A Record Your Team Has Reason to Keep Current














An Assistant That Reads Your Own CRM Records














A Record Your Team Has Reason to Keep Current
An Assistant That Reads Your Own CRM Records














A Record Your Team Has Reason to Keep Current
An Assistant That Reads Your Own CRM Records














Our Point of View
A pipeline earns belief when the evidence sits on the deal. With each email, task and note on the record, a stage becomes a shared fact your whole team can rely on.

The Situation
A CRM earns its place when it holds the evidence as well as the report. With mailboxes, calendars and notes on the record, a colleague taking over an account can see what happened last, and a manager reading the pipeline can test it. Teams keep a record current when it gives them something back.
Our Approach
Thinqmesh CRM keeps that evidence on the record. Connected Google or Microsoft mailboxes and calendars place conversations against the people concerned, and tasks and notes stay on the customer. Workflows handle the routine steps, and we set stages, fields and roles with you around what your team knows at each point. All of it runs on your own servers.
The Underlying Problem
When the Evidence Is Scattered, the Pipeline Cannot Be Tested
The Scattered Spreadsheet
Each salesperson keeps a separate copy, and a manager has no means of testing the figures.
The CRM Record Nobody Updates
It holds what a salesperson chose to report, while the evidence stays in mailboxes and private notes.
Core Capabilities
What a Sales Team Needs, Available From the First Day
Revenue overview
All teams, updated moments ago
Open pipeline
$11.97M
+8.4%Won this quarter
$2.84M
+12.1%Win rate
34%
+2.6 ptsSales cycle
41 days
-5 daysRevenue against target
Forecast to finish at $3.31M, 3% above target
Pipeline by stage
140 deals
↓ 64% move on
↓ 56% move on
↓ 52% move on
Largest open deals
View all
Team against quota
Figures Drawn From Live Records.
Dashboards are built directly from live CRM data, so deals, accounts and activity appear in charts without a separate report.
Context That Stays With the Customer.
Each Thread on the Correct Record.









Companies and People You Can Shape.





A Pipeline That Reflects Your Own Stages.
Files Held With the Customer.
Your Existing Data, Brought Across.
Control and Oversight
A CRM That Remains Under Your Control
Roles and Visibility
You decide who sees which records, whether by owner, by team or by role.
A Full Audit Log
Every change to a record, every view and every export is written to the log.
On Your Servers
The system runs on your own infrastructure, so customer data stays with your company.
Adoption
A Record That Gives the Salesperson Something Back
Greenfield Schools
Greenfield Schools
Orbit Packaging
Orbit Packaging
Harbour Stays
Harbour Stays
Blue Lotus Clinics
Blue Lotus ClinicsA Familiar Way of Working
The interface is clean and plain, so your team can begin working in it from the first day.





Live Records and an Assistant
Changes reach everyone as they happen, and the assistant answers from the same records.
Fewer Steps in Everyday Work
A command menu and saved views place the next action within easy reach of your team.
Configuration
Configured Around How Your Firm Sells
Sales processes differ from one firm to the next, so the records, routine steps and views adapt to yours.
Add the objects and fields your business tracks.
Routine steps run by themselves when something changes.
Arrange record pages, menus and saved views for each team.


Insights
Perspectives Behind This Product

Perspective · 5-minute read
Keep the Customer Data That Changes the Next Sale and Ask for Less of the Rest
ExpandMost consumer brands hold more customer data than they use. We help you keep what changes a decision, ask for less of the rest, and prove the difference with a holdout group.

Perspective · 4-minute read
Put Your Technical Documentation in the Open and Let the Buying Group Find You
ExpandA buying group is larger than the one person who fills in a form. We build the open pages technical evaluators need and record the whole group in your CRM.

Perspective · 4-minute read
Find Where Customers Decide to Leave, and Meet Them Before the Cancellation
ExpandRetention work tends to begin at the cancellation, where you see the problem most clearly and can do the least about it. We record the earlier signals and give you one view.

Perspective · 5-minute read
A CRM Your Sales Team Keeps Using: Stages That Record What the Buyer Has Done
ExpandA CRM stays in use when it asks for less and returns more. Stages defined by what the buyer has done change both the data and the reason to keep it up.

Perspective · 4-minute read
Fix the Handoffs Between Your Channels Before You Redesign the Screens
ExpandA redesign improves what one team owns. Customers often give up in the gap between channels, where no one owns what happens next. We research it, map it and fix it first.

Perspective · 4-minute read
Decide Which System Owns Each Fact, and Every Connection You Build Becomes Simpler
ExpandConnecting two systems is the easy part. Deciding which one is right when they disagree comes first, and we settle ownership of each fact before we build anything.

Guide · 4-minute read
Agree What Each Number Means Before Anyone Builds a Dashboard
ExpandThree departments can give three correct answers to one question. We write each definition down first, so the report you build shows a number the whole business accepts.
See It Working on a Call, Alongside the Way You Sell
See how it fits the way your team works today.