Best CRM Software - Page 189

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 has two product lines that work together or alone and share one record of every loan: the Agentic Engine, and Lending Core, a complete loan origination and management system (LOS and LMS). It is built for banks, including credit unions and community banks, and alternative lenders. The Agentic Engine runs AI agents on a lender's existing LOS or LMS, or on Lending Core, with no migration. Agents work inside the workflow's steps on one Record: they read and check documents, cite each fact to its page, and draft requests. A second model, the AI Reviewer, checks their work, and a person signs before anything is written. Agents never decline a loan and cannot write to the lender's systems. Packs carry each product's workflows, documents, rules and conditions. Consumer and small-business loans run today, and TaskSuite builds further Packs with the lender. Lending Core has four Suites (Origination, Credit, Servicing and Management) that work on their own or together. People stay in control: agents propose, staff approve, declines stay with a person, and every step is logged on an Audit log. 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, the Suites or workflows needed, and loan volume. There is no public price list, free plan or free trial. Key capabilities: - The Agentic Engine, which runs AI agents on a lender's existing LOS or LMS, with people approving the work - Lending Core, a complete LOS and LMS with Origination, Credit, Servicing and Management Suites - 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

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

TeamSystem Enterprise CRM

Team Up CRM

tebio

tebio is a flexible **subscription management and recurring billing platform** designed for companies that need to manage complex subscription, billing, invoicing, and payment processes in one central system. The platform supports the complete subscription lifecycle — from customer and product management to orders, subscriptions, usage-based billing, invoicing, payments, and customer self-service. tebio can be used through its **Business Portal**, via **API**, or with customizable **Hosted Pages** for ordering and self-care. Businesses can model prepaid and postpaid subscriptions, recurring and one-time charges, product options, discounts, vouchers, promotions, usage-based pricing, and individual contract terms. Automated billing processes help reduce manual work while still allowing approval-based workflows where additional control is required. tebio also supports key financial and accounting processes, including **SEPA Direct Debit and bank transfer**, invoice generation, electronic invoices, payment tracking, refunds, credit processes, financial reporting, and DATEV integration. Companies can use their own bank accounts for SEPA payment processes instead of being limited to a specific payment service provider. The platform is API-first and designed to integrate with existing CRM, ERP, provisioning, logistics, finance, identity, and industry-specific systems. Webhooks and APIs make it possible to automate business processes and keep tebio synchronized with surrounding applications. tebio is suitable for both **B2B and B2C subscription businesses** and is used for a wide range of business models, including SaaS, telecommunications, publishing and media, IoT services, recurring product deliveries, and other subscription-based services. Additional capabilities include customer and address management, product catalogs, subscription changes and cancellations, customer properties, document management, customer communication, helpdesk processes, sales partner management, and configurable customer self-service. tebio is developed and hosted in Germany, with a strong focus on **GDPR-compliant data processing, secure operations, and European regulatory requirements**. For companies looking for more than a simple recurring payment tool, tebio provides a central **subscription management, billing automation, and customer lifecycle platform** that can grow with increasingly complex products, pricing models, integrations, and operational processes.

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.

Techysquad Forex CRM