- A customer says “you reached out last month” — and you don't even remember the conversation.
- The quote they asked for is somewhere — but in which email, and who was it sent to?
- A salesperson leaves and half the customer base walks out the door inside their head.
- 01Add your clients — by hand or imported from a spreadsheet.
- 02Open deals and log every interaction.
- 03Let reminders run your sales instead of memory.
What Tefter can do
Everything you need for this part of the job — in one place, no copying between tools.
Clients and contacts
Every company and person you work with — phones, emails, notes and the whole history of the relationship on one card.
Deals and pipeline
From the first call to the signed deal — you see what's in play, what it's worth and what the next step is.
Tasks and reminders
“Call on Monday” no longer lives on a sticky note — Tefter reminds you when it's time.
Notes and activities
Every meeting, call and agreement recorded with the client — even a year later you know what was said.
The client's financial picture
Who brought in how much, what's been collected, what's hanging — sales and money on the same screen.
Multiple users
The whole sales team in the same Tefter — everyone sees their own clients, the boss sees everything.
What you get
Not features — results. Here's what concretely changes once Tefter takes over this part of the job.
Nothing slips through
Every contact, agreement and opportunity is recorded — even a year later.
Sales don't rely on memory
Reminders tell you when it's time to call someone.
The customer base stays with the company
When a salesperson leaves, the whole relationship history stays in Tefter.
For everyone who sells to people, not spreadsheets — freelancers, trades, agencies, services and wholesale.
Connects with the rest of the ecosystem
Works on its own, but it's stronger together — one account, data shared without re-entry.
Frequently asked questions
Can I import my existing database?
Yes — import contacts and clients from a spreadsheet, no typing from scratch.
What if a salesperson leaves?
The whole history stays in Tefter — contacts, agreements and deals, not in their head.
Can I see who owes me how much?
Yes, the client's financial picture sits on their card — turnover, collected and outstanding.
Does it remind me on its own?
You set tasks and deadlines on a client, and Tefter reminds you when the time comes.
Try Tefter on your own data
It's in the works — leave your contact and we'll reach out the moment early access opens.