A pipeline named your way
Your stages, your words, your rules for when a deal moves. No template to fight.
A CRM built in conversation.
Pipeline, accounts, contacts, and the record, set up the way your business actually works. Agents do the routine work inside rules you set once. You use it from wherever you already are.
You talk for about 20 minutes.
Then it is running. No statement of work, no admin certification, nobody billing hourly to ask what your stages are called.
When does a lead become real for you?
Once they book a site visit.
What happens after the visit?
We send a quote within two days.
New leadSite visit bookedQuote sentWon
Rule: no reply two days after a quote, follow up
Rule: deals over your limit wait for a person
You describe how the business actually runs
Not how a template thinks it runs. What you call a lead, when it becomes real, who touches it, what has to be true before it moves.
Tamoia stands up the objects while you talk
Objects, fields, stages, and the rules for moving between them. You watch it happen and fix it in the same conversation.
You set what an agent may do
Read this, write that, qualify leads, but never commit the business to anything on its own. Set once, not every time.
Your whole team is on, same session
Seats are free, so nobody gets left off the CRM to save money. That habit is the one this is built to break.
What you get in 20 minutes.
New 3
Harper residence$4,800added by agent
Ortiz Bakery$1,150
Northside Gym$2,750
Qualified 2
Lakeview Dental$2,200moved by agent
Bloom Studio$3,000by M. Okafor
Proposal 2
Pine St. Clinic$6,400
Rivera Law$5,200moved by agent
Won 1
Kessler & Co.$9,500by M. Okafor
Accounts with memory
Every call, email, note, and job on the account, so anyone can pick up a thread cold.
The record
Every action with a timestamp, who or what did it, what it cost, and the evidence behind it.
Agents inside rules
Qualify leads, log calls, move deals, chase follow-ups. Anything past your limits waits for approval.
Where you already work
Use the CRM from the tools your team already uses, or from the app. See how.
Your existing data
Import the spreadsheet you use today. Keep the systems that work.
Seven jobs, done inside the lines.
Each one is a bounded operation: a clear trigger, a clear action, a clear limit. Together they cover the work that used to fall on whoever was least busy.
Capture what happened
Call transcripts, email threads, and meeting notes land on the account without anyone retyping them.
Limit: writes context only. Never changes a stage or a term.
Qualify leads against your criteria
Inbound demand is scored against the profile you set during setup, with the reasoning logged.
Limit: qualifies. Does not promise, price, or book.
Move deals when the evidence is there
Stage changes happen when the criteria are met, not when someone feels optimistic.
Limit: over your threshold, it waits for a person.
Remember every account
Ask about any account and get the history, the people, and the open items.
Limit: read-only.
Find warm paths
Surfaces past champions and relationships across your accounts when a new deal starts.
Limit: read-only.
Keep the data clean
Imports, duplicates, and formatting handled without a cleanup weekend.
Limit: every merge is on the record.
Stay inside the rules
Your limits apply to every agent, including the ones you connect from outside.
Limit: this is the limit.
One rule set for every agent.
Set the limits once. They apply to our agents, your agents, and any agent you connect from another vendor.
An agent wants to actqualify a lead, log a call, move a deal
Inside your limits?can read, can write, never commits the business
yesOn the recordtimestamp, source, what it cost
noWaits for a personapprove or decline, also on the record
Can read
Account histories, contacts, and the criteria a stage requires.
Can write
Activity, call summaries, and qualification scores.
Cannot do
Commit the business to a contract, change pricing, or spend budget on its own.
Leaves behind
A timestamp, a source flag, and what it cost, on the record.
Tamoia lives where you work.
Your team works with the CRM from the tools they already use, and the record updates either way. There is a screen for when you want one, and it is optional when you don't. Bring the AI you already pay for, and nobody bills you for it twice.
Your team
Tamoia's agents
Agents you connect
One recordevery change, with who made it
Reports and viewsfor anyone on the team
"What stalled this week, and who owes me a call?"
Ask about your pipeline in plain words.
"Log the site visit at Harper's. Quote due Friday."
Tell it what happened. The deal, the contact, and the next step update themselves.
"Add this one to the pipeline."
Send it a lead and it lands on the record, with the conversation attached.
Bring what you have.
Start from the spreadsheet you use today and import it during setup. Keep the systems that work; Tamoia reads from them rather than replacing them on day one. The logic lives once and runs across the app, your assistant, and any agent you connect.
You: Read customers.csv. Suggest a column mapping, then import the contacts in batches of 30, skipping any row without a valid email. Tamoia: Mapped 6 columns. Importing 214 contacts in 8 batches. 9 rows skipped (no email). On the record: 1 import, 214 contacts added.