question isn't here, email us and we'll answer it properly.
Getting started
How long does it take to get up and running?
Most teams are working in TMC CRM the same day. You import your contacts and open deals from a CSV, set your pipeline stages to match how you actually sell, and invite your team. There is no implementation project and no setup fee.
Can we import from our current CRM or from spreadsheets?
Yes. Import companies, contacts, and deals from CSV, which every CRM and spreadsheet can produce. Duplicates are detected on import so you can merge rather than create a mess. For a larger or messier migration, talk to us and we will run it with you.
Do you offer a trial?
Yes — request a demo and we will set you up with a trial account containing your own data, so you are evaluating it against your real pipeline rather than a sample one.
How much training does a team need?
Very little. If someone has used a CRM or a shared spreadsheet before, the pipeline and contact views will be familiar within an hour. We provide onboarding guidance for administrators setting up stages, fields, and permissions.
Security and data
Where is our data stored?
We will tell you exactly which region your data sits in before you sign anything, and put it in writing. If you have a specific residency requirement, raise it during procurement and we will confirm what we can support.
Who on your team can see our data?
Access to production data is limited to the small number of staff who need it to operate and support the service, and that access is logged. We do not use your customer data to train anything or sell it to anyone.
Will you sign a data processing agreement?
Yes. We act as your data processor for the customer records you hold in TMC CRM, and we will sign a DPA setting out that relationship.
Can we complete our own security review?
Yes — send us your security questionnaire and we will work through it. The security page describes our controls in more detail.
Product and integrations
Does TMC CRM connect to our email and calendar?
Yes, to Google Workspace and Microsoft 365. Email and meetings log themselves against the right contact and deal, so the activity history builds without anyone copying things across.
Is there an API?
Yes — a documented REST API with tokens scoped per integration, plus webhooks that fire on record and stage changes.
Can we customise fields and stages?
Yes. Pipeline stages are yours to define, and custom fields let you track whatever your business actually cares about rather than what we assumed.
Does it work on a phone?
Yes. The interface is responsive, so the pipeline, contacts, and activity views work in a mobile browser for updating deals between meetings.
Still have a question?
Ask us directly — we'd rather answer it now than have you guess.