Temas

About the project

Temas is a comprehensive CRM platform that captures every interaction with a customer in one place — for dealer networks, real estate offices, B2B sales teams and service companies alike. We merged customer information scattered across spreadsheets, notebooks and WhatsApp groups into a single customer card.

Prospects move through a visual sales pipeline from first contact to closed deal; reps prepare quotes in a few clicks and send them as branded PDFs, and get notified the moment the customer opens the quote. Leads from web forms, Meta ads, phone calls and WhatsApp are automatically assigned to the right rep, so no opportunity slips through the cracks.

The AI layer summarises call notes, scores the opportunities closest to closing and suggests the best next step. Managers follow team performance, target attainment and revenue forecasts on live dashboards, while field reps carry their visits, tasks and customer history with them at all times through the mobile app.

Key features

• 360° customer card with full interaction history
• Customisable sales pipeline with Kanban view
• Lead capture: web forms, Meta ads, WhatsApp
• Rule-based automatic lead distribution
• Quote creation, revisions and branded PDF templates
• Quote-opened notifications and e-signature approval
• Products, price lists and discount management
• Tasks, reminders and calendar management
• Field visit planning and location-based check-in
• Click-to-call with automatic call logging
• Bulk messaging with WhatsApp and email templates
• Marketing campaigns and segmentation
• AI call summaries and next-step suggestions
• AI opportunity scoring and win probability
• Sales targets, bonus and commission calculation
• Revenue forecasting and pipeline analysis
• Support tickets and SLA tracking
• Contract, subscription and renewal tracking
• Collections tracking and due-date reminders
• Dealer / partner portal
• Drag-and-drop workflow automation
• Custom fields and dynamic form builder
• Role-based permissions and data visibility
• KVKK-compliant consent and permission management
• Customisable dashboards and reports
• Activity logs and full audit trail

Technologies used

Integrations

18 ready-made integrations covering payments, AI, messaging, maps and more.