One person. One connected history.
Keep the meeting, the WhatsApp follow-up, and the email agreement in the same person’s file.
Features / Automatic CRM
A CRM that builds itself.
Meetings, WhatsApp, phone calls, email—wherever the conversation happens, Tamloot brings it into a living file for each person. Your CRM builds itself as you work.
Illustrative exampleTamloot
Noa Levy · Project history
The project was agreed in a meeting. Noa confirmed the scope on WhatsApp and asked by email to revisit the rollout after launch.
Next: review the launch together.
Automatic CRM
Every channel adds to the relationship.
Remember what changed
Return to decisions, commitments, and the details that matter over time.
Start with context
Pick up where you left off, without searching through scattered notes.
Automatic CRM
A few things to know
What goes into a person’s file?
The conversations and notes linked to that person, across your connected channels. Connect your calendar and supported tools to bring meetings, calls, messages, and email into the picture.
Does this replace a sales pipeline?
Tamloot focuses on people, conversations, and next steps. If you need forecasting or a specific sales workflow, talk with us about how it fits your existing tools.
Automatic CRM