TekiCRM
The CRM built for how B2B deals actually move — multiple deals per account, nothing lost between handoffs.
Your pipeline lives in a spreadsheet. Nobody agrees on what stage anything is in.
A shared spreadsheet can't express that one account is Confirmed on one deal and still New on another. Edits collide, follow-ups get forgotten between handoffs, and by the time leadership asks where things stand, nobody's sure whose copy is current.
Audit Trail
Spreadsheets can't say who changed a deal's stage or when — disputes and dropped follow-ups go untracked.
One Status Per Account
Real accounts run multiple deals at once, each at a different stage — a single status column can't hold that.
Conflicting Spreadsheet Copies
Every team member's edits drift the moment two people touch the same file — nobody has one version to trust.
Lost to Forgotten Follow-Ups
Without a system prompting the next touchpoint, warm deals quietly go cold while everyone assumes someone else has it.
One CRM. Two views.
Pipeline View
The day-to-day workspace for the team actually running deals.
- Kanban board with drag-and-drop stage changes, one column per pipeline stage
- Every account can carry several deals at once, each with its own stage, tier, and value
- Automatic follow-up reminders on active deals — nothing goes cold from being forgotten
- Full contact, document, and interaction history on every account
Command View
The reporting layer for whoever needs the numbers, not the busywork.
- Live dashboard: pipeline funnel, confirmed revenue, data completeness, follow-ups due
- Activity reports filterable by user, date range, or record type
- Full audit trail — every record shows who created or last updated it, and when
- Bulk Excel import/export for offline analysis or migration
Built on structure, not spreadsheets
Account × Deal Data Model
Every account can carry multiple simultaneous deals, each with its own stage, value, and tier — never one blended status.
Kanban Pipeline Board
Drag a deal across stages and the whole team sees it move instantly.
Automatic Follow-Up Reminders
Deals in active stages get a follow-up date set automatically, unless someone sets their own.
Full Audit Trail
Every record is stamped with who created or last touched it, and when — no exceptions.
Role-Based Access
Admins, team members, and read-only viewers each see exactly what they should.
Reporting & Excel Export
Filterable activity reports and bulk import/export, ready for leadership reviews or migrations.
What it changes for your business
One system replaces scattered spreadsheet copies — every rep and every manager works off the same live pipeline.
Every change is attributed to a person and a timestamp — no more "who edited this?"
Live dashboards replace the weekly spreadsheet consolidation — leadership sees pipeline, revenue, and follow-ups due without anyone compiling a report.
See our products in action
Tell us about your pipeline and we'll show you exactly where these platforms fit.
Contact sales