Best CRM Software - Page 174

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.

Average Rating: 5.0/5.0

Total Reviews: 1

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.

TehProf Dialogs

TehProf.kz Dialogs connects a company WhatsApp number to your CRM - Bitrix24, amoCRM and others - so managers chat and take calls right in the client card. When a customer writes or calls on WhatsApp, the manager replies inside the CRM and sees deals, stages and history next to the conversation. Chats belong to the company, not to a manager's personal phone, so the history stays when someone leaves and passes to the next manager. WhatsApp calls arrive in the CRM as inquiries. When a call goes through a connected line, the card keeps the recording, a transcript and a short summary, and the manager can call back from the card. A built-in dialer shows recent calls and lets operators start a WhatsApp call in one click. Three ways to connect, with prices in Kazakhstani tenge published in advance: - Your current number via WhatsApp Web (QR code). The phone app keeps working. Chats from 12,000 KZT per month, with groups 15,000 KZT, with groups and calls 25,000 KZT. - Official WhatsApp Business Platform (Cloud API by Meta). Chats from 18,000 KZT per month, with groups and calls 37,500 KZT. Approved Meta message templates are available right in the chat. - Coexistence: the official channel on a number that keeps working in the WhatsApp Business app, 18,000 KZT per month. Paying for a year gives two months free, and the one-time setup fee is waived on annual plans. The first line of each type runs free for 3 days. Managers have nothing to configure. An administrator connects the number and grants access once; access follows roles and departments, and each company's data is isolated from other customers. Operators get their own message templates with favorites, recent picks and a "/" shortcut in the message field, plus Bitrix24 automation robots that send WhatsApp messages from deal stages. Key features: - WhatsApp chats in the CRM client card (Bitrix24 open lines, amoCRM) - WhatsApp calls with recording, transcript and summary in the deal timeline - WhatsApp groups in CRM on suitable lines - Own templates and Meta templates in every chat - Roles, departments and history that moves between managers - Russian, Kazakh and English interface - Free check of your number before you start Timing and feature availability for a specific number are confirmed after a free check. Learn more and see the help center with step-by-step guides at https://dialogs.tehprof.kz/. Sales: sale@tehprof.kz.

Teia CRM

Tej Growth

Tej Growth is a B2B AI-powered CRM and business automation software built for startups, SMEs, agencies, and enterprises. The platform helps businesses manage leads, sales pipelines, customer communication, and internal workflows from a single system. Tej Growth offers AI-driven insights, WhatsApp automation, reporting, and customizable workflows to improve sales efficiency and operational productivity. Tej Growth is designed exclusively for business teams and organizations, not for individual or consumer use.

Tekmatix

Tekmatix is your comprehensive solution for CRM, online business management, and course creation, all in one place.

Tekyerden

Tekyerden is an AI-powered business operating system for small businesses, freelancers and entrepreneurs in Türkiye. It brings sales, payments and operations together on one screen: create payment links or connect your own virtual POS, issue e-invoices and e-archive invoices automatically when a payment is received, and manage customers, quotes, appointments, tasks and inventory from a single panel. Built for service businesses such as clinics, dietitians, fitness and beauty centers, lawyers and consultants, as well as retail shops and new e-commerce sellers. Campaign and loyalty tools, plus SMS, email, WhatsApp and Instagram communication, help businesses drive repeat sales, while the AI layer highlights daily priorities and automates repetitive work. Starting a business in Türkiye? Tekyerden digitalizes company formation for entrepreneurs who want to set up a company in Türkiye. We manage the formation steps and the process with your accountant online, and all consultancy during formation is free; only official state and notary fees apply. If you need a registered business address, our virtual office service provides one, and we can refer you to our partner accounting firm if you would like ongoing support. Once your company is set up, you can start invoicing and accepting payments from day one on the same platform. Payments run through licensed payment institutions with 3D Secure; Tekyerden never holds customer funds. Data is stored in Türkiye and processed in line with KVKK. Available on web and mobile.