Track every customer, partner, and vendor in one place.
Every customer, partner, vendor, and prospect in one searchable, linked database. Accounts is the foundation every other Turtini module builds on.
What's included
Account profiles & org hierarchy
Linked contacts, deals & documents
Activity timeline & notes
About this module
Stop piecing together who's who from spreadsheets, emails, and your memory. Accounts gives every organisation, company, and agency in your world a permanent home — with the full history of every deal, contact, quote, and interaction attached to it automatically.
The hierarchy view lets you model parent-subsidiary relationships so your team always knows who owns the relationship. Link in contacts, opportunities, quotes, and documents and the full picture assembles itself. Notes and a timeline mean nothing gets lost between the CRM and people's inboxes.
What you can do with it
Track a 200-agency federal territory with parent-command and sub-agency relationships
Manage your full reseller and distribution channel from a single accounts view
Store vendor and supplier contacts alongside your customers in one place
Give new reps a complete account history on day one — without asking around
Get this module
Free for all Turtini organizations.
Who it's for
- Sales and account management teams replacing spreadsheets
- Government contractors managing a large federal agency territory
- Managed service providers tracking dozens of customer organizations
Details
- Category
- CRM
- Pricing
- Free
- Built by
- Badge
- Popular