Contacts & accounts
People and companies, with the operational history already attached.
TeqCRM
Customer
Customer
One customer record, every conversation attached.
A CRM that sits on top of the system already doing the work, so the pipeline knows what the operation knows — and every call, email and contract lands on the same record.
$69/month · 14-day free trial
Pipeline · Northline Mechanical
Onerecord across sales and operations
Everycall, email and meeting logged
Livepipeline against real work
The problem
Your CRM and your operations disagree about the customer.
The operational system knows what they bought and when they last came in. The CRM knows what the salesperson said. Neither can see the other, so the account manager calls a customer whose job is currently on hold in the shop.
What it does
The relationship layer over your operations.
Pipeline
Stages, values and forecasts for commercial and recurring business.
Activity timeline
Calls, emails, meetings and contracts in one chronological record.
Tasks & follow-up
What was promised, by whom, and by when.
Segments
Slice the base by behaviour and value, not just by field.
Operational context
Open jobs, balances and last visit visible from the record.
How it works
Four steps, no re-entry.
Step 1 of 4
The record already exists
Customers come from the operation, not from an import.
Step 2 of 4
Work adds context
Jobs, bookings and invoices appear on the timeline.
Step 3 of 4
Conversations attach
Calls, emails and meetings log themselves against the record.
Step 4 of 4
The pipeline is real
Forecast against what the business is actually doing.
Better together
What TeqCRM connects to.
Nothing here is required. Each one is there when the need is real.
Questions
Before you ask.
Can I keep Salesforce?
Yes. Many customers run an industry product plus TeqSign and TeqPay and integrate Salesforce. TeqOne supplies the pieces that are missing, not a replacement mandate.
Do I need it if I have one shop?
Probably not. TeqCRM earns its place when you have commercial accounts or sales across multiple operations.
Where does the data come from?
From the operational product you already run, so there is no import step to get started.
Try it free
Start with TeqCRM. Add the rest when it earns its place.
Fourteen days, the full product, no card required. It joins the company you already run.
No card required
Keep the systems that work
Remove it any time
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