TMS
Turn more of your leads into customers. Every time.
CRMs store contacts. TMS converts them — with clear routing, faster follow-up, partner networks and full visibility on every lead.
The real challenge
The problem isn’t finding leads. It’s converting them.
Most CRMs store contacts. They don’t drive outcomes.
TMS gives sales teams a clear path: intake every enquiry, route it to the right person or partner, automate follow-up, and keep the full activity trail on the lead.
No bloat. No jargon. No complicated setup — just one system that brings capture, distribution, engagement and partner economics together so nothing gets missed.
See how it worksFeels like growth. Powered by TMS
When your sales journey is clear, fast and consistent, the results speak for themselves.
The tools behind faster lead conversion
Capture. Distribute. Engage. Manage. Extend — mapped to the modules your team uses every day.
Capture every lead automatically
Bring every enquiry into TMS in one clean record. Create leads, run Journeys, attach Forms, or import in bulk — with Lead Groups and Lead Types that keep data consistent.
- New Lead, Search Leads and pinned saved searches
- Journeys and Forms tied to lead groups
- Import, export, bulk update and copy
- Conditional Lead Types with matching order
Send every lead to the right person fast
Route each enquiry to the right salesperson, User Group or partner. Keep response times low with pickup pools, round-robin and scope-based referral rules.
- User Groups with random or sequential assignment
- Lead pickup statuses and unassigned pools
- Partner routing with limits and visibility
- Permissions for own, group, partner or all leads
Keep every conversation connected
Follow up faster with Workflows and Lead Type Actions. Email, SMS, tasks and notes stay on the lead timeline so the whole team stays joined up.
- Scheduled Workflows with weekend and miss handling
- Event-driven Lead Type Actions
- Full activity timeline on every lead
- Appointment booking with customer self-serve links
See your whole sales journey clearly
Give your team one organised place for tasks, notes, files, appointments and outcomes. Everything stays logged on the lead so anyone can pick up mid-journey.
- Clean Summary, Details, Transactions and Appointments tabs
- Calendar for activities, tasks and bookings
- Analytics dashboard with conversion visibility
- Report templates and funnel reporting
Connect partners and shape your process
Run referral partners and introducers inside the same system. Prepaid balances, accept/reject/refund flows, commission tracking and a dedicated partner portal.
- Referral partner portal with lead type self-service
- Introducer portal with commission visibility
- Statements, balances and bulk transactions
- Agency and multi-company structure with roles
Built for teams who need clear conversion — not CRM clutter
In-house sales teams
Intake enquiries, assign through User Groups or pickup pools, log every touch on the activity timeline, and move leads through statuses until they convert.
Lead sellers and buyers
Refer leads to partners with billing points and per-lead pricing. Partners accept or reject, view statements and manage types from a dedicated portal.
Agencies & multi-company setups
Structure Agencies and Companies, assign role-based permissions, and keep each team’s leads, workflows and reports scoped correctly.
Get live fast
Get set up and start converting smarter
TMS is built for teams who need a repeatable process — not months of ERP-style implementation. Configure Lead Groups, routing and automation once, then let new leads inherit the path automatically.
Your dashboard keeps totals, pending work, conversions and recent activity visible so everyone knows where things stand.
Fast launch path
- Create Lead Groups and Lead Types
- Configure User Groups and pickup rules
- Add Workflows and Lead Type Actions
- Onboard partners and introducers
- Monitor via Analytics and Reports
Why teams trust TMS
Clarity from the first lead to the final decision
Lead-first data model
Activities, appointments, journeys, transactions and partner referrals all sit on the lead — not scattered across unrelated modules.
Follow-up that never slips
Workflows, reminders and Lead Type Actions keep every enquiry moving at the right pace. No forgotten tasks. No guessing what’s next.
Built-in partner economics
Balances, billing points, accept/reject/refund and introducer commission — without bolting on a second system.
Permission-aware by design
View own, group, partner or all leads. Control pickup, referrals and admin functions through granular permissions.
Support that feels human
A people-first team behind your success
Technology is only half the story. TMS is built for the way real sales and partner teams work — with clear screens, sensible defaults and processes that stay manageable as you grow.
Whether you are configuring routing rules, onboarding an introducer, or training a new agent on the lead timeline, the platform stays simple enough to learn and powerful enough to run the day-to-day.
Open TMSEnd-to-end flow
The 5 steps that turn your leads into customers
Capture
Collect leads from forms, journeys, imports and integrations so every enquiry enters your sales path without delay.
Distribute
Send every lead to the right person, group or partner — with no manual sorting and no missed opportunities.
Engage
Follow up fast with workflows, email, SMS and appointments that keep conversations moving.
Convert
Give the team the timeline, tasks and visibility they need to turn qualified conversations into closed outcomes.
Measure
Track performance on Analytics and reports, spot bottlenecks, and improve conversion over time.
Find your foundation. Launch with confidence. Grow with TMS.
Simple setup. Clear lead flow. Sign in to the app, or use the partner portal if you buy or submit leads.