TAP • CONNECT • SYNC
0
0
Automated CRM System

Manage Leads.
Follow Up.
Convert More.

A smarter CRM system to organise customer information, track follow-ups and keep your customer workflow in one place.

Get Started → See How It Works
✓ Centralised customer data
✓ Follow-up visibility
✓ Organised workflow
CRM Workspace
Business Overview
Customer activity at a glance
+ Add Customer
Total Leads
248
+12.4%
Customers
184
+8.7%
Follow-ups
32
Today
Customer Activity
Pipeline
New
76
Follow-up
42
Converted
81
Customer
Rahul Sharma
New enquiry · Today
Follow-up scheduled
01 Centralised Customer Data
02 Clear Follow-up Tracking
03 Organised Customer Workflow
The Problem

Stop Managing Customers Across Scattered Tools.

Missed Leads Important enquiries can get lost between different channels.
Manual Follow-ups Remembering every customer follow-up becomes difficult as you grow.
Scattered Data Customer details, notes and conversations can live in different places.
No Clear Pipeline It becomes harder to understand where each customer stands.

One Customer Workspace.
One Clearer Workflow.

Bring the information you need into a structured CRM workspace designed to make customer management easier to follow.

✓ Customer profiles
✓ Lead tracking
✓ Follow-up visibility
✓ Pipeline stages
✓ Tasks & notes
✓ Customer history
Core Capabilities

Everything You Need to Stay Organised.

Keep the important parts of your customer workflow together without making your daily process unnecessarily complicated.

+

Lead Management

Capture and organise new enquiries so opportunities are easier to track.

◉

Customer Profiles

Keep contact details, notes and relevant customer information together.

✓

Follow-up Tracking

Know which customers need attention and keep upcoming actions visible.

→

Pipeline Management

Move customers through clear stages as enquiries progress.

+

Tasks & Notes

Keep important actions, reminders and information organised around customers.

◫

Business Overview

Get a clearer view of customer activity from one structured workspace.

Simple Workflow

From New Enquiry to Customer.

Keep each stage visible so your team knows what needs attention next.

01

New Enquiry

Capture the customer and enquiry details.

02

Customer Captured

Keep the information inside the customer profile.

03

Follow-up

Track the next action and customer status.

04

Customer Converted

Move the customer forward and keep the history organised.

One Clear View

See Your Customer Workflow at a Glance.

A structured dashboard makes it easier to understand leads, customers, follow-ups and pipeline activity without jumping between scattered records.

✓ Customer activity overview
✓ Lead and customer visibility
✓ Follow-up status
✓ Pipeline progress
Customer CRM
CRM Dashboard
Your customer workflow
+ Add
Leads
248
Active
Customers
184
Updated
Tasks
32
Today
Lead Activity
Customer Stages
New
76
Follow-up
42
Converted
81
Built for Growing Businesses

Useful Wherever Customer Follow-up Matters.

◆
Restaurants & Cafés
◇
Real Estate
✦
Salons & Spas
□
Retail
+
Local Services
Why Use a CRM

A Clearer System for Every Customer.

Spend less time searching for information and more time keeping your customer workflow moving.

Talk to Us →
Stay Organised Keep customer information structured and accessible.
Follow Up Better Keep upcoming customer actions visible.
See the Journey Understand where customers are in your workflow.
Reduce Manual Work Bring repetitive customer management into one structured system.
FAQ

Common Questions

A CRM system helps businesses organise customer information, leads, follow-ups, tasks and customer activity in one structured workspace.

It can be useful for businesses that regularly manage enquiries, customers and follow-ups, including restaurants, real estate, salons, retail and local service businesses.

The CRM is designed to bring customer details, notes, follow-up information and relevant activity into a structured customer workspace.

CRM requirements can vary between businesses. Contact TapNSync to discuss the workflow, information and customer-management requirements you need.