Everything for the next good conversation.
Tandem is a day-to-day CRM for people who sell through relationships. It does the remembering, so you can do the talking. Pick a feature to see it in action.
Start every day with your Morning 5.
Each morning Tandem picks up to five conversations for today from your due actions and follow-ups. Log what happened and the day updates itself.
- Overdue promises first, then today
- Set priorities and drag actions into order
- Arrange Today the way you work
- Log a conversation and close the action in one go
Every lead has a home.
Add a lead in seconds, or capture one from a QR card, LinkedIn, Instagram or a spreadsheet. Give it an owner, a stage and a follow-up date.
- My leads and team leads
- Stages, sources and owners
- Import from a spreadsheet
Relationships come first.
Remember what each customer bought, asked and cares about, and plan the next step while it is fresh.
- Next follow-up on every customer
- Notes, files and the full history
- Purchases and renewals on Pro
Make time for your people.
Book a meeting with a customer and it lands on your calendar, next to your events and dated follow-ups. Add any event to Tandem in a tap.
- Plan a meeting or an event
- Tabs for actions, meetings and events
- A calendar feed for your phone
Keep the conversation going.
Team chat, groups and private messages, right next to the people and documents you are talking about.
- Team chat and private messages
- Mention people and link documents
- No more lost group chats
Lead one conversation at a time.
Weekly conversation goals you can update in a tap, onboarding pathways and 1:1 notes for every member of your team.
- Goals and progress for each person
- A clear first week for new members
- Coaching notes in one place
Posts in your own voice.
Type what the post is about and Studio Light makes the picture and the caption in your brand. Included with every plan, with 100 credits a month.
- Instagram posts and captions
- Your brand and your voice
- Guardrails on claims
Share your card, get theirs.
Someone scans your QR code and sees your card on their phone. They save your details, send theirs, and arrive in your Leads with a follow-up due.
- Your contact QR code
- A two-way card on their phone
- New contacts land in Leads
And there's more.
Ask Tandem
Add people, set reminders and draft messages by typing or speaking in any language. Tandem can read its answers back to you.
Actions with everything attached
Add instructions, document links, files and a question to any action. Answer Yes, No or in your own words, and the action is done.
Claude and ChatGPT
Connect your AI assistant to ask about your day, leads and customers, and to create, prioritise, complete, edit or remove actions from the chat.
Resources
A content library, a learning space, company packs for network marketing teams and an up-to-date user guide, so everyone starts from the same facts.
Meeting notetaker on Pro
It joins your Google Meet and Microsoft Teams calls, or records in person, then writes the notes, agreed points and next steps, and drafts the follow-up email for you to send.
Invites by email
Forward any meeting invite to your own Tandem address and it lands on your calendar.
Your company, set up once
Draft your company profile from your website and approve it once: Ask Tandem and Studio both use it. Run more than one company, each with its own workspaces.
Content strategy
Plan weeks of posts from your company profile, with themes and dated posts, then make each one in Studio Light.
Your data, yours
Export everything at any time, see an activity log of changes and keep your data in the EU.
Coming soon
- Google Calendar sync and WhatsApp capture.
- Your own logo and colours on Pro.
We'll tell pilot members first.
Questions
How is Tandem different from a spreadsheet or a notes app?
A spreadsheet stores names. Tandem tells you who to talk to today. Every person has a next step and a follow-up date, overdue promises come first, and logging a conversation updates your day. Your team, calendar and posts sit next to the same people.
How do follow-up reminders work?
Give any lead or customer a next step and a date. On the day it appears in Today, and if it slips it moves to the top as overdue. Log what happened and set the next follow-up in the same step.
What is the Morning 5?
Your Morning 5 is your plan for the day, on the Today screen. Tandem picks up to five conversations from your due actions and follow-ups, overdue promises first. You can set priorities, drag actions into order and arrange the screen the way you work.
Can I import my contacts?
Yes, from a spreadsheet. On Essentials you can import once when you sign up; on Pro you can import at any time. You can also add people one by one, by typing or speaking to Ask Tandem, or when they scan your QR card.
How does the QR contact card work?
Someone scans your QR code and sees your card on their phone. They save your details, send theirs back, and arrive in your Leads with a follow-up due, so a meeting at an event becomes a real next step.
Can an action carry instructions or a question?
Yes. Add details, up to ten document links and your own files to any action. You can also add a question: the person answers Yes, No or in their own words, and answering completes the action.
What is Ask Tandem?
Ask Tandem lets you add people, set reminders and draft messages by typing or speaking in plain words, in any language. Nothing is saved until you say so. Essentials includes 50 questions a month; Pro is unlimited, within fair use.
Can I use Tandem with ChatGPT or Claude?
Yes, on Pro. Connect your AI assistant to ask about your day, your leads and your customers, and to create, prioritise, complete, edit or remove actions from the chat. It can add instructions and document links to an action, or ask you a question you answer in Tandem.
What does the meeting notetaker do?
On Pro, the notetaker joins your Google Meet and Microsoft Teams calls, or records a meeting in person. It writes the notes, the agreed points and the next steps, and drafts the follow-up email for you to check and send.
Does Tandem sync with Google Calendar?
Google Calendar sync is coming soon. Today you can forward any meeting invite to your own Tandem address and it lands on your calendar, add any event to Tandem in a tap, and follow your Tandem calendar on your phone with a calendar feed.
Does Tandem work with WhatsApp?
WhatsApp capture is coming soon, and pilot members will hear first. Until then, log a WhatsApp conversation in a few words, or tell Ask Tandem what happened.
Fifty founding places. No card.
Join the pilot and use Tandem for your real work. Tell us what is missing, and help shape what comes next.