Powerful features so you can do it all
The platform offers a powerful contact management system with an unlimited number of companies and contacts. Easily create notes, documents, record calls, thus gaining a clear overview of all deals, past communication and notes.
A powerful AI Chrome extension that enhances your user experience and provides access to advanced AI features, available to our Quarterly and Annual subscribers. Upon signing up, users can install the extension to unlock a suite of productivity-boosting tools.
One key feature is the AI content generator, which helps users create compelling and personalized content for their leads and clients with just a few clicks.
Allows users to seamlessly add leads from any website directly to their Tymbak AI CRM. Streamlining the lead capture process and ensuring that no potential opportunity is missed. Financial services and insurance professionals now leverage the power of AI to enhance their lead generation, communication and overall sales performance.
Our deal management software helps you manage deals and pipelines with an intuitive drag-and-drop Kanban CRM, custom card colors and advanced filters that allow you to focus on what matters most. With embeddable web forms for auto-importing deals from any website and the ability to create multiple pipelines.
Our document management features a built-in document editor, enabling you to create and send proposals, agreements and quotes with optional digital signatures. Multiple signers can sign a document and tracking capabilities allow you to monitor when a document was sent, opened or signed.
Comprehensive product management feature, allowing one to create products that your company sells to potential clients. Easily insert predefined products into deals, providing you and your sales reps with a clear overview of the products associated with each deal and automatically updating the deal’s total amount based on the added products.
Activities and Reminder features is designed to increase company productivity. Create follow-up activities, add custom reminder dates for yourself or your team members, add comments and never forget to call a client again.
Use advanced filters to segment your data and easily identify the next steps you or your agent needs to take. Save filters for later use, share them with team members, or mark your favorite filter as default. You can even filter by custom fields that you’ve added.
Tymbak AI’s deal management CRM dashboard provides a clear view of you or your company’s performance and how agents are handling sales. Create separate dashboards with your favorite insights cards and mark them as default for a personalized experience.
Tymbak AI features a built-in email client that supports multiple email accounts, allowing you to communicate with clients directly from the dashboard or contact profile. Emails can be associated with contacts, companies, and deals, making them easily accessible within their respective profiles.
Real-time, two-way sync with Google and Outlook calendars, allowing you to select the activities you wish to synchronize. You or your sales team can independently establish calendar synchronization, ensuring consistency in scheduling and seamless calendar integration across platforms.
The platform offers a powerful contact management system with an unlimited number of companies and contacts. Easily create notes, documents, record calls, thus gaining a clear overview of all deals, past communication and notes.
A powerful AI Chrome extension that enhances your user experience and provides access to advanced AI features, available to our Quarterly and Annual subscribers. Upon signing up, users can install the extension to unlock a suite of productivity-boosting tools.
One key feature is the AI content generator, which helps users create compelling and personalized content for their leads and clients with just a few clicks.
Allows users to seamlessly add leads from any website directly to their Tymbak AI CRM. Streamlining the lead capture process and ensuring that no potential opportunity is missed. Financial services and insurance professionals now leverage the power of AI to enhance their lead generation, communication and overall sales performance.
Our deal management software helps you manage deals and pipelines with an intuitive drag-and-drop Kanban CRM, custom card colors and advanced filters that allow you to focus on what matters most. With embeddable web forms for auto-importing deals from any website and the ability to create multiple pipelines.
Our deal management software helps you manage deals and pipelines with an intuitive drag-and-drop Kanban CRM, custom card colors and advanced filters that allow you to focus on what matters most. With embeddable web forms for auto-importing deals from any website and the ability to create multiple pipelines.
Comprehensive product management feature, allowing one to create products that your company sells to potential clients. Easily insert predefined products into deals, providing you and your sales reps with a clear overview of the products associated with each deal and automatically updating the deal’s total amount based on the added products.
Activities and Reminder features is designed to increase company productivity. Create follow-up activities, add custom reminder dates for yourself or your team members, add comments and never forget to call a client again.
Use advanced filters to segment your data and easily identify the next steps you or your agent needs to take. Save filters for later use, share them with team members, or mark your favorite filter as default. You can even filter by custom fields that you’ve added.
Tymbak AI’s deal management CRM dashboard provides a clear view of you or your company’s performance and how agents are handling sales. Create separate dashboards with your favorite insights cards and mark them as default for a personalized experience.
Tymbak AI features a built-in email client that supports multiple email accounts, allowing you to communicate with clients directly from the dashboard or contact profile. Emails can be associated with contacts, companies, and deals, making them easily accessible within their respective profiles.
Real-time, two-way sync with Google and Outlook calendars, allowing you to select the activities you wish to synchronize. You or your sales team can independently establish calendar synchronization, ensuring consistency in scheduling and seamless calendar integration across platforms.
The platform offers a powerful contact management system with an unlimited number of companies and contacts. Easily create notes, documents, record calls, thus gaining a clear overview of all deals, past communication and notes.
A powerful AI Chrome extension that enhances your user experience and provides access to advanced AI features, available to our Quarterly and Annual subscribers. Upon signing up, users can install the extension to unlock a suite of productivity-boosting tools.
One key feature is the AI content generator, which helps users create compelling and personalized content for their leads and clients with just a few clicks.
Allows users to seamlessly add leads from any website directly to their Tymbak AI CRM. Streamlining the lead capture process and ensuring that no potential opportunity is missed. Financial services and insurance professionals now leverage the power of AI to enhance their lead generation, communication and overall sales performance.
Our deal management software helps you manage deals and pipelines with an intuitive drag-and-drop Kanban CRM, custom card colors and advanced filters that allow you to focus on what matters most. With embeddable web forms for auto-importing deals from any website and the ability to create multiple pipelines.
Our document management features a built-in document editor, enabling you to create and send proposals, agreements and quotes with optional digital signatures. Multiple signers can sign a document and tracking capabilities allow you to monitor when a document was sent, opened or signed.
Comprehensive product management feature, allowing one to create products that your company sells to potential clients. Easily insert predefined products into deals, providing you and your sales reps with a clear overview of the products associated with each deal and automatically updating the deal’s total amount based on the added products.
Activities and Reminder features is designed to increase company productivity. Create follow-up activities, add custom reminder dates for yourself or your team members, add comments and never forget to call a client again.
Use advanced filters to segment your data and easily identify the next steps you or your agent needs to take. Save filters for later use, share them with team members, or mark your favorite filter as default. You can even filter by custom fields that you’ve added.
Tymbak AI’s deal management CRM dashboard provides a clear view of you or your company’s performance and how agents are handling sales. Create separate dashboards with your favorite insights cards and mark them as default for a personalized experience.
Tymbak AI features a built-in email client that supports multiple email accounts, allowing you to communicate with clients directly from the dashboard or contact profile. Emails can be associated with contacts, companies, and deals, making them easily accessible within their respective profiles.
Real-time, two-way sync with Google and Outlook calendars, allowing you to select the activities you wish to synchronize. You or your sales team can independently establish calendar synchronization, ensuring consistency in scheduling and seamless calendar integration across platforms.
