One Business Operating System. Built Around How Your Business Actually Works.
Connect leads, WhatsApp, follow-ups, tasks, customers, billing, inventory and business workflows in one configurable platform — instead of forcing your team into a rigid, one-size-fits-all CRM pipeline.
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LEADMeta / Website / Call / Walk-inCAPTURED
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WHATSAPPShared team inbox, full contextROUTED
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CRM PIPELINEOwner assigned, stage trackedTRACKED
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FOLLOW-UPScheduled reminders, no memory relianceSCHEDULED
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SALEConverted, attributed to sourceCONVERTED
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TASK / OPERATIONSHandover to delivery team as tasksASSIGNED
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BILLING / INVENTORYInvoice, stock, reconciliationCONNECTED
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CUSTOMER RETENTIONHistory intact, re-engagement readyRETAINED
Your Business Isn't Short of Tools. It's Short of Connection.
If this is how your business runs today, the problem isn't effort. It's that customer conversations, sales stages, and internal work are split across fragmented tools.
Leads Everywhere
Meta leads, website forms, calls and WhatsApp chats are handled separately. Inquiries sit across disconnected screens.
Follow-ups Get Missed
Staff depend on memory, notebooks or personal WhatsApp reminders. Inquiries cool off quietly when busy days hit.
No Clear Ownership
Owners often have to ask who is handling each lead or task, risking duplicate effort or forgotten prospects.
Sales & Operations Are Disconnected
A sale may close, but the next team lacks a structured handover. Operational handoffs happen over phone calls or loose notes.
WhatsApp Has No Context
Customer history is buried inside individual chats on individual phones. When a staff member is away, relationship context is lost.
Daily Work Is Hard to Track
Managers cannot clearly see pending vs completed tasks across the team without conducting manual review meetings.
Billing & Inventory Live Separately
Customer, sales and operational data are split across different systems. Reconciliation becomes a manual routine instead of an integrated view.
Sound familiar? This is what TBFCRM is built to streamline — connecting customer activity directly to daily execution.
Map my workflow →From Customer Enquiry to Business Operations — One Flow
TBFCRM links the full journey so information can be carried forward through configured workflows. Less re-typing, clear accountability.
Core Capabilities, Organized Around Your Operation
Structured module groups. Enable what your business requires, configured around your workflow.
CRM & Lead Management
Every enquiry captured, sourced, assigned and tracked — with a conversation and activity history your whole team can reference.
Lead Capture
Ingestion from web forms, ad webhooks, and manual entry
Attribution
Lead source tagging and campaign attribution parameters
Ownership
Role assignments and clear ownership tracking
Follow-up
Scheduled follow-up reminders and due dates
Context Logs
Timestamped notes, interaction history, and priority flags
Re-engagement Lists
Configurable segmented lists for dormant leads
WhatsApp Communication Hub
Customer conversations with full CRM context alongside the chat — preserving continuity across team handoffs.
Team Inbox
Shared multi-agent team inbox for assigned conversations
Integration Options
Connection method depends on deployment, provider approval, account eligibility, and implementation requirements.
History Logs
Conversation timeline linked directly to customer records
Assignment
Assigned chats with transfer options across reps
Templates
Standardized message templates and quick replies
AI Drafts
Suggested reply drafts reviewed by staff prior to dispatch
Tasks & Team Operations
Track internal operational work alongside sales deals. Converted deals can hand over to operations as structured tasks.
Workflows are configured per business — this diagram illustrates a typical fulfillment chain rather than a locked default.
Delegation
Task assignment with designated owners and due dates
Deadlines
Status tracking and priority levels across deliverables
Tracking
Pending vs completed task visibility across teams
Daily Activity
Daily progress tracking to reduce status meetings
Department Stages
Multi-stage handoffs configured per department
Reminders
Configurable alerts for pending or overdue work
Billing, Inventory & Commerce Operations
Configurable operational modules enabled based on plan and implementation scope. We don't claim mature ERP coverage; functionality is mapped to your actual requirements during onboarding.
Billing
GST invoice generation and billing workflows
Orders
Sales order monitoring and status transitions
Stock
Basic inventory registers and SKU tracking
Payments
Payment status tracking and reconciliation views
Commerce Sync
E-commerce order data sync (implementation-dependent)
Activated per implementation scope. Requirements are confirmed during your demo.
Social Media Operations & Task Management
Manage marketing deliverables and social workflows as structured team tasks rather than through unorganized chat threads.
Content Planning Workflow
Content schedules and post review stages tracked as tasks
Comment & Reply Handling Tasks
Inquiry handling assigned to designated team members
Assigned Social Tasks
Creative deadlines and asset approvals with clear ownership
Direct social publishing integrations are being expanded. We do not claim live direct publishing APIs that are not yet deployed.
WhatsApp With the Full Customer Story Attached
When a customer messages, your team sees who they are, previous discussions, quotations provided, and the deal stage inside the same workspace.
- Conversations assigned to designated team members with handover options
- Chat timeline linked to the customer profile — context remains within the business
- Pre-approved templates and action prompts support consistent response standards
- Connection method depends on deployment, provider approval, account eligibility, and implementation requirements.
"Can you share the latest catalogue with pricing?"
"Shared. Also noting you preferred cotton sarees last month — new cotton arrivals are on page 3."
"Perfect. Please reserve 2 pieces. Will pay advance today."
Structured Workflows, Not Black Boxes
Automation in TBFCRM sets up the next operational step so tasks are clearly delegated. Where human review or approval is necessary, the system surfaces the task clearly.
- New lead arrivesForm / ad / WhatsApp entry
- CRM entry createdSource & campaign tagged
- Owner assignedRound-robin or rule-based
- WhatsApp acknowledgment routedTemplate-based notification
- Follow-up task scheduledRep conducts scheduled outreach
- Order confirmed in pipelineStage moved to Converted
- Operations task createdAssigned to delivery team
- Billing step initiatedInvoice draft prepared for review
- Dispatch workflow stagedEach task tracked to completion
- Customer inactive beyond set thresholdConfigurable period per business
- Follow-up reminder generatedAssigned to account owner
- Re-engagement draft preparedPurchase history readily accessible
- Owner reviews & sendsHuman judgment remains in the loop
Workflows create assignments and surface reminders. Your team handles approvals, sales conversations, and fulfillment.
One Core Platform. Different Business Workflows.
Same core system, specialized pipelines. The platform is configured around how your business actually operates.
Industry-specific pages are in preparation. Each card above routes to the demo form with your business type pre-selected — no broken links.
Your CRM Should Follow Your Business — Not the Other Way Around.
Many CRM implementations begin with standardized sales pipelines and require additional configuration or integrations to match operational workflows. TBFCRM takes a configuration-first approach around how your business already operates.
Configuration scope depends on your plan and implementation. Deep customization is scoped during onboarding — we don't promise unlimited custom software development by default.
Departments & user roles
Approval steps & sign-offs
Task stages & operational workflows
Sales workflows & follow-up rules
Business-specific modules enabled per plan
Pipeline stages named your way
AI Where It Saves Real Staff Time
AI assists staff with repetitive information work. It doesn't run your business — your team stays in control, with less manual data compilation.
Lead Summary
Condensed lead background before a rep opens the conversation.
Conversation Summary
Long WhatsApp threads compressed into concise context briefs.
Suggested Reply Drafts
Draft responses reps review, edit, and send with human oversight.
Lead Classification
Priority and category triage based on incoming text intent.
Task Assistance
Suggested next tasks based on workflow state — in development.
Content Drafting
Marketing content drafts from campaign context — planned.
No accuracy-rate claims, no "AI sales agent" hype. Every AI output is a draft a human reviews before it reaches a customer.
Know What Happened Today — Without Asking Everyone.
Daily status meetings exist because information lives in individual heads. TBFCRM provides management visibility over sales activity and operational tasks on one screen.
See the dashboard on your dataTypical CRM Setup vs. TBFCRM Operating System
Different CRM platforms are designed around different use cases. Where TBFCRM differs is not just the pipeline — it is how customer activity connects to daily business execution.
What the System Is Designed to Improve
We focus on practical operational improvements that help growing businesses manage their daily workload with fewer administrative errors.
Fewer overlooked follow-ups
Scheduled reminders replace memory reliance.
Clearer ownership
Every lead and task has an assigned owner.
Faster handoffs
Sales-to-operations becomes a system step, not an unrecorded call.
Centralized customer history
Conversations, quotes, and orders logged in one record.
Better daily visibility
Owners see pending vs completed work directly.
Less manual duplication
Data carried forward through configured stages.
Structured team workflows
Configurable stages match your actual procedures.
Easier management oversight
Dashboards reflect your business, not a generic template.
Designed to reduce operational leakage. Results depend on implementation scope and team adoption.
Book a CRM Workflow Demo
Show us how your business currently works. We'll map how the CRM can be configured around your process — including what should stay manual.
We review your current lead, WhatsApp and task flow before the call.
Live demo configured around your business type and workflow.
Implementation scope and recommended plan are confirmed after reviewing your workflow.
After the demo, try it yourself: start your free trial →
Before You Book
Is TBFCRM a standard CRM with fixed pipelines?
No. The core platform is configurable — pipeline stages, task workflows, departments and modules are set up around your business process during implementation. Configuration scope depends on your plan.
How does TBFCRM compare with platforms like Zoho or HubSpot?
Zoho and HubSpot are established CRM ecosystems with broad sales, marketing and integration capabilities. TBFCRM takes a different implementation approach: we configure customer pipelines, WhatsApp communication, internal tasks and operational workflows around the way your business already works. The right platform depends on your team, process complexity and integration requirements.
Does WhatsApp use the official Business API?
Connection method depends on deployment, provider approval, account eligibility, and implementation requirements. We confirm the exact method for your account during the demo.
Is billing and inventory included?
Billing, GST invoicing, inventory and commerce sync are available as configurable operational modules. Which modules are activated is scoped per implementation — we don't claim full ERP coverage.
Is there a self-serve free trial?
Yes, after your demo. TBFCRM is configured per business, so we start with a workflow demo that maps the system to your actual process. Once you have seen it, you can start a free trial and set it up yourself.
Will AI replace my sales team?
No. AI assists staff with repetitive information work like summaries and draft replies. A human reviews and sends everything. The goal is less repetitive clerical effort, not fewer people.
How long does implementation take?
It depends on the modules and workflows configured. A focused lead + WhatsApp + tasks setup is faster than a full billing + inventory deployment. Your timeline is confirmed in the demo.