What you can build with it
Tandem is a building block, so the useful question is what you would build with it. These are the setups it was made for.
A partner or affiliate program
Section titled “A partner or affiliate program”Partners send you leads and earn a commission when the customer pays. Tandem records the payment, then holds the commission until a release date you choose. Once the date passes, a scheduled database function makes it eligible, an admin approves it, and your payment provider sends the money.
// Recorded after the customer's payment is confirmed.{ type: "commission.held", data: { payoutId: "payout_123", partnerId: "partner_42", amountMinor: 12_500, currency: "MYR", releaseAt: "2026-10-27T00:00:00.000Z", },}If a partner thinks a commission is wrong, they open a dispute and the payout stays on hold until an admin resolves it. Every step stays in the record, so you can always show why an amount is what it is.
This uses Terrain and Belay, and Camp gives you the Payouts and Disputes screens.
A CRM inside your own product
Section titled “A CRM inside your own product”Say you sell software to property or insurance agents and each agent needs a place to track their leads. Tandem gives you the leads, the pipeline, and a log of every call and message, with a CHAMP note for each conversation. You keep your own login, design, and pricing.
This uses Terrain and Trail. You can build the screens yourself or start from Camp.
A sales team that needs onboarding and routing
Section titled “A sales team that needs onboarding and routing”New agents complete a checklist, and your app decides what certification lets them do. New leads need to reach the right person too. Ascent tracks the checklist and the certification. Waypoint recommends an owner by round robin, by fewest open leads, or leaves the choice to a person.
This uses Ascent and Waypoint.
When to pick something else
Section titled “When to pick something else”Tandem is not the right tool in these cases.
- You want a finished CRM to sign up for and use today. Tandem is a library and an admin UI that you run yourself.
- You need email sync, calendar sync, marketing campaigns, or web forms. None of those are included.
- Your stack is not Node and Postgres.
- You need several contacts per lead, or a full company, contact, and deal model. Trail logs activity on a lead and has no separate contact records.
- You want Tandem to send the money. It records payments and asks your adapter to make them, and it never holds funds.