CRM & CUSTOMER MANAGEMENT
Customer relationships that continue across your business.
Managing contacts is a start. Tsumira connects companies, contacts, activities and sales opportunities with the work they lead to: conversations, quotes, appointments and projects.
- Manage companies and contacts in a structured way
- Record activities, sales opportunities and next steps
- Use customer information in the work that follows
Overview
A CRM for the relationship and the work behind it.
When customer information stays within sales, the next person has to piece the context together again. Who is the contact? What was promised? What came up in the last conversation? Tsumira treats the customer as part of shared work. A company and its contacts provide the reference point for activities, sales opportunities and next steps.
CONTACTS & COMPANIES
Bring people and companies together clearly.
A customer relationship often involves several contacts with different roles. In Tsumira, you can maintain companies and contacts separately and link them together. It stays clear which person belongs to which organization and what each activity relates to.
A structured foundation for customer work replaces a loose collection of names. Ownership and next steps help the team continue the relationship. The data can also be the starting point for other connected records and work.
View details
ACTIVITIES & CUSTOMER HISTORY
Understand what has happened so far.
A good handover starts with a clear history. Tsumira can record activities such as calls, visits, emails and notes against a contact or company. The customer relationship remains understandable when several people are involved or work resumes later.
History gives clear documentation a consistent home. Rather than collecting conversation notes and contact details separately, the team keeps them with the right customer. That record helps identify the next useful step.
View detailsConversation history and next actions
- Attach activities to the right contact or company
- Keep a clear record of conversations and next actions
- Review the history before an appointment
SALES OPPORTUNITIES & PIPELINE
Track opportunities while keeping the relationship in view.
A quote or a specific inquiry is more than a row in a spreadsheet. Sales opportunities in Tsumira can be linked to the right company or contact. Stages, ownership and the expected next step make the team's current work visible.
The pipeline supports a shared view of the sales process. It helps with day-to-day coordination: which inquiry needs a reply, where is a decision pending, and which opportunity is ready for delivery? The customer information stays connected throughout.
View detailsCUSTOMER WORK AS A TEAM
Pass the context to the next person.
The real work often begins after a conversation: preparing a quote, arranging an appointment or planning a project. Tsumira connects the CRM to other work areas so the customer context can stay intact through these handovers.
Internal coordination and external communication serve different purposes. Responsibilities, access rights and the record in question determine what each person may see and edit. The goal is a clear workflow where the next person can build on the information already available.
View detailsQuotes, projects and communication
- Connect quotes and subsequent work to customer context
- Coordinate internally alongside the relevant record
- Use existing information for projects and appointments
DATA IMPORT & GETTING STARTED
Start with the customer data you already have.
Many teams start with a spreadsheet. Tsumira provides CSV import paths for contacts, companies and sales opportunities. To get started well, review the existing columns, mappings and data before importing.
A manageable test dataset makes the migration easy to check. Review together whether contacts are linked correctly, which details are missing and what work the imported data supports. Importing provides the foundation for good customer work; thoughtful data maintenance remains essential.
View detailsCSV import and a structured rollout
- Import contacts, companies and sales opportunities via CSV
- Review columns and mappings before importing
- Check the workflow with a small test dataset
ILLUSTRATIVE WORKFLOW
Example: from inquiry to ongoing customer work.
An agency receives an inquiry about a new company website. Here is how the customer context can accompany the work across different areas.
- 01
Organize the contact
Record the company and contact, then capture the inquiry as an activity.
- 02
Clarify the requirements
Add conversation notes and link the sales opportunity to the customer.
- 03
Prepare the work
Use the same context for the quote, the next discussion and project preparation.
- 04
Continue the relationship
Keep subsequent conversations and new tasks associated with the existing customer.
Ask about the customer. Prepare replies in context.
Tsumira AI can help find and summarize information and prepare reply drafts. Its scope depends on each person's data and access rights. Proposed actions are reviewed before execution. Assistance stays within the workflow, while the decision remains with a person.
Tsumira AIConnected areas
The CRM extends beyond its own module.
Inquiries & quotes
Turn the customer's requirements into the next commercial step.
Projects & tasks
Turn commitments into work the team can organize together.
Communication
Keep the conversation connected to the right customer context.
Appointments & bookings
Keep meetings and subsequent interactions within the customer relationship.
Explore each function
See what each capability does, how it works and where it fits into your team’s workflow.
Contact management
Keep contact details, company affiliation, ownership and the next follow-up together, with the activity that explains how the relationship developed.
Customer history
Read recorded interactions and trace changes to the customer record, so a new owner can understand what happened and what needs attention next.
Sales pipeline
Track the customer, value, expected close date, owner and follow-up behind a deal, so a pipeline review leads to specific action.
CRM data import
Map spreadsheet columns to CRM fields, review the proposed changes and keep an import batch that can be checked and, where appropriate, undone.
Contact matching
Use defined contact-matching rules when importing customer data, and understand where human review still matters.
Connected customer intake
Connect supported website inquiries, quote requests and bookings to customer records, while keeping the original interaction available for follow-up.
Ask CRM with AI
Use authorized CRM tools to find contacts, inspect deals and identify customers without a recently logged interaction. Review proposed changes before applying them.
Company records
Organize company details, affiliated people, opportunities, ownership and activity in one account context that colleagues can understand.
Commercial handoff
Keep the customer and opportunity reference connected to a commercial case, so finance and delivery can see where the work began.
Account teams
Review account-team assignments for contacts, companies and deals, with explicit lead, collaborator and read-only roles.
QUESTIONS & ANSWERS
Common questions about Tsumira CRM.
Can I manage companies and individual contacts separately?
Yes. The CRM keeps companies and contacts as separate objects. Contacts and activities can be associated with the relevant context. This is particularly useful when several people are involved on the customer's side.
Which customer activities can I record?
The CRM supports recording activities such as calls, visits, emails and notes. They are associated with a contact or company so the history is available before the next conversation.
Can we import existing Excel lists?
Contacts, companies and sales opportunities can be imported via CSV. Export the tables you need in a suitable CSV format, check the column mappings and test the import with a small dataset first.
Is the CRM only intended for sales?
No. Sales is one part of it. In a Company OS, the customer is also the reference point for conversations, quotes, appointments and subsequent work. Tsumira connects these areas so customer information can support more than a sales list.
Does linking a record automatically give everyone access?
No. Information visibility depends on the applicable access rights. A connected workflow should not mean everyone automatically has access to all customer information.
Can AI change customer information or send messages on its own?
Proposed AI actions are presented for review before execution. Replies and changes should be checked against the customer context. An AI recommendation does not replace the responsible person's decision.
How should we introduce the CRM to our team?
Start with a specific workflow, such as handling a new inquiry through to the next customer appointment. Decide which information to maintain, who is responsible and how to document next steps. Expand the rollout once that workflow is clear and works in daily use.
Explore connections around this workflow.
Ideas for intended connections. Check the actual availability, permissions and supported data for each app before using a scenario.
HubSpot
Workflow concept: Plan a reviewed migration of contacts, companies and commercial context.
Gmail
Workflow concept: Prepare customer follow-up with verified addresses and relevant correspondence.
Slack
Workflow concept: Turn a checked account discussion into clear next actions for the customer team.