Lead pipeline
Track new inquiries, contacted leads, qualified opportunities, quotes, wins, and review points.
Explore this serviceCRM for small businesses
A simple sales pipeline your team will actually keep up to date.
Organize inquiries, customer details, notes, next steps, and follow-up in one small-business CRM built around the way your team sells.
Customer history
Keep contact details, notes, needs, activities, and follow-up timing together.
Explore this serviceConnected intake
Route website and campaign inquiries into the CRM with useful source information.
Explore this serviceBest for teams that need one shared system for follow-up.
A small-business CRM works best when leads are already arriving from a website, referrals, or campaigns and the team needs a cleaner handoff than inboxes and spreadsheets can provide.
- You want every inquiry to have an owner, a status, and a scheduled next step.
- You need customer notes, quote context, and follow-up history in one place.
- You want the CRM to match how your business already sells instead of forcing enterprise complexity.
How CRM work usually starts
The first pass is usually simple: define the real pipeline stages, identify which fields matter, and make sure new inquiries arrive with enough context to move forward.
Map the pipeline
Choose statuses that reflect your actual sales process, from new inquiry through quote, invoice, win, or loss.
Capture the right context
Store the contact details, need, timing, notes, and source information that make the next conversation more useful.
Tighten follow-up
Set owners, reminders, and review points so fewer leads stall between the first inquiry and the next decision.
See how this fits into the rest of the lead system
Feed the CRM from the website
Start with service pages and lead forms that collect better context before the record ever reaches your team.
Explore this pageAutomate the repetitive steps
Use AI to support intake, updates, reminders, and approved follow-up while keeping the CRM current.
Explore this pageSee the operating model
View the full landing-page-to-CRM workflow, including where human review belongs.
Explore this pageFrequently asked questions
What does the CRM cost?
TAD advertises CRM access starting as low as $3 per user per month. Final pricing depends on the setup, integrations, and support your team needs.
Can the pipeline match our process?
Yes. Statuses, fields, review points, and follow-up rules can be configured around the way your business already sells.
Can it connect to our website?
Yes. Website forms can send inquiries into the CRM, retain source details, and create a consistent follow-up workflow.