THE REVENUE CRM BUILT AROUND YOUR WEBSITE
Run your entire revenue engine from one CRM.
Capture demand, manage relationships, move deals, automate follow-up, and connect marketing activity to revenue from one intelligent workspace.
✓ Built for revenue teams
✓ Built for multi-team workflows
✓ Revenue attribution ready
Revenue workspace
Good morning, team.
Here is what your revenue team should focus on today.
Revenue performance$384,240
400K300K200K100K0
JunJulAugSep
Today's focus8 actions
LiveNS
Northstar LabsProposal viewed 3 times
Follow upHG
Harbor GroupHigh intent pricing visit
CallVL
Vela SystemsDeal inactive for 4 days
ReviewPipeline by stage$1.26M total
View pipeline →New$182K
Qualified$326K
Proposal$264K
Closing$188K
Revenue by sourceAttributed revenue
Google Ads$124.8K
Organic Search$96.4K
LinkedIn$74.2K
⚡
Automation completeLead routed in 1.8 sec
↗
Closed won+$48,500 revenue
Built for the modern revenue stack
SalesMarketingCustomer SuccessRevenue OperationsLeadership
THE TANCOCRM PLATFORM
One customer system. Every revenue motion.
Give sales, marketing, service, and leadership one operating layer for customer relationships instead of forcing every team into disconnected tools.
01 · TANCO SALES
Know every relationship. Move every opportunity.
Manage contacts, companies, deals, pipelines, tasks, activity, forecasting, and ownership in a workspace your team can understand at a glance.
- Contact and company intelligence
- Visual deal pipelines
- Tasks, activities, and ownership
- Forecasting and opportunity health
LM
Lisa MorganVP Operations · Northstar Labs
QualifiedLead ownerEnterprise ownerDeal value$54,000Last activity12 min ago
Proposal viewedPricing proposal · 12 minutes ago
Sales call completed24 minute call · Yesterday
Demo request submittedGoogle Ads · /pricing
02 · TANCO MARKETING
Turn website demand into pipeline, not just form fills.
Capture source context, understand engagement, route qualified demand, and connect campaigns to the opportunities and revenue they create.
- Lead capture and conversion context
- First and last touch attribution
- Campaign and landing page context
- Lead routing and lifecycle stages
Google AdsCampaign→Pricing PageVisit→Demo FormLead→$48.5KRevenue
03 · TANCO SERVICE
Give every customer conversation the full context.
Keep support activity, customer history, ownership, and account context connected so teams do not have to rediscover the relationship every time.
- Customer activity history
- Service ownership and tasks
- Account-level context
- Future ticketing and knowledge workflows
Need help adding a second sales pipeline
Northstar Labs · Lisa Morgan
Customer sinceApr 2026
Account value$82,500
OwnerCustomer Success
04 · TANCO AUTOMATION
Build follow-up that happens when it should.
Automate assignment, tasks, lifecycle changes, notifications, and customer communications without turning your sales process into a maze.
- Trigger-based workflows
- Conditional routing
- Task and notification automation
- Lifecycle automation
TriggerNew demo request↓ConditionCompany size ≥ 25↓ActionAssign enterprise owner↓ActionCreate follow-up task
05 · TANCO ANALYTICS
Report on the business outcome, not the activity count.
Connect demand, pipeline, velocity, conversion, and revenue into a reporting layer leaders can use to make decisions.
- Pipeline and revenue reporting
- Channel attribution
- Conversion and velocity analysis
- Team performance
31.4%Win rate
ONE CUSTOMER SYSTEM
One CRM. A clearer view for every revenue team.
Give sales, marketing, revenue operations, and customer teams the context they need without forcing each team to piece together a different version of the customer.
Work the right opportunities.
Bring contacts, companies, deals, tasks, activity, and next actions into one focused selling workspace.
- Pipeline visibility
- Account context
- Sales activity
Connect demand to revenue.
Carry website source, campaign, conversion, and customer journey context forward instead of losing it after the form fill.
- Lead-source context
- Journey visibility
- Revenue attribution
Build a cleaner revenue system.
Standardize routing, pipeline stages, permissions, workflows, and reporting around one customer data model.
- Workflow governance
- Data consistency
- Performance reporting
Keep the relationship in context.
See the history that led to the customer relationship so handoffs do not reset the conversation after a deal closes.
- Shared timeline
- Customer history
- Team handoffs
WEBSITE-TO-REVENUE
Know exactly what creates revenue.
Your website should be part of the customer record. TancoCRM is designed to connect the visitor journey, lead source, sales process, and closed revenue into one story.
01Original source02Website engagement03Opportunity04Closed revenue
G
09:14 AMGoogle Ads click
First touchCampaign: CRM Software · Keyword captured
W
09:17 AMVisited /pricing/
3 pages viewed · 6m 42s engaged
◎
09:22 AMDemo request submitted
LeadContact + company automatically created
◇
WednesdayOpportunity created
$48,500Enterprise rollout · Proposal stage
✓
FridayClosed won
$48,500Revenue attributed back to the customer journey
✦
Ask TancoRevenue Intelligence
Which opportunities are most likely to close this month?
✦
14 opportunities currently show strong closing signals, representing approximately $284,000 in pipeline.
Northstar Labs92% · $54KHarbor Group88% · $46KVela Systems84% · $38K
Ask about your customers, pipeline, or revenue…↗
TANCO INTELLIGENCE
Your CRM should help you decide what to do next.
Tanco AI is the intelligence layer for summarizing relationships, surfacing risk, finding opportunity, and turning CRM data into clear next actions.
- ✓Summarize account and contact activity
- ✓Identify deals that need attention
- ✓Draft sales follow-up from CRM context
- ✓Query pipeline and revenue in natural language
VISUAL PIPELINE
Make the next move obvious.
Give sellers a clear view of every opportunity, next action, owner, value, and stage without turning CRM management into administrative work.
Revenue Pipeline24 open opportunities · $728.4K qualified
Next: Discovery call · Today
Next: Qualify · Tomorrow
Next: Product demo · 2h
Next: Requirements · Thu
Proposal viewed 3 times
Next: Follow up · Today
Legal review complete
WORKFLOW AUTOMATION
Automate the busywork. Keep the relationship human.
Build clear trigger, condition, and action workflows that keep leads moving and give your team back the time spent on repetitive CRM administration.
- ✓Lead routing and ownership
- ✓Task creation and reminders
- ✓Lifecycle and stage updates
- ✓Email and notification actions
High-value lead routingActive
⚡
TRIGGERNew demo request
•••◇
CONDITIONEstimated value ≥ $25,000
•••YES◎ ✓
ACTIONAssign enterprise owner
ACTIONCreate priority task
NO↗
ACTIONAdd to nurture queue
CONNECTED BY DESIGN
Connect the tools that create revenue.
Connect the channels, communication tools, and systems your team already relies on without losing customer context along the way.
- ✓Keep website, customer, and revenue data connected
- ✓Reduce handoff friction between marketing and sales
- ✓Design one cleaner operating system for growth
REVENUE STACK CONTROL CENTER
TancoCRM ecosystem
Revenue system foundation
Website activity→Lead capture→Pipeline→Automation→Revenue reporting
BUILT DIFFERENTLY
CRM should start where the customer journey starts.
Traditional CRM architecture often begins after a lead reaches sales. TancoCRM is being designed around a broader customer journey: website behavior, acquisition context, relationship history, pipeline, automation, and revenue in one connected model.
THE TANCOCRM IDEA
Website → Customer → Pipeline → Revenue
Keep the signal connected instead of rebuilding context at every handoff.
01
WebsiteOften operates as a separate acquisition layer.
02
Lead recordSales receives the record after conversion.
03
Marketing contextAdditional integrations may be needed to reconnect source data.
04
Revenue reportingTeams reconcile systems to understand what drove the outcome.
VS
01
Website signalAcquisition and conversion context enters the customer record.
02
Customer timelineRelationship and activity context stays connected to the record.
03
Pipeline + automationSales actions and workflows operate against the same context.
04
Revenue attributionThe system is designed to connect acquisition activity to pipeline and revenue.
TancoCRM capabilities are being released progressively. This section describes the product architecture and direction, not a claim that every capability is available in the current release.
BUILT FOR TRUST
Customer data deserves enterprise-minded architecture.
TancoCRM is being built with tenant isolation, access controls, auditability, secure API patterns, and operational safeguards as foundational product requirements—not afterthoughts.
Security certifications will only be displayed when formally achieved.Organization-aware data architecture.
Control who can access and change data.
Designed for accountable customer activity.
Authenticated integrations and webhooks.
PLANS THAT SCALE
Start with the CRM you need. Grow into the platform.
Launch pricing can be finalized before commercial release. The structure below is built into the theme and ready for your approved plans.
$29/mo
For founders and small teams replacing spreadsheets with a real sales process.
Get started- Contacts and companies
- 1 sales pipeline
- Tasks and activity
- Lead capture and conversion context
- Core reporting
$79/mo
For growing revenue teams that need automation, attribution, and more control.
Start free- Everything in Starter
- Multiple pipelines
- Marketing attribution
- Workflow automation
- Advanced reporting
$199/mo
For organizations that need deeper customization, governance, and intelligence.
Talk to sales- Everything in Growth
- Advanced permissions
- Custom fields and objects
- API access
- Priority support
FREQUENTLY ASKED
A serious CRM without the enterprise bloat.
TancoCRM is being designed to give growing businesses the operating power of a modern revenue platform while keeping the experience clear and approachable.
What kind of platform is TancoCRM?+
TancoCRM is being built as a modern CRM and revenue platform that connects customer relationships, pipeline, automation, analytics, and attribution in one system.
Is TancoCRM trying to replace Salesforce?+
TancoCRM is being built as a modern CRM and revenue platform for businesses that want powerful sales, marketing, automation, and attribution capabilities without recreating the complexity of legacy enterprise systems.
What makes TancoCRM different?+
The core differentiation is the relationship between the website and CRM: lead capture, website context, marketing attribution, sales activity, opportunity progression, and revenue are designed to belong to one connected customer journey.
Will website redesigns affect CRM data?+
No. Website presentation and CRM functionality are intentionally separated so customer and revenue data are not tied to design changes.
THE NEXT GENERATION OF CRM
Build the customer system your revenue team actually wants to use.
From first visit to closed revenue, bring the relationship into one intelligent workspace.