Best CRM Software - Page 174

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.

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

Teamian

Teamian is a CRM software that integrates sales, marketing, and customer support using AI-powered automation. It captures leads from WhatsApp, email, web forms, phone calls, and ads, directing them to a centralized pipeline for scoring and assignment based on customizable criteria. The sales module handles deal pipelines, quotations, and AI-driven revenue forecasting. Marketing automation includes visual journey builders for campaigns triggered by time, behavior, or data. The WhatsApp module uses the official API for broadcasts, automated chats, and lead qualification. An AI calling agent manages calls, books appointments, and updates records in multiple languages, while an AI chatbot answers product and pricing queries before transferring leads to humans. Integration options include WhatsApp, Meta Lead Ads, Google Ads, email, calendars, web forms, and payment systems, with open API access for custom connections.

Teamogy

Teamogy is all-in-one cloud system for those who want to have their company in order. It allows you to have fully overview about capacity planning and time tracking. Teamogy connects internal teams and supports collaboration and communications inside the company. It lets your team work anytime and from anywhere.

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TeamProof

TeamProof gives owners proof of every site visit. Crews check in and out with GPS at the site pin and take before and after photos. If no one checks in within an hour of the start time, you get a Missed alert. Hand visits to subcontractors and share a private client link that hides worker details.

TeamSystem Enterprise CRM

Team Up CRM

TechTIQ Solutions - Custom Software Development in Singapore

TechTIQ Solutions is a custom software development company in Singapore. We build digital systems for startups, SMEs, and enterprises. Not off-the-shelf platforms with a logo swap. Instead, we design and engineer software around the way your business actually operates, with scalable architecture that grows alongside you.

Teczen

Make your business simpler, faster & more profitable with teczen. We aren’t just an ERP software provider. We provide you solutions that make a difference. At Teczen, our comprehensive ERP solutions are tailored to meet the unique challenges and demands of diverse industries. Our team of experts possesses a deep understanding of the specific requirements of each sector, enabling us to deliver industry-focused ERP implementations that drive efficiency, growth, and competitive advantage.