Running a business shouldn’t feel like juggling a dozen tools or chasing down leads in a maze of spreadsheets?

That’s where TEB steps in with the aim of making life simple by streamlining your sales workflow — TEB’s top and most used dashboard features are built to address key challenges that growing teams face such as disconnected data, lack of visibility, and fragmented processes.

TEB most used features of the month, solving complex sales workflows.

This month, we looked at the features our users loved most and how those same tools are helping businesses across industries turn chaos into structure and growth. Let’s dive into how each feature helps you overcome these pain points:

Pinpoint Your Lead Sources

TEB  Lead Management

Lead Management Module: Knowing where your leads come from is only part of the picture. With TEB’s Lead Management Module, you get full visibility into the entire lead journey, from the source to conversion.

How TEB helps:

  • Track leads by event, referrer, campaign, or salesperson.

  • View lead funnel snapshots in one place to identify high-impact sources.

  • Fine‑tune your marketing mix based on real data—no more wasted spend.

Client Impact: One of our clients in the electrical manufacturing industry improved their lead conversion rate by 28% within 6 weeks of implementing structured lead source tracking through TEB.

Easily Track Your Pipeline

Pipeline management software

Visual Pipeline Management: A cluttered CRM can slow you down. TEB’s Pipeline Management gives users a clean, drag-and-drop interface to easily track deal stages, follow up timely, and identify stuck opportunities.

How TEB helps:

  • Visual pipeline stages: Draft → Send Quote → Won.

  • Real-time deal values displayed, so you always know your revenue in motion.

  • Clear tasks and next actions per opportunity to keep deals moving.

Client Impact: A growing Pharmaceutical saw a 50% faster sales cycle after switching to TEB’s visual pipeline, simply by eliminating delays and confusion in deal tracking.

Organise & Centralise Leads

Centralised lead management software

TEB combines lead tracking and pipeline management into one central place. No more bouncing between tools, inboxes, and sticky notes. Allowing Leads to slip through, contact data duplicates, and team communication breaks down.

How TEB helps:

  • Central dashboard to organise all leads in one place.

  • Intelligent deduplication and tagging—no more manual clean‑ups.

  • Team-wide visibility with custom filters and access controls.

Client Impact: A POS manufacturer previously using 3+ separate tools for tracking leads and projects now uses TEB alone to manage all in a centralised system, saving them over 20 hours per month in manual

Why Streamlining Your Sales Workflow Pays Off

TEBillion, TEB’s feature updates emphasize the three Cs: Clarity, Control, and Conversion, the formula of making sales simple.

TEB CRM - Streamline Sales workflow
  • Clarity: Know where your leads are coming from.

  • Control: See your pipeline immediately, without missing a single opportunity.

  • Conversion: Actions become automated, processes stay consistent, and revenue comes through faster.

If you're tired of juggling disconnected tools, chasing leads manually, and wasting time on repetitive tasks, TEB is built to streamline your workflows. So, you can focus on growing your revenue and serving your customers.

Ready to Level Up?

See these features in action and discover how they can power up and streamline your sales workflow. Schedule a demo or connect with our specialists today!

Discovery Call - Streamline sales workflow

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