Looking for a CRM?
You came looking for a CRM. Don’t create another island.
TESSA has contacts, accounts, opportunities, activity and a pipeline. Open an account and it is the core, with its opportunities, quotes, projects, finance and service hanging underneath.
Inside
Contacts, deals and everything attached to them.
Contacts and accounts
People and organizations come from the core, so a contact is one person across every block.
Opportunities and pipeline
Stages, forecasts and a buying group on every deal.
Activity
Calls, outreach and follow-ups sit on the record they belong to.
Reporting
Reports read the live record. Nobody exports a file first.
Ask TESSA
Ask what happened with an account and get the answer from its record.
Your existing ids
Records keep the ids from the systems they came from, so history stays attached.
After the deal
Open the account. Everything it touches hangs underneath.
Quotes, projects, delivery, finance and service hang under the account sales already built. Open a project instead and the project becomes the core, with the opportunity, the account and the invoices underneath it. Nobody retypes the customer, and nobody asks them twice.
What is in it
- CRM and pipelineAvailable
- Buying group on each dealAvailable
- ReportsAvailable
- HubSpot alongside, with you choosing the source of truthAvailable
- Want something not shown here?Ask us
Already have a CRM?
Keep it. TESSA works alongside HubSpot today and shows you where two systems disagree.