Kanban Funnel
Drag and drop each deal across stages and view the exact value of every column instantly.
Tuilio CRM
Your sales funnel, clear and under control
Always know which stage every lead is in, what's next, and who is handling them. Tuilio CRM brings together your contacts, quotes, and tasks in one place, so your team can sell instead of hunting for data.
New
8Contacted
5Proposal
3Won
2Laura Gómez
Proposal · $12,400,000
Grupo Andino · Bogotá
- Today 9:12 AM
Task: send revised quote - Yesterday
8-min call with representative - Monday
WhatsApp conversation saved
Everything your sales team needs to close deals
No bloated modules nobody uses. Every feature is designed to move a deal forward to the next stage.
Leads and Accounts
A centralized profile per client containing contact details, history, notes, and documents.
Tasks & Follow-up
Reminders and alerts for upcoming calls, meetings, and pending proposals.
Quotes
Create and send proposals directly from the deal record and keep track of open quotes.
Reports & Forecasting
Sales breakdown by rep, stage, and month, helping you make data-driven decisions.
Users & Permissions
Define who can view and edit each piece of information based on team roles.
From first contact to close, without losing track
- 01
Capture
Leads enter via forms, imports, or conversations and get logged automatically.
- 02
Assign
Every opportunity is assigned to an owner with a scheduled initial task.
- 03
Advance
Move deals across your funnel and send quotations directly from their profile.
- 04
Close & Measure
Mark deals as won and watch your performance reports update instantly.
Connect your CRM with your website, stores, and campaigns
Data flows straight into the CRM. Your team stops copying info from one platform to another and sees exactly where each sale comes from.
WordPress
Website forms instantly create leads in the CRM, tagged with the exact page they arrived from.
Shopify
Store customers and orders sync directly to each contact profile for seamless follow-up and repeat sales.
Amazon
Sync orders and sales from your Amazon store to view them alongside the rest of your business operations.
Mercado Libre
Centralize sales and buyers from your Mercado Libre account and manage follow-ups straight from the CRM.
Google Ads
Campaign leads enter the CRM with their exact source attribution, letting you measure which ads drive revenue.
Using another tool?
We connect via API and build custom integrations tailored to your specific operations.
Adapts to your sales workflow
Tuilio CRM is built on Vtiger, a mature and open-source platform. That means it doesn't force you to change your process: we configure it so the CRM matches your company.
- Custom stagesDefine your pipeline phases and lost reasons.
- Custom fieldsCapture the exact data your business requires, not rigid templates.
- Custom modulesAdd custom modules for cases, contracts, or other internal processes.
- APIs & webhooksConnect your CRM with any other tool in your stack.
Better together
Add Tuilio Chat and let the CRM populate itself
With Tuilio Chat, AI assists your customers on WhatsApp 24/7. Every conversation automatically creates a lead in your CRM with full chat history, ready for your team to close.
Explore Tuilio ChatTuilio CRM Plan
$50 USD / month
- ✓ Kanban sales funnel
- ✓ Leads, accounts, and tasks
- ✓ Quotes and reports
- ✓ Role-based users and permissions
Frequently asked questions
Can I use Tuilio CRM without Tuilio Chat?+
Yes. Tuilio CRM works entirely on its own. You can add Tuilio Chat whenever you want without migrating your data.
Can I import my existing contacts?+
Yes. We import your contacts from Excel, CSV, or another CRM, and guide you through the entire process.
Can it be customized to my process?+
Yes. We configure stages, fields, and permissions to match how your team sells.
How long does implementation take?+
During the demo we define the scope together and give you a timeline based on your configuration needs.
Organize your sales process this week
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