Customers and history
Contacts, companies, notes, and activity together, so everyone starts from the same record.
Customers, deals, support, and orders in one place — plus AI agents that do the routine work. Your company's knowledge stays in your CRM workspace when you change supported AI models.
Your company's knowledge. Your choice of AI. CRM records live in your team's hosted workspace; relevant context goes to the provider your team configures. Personal Talavine profiles remain separate.
At Desert Bloom Studio, Sally can see the Northstar renewal, the security hold on expansion, and the owner for each next step in one tenant-isolated workspace.
Maya, Priya, and Elena do not need to live in Sally's memory or a loose email thread. Their customer roles and history have a shared, team-safe home.
The deal is in one tool, the tickets in another, the order history in a spreadsheet. Nobody has the full picture when it matters.
Contacts, companies, notes, and activity together, so everyone starts from the same record.
Opportunities from first call to close, with stages, value, and the next step.
Requests routed by priority, connected to the customer and the deal.
Products, stock, purchase orders, builds, repairs, and the gear customers actually have.
Work assigned, visible, and attached to the customer it's about.
An isolated tenant for your team. Your data never mixes with anyone else's.
The Talavine connection is per-account and opt-in. Only the one work email account you sign in with and connect ever interacts with the CRM. Personal inboxes stay completely separate: never read by, synced to, or exposed to the company CRM. You control it per account, and you can disconnect any time.
Signup sets up your own isolated CRM at your own subdomain, and an onboarding email gets you signed in. No card, no migration project, no setup call.