What is Tabillo?

Tabillo is a customizable, web-based CRM - Customer Relationship Management platform. Tabillo is a collaborative enterprise level application that is designed to help users centralize their knowledge and business activities across CRM, projects, files etc., for better productivity.

According to the vendor, Tabillo offers simplified integrated modules with an intuitive end‐user interface, which results in faster adoption across the organization. With Tabillo users can automate, collaborate on custom business processes faster by eliminating the need to build applications from scratch and without any programming skills. The vendor says their CRM platform is used by customers from different verticals such as government, associations, software vendors and more.

Categories & Use Cases

Custom fields
Users can create custom fields to store additional information on standard and custom objects.
Category average: 8.4
Role-based user permissions
Permissions to perform actions or access or modify data are assigned to roles, which are then assigned to users, reducing complexity of administration.
Category average: 8.6
Customer data management / contact management
The software acts as a single source for all customer data and enables users to access that data efficiently.
Category average: 8.6

Workflow management
The software helps automate parts of the sales process, such as sending emails, updating contact records, and following approval processes.
Category average: 8.2
Task management
This includes the ability to plan, track, collaborate and report on tasks.
Category average: 8.2
Reporting
Software provides a broad range of standard and the ability to build custom reports.
Category average: 8.1