A CRM that fits the way you actually sell.
Your stages, your fields, your follow-up rules. Describe the pipeline and who should see what, and the AI builds the deal board, the contact records, the automated follow-ups and the forecast, with reps seeing their own deals and managers seeing the team.
Describe your sales & crm app — we’ll build it now.
We started the prompt for you. Edit it, or describe your own app.
The old way.
What it looks like before the app.
-
Big CRMs, small usage
You pay for hundreds of features and the team uses a spreadsheet anyway because the CRM does not match the process.
-
Follow-ups fall through
A deal sits in "proposal sent" for three weeks and nobody is notified.
-
Forecasts are hand-made
The monthly number is built in a spreadsheet from exports, and it is wrong by the time it is read.
What Tadabase AI builds for you.
Describe it once and these are the parts you get, each wired to the same data, the same logins and the same rules.
-
Pipeline board
Deals by stage with value, owner and next step. Drag between stages; a stage change can trigger a task or an email.
-
Contacts and companies
Linked records with notes, calls, files and every deal they have touched. No duplicates typed twice.
-
Follow-up workflows
A deal idle for 7 days emails the rep; a won deal creates the onboarding tasks. Read and edit every rule.
-
Rep and manager views
Reps see their own pipeline. Managers see the team. Decided on the server, not by a filter someone can clear.
-
Quotes and win/loss
Quote line items on the deal, a reason captured at close, and a report on why deals are lost.
-
Forecast
Weighted pipeline by rep, by month and by product line, live on the manager dashboard.
What’s underneath.
The same platform runs every app the AI builds, so none of this is yours to wire up.
- Roles and row-level security
- Who sees which records is decided on the server, per role and per row. Not by hiding buttons.
- Workflows you can open
- Every automation the AI builds is a list of steps you can read, edit and watch fire. Change the words, save, no regenerate.
- Portals for outsiders
- Clients, tenants, partners, parents or the public log in and see only their own slice of the same tables.
- Audit trail
- Every login, every change and every export is recorded with who, when and from where.
- Real data, real fields
- A date is a date, a status is a dropdown, a record links to its parent. Import the spreadsheet you have today.
- Change it by clicking
- Pick any component on any page and you get its settings, not code. Add a column, rename a field, done.
Questions, answered.
Read the docsCan reps see only their own deals?
Yes, and it is enforced on the server per row. Managers see the whole team; describe any other split (by region, by product) and the AI sets it.
Can I change the pipeline stages later?
Stages are a dropdown field. Click the board, edit the options, and the board columns follow. No rebuild.
Does it send follow-up emails?
Workflows send email from your app when a condition is met, such as a deal sitting in one stage too long. The subject and body are yours to edit.
Can I import my current contact list?
Yes. Import the spreadsheet; contacts, companies and deals become linked records with typed fields.
Can customers or partners log in?
Yes. A customer portal role can see their own quotes, orders or tickets and nothing else, from the same tables.
Describe your pipeline. Get a CRM the team will actually use.
Stages, follow-ups, rep views and the forecast, from one paragraph.
- Free plan, no card
- Unlimited app users
- Live on your own domain