Best CRM Software - Page 188

Tallyo

Tallyo is online invoicing software designed for small businesses. It helps users create and send professional quotes and invoices, schedule recurring invoices, record payments, follow overdue balances, send reminders and view income information in one organised workspace. Tallyo also provides a free invoice maker that can be used without creating an account.

Tamago DB

RECRUITMENT SIMPLIFIED. Tamago-DB is the easy-to-use, multilingual, multicultural cloud-based platform designed with modern global recruiting practices in mind. Developed by one of the biggest names in the Japanese recruitment business, Tamago-DB fulfills a need in the market for a simple yet efficient Recruiting Database/CRM that seamlessly supports multilingual workflows. Enhanced with AI-powered integrations including intelligent CV parsing, smart candidate-job matching, and automated communication support, Tamago-DB reduces manual workload while improving accuracy and speed across the recruitment process. We have built our business by listening to what our users need, combining real-world insight with market-leading experience in cutting-edge technologies to deliver a platform that improves recruitment productivity and increases placements.

Average Rating: 3.9/5.0

Total Reviews: 4

Tanyo CRM

TANYO is India’s most trusted Furniture Retail Management Software, designed specifically for furniture retailers, manufacturers, showrooms, and home décor brands. From the first customer inquiry to the final delivery, TANYO helps you manage your entire furniture business all in one platform. Whether you run a single store or multiple outlets, TANYO simplifies daily operations like sales tracking, inventory management, quotation generation, lead follow-ups, and more so you can focus on selling more and serving better. Key Features: Customer Relationship Management (CRM): - Build strong customer profiles and communication histories. - Automate follow-ups and maintain seamless customer relationships. Lead Management & Sales Automation: - Track leads from inquiry to final sale. - Automate sales pipeline management and quotation processes. Inventory Management: - Real-time product inventory tracking. - Manage stock levels and optimize procurement with vendor management. Payment Collection & Integration: - Simplify payment recording and accept payments via QR codes, net banking, and cards. - Integrated payment systems such as RazorPay for seamless transactions. Marketing Automation: - Send automated messages via WhatsApp, SMS, and email. - Personalized campaigns and notifications for customers (e.g., anniversaries, price changes). Quotation & Order Management: - Digital quotations with dynamic pricing and discounting. - Integration with Tally ERP for seamless order processing and accounting. Custom Catalog & Product Management: - Create and share custom catalogs with clients and distributors. - Detailed product management, including images, pricing, and BOM (Bill of Materials). Reports & Analytics: - Real-time dashboard with key performance indicators (KPIs). - Sales, inventory, and financial reports to guide decision-making. Why Choose TANYO? - Tailored for the Furniture Industry: Designed with the specific needs of the furniture sector in mind, ensuring that all features cater to the industry’s unique challenges, such as customizations, long sales cycles, and diverse product catalogs. - Cloud-Based Accessibility: Access your business data from anywhere, on any device, ensuring flexibility for remote or on-the-go business management. - Increased Efficiency: Automate repetitive tasks, streamline workflows, and save time, enabling your team to focus on more strategic initiatives. - Customer-Centric Approach: Enhance customer engagement through automated communications, personalized services, and fast response times. Integrations: - Tally ERP: Integration with Tally ERP for seamless accounting and invoicing. - WhatsApp & SMS: Integration for bulk communication and customer support via chat. - RazorPay: Easy payment collection via integrated QR code, net banking, and card payments. Ideal For: - Furniture Manufacturers - Furniture Retailers & Distributors - Home Decor & Interior Designers - Small to Medium-Sized Businesses (SMBs) Benefits: - Boost Sales: Accelerate sales cycles and optimize lead management to convert more inquiries into paying customers. - Improve Customer Relationships: Build stronger, lasting relationships through personalized communication and exceptional customer service. - Increase Operational Efficiency: Save time and reduce manual tasks, streamlining everything from lead management to payment processing. - Gain Data-Driven Insights: Use built-in analytics and reporting tools to make informed decisions, boost sales, and manage operations effectively. Pricing: TANYO offers scalable pricing options, making it suitable for businesses of all sizes, from startups to large enterprises. For detailed pricing, please contact our team for a custom quote or book a free demo.

taptaza

Taptaza is a customer relationship management (CRM) system designed for car wash operations. The mobile application combines appointment scheduling, cash register management, payroll processing, and analytics. Clients can book services independently by selecting dates and times through the platform. The cash accounting feature categorizes transactions by payment method, reconciles shifts automatically, and generates reports. AI technology identifies vehicle details through photos and retrieves service history for returning clients. Notifications streamline communication between staff and clients. The analytics dashboard provides real-time insights into revenue, utilization, and transaction values. Employee compensation is calculated automatically based on performance metrics. The application includes tools for client management, employee oversight, service tracking, and loyalty programs. The system integrates with payment platforms and supports multi-location operations.

Target CRM

Target CRM

Target-CRM

Target-CRM is a web-based software that integrates customer relationship management and enterprise resource planning. It streamlines prospects, clients, sales, invoicing, inventory, projects, and employee timekeeping through interconnected modules. The CRM module tracks sales opportunities with shared calendars and dashboards. Invoicing converts quotes into Peppol-compliant electronic invoices, monitors payments, and sends reminders. Inventory management tracks stock across locations, links suppliers to products, and supports quantity-based pricing. Project management includes Gantt charts and Kanban boards for task tracking. The timekeeping module complies with Belgian labor laws, enabling employees to log hours via smartphone and manage leave requests. Customizable fields and modules adapt to industry workflows, while integrations with Microsoft 365, Google Calendar, and banking tools consolidate operations. Support is provided by the Belgium-based development team.

Taskrol

Taskrol is a CRM and field service software for appliance repair workflows, combining job management, client databases, parts tracking, invoicing, payments, and communication tools in one app for iOS, Android, and web. The Quick Job tool enables service job creation by capturing customer details, addresses, devices, and notes on one screen. Technicians can search parts by descriptions or model numbers using the integrated catalog. The inventory system tracks stock by location and generates shopping lists when items run low. Financial tools provide revenue, margin, and cost analysis using purchase data. AI-powered invoicing compiles parts and labor entries. Dispatch features include calendar and map views for assigning jobs based on location, skills, and availability. Customizable user roles offer tailored access for owners, managers, operators, and technicians.

Task Session

TaskSuite

TaskSuite is the AI system for modern lending. It provides AI agents and loan software for banks, including credit unions and community banks, and for alternative lenders. TaskSuite Agents automate credit, origination and servicing work. They collect and check documents, pull bureau and bank data, draft credit memos, flag fraud, follow up with borrowers and reconcile payments. The agents run on the LOS or LMS a lender already uses, connecting over APIs, so there is no migration and no rip-and-replace. Each agent is configured to the lender's workflow and rules. TaskSuite also designs, builds and deploys custom agents. TaskSuite Loan Suite is a complete loan origination and loan management system with four modules: Loan Origination, Loan Credit, Loan Servicing and Loan Management. Each module is available standalone or as one platform, and the agents and the Loan Suite share one record for every loan. They work together or on their own. People stay in control. Agents propose; the lender's rules and staff approve. Declines always stay with a person. Every AI action includes its reasoning in a full audit trail. TaskSuite is used by 25+ lenders and 5,000+ users, with 25+ partners, 80+ integrations and 3+ years of customer partnerships. It serves banks, credit unions, community banks and alternative lenders across financial services, including small-business, merchant cash advance, consumer, personal, student, auto, buy-now-pay-later and litigation funding, as well as fintechs and international lenders. Brokers, ISOs and marketplaces are served through LoanConnect, which sends one deal to many funders and brings their offers back. Named integrations include Experian, Equifax, TransUnion, Plaid, Flinks, Ocrolus, Heron Data, Prove, Twilio, Usio, Loan Payment Pro and Xodo, plus a REST API and webhooks. Pricing is a custom quote based on team size, modules and loan volume. There is no public price list, free plan or free trial. Key capabilities: - AI agents for credit, origination and servicing, configured to the lender's workflow and running on the existing LOS or LMS - A complete Loan Suite (LOS and LMS) with origination, credit, servicing and management modules - Human sign-off on every decision, with an explainable, logged audit trail - 80+ integrations, including credit bureaus, banking data, payments, communications and document tools - Coverage across banks, credit unions and a broad range of alternative and specialty lenders

Average Rating: 4.9/5.0

Total Reviews: 7

TatvaCRM

TatvaCRM is a customer relationship management (CRM) software designed for Indian BFSI businesses — NBFCs, DSAs (Direct Selling Agents), insurance agents, debt advisory firms — and SMBs across sales, agencies, manufacturing. Built by Tatva Fintech Private Limited in Pune, India. What makes TatvaCRM different from generic CRMs: • Loan-file-shaped data model — built for the loan origination workflow, not retrofitted from a generic deal pipeline • Multi-lender applications — one applicant, many loan files across different banks/NBFCs • DSA agent network management — sub-DSA hierarchies, commission splits, payout grids • Insurance renewal calendar — automated reminders aligned with IRDAI workflows • Schema-per-tenant PostgreSQL isolation — every customer gets their own database schema (not just row-level) • DPDP-compliant by design — India's Digital Personal Data Protection Act • INR-native pricing — no currency conversion games, no minimum seat counts • Free forever for small teams — no credit card, no trial expiry Standard CRM modules: contacts, companies, deals, leads, tasks, activities, custom fields, custom pipelines, RBAC with own / team / everything visibility, bulk import/export, email integration, file uploads. Target customers: • NBFCs (retail and MSME lending) • Loan DSAs for home loans, LAP, personal loans • Insurance agents and POSPs • Debt advisory and corporate finance firms • SMB sales teams in India (manufacturing, digital agencies, real estate) Founded by Anil Agarwal, a Chartered Accountant with 15+ years in BFSI advisory at PwC, ICICI Bank, and Finnova Advisory Services. Website: https://tatvacrm.com LinkedIn: https://www.linkedin.com/company/tatvacrm

Tax, accounts, and practice management, all-in-one

Tax, accounts, and practice management, all-in-one. Used by 12,000+ UK accounting firms, TaxCalc helps practices work faster, stay compliant, and manage client work with ease.

TaxPlus CRM

TaxPlus CRM is a comprehensive client management and marketing suite specifically designed for tax professionals seeking to streamline their operations and enhance client engagement. This all-in-one platform integrates lead management, automated communication, appointment scheduling, and marketing tools, enabling tax offices to operate more efficiently and maintain stronger client relationships. One of the standout features of TaxPlus CRM is its automation capabilities. The system allows tax offices to automate reminders, appointment messages, and follow-ups, reducing the need for manual intervention and ensuring that clients receive timely communications. This automation covers the entire client journey, from capturing leads to sending follow-up messages and booking appointments, thereby enhancing the overall client experience. The platform also offers robust client management tools tailored for tax offices. It enables professionals to keep conversations, reminders, and client activities organized, ensuring that the team is always aware of the next steps required for each client. Key functionalities include text and email communication for sending reminders and updates, an appointment flow system to help clients book and confirm appointments seamlessly, lead tracking to organize new opportunities from initial contact to booked appointments, and client growth tools that facilitate smarter follow-ups to encourage repeat business. TaxPlus CRM incorporates two-way text messaging, allowing tax offices to send quick updates, receive faster replies, and keep client conversations organized in one place. This feature is particularly useful for appointment reminders, missing document requests, return updates, review reminders, and post-tax season follow-ups. Additionally, the platform includes conversational AI support, providing clients with faster assistance through AI-driven chat support. This feature helps answer common questions, guide visitors, and manage client support requests, even when the tax office team is occupied. The client experience is further enhanced by a streamlined booking process. Clients can choose appointment times based on the office's availability, receive automatic confirmations and reminders, and have the flexibility to reschedule if necessary. This process reduces confusion and ensures clients are well-informed about their appointments. TaxPlus CRM is part of Tax Processors Plus's suite of solutions aimed at supporting tax professionals in managing their offices more effectively. The platform is designed to be intuitive and user-friendly, ensuring that tax professionals can focus on delivering quality services to their clients without being bogged down by administrative tasks. For more information about TaxPlus CRM and other offerings by Tax Processors Plus, visit their official website at taxprocessorsplus.com.

TaxTrackAU

TaxTrack AU: your ATO, deadlines and bookkeeping in one place TaxTrack AU is Australian tax compliance software for small businesses and the accountants who look after them. As a registered ATO Digital Service Provider, TaxTrack connects directly to the Australian Taxation Office through Standard Business Reporting (SBR), so you can see your live ATO account balance, outstanding tax debt, penalties and interest, and lodgment status on one simple dashboard, without logging into ATO Online Services or waiting for an email from your accountant. Never miss an ATO due date TaxTrack builds a lodgement calendar for your business with every BAS, IAS, PAYG withholding, income tax return, FBT and STP finalisation due date, plus ASIC annual review dates for companies. It knows whether you lodge yourself or through a registered tax or BAS agent and uses the right dates for each. Email reminders go out 7 days and 1 day before every deadline, and a shared Task List keeps the business and its accountant on the same page. Xero bookkeeping insights Connect Xero to see your profit and loss, balance sheet, aged receivables and payables, and an Activity Statement with your GST and BAS figures, on a cash or accrual basis. The BAS Estimator projects your next BAS from your actual Xero figures and tells you how much to set aside each week. Work with your accountant, not around them Your accountant can see the same live ATO view, send documents for e-signing, share tasks and chat with you, all in one secure client portal. TaxTrack is free for accountants. Built for Australian businesses Your data is stored in Australia (Sydney). Two-factor authentication and bank-grade security, in line with the ATO’s Operational Security Framework. Multi-business view for owners running several companies or trusts, plus structure diagrams for client groups. Team access for up to five users per business. Pricing The lodgement calendar and Task List are free forever, with no credit card needed. The full plan, with the live ATO feed, Xero reporting, BAS Estimator, documents and e-signing, is $15 per month per business, with a free trial when you connect the ATO or Xero. Free tools Try our free ATO due dates 2026–27 calendar, ATO payment plan calculator, pay calculator, tax planning calculator, loan calculator and stamp duty calculator at taxtrack.au/tools. TaxTrack AU is not affiliated with the Australian Taxation Office.

TBS CRM