Detailed leads & contacts
Client profiles, industries, activity histories, qualification and lead-to-contact conversion.
Tamalaki Business Network
Tamalaki CRM
Every relationship.
Every conversation. One workspace.
From the first enquiry to the next invoice — connect your sales, clients, partners and team with the tools that move business forward.
Workspace-scoped accessProduct-aware AI
One client journey across TBN solutions
Factora ERP
Modular business software
Microsoft Dynamics 365
Business applications
CEA Consulting
Africa investment services
AgriTrust Exchange
Secure agri-trade platform
The complete workspace
Built around the way TBN works.
Sales, finance, communication and collaboration — connected throughout the customer relationship.
Sales & AI
Sales pipeline & forecasting
Move opportunities through stages, assign owners, track product lines and review weighted forecasts.
AI sales assistant
Score leads, recommend personalized next steps and draft follow-ups and deal-specific proposals.
Sales performance
Workspace dashboards, sales targets, pipeline reports and revenue insights in one view.
Products & finance
Modular product catalog
Detailed SaaS plans, optional modules, required inclusions, user tiers and configurable pricing rules.
Detailed quotations
Product and module selection, multi-line pricing, discounts, taxes, commercial terms and invoice conversion.
Branded invoicing
Customer billing snapshots, service periods, payment terms, PDF invoices and email delivery history.
Revenue & payments
Billed, collected, outstanding and overdue totals, recurring invoices, subscriptions and partner commissions.
Communication
Email inbox & campaigns
Import selected Gmail messages, reference attachments and build campaigns from saved product-aware AI templates.
WhatsApp campaigns
Draft product-specific content with AI, use approved templates and track message delivery and campaign results.
Website chat to support
Connect multiple websites to a workspace, receive visitor conversations and turn chats into support tickets.
Workspace integrations
Manage shared and personal communication channels, provider readiness and access for selected roles or teammates.
Teamwork
Team chats & mentions
Channels, direct messages, team tagging, replies, reactions and private file attachments.
Private video meetings
Start an instant call or schedule a meeting with team members, partners and clients, including no-account guest links.
Unread alerts & presence
Unread chat counters, notification sounds and teammate check-ins keep conversations and availability visible.
Tasks, calendar & resources
Coordinate activities and deadlines, and organize documents, logos, graphics, images and videos by product and category.
Partners & clients
Partner workspaces
Partner access scoped to their own business, with referrals, customers, quotations, invoices and their own team.
Partner messaging
Private partner-to-TBN conversations, dedicated inboxes and unread counts that clear when messages are read.
Client support & portals
Support tickets, conversation threads and private client portal links for ongoing customer service.
Product resource library
Keep brochures, proposals, technical files and creative assets together for team and partner reference.
Workspace control
Company settings
Manage company identity, logos, contact details, currencies, time zones and invoice payment information.
Team invitations & roles
Invite colleagues by email, let them create a password and manage workspace membership and permissions.
Scoped access & audit trails
Workspace and partner access controls, private files and recorded administrative activity.
Daily operations
Keep client activities, calendars, documents, reports and follow-up tasks connected to your team’s work.
Connected services require configuration. WhatsApp templates and campaigns are subject to provider approval and recipient consent. AI drafts remain editable for your review.
From enquiry to lasting partnership
Keep the next step connected.
01
Capture & qualify
Bring leads, contact profiles, website enquiries and recent activity together.
02
Recommend & quote
Use AI insights, choose product modules and prepare a detailed proposal and quote.
03
Deliver & collect
Convert accepted quotes into invoices, coordinate tasks and track payments.
04
Support & grow
Stay close through tickets, campaigns, partner messages and private video meetings.
Your team. Your clients. Your next move.
Continue your work in the Tamalaki Business Network workspace.