Most companies run on a patchwork of CRM, spreadsheets, shipping tools and accounting. TabletCRM puts sales, service, purchasing and inventory on one connected route — synced with your accounting system, with no double data entry.
✓ No credit card required ✓ Web + mobile ✓ Accounting-connected workflows
Across multiple industries and business models.
CRM, ERP and business automation expertise.
Customer-rated implementation and support.
Most of the destinations below are separate products somewhere else — stitched together with spreadsheets and re-typing. In TabletCRM they’re one road. Scroll down and take the drive, or jump ahead to any destination.
Ensure that no opportunity is left untouched — every inquiry captured, assigned and followed up before it goes cold.
Many CRMs are little more than shared address books, so teams fall back on spreadsheets and sticky notes, or clog QuickBooks with prospects who may never order. Leads go cold while nobody is sure who owns them.
TabletCRM manages the entire sales-lead process up front. When a prospect is ready to order, a few clicks pass the account into your accounting system — without any double data entry.
Turn qualified leads into signed proposals — with real pricing, real margins and a pipeline everyone can see.
Typical CRMs track a deal stage but leave the actual quote to word processors and spreadsheets — with stale prices, guessed margins and commissions worked out by hand at month end.
Proposals pull real-time stock, cost and customer price levels, generate as polished PDFs and capture e-signatures, while quota, commission and margin tracking update as the deal moves.
When the customer says yes, the order should move — not get typed in again.
In most setups the CRM hands off to accounting, which hands off to a shipping tool. Every handoff is another re-key, another typo and another delay between the sale and the shipment.
Payments, picking, labels and tracking all live on the order, and the completed transaction posts to your accounting system automatically.
Buy what you need, when you need it — and let sales see it coming.
Most CRMs have no idea what’s on order. Buyers work from spreadsheets and inboxes, receiving is a clipboard exercise, and sales can’t tell a customer when a backordered item will arrive.
Create POs from real sales demand, compare pricing across vendors, and scan items in at the dock so on-hand and incoming quantities update the moment they arrive.
Capture lost service revenue and take your customer service to the next level.
Bolt-on help desks don’t know what the customer bought, technicians track hours on paper, and parts and labor slip through the cracks before an invoice is ever written.
Dispatch the right people and resources, track time, parts and warranty status on the job, then invoice and collect payment on-site with an e-signature.
Know what you have, where it is, where it’s going — and when you’re going to need more.
When stock is updated in accounting after the fact, sales promises product that isn’t there, each warehouse keeps its own count, and reorder decisions come down to a guess.
Every quote, order, PO, receipt and work order moves stock in real time, so availability, assemblies and reorder needs stay current at every warehouse.
No fumbling with field mappings or testing third-party connectors. With a few simple clicks your front-office to back-office processes are connected, and the real-time integration runs as hands-off as it possibly can.
Real-time posting to QuickBooks Enterprise, QuickBooks Online and Xero, so finance and operations always work from the same numbers.
Bring WooCommerce, Shopify, Magento, Amazon and eBay orders in alongside Authorize.NET and PayPal payment processing.
Rate and label with UPS, FedEx, USPS and Canada Post, and track customer e-mail through Office 365 and Gmail.
TabletCRM can be deployed around accounting connectivity, specialized workflows or multi-location operations without changing the underlying platform.
Extend QuickBooks with sales, service and operational workflows while keeping accounting at the financial core.
Connect sales and operations to Xero while giving teams a broader workflow platform outside the accounting system.
Shape screens, workflows and automation around the way your company actually operates instead of forcing a rigid CRM model.
Give headquarters and locations shared processes, controlled visibility and scalable multi-location operations.
Customer-rated implementation and support from KnowTia Concepts Corporation.
Tell us where your business is headed. In a 30-minute demo we’ll walk your workflows through every destination — then you can start with the areas that matter most today and expand as you grow.
