Use case
Client management software for agencies that keeps every account in view
A traditional CRM is built to close deals. An agency's harder problem starts after the deal is won: keeping a relationship healthy across several projects, many people on both sides and months of conversations, while the money keeps moving.
Tamaam treats the client as the centre of the work. The client record holds the relationship, the projects, the people, the conversations, the documents and the financial picture, so an account manager can read the whole account in one place and act from it. Tamaam is in early access.
An agency CRM that goes beyond the pipeline
Leads keep their source, the conversation and the qualification answers together, with an owner and a next step. Deals hold the scope, value and expected close date. When a deal is won, you set up the work with the agreement and relationship behind it, and the link back to the commercial record stays, so delivery knows what was promised.
That handoff is where many agencies lose context. Because the lead, the deal, the client and the project are linked records, the history travels with the work instead of staying in someone's inbox.
The whole account at a glance
Open a client and see the relationship, current work and financial picture together. Tamaam calls out late payments, unbilled time and projects at risk alongside the account history, so an account manager or the CEO knows where to look before reading the detail.
- A client brief and engagement at the top
- Billed, collected, owed and unbilled amounts
- Project health next to the relationship
- Won deals and ongoing retainers
Remember who is involved, and what they last needed
The client record holds the people on the account, including collaborators known through a project or the inbox. Conversations and meetings sit beside the work, so the next reply starts with the right context.
Client email lives in a shared inbox next to the work it is about. Turn a request into a task or a lead with its source attached, keep internal notes the client never sees, and see which projects and tasks a thread belongs to.
Built for hundreds of clients and records
As an agency grows, the client list stops fitting on a screen. Filter, group and sort by the facts on the record, save the arrangement as a named view and star the clients you return to. Every name that points to another record is a way into it, so you can move from a client to its project, its invoice or its contact without searching again.
Roles decide who sees what, so account teams can work on their clients while the rest of the workspace stays in its place.
One account team, one shared picture
Larger accounts have an account team: an account manager, a project lead, sometimes a finance contact and the CEO for the relationship. Each needs a different part of the same picture. Because the client page brings the work, the people and the money together, they can each start from it without asking each other for an update, and handovers between them keep their context when someone is away or changes role.
Nefer reads across the account
Nefer connects signals that sit in different places: an overdue invoice, a quiet conversation, a project slipping. She explains what she noticed, shows the sources and prepares a sensible next step, such as a reminder draft or a follow-up. The message stays yours to review, change and send.
For agencies first, still right for freelancers
Tamaam is designed first for agencies with many people, and every plan includes every module. Freelancers and small teams start on Starter at $14.99 a member a month. Guests and clients are free on every plan.
Questions
- Is Tamaam a CRM?
- Tamaam includes leads, deals, clients and contacts, but it also holds the projects, conversations, documents and invoices that a client relationship depends on, so it works as a CRM and as the place the work happens.
- Can my account managers share a client inbox?
- Yes. Shared inboxes give a kind of work its own address and members, with internal notes, thread owners and review requests.
- Do clients need a paid seat?
- No. Guests and clients are free on every plan.
- Can I move my clients from Zoho or another CRM?
- The Agency plan includes priority help and a guided move from Zoho, ClickUp or Trello.
- Is Tamaam available now?
- Tamaam is in early access. Request access and we will invite you as places open.
Where to go next
Checked . Tamaam is in early access: request your invite.