Company-first CRM
Company, people, opportunity, next step.
TABLC is a company-first workspace. Paste a note or email. The agent proposes records. You confirm. Then the company, the people, the opportunity, and a dated next step are written. You send mail yourself.
The loop
Company first. People belong to the company. An opportunity names who it is with. Activity is what you did.
Companies
The accounts you sell to. Contacts, the open opportunity, and the timeline live here.
People
Who you call or email, on the company and optionally on the opportunity.
Opportunities
What is open, and the one dated next step on it.
Activity
Notes, tasks, and updates. The agent files. You confirm. You send.
Paste, confirm, write
The agent proposes a company, people, an opportunity, and a next step. Nothing is saved until you accept.
- Step 1
Paste
A note, email, or article. The agent matches the company or proposes a new one.
- Step 2
Confirm
Uncheck any contact, asset, or next step you do not want.
- Step 3
Work
Home shows what is due. Open the company to mark it done and log what happened.
Open your workspace.
Start with companies, people, and one next step. The agent files when you have something to paste.