CRM

Keep the thread of every relationship

A small business CRM that remembers for you. Contacts, conversations and next steps live in one record, and you answer mail right beside the customer it came from.

See plans and pricing Explore the product

Contacts and companies

Who someone is, how you met, and what happened since.

Each person and their company share one record, with a timeline of everything that happened: the enquiry from your website, the note you jotted down, the mail that came in or went out, the task you finished.

Notes stay with the record, so whoever picks up the thread next knows exactly where things stand.

We switch CRM on for your account together with you. Connected mail needs a mailbox and a sender set up first.

A contact in Talelike’s CRM. The timeline shows her enquiry from the website, a note is typed into her record, and her next task is to send her a label proof.

Your guide to customers

Deals and next steps

Watch each deal move across your pipeline board, stage by stage. Give every next step a task, a deadline and a name, so nothing is left hanging.

Deals with stage, pipeline and owner
Tasks with deadline and assignee
Won or lost, with the reason kept

Talelike’s sales board. A deal moves from New to Qualified. Then the next step is typed as a task and shows up as the contact’s next task, with a date and the person responsible.

Your mail, right beside the customer

The conversation and the customer, side by side.

Connect a mailbox and the conversations appear beside the customer they belong to. Reply straight from the record. Your reply is queued to go out from your own mailbox, and you can see whether it is on its way or could not be sent.

Pro comes with one mailbox on your own domain and Business with three. Need more? Add them. You connect each mailbox yourself, and existing accounts are never linked automatically. See plans

An email from a customer, Maja, in Talelike’s CRM. It shows as Mail received on her contact record, opens as a conversation in the inbox linked to her, and the contact link was made automatically from her email address.

From a website enquiry to the next step.

A visitor fills in your contact form. In Talelike you turn the enquiry into a contact, add a note and a follow-up task, and move the deal one stage on.

The film shows a visitor sending the shop’s contact form, then the enquiry arriving in Talelike. It becomes a new contact; a note and a follow-up task are added, and the deal moves one stage on.

We switch CRM on for your account together with you. Connected mail needs a mailbox and a sender set up first.

Who can see what, and how to switch CRM on

CRM is switched on account by account. Ask us, and we will set it up with you. Inside the CRM, owners and editors create and change records, and viewers can read them.

Access simply follows each person’s account role. There are no separate sales roles and no permissions per record.

The people on Saltlyng’s Talelike account with their roles. The owner and the editor are highlighted together, then the viewer. Each person’s account role decides what they can change.

Bring your customer work together

Follow up by email, run your shop, or keep your pages fresh.

Let’s switch on your CRM

We switch CRM on for your account together with you. Connected mail needs a mailbox and a sender set up first.