Visual pipeline
Drag deals through stages and see exactly where revenue sits. No spreadsheets, no guesswork.
The product
Everything your team needs to win the deal
TMC CRM brings pipeline, contacts, and follow-ups together in one place — purpose-built for the way B2B teams actually sell.
Unified contacts
Every company, person, email, and note in one record — shared across your whole team.
Follow-ups that stick
Automatic reminders and tasks so nothing slips between calls, quotes, and closes.
Live insights
Forecast, conversion, and activity dashboards that update the moment your team does.
Secure by design
Role-based access, audit trails, and encryption in transit and at rest — built for B2B trust.
Fits your stack
Clean APIs and integrations so TMC CRM slots into the tools your team already runs.
The board
Open it and you know where the quarter stands
Deals sit in stages you defined, with the value on the card and the total on the column. No report to run, no export to reconcile — the board is the report.
New
Northwind$24k
Calder Ltd$8k
Qualified
Meridian$52k
Halden & Co$16k
Won
Ashcroft$41k
Deals
A pipeline you can actually read
Configured to the way your team already sells, and detailed enough to forecast from: what each deal is worth, how likely it is, how long it has been sitting, and why it landed the way it did.
- Custom stages, and a separate pipeline per team or product line
- Weighted forecast from deal value and stage probability
- Ageing flags on deals that have gone quiet
- Won/lost reasons captured at close, so the data is there later
Contacts
One record per customer, shared by everyone
Companies and the people inside them, with the full history attached — calls, emails, notes, quotes, and every deal you have run with them.
- Company and contact records linked, with roles and reporting lines
- Full activity timeline on every record
- Duplicate detection and merge on import
- Custom fields for the things your business tracks
Activities
Follow-ups that do not depend on memory
Tasks, calls, and reminders attached to the deal or contact they belong to, so the next step is always visible to whoever picks it up.
- Tasks with owners, due dates, and reminders
- Email and calendar sync so activity logs itself
- Shared team inbox view for whatever is overdue
- Templates for repeatable sequences like onboarding or renewals
Reporting
Numbers your team trusts
Dashboards that read from live records rather than a monthly export, plus the ability to slice by owner, stage, source, or anything you have made a field.
- Pipeline, forecast, conversion, and activity dashboards
- Per-rep and per-team performance views
- Saved filters and segments you can share
- Scheduled reports by email, and CSV export whenever you want
Administration
Control over who sees what
Roles and record-level permissions so a growing team can share a system without sharing everything.
- Role-based access control down to record and field level
- Audit trail of who changed what, and when
- Bulk import, deduplication, and data export
- Single sign-on for teams that need it
Integrations
Connects to the tools you already run
A documented REST API, webhooks for anything event-driven, and direct connections to the tools most B2B teams have already standardised on.
- Email and calendar: Google Workspace and Microsoft 365
- Webhooks on record and stage changes
- REST API with tokens scoped per integration
- CSV import and export for everything, with no lock-in
Want to see it on your pipeline?
We'll load your contacts and open deals into a trial account, so you're judging it against your own pipeline rather than a demo one.