Premium CRM for teams that move fast

Choose your CRM features at sign-up. Launch a dashboard built around how you sell.

The Technology Mechanics CRM helps teams manage leads, contacts, deals, follow-ups, quotes, and AI meeting notes in a polished workspace that adapts to each plan.

4 tiers Launch through Scale
8 modules Feature-based setup
AI Notes and automation
CRM Workspace
Today
BrightPath proposal Working
Northstar onboarding Won
Harbor discovery call Review
Pipeline $59.5K open value across active deals.
Tasks 3 follow-ups due this week.
AI Meeting recap attached to proposal.
Lead capture
Deal pipelines
Contact records
WhatsApp messaging
Quotes and invoices

Feature-based signup

Start with the CRM modules your team actually needs.

Select a tier, choose the everyday CRM tools your team wants, and the dashboard will assemble itself around that setup.

Workspace preview

Your CRM will adapt to your signup.

Configurable
CRM area Status Plan Ready
Sales pipeline Included All Yes
Contacts and companies Included All Yes
AI notes and automation Growth+ Growth Opt in
WhatsApp messaging Standard All Opt out
Quotes, analytics, permissions Pro+ Pro Opt in

Adaptive CRM dashboard

Your workspace appears here after sign-up.

The dashboard renders modules based on tier and selected features, so a Launch workspace stays simple while Pro and Scale teams get deeper automation, analytics, and quote tools.

CRM dashboard

Create a workspace to preview the configured CRM.

Select a plan and features above. The app will generate sample contacts, deals, tasks, activity, and plan-based modules.

Everyday CRM tasks

Run the sales day from one premium workspace.

Keep contacts, deals, tasks, calls, quotes, and meeting intelligence connected so reps and managers always know what should happen next.

Contact Management

Track companies, buyers, owners, contact history, and every important sales relationship.

  • Lead and customer records
  • Owner assignments
  • Activity timeline

Deal Pipeline

Move opportunities from discovery to proposal to close with status, value, owner, and due dates.

  • Custom sales stages
  • Forecast-ready values
  • Close date tracking

Tasks and Follow-ups

Keep the day moving with reminders, owners, priorities, and deal-linked next steps.

  • Daily task queue
  • Sales activity tracking
  • Next-best-action prompts

AI meeting notetaker

Turn meeting transcripts into accountable next steps.

Paste a transcript from Zoom, Teams, Google Meet, or an internal call. The notetaker returns a concise executive summary, decisions, risks, and action items your team can immediately use.

Graduated CRM pricing

Start lean, then unlock deeper automation and control.

Inspired by modern CRM tiering: entry plans cover core selling, higher tiers add automation, AI, quotes, analytics, permissions, and guided onboarding.

Basic CRM

Launch

$12/seat/mo

For small teams organizing leads, contacts, and basic follow-ups.

  • Contacts and companies
  • Sales pipeline
  • Task board
  • WhatsApp messaging setup
  • 1 dashboard

Most selected

Growth

$24/seat/mo

For teams that need automation, AI notes, and smoother sales execution.

  • Everything in Launch
  • WhatsApp messaging
  • AI meeting notes
  • Workflow automation
  • Email and activity logging

Advanced CRM

Pro

$39/seat/mo

For revenue teams that need quotes, reporting, and advanced dashboards.

  • Everything in Growth
  • WhatsApp messaging
  • Quotes and invoices
  • Advanced dashboards
  • Unlimited automations

Enterprise CRM

Scale

Custom/seat/mo

For teams that need governance, custom onboarding, and premium support.

  • Everything in Pro
  • Advanced permissions
  • Security and governance
  • Dedicated success planning

Why sales teams choose TTM CRM

A premium CRM without enterprise implementation drag.

Teams can start with a focused sales workspace, then graduate into AI notes, automation, quotes, analytics, and governance as revenue operations mature.

Fast workspace setup Signup selections immediately shape the user dashboard and enabled modules.
Everyday CRM execution Reps can add contacts, create deals, manage tasks, and review activities from one dashboard.
AI where revenue teams need it Meeting notes and follow-ups move sales conversations back into structured CRM work.

"The CRM gave our team a clear pipeline, clean follow-ups, and a dashboard that actually matches how we sell."

Marcus Smith, Apex Retail Group

"We started lean, then added automation and AI meeting notes once the team was ready. Adoption was refreshingly easy."

Linda Johnson, Pinnacle Financial Services

"The follow-up tasks and AI call summaries keep our reps accountable without creating more admin work."

Robert Chen, Catalyst Marketing Co.

Ready to configure your CRM?

Choose your tier and launch a workspace that fits your sales motion.