Who Tamburis CRM is for
Built for small teams and growing businesses that generate leads and need a reliable follow‑up + pipeline system.
Fit:
-
You get leads from website / ads / referrals and need a follow‑up flow
-
You want a clear pipeline to avoid losing deals
-
You need flexible fields and forms that match your workflow
Not for everyone:
-
If you want an “all‑in‑one giant CRM” with dozens of modules you won’t use
-
If you don’t have (yet) any sales/follow‑up process
What changes in practice

Guided follow‑ups : Set the next action and a note. The CRM reminds you your memory doesn’t.

Pipeline & priorities: Every opportunity has a clear status. You know what to move today.

Full timeline: One place for everything: notes, tasks, emails, and updates.
Manage leads and follow‑ups without losing opportunities.
Pipeline, tasks, and conversation history in one clean workspace. Tamburis CRM is invitation‑only for growing teams that want a simple, measurable process.
✅ Clear follow‑ups: no forgotten leads
✅ Simple pipeline: always know what’s next
✅ Full context: notes, activities, emails in one timeline
Reply within 1 business day.


Essential features
Custom Fields
Add fields to leads, people, companies, and deals—without breaking structure.
Multiple Pipelines
Different pipelines for different processes (Sales, Partnerships, Recruiting).
Import & data cleanup
Import from CSV/Excel and keep everything structured.
Email & activity timeline (when enabled)
Conversation history and activities in one timeline for full context.
Real screens (not mockups)
A clean interface to work fast: less friction, more control.

Email Inbox

Automations

Profile page

Custom attributes

Activities && Tasks

Deal tracking

Deal products

Follow up
Invitation‑only (so it actually works)
This isn’t a generic self‑serve signup. We first confirm fit and set up the basics so you start clean.
Request a demo (2 minutes)
20–30 min call: process, pipeline, volume
Initial setup: fields/pipeline/import
Access enabled


