Tallium CRM helps small and growing businesses manage contacts, deals and pipeline, tasks and lead capture forms in one clean, fast workspace.
A clean contact book for every client and company. Track owner, source, industry, status and location, and convert prospects to active customers when they buy.
A visual kanban board moves each opportunity through lead, qualified, proposal, negotiation and won or lost. Values and expected close dates keep your forecast honest.
Create follow ups, calls, emails and meetings with priorities and due dates. Every task is linked to the right contact or deal so nothing is forgotten.
Publish a hosted form and embed it anywhere. Submissions create or update a contact automatically, so inbound enquiries flow straight into your pipeline.
Log calls, emails and notes on a per contact timeline. Your team gets full context before every conversation.
A simple dashboard shows pipeline by stage, open tasks and won deals, so you can steer the week without spreadsheets.