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Tefter — Customers without chaos

CRM

Contacts, deals and reminders in one place — your whole sales process at a glance, without lost spreadsheets and sticky notes around the monitor. Tefter remembers for you and pings you when it's time to call someone.

Get in touch

Sound familiar?

A customer says “you reached out last month” — and you don't even remember the conversation.

The quote they asked for is somewhere — but in which email, and who was it sent to?

A salesperson leaves and half the customer base walks out the door inside their head.

What it can do

Clients and contacts

Every company and person you work with — phones, emails, notes and the whole history of the relationship on one card.

Deals and pipeline

From the first call to the signed deal — you see what's in play, what it's worth and what the next step is.

Tasks and reminders

“Call on Monday” no longer lives on a sticky note — Tefter reminds you when it's time.

Notes and activities

Every meeting, call and agreement recorded with the client — even a year later you know what was said.

The client's financial picture

Who brought in how much, what's been collected, what's hanging — sales and money on the same screen.

Multiple users

The whole sales team in the same Tefter — everyone sees their own clients, the boss sees everything.

At a glance

How it works and what it changes — no fine print.

From a contact to a signed deal

Every call and agreement logged — the CRM reminds you when it’s time.

1 Add a contact 2 Open an opportunity 3 Log & remind 4 Close the deal

Sales funnel

See what’s in play and where deals stall.

Contacts · 120 Opportunities · 64 Quotes · 32 Deals · 18

Where clients come from

The CRM remembers each source — you know what pays off.

45% referrals Referral Site / inquiry Social media Cold outreach

Reminders instead of sticky notes

“Call on Monday” no longer sits on your monitor — it pings you.

5 Mon 3 Tue 6 Wed 2 Thu 4 Fri

How it works

1

Add your clients — by hand or imported from a spreadsheet.

2

Open deals and log every interaction.

3

Let reminders run your sales instead of memory.

Like it? Try it on your own data.

Frequently asked questions

Yes — import contacts and clients from a spreadsheet, no typing from scratch.

The whole history stays in Tefter — contacts, agreements and deals, not in their head.

Yes, the client's financial picture sits on their card — turnover, collected and outstanding.

You set tasks and deadlines on a client, and Tefter reminds you when the time comes.

Who is it for?

For everyone who sells to people, not spreadsheets — freelancers, trades, agencies, services and wholesale.

See pricing