TotemCRM — make every day easier
All features
Feature details
Sales pipeline & client management
Clients, contacts, deals, tasks and offers in one workspace so the team knows what to do next.
- • Rich client and contact profiles with full history and timelines
- • Deal pipeline with custom stages and probabilities
- • Commercial offers linked to deals
- • Automatic tasks when moving between stages
- • Data enrichment to keep records clean
- • Visual pipeline with drag-and-drop
- • Automatic probability updates for forecasting
Activities that get done
Every client has a clear next step. Calendar sync keeps follow-ups honest.
- • Calls, emails and meetings with due date and time
- • Two-way calendar sync
- • Overdue tasks and inactive clients flagged automatically
- • Offers exportable to PDF and saved on the deal
- • Call-ready tasks with phone number on the task
- • Outlook emails saved to the CRM
- • Recurring tasks for weekly cadences and renewals
Forecasts, sales plan & coaching
From gut feeling to a plan that updates as the team works.
- • Sales plan by month — plan versus actuals
- • Scorecards linking activities, pipeline and revenue
- • Win and overdue digests for managers
- • Configurable lost reasons
Delivery, portfolio & warehouse
After a deal is won, keep fulfilment visible so sales and operations share the same picture.
- • Delivery pipeline that follows your internal procedures
- • Invoice and tracking number saved on the delivery card
- • Sourcing page to keep track of materials
- • Product profiles built from materials
- • Warehouse module to track incoming products
Teams, data & control
Roles, duplicates, hierarchy and import tools so the company runs on one CRM.
- • Roles for reps, managers and directors
- • Teams, licences and company settings
- • CSV import/export, backups
- • Fast search across clients, contacts and deals
- • Smart duplicate detection and merge
- • Client hierarchy and key account structure
- • “Pandora” system user for unassigned records
- • Territory groups for markets
