# Tact Reviews **Vendor:** Tact.ai **Category:** [AI Sales Assistant Software](https://www.g2.com/categories/ai-sales-assistant) **Average Rating:** 4.2/5.0 **Total Reviews:** 59 ## About Tact Tact.ai is on a mission to make enterprise software more human-friendly. Tact.ai puts sellers first with human-friendly CRM solutions that are frictionless, connected, and prescriptive. Powered by our patented Edge AI platform, Fortune 500 sales organizations -- including Honeywell, Cisco, and one of the largest pharmaceutical companies in the world -- use Tact to change sales behavior and digitally transform how sellers work with customers every day to achieve new levels of productivity and collaboration. Founded by Chuck Ganapathi, who has built three generations of CRM products, Tact.ai Technologies, Inc. is a privately-held company backed by Accel Partners, Redpoint Ventures, Upfront Ventures, M12 (formerly Microsoft Ventures), Comcast Ventures, Honeywell Ventures, Salesforce Ventures, and the Amazon Alexa Fund. ## Tact Reviews ### 1. Funny application **Rating:** 4.5/5.0 stars **Reviewed by:** Gael F. | Ingénieur commercial, Enterprise (> 1000 emp.) **Reviewed Date:** December 11, 2019 **What do you like best about Tact?** Really easy to use, Really quick application. Agenda synchronisation is really good. We can upgrade sales force. This application is really easy to install. you will save time every day in your daily work. You will be able to devote your time during your home office days to a useful job. As a salesperson, we often feel we are wasting our time doing administrative tasks, TACT helps us to relieve ourselves of this type of task. **What do you dislike about Tact?** Synchronisation failed when i upgrade my opportunities. Not other problem had meet **Recommendations to others considering Tact:** you will save time every day in your daily work. You will be able to devote your time during your home office days to a useful job. As a salesperson, we often feel we are wasting our time doing administrative tasks, TACT helps us to relieve ourselves of this type of task. **What problems is Tact solving and how is that benefiting you?** Really easy to find a contact and to upgrade sales force about event plan. you will save time every day in your daily work. You will be able to devote your time during your home office days to a useful job. As a salesperson, we often feel we are wasting our time doing administrative tasks, TACT helps us to relieve ourselves of this type of task. ### 2. Tact- A helpful tool **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Machinery | Enterprise (> 1000 emp.) **Reviewed Date:** December 05, 2019 **What do you like best about Tact?** Personally, I think having Salesforce data at your fingertips and through your phone is so much easier to use than SFDC on a PC. I have found that it saves me lots of time throughout my day, and is less cumbersome. I have become a big fan of this app and will continue to use it more for my daily tasks. You can log a day worth of calls in what used to take 10x the time on a PC. **What do you dislike about Tact?** I think there could be an improved mapping system. In other words, the map only shows what you have added into tact in a particular area. But there is so much more data on SFDC in a certain area. You could still be driving by a customer without knowing they are there because you have never been to the site. I also wish there was a more robust search when it came to employee/company because some companies have hundreds of locations and it is often difficult to find the one you need. **Recommendations to others considering Tact:** I believe it is a great sales tool when used/taught correctly. **What problems is Tact solving and how is that benefiting you?** I am logging all my calls, opportunities, notes, tasks, etc. Basically everything I do every day, I am doing it through Tact except email. I have not made that transition but am impressed it is available. The benefit that sticks out the most is ease of use and time. It is very easy to use and will save anyone tons of time once they learn how to use it. ### 3. Tact is a time management game changer! **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Enterprise (> 1000 emp.) **Reviewed Date:** December 05, 2019 **What do you like best about Tact?** Tact provides an easy and intuitive interface that consolidates all of the most important information into readily available and actionable menu options. **What do you dislike about Tact?** The only challenge that I've found particularly cumbersome is the steps necessary to link an external calendar event created outside of SFDC (by a customer for instance) into an existing opportunity. The option exists to open the meeting and create a sales visit, but there isn't a way to associate that visit with a particular opportunity or account plan. **Recommendations to others considering Tact:** Leverage the Voice to Text capabilities when planning meetings or entering data - it's shaves minutes off of every entry. **What problems is Tact solving and how is that benefiting you?** Time management is a key factor in my frequent utilization of Tact. Entering tasks, sales visits, etc...is very simple and the mobile interface allows me to do this anywhere - whether at the office or sitting in the car before/after a customer sales meeting. ### 4. A briefcase on your phone **Rating:** 3.5/5.0 stars **Reviewed by:** Jim R. | Enterprise (> 1000 emp.) **Reviewed Date:** December 10, 2019 **What do you like best about Tact?** Tact incorporates your contacts, all of their critical information, Accounts, and new business opportunities all in one easy-to-access package. And integrates them so you can easily update and track progress on critical opportunities. I carry my phone with me everywhere I go, so I now have very quick access to all of that information. **What do you dislike about Tact?** Not always easy to work on my phone with fat fingers, so when I'm in the office I tend to do what I can on my laptop, and fill in with Tact where I need. The nice feature, however, is that the work I do on my laptop will sync with Tact through the Salesforce.com App. **What problems is Tact solving and how is that benefiting you?** Tact sends me reminders for meetings and follow-up when I use it correctly. ### 5. Reluctance turned around **Rating:** 4.5/5.0 stars **Reviewed by:** Paul D. | Enterprise (> 1000 emp.) **Reviewed Date:** December 05, 2019 **What do you like best about Tact?** Tact helps me keep track of my daily planning as well as keeping me up to date on his my opportunities are progressing it keeps me on top of things in a world where you need to be **What do you dislike about Tact?** Initially the data input was painful , for mine I struggle with putting data in on a small phone ( I phone 6) I gave poor eyesight and fat fingers **What problems is Tact solving and how is that benefiting you?** Daily , weekly monthly planning gives me a great guide to work with that is easy to use ### 6. Very easy to work with once you understand Tact. **Rating:** 5.0/5.0 stars **Reviewed by:** David D. | Enterprise (> 1000 emp.) **Reviewed Date:** December 05, 2019 **What do you like best about Tact?** The access to all the data of my customers and the ease to go to the opportunitité of SFDC in order to modify it or to complete data. After each sales visits Tact give us the possibilité to resume the visits directly in the account ou opportunity. Regular reminders about our appointments or records to follow. **What do you dislike about Tact?** Hard to say for the moment, I work every day with Tact and I still learn new applications every day. **What problems is Tact solving and how is that benefiting you?** Better follow-up off my opportunities and reporting my sales visits. ### 7. Tact app excellent interface for SalesForce **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Electrical/Electronic Manufacturing | Enterprise (> 1000 emp.) **Reviewed Date:** December 05, 2019 **What do you like best about Tact?** The Tact app gives me contact and account information in a centralized location. The mapping feature in the app gives me visibility to contacts and accounts in the area that I have scheduled sales calls. This allows me to be more efficient in the use of my daily schedule of calls. **What do you dislike about Tact?** I would like to have an iPad app so I can choose the tool that works best for me. **What problems is Tact solving and how is that benefiting you?** The Tact app helps me coordinate my schedule of calls and document results. It’s been a great tool to keep me organized and give me visibility to what accounts and contacts that my counterparts in HIS have called on. The app saves time in trying to find contacts in an organization. ### 8. It is a helpful app for contacts and accounts. **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Oil & Energy | Enterprise (> 1000 emp.) **Reviewed Date:** December 10, 2019 **What do you like best about Tact?** I like when I’m in a new account I like that you can bring up the map to see other accounts in the area. Plus I can see when someone opens an email I sent. **What do you dislike about Tact?** When I try to add a new account on my phone the App locks up and doesn’t store the information. I then have to go to my computer and enter it through Salesforce. I have the current 3.28.3 version on my phone that just did this. That it doesn’t lineup with my iPad keypad when using my iPad. **Recommendations to others considering Tact:** Find out what works out best for you once you learn all that it has to offer. **What problems is Tact solving and how is that benefiting you?** I like the business card scan for new contacts, although you do need to make changes. The map section is the most helpful to me. I like that you can see when a customer opens an email that you sent. ### 9. Makes mobile reporting easier and more intuitive **Rating:** 4.0/5.0 stars **Reviewed by:** Joel V. | Area Sales Manager, South Australia, Enterprise (> 1000 emp.) **Reviewed Date:** December 05, 2019 **What do you like best about Tact?** Ease of inputting info through voice to text **What do you dislike about Tact?** Lack of editing ability over contacts “on the fly”. Desperately need landscape view for those of us using iPad with keyboard. Lack of integration between outlook/Tact... Easier to add meetings to calendar in outlook but then need to “add to Salesforce” in Tact. Should be able to put in meetings in outlook calendar and have it show in Tact and Salesforce. **What problems is Tact solving and how is that benefiting you?** Ability to input observable information. ### 10. Time management tool **Rating:** 4.5/5.0 stars **Reviewed by:** Shaun R. | Enterprise (> 1000 emp.) **Reviewed Date:** December 05, 2019 **What do you like best about Tact?** While on the road as an outside sales rep I’m able to log each call with tact after I leave the client and upload it to my Salesforce. This frees me up to spend time with my wife and family when I get home. **What do you dislike about Tact?** Sometimes I experience slow logging probably due to internet **What problems is Tact solving and how is that benefiting you?** Organization is most improved when I use the map populated with potential customers and customers. ### 11. efficient **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Aviation & Aerospace | Enterprise (> 1000 emp.) **Reviewed Date:** December 05, 2019 **What do you like best about Tact?** Being able to input data online, being able to update calendar and opportunities without access to a laptop. Opportunities are split into each quarter of the year. Outlook calendar syncing with Tact and SFDC. **What do you dislike about Tact?** Not filtering the opportunities, stages, and other fields does not always sync with SFDC. **Recommendations to others considering Tact:** Patients - take time to get used to it - use it for what benefits you the most and work with that to get accustomed. **What problems is Tact solving and how is that benefiting you?** Manage pipeline, understand what opportunities are coming each quarter, easily update visits and opportunities. ### 12. New to it. **Rating:** 4.5/5.0 stars **Reviewed by:** Bruce G. | Account Manager, Enterprise (> 1000 emp.) **Reviewed Date:** December 05, 2019 **What do you like best about Tact?** Interconnectivity to SFDC and MS Outlook. **What do you dislike about Tact?** Extend the calendar beyond 2 weeks. Or teach me how to do it. **Recommendations to others considering Tact:** It is a great integration piece for anyone needing to use Salesforce.com remotely. **What problems is Tact solving and how is that benefiting you?** Easy Task input. ### 13. Useful tool for being in the field. **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Mechanical or Industrial Engineering | Enterprise (> 1000 emp.) **Reviewed Date:** December 05, 2019 **What do you like best about Tact?** The ability to look up accounts in an area is useful. The ability to enter actions after a meeting is nice too. **What do you dislike about Tact?** All the notifications. If these could be configured to reduce which ones I get (maybe they can be and I don’t know how) that would be nice. **Recommendations to others considering Tact:** It’s useful when integrated with salesforce **What problems is Tact solving and how is that benefiting you?** Remembering actions after a meeting is improved. ### 14. Very easy to use and reliable **Rating:** 5.0/5.0 stars **Reviewed by:** Cedric G. | Director, Strategic Talent Partnerships, Small-Business (50 or fewer emp.) **Reviewed Date:** November 21, 2019 **What do you like best about Tact?** Tact is very easy to use and reliable. The text and email reminders to clients are great. **What do you dislike about Tact?** I think its geared toward smaller sales teams so if you're on a bigger team maybe research some other options? **Recommendations to others considering Tact:** Utilize their customer support team for any questions. **What problems is Tact solving and how is that benefiting you?** What I enjoy most about Tact are the free features and just the simplicity of office setup for my steam. ### 15. Lagging **Rating:** 2.5/5.0 stars **Reviewed by:** Verified User in Construction | Enterprise (> 1000 emp.) **Reviewed Date:** December 05, 2019 **What do you like best about Tact?** When the app works it is great, the problem for me is that this is too infrequent **What do you dislike about Tact?** The significant lag time to enter data and sync with Outlook and SFDC **What problems is Tact solving and how is that benefiting you?** Because of the challenges with significant lag time to enter data I have struggled to effectively use the app ### 16. App has been running very slow. **Rating:** 4.0/5.0 stars **Reviewed by:** Frank C. | Mid-Market (51-1000 emp.) **Reviewed Date:** December 15, 2019 **What do you like best about Tact?** Ease of connecting to SFDC. Being able to log Sales Visit and it connecting to Outlook calendar. **What do you dislike about Tact?** Function is extremely delayed. Have been working with Tact IT to correct issue. **What problems is Tact solving and how is that benefiting you?** Easy to find contact info and other info regarding opportunities. ### 17. Works well. Still working out the kinks **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Industrial Automation | Enterprise (> 1000 emp.) **Reviewed Date:** December 05, 2019 **What do you like best about Tact?** Mobility and style. It can delay and stall but is good for the most part **What do you dislike about Tact?** Delays and stalls Often during entering informafion **Recommendations to others considering Tact:** Give it a try **What problems is Tact solving and how is that benefiting you?** Tracking information Delays and stalls. Mobility is good ### 18. Good tools using by Cell phone **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Oil & Energy | Mid-Market (51-1000 emp.) **Reviewed Date:** December 10, 2019 **What do you like best about Tact?** The schedule on the outlook is synchronized and with SFDC Notifications function is supportive **What do you dislike about Tact?** There must be a program bug when typing in Description information. It will be much better if contact data can sync with "Sansan" **What problems is Tact solving and how is that benefiting you?** Planning of sales visit and checking my team opportunities ### 19. Your personal assistant **Rating:** 4.5/5.0 stars **Reviewed by:** Ashwini P. | Strategic Account Manager, Enterprise (> 1000 emp.) **Reviewed Date:** February 25, 2019 **What do you like best about Tact?** Everyone feels the need an assistant in busy schedule to work effective and takes notes and gives you reminders for important works and meetings. Tact helps me logging my MOMs. next action notes, reminders, sales visit planning, business opportunities details and planning, etc. Its a wonderful tool to make your life easy when you are on ground. **What do you dislike about Tact?** The are some issues regarding syncing with salesforce.com with tasks and contacts creates some dislike. **What problems is Tact solving and how is that benefiting you?** - logging MOMs - note next actions/tasks with reminders - sales visit planning - update contact straight by scanning visiting card - mail communication with reminder and task setting feature - notifications tab to keep check on finished meetings, tasks and other actions - calendar with list of daily tasks ### 20. Great tool **Rating:** 4.5/5.0 stars **Reviewed by:** Mai O. | Account manager, Enterprise (> 1000 emp.) **Reviewed Date:** February 26, 2019 **What do you like best about Tact?** I find it very helpful to use tact to locate other customers nearby as I’m visiting customers real time or as part of preparation for customer visits. The tool shows customer name, contact info, etc. I also like that tact reminds me to upload visit notes after each visit or event. This saves so much time especially while being on the road .. **What do you dislike about Tact?** The business card scanning feature is not totally accurate, When it comes to capturing all detail information, contact names and customer names depending on the logo **What problems is Tact solving and how is that benefiting you?** Some sync issues with calendar entry ### 21. Recommended App **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Electrical/Electronic Manufacturing | Mid-Market (51-1000 emp.) **Reviewed Date:** February 21, 2019 **What do you like best about Tact?** Can easily be accessed by smart phone, which gives the best efficiency doing the work **What do you dislike about Tact?** - Only can see the scheudle 2 weeks ahead, would like to see for 1 month - Does not provide the view of list of opportunites/projects at a glance **Recommendations to others considering Tact:** First use it, understand it, and evaluate it **What problems is Tact solving and how is that benefiting you?** Forget to follow up on some opportunities, and recognize the need of follow up at the last minute. Tact kind of forces you to put Next steps in the opportunity, which gives you the opportunity to have follow up in the sales cycle. ### 22. Great compliment to Salesforce **Rating:** 4.0/5.0 stars **Reviewed by:** Joel K. | Small-Business (50 or fewer emp.) **Reviewed Date:** August 07, 2018 **What do you like best about Tact?** I love that you can scan a business card and have it create a contact directly in salesforce. Also, I love that I can have salesforce completely offline. **What do you dislike about Tact?** The OCR software for the tool can be a lot better than what it is. It many times doesnt recognize the important fields. Also, it’s annoying that some of my meetings that I have like flights, I get a notification from tact asking me for a summary. **What problems is Tact solving and how is that benefiting you?** Having all the meetings and contacts logged in salesforce is great and makes life easier for us. Also, having an option to just write notes at end of meetings is great and reminds us to do the work. **Official Response from Erika Cruz:** > Hi Joel, Thank you for your review! Business card scanner is one of our favorite features too. The feedback you've provided is very insightful and we will ensure to bring it up to our product team. Thanks! ### 23. New sales instance **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Industrial Automation | Enterprise (> 1000 emp.) **Reviewed Date:** February 27, 2019 **What do you like best about Tact?** the platform is user friendly and contributes to immediate updates of opportunities, calendars and daily tasks. **What do you dislike about Tact?** The option creation new opportunities is a bit confusing when adding contacts and company info. **What problems is Tact solving and how is that benefiting you?** Speed with the handling of information. ### 24. Easily Tackle your Field Sales Role from the Road! **Rating:** 5.0/5.0 stars **Reviewed by:** Tina P. | Account Executive, Information Technology and Services, Enterprise (> 1000 emp.) **Reviewed Date:** August 07, 2018 **What do you like best about Tact?** Tact facilitas la accesibilidad a los datos de clientes y la presentación de Informes de Viaje al instante, para que puedas maximizar tu día y reducir el tiempo dedicado a tareas administrativas. **What do you dislike about Tact?** The opportunity screen displays both old/closed opportunities and current ones. It is necessary to display the Stage % at a glance to avoid confusing old deals with current ones. **What problems is Tact solving and how is that benefiting you?** Easily view customer data before walking in for a Cold Call or meeting. Fast and easy to enter trip reports and search for contacts. Email tracking has been useful for important messages. **Official Response from Erika Cruz:** > Hi Tina, Thank you so much for your review! We appreciate your feedback. Happy to hear that Tact has made it easy to access customer data. Our goal is to remove friction from your daily workflow. ### 25. Progressive and Time Saving! **Rating:** 4.5/5.0 stars **Reviewed by:** Carla C. | Enterprise (> 1000 emp.) **Reviewed Date:** August 22, 2018 **What do you like best about Tact?** Speed, immediate response and accepts feedback with optimism. **What do you dislike about Tact?** Still working on the map functions because the information it is pulled from is flawed information. **Recommendations to others considering Tact:** Have a clear definition of what you are looking to solve. Don't be afraid to voice your questions, needs, and wants! **What problems is Tact solving and how is that benefiting you?** Field Sales role. What a time saver. Plus I get the information at my fingertips. ### 26. A good sales tool that increase my productivity **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Electrical/Electronic Manufacturing | Mid-Market (51-1000 emp.) **Reviewed Date:** February 25, 2019 **What do you like best about Tact?** Good tool that integrate with SFDC. Able to sync SFDC without manually entering it in SFDC **What do you dislike about Tact?** Need to be able to sync properly, theres always some errors **Recommendations to others considering Tact:** need to have training.. **What problems is Tact solving and how is that benefiting you?** Able to track my NBOs and Sales visit effectively. ### 27. Sales Tools Integrated **Rating:** 4.5/5.0 stars **Reviewed by:** Taryn N. A. | Enterprise (> 1000 emp.) **Reviewed Date:** June 25, 2018 **What do you like best about Tact?** Mapping contacts makes it easy to fill unscheduled time. Adding contacts off of business cards is a fantastic feature where SFDC is severely lacking. **What do you dislike about Tact?** The list is growing smaller and smaller - the developers and team are doing a great job addressing any issues and requests I have made. I look forward to a desktop version. **Recommendations to others considering Tact:** This is a massive improvement from the SFDC app. **What problems is Tact solving and how is that benefiting you?** I am in field sales; I live in trip reports. Having easy line-of-sight to contact/opportunities/maps/email/calendar is a game-changer! **Official Response:** > Hi Taryn, Thanks so much for leaving us a review! We're happy that our platform is able to help your field sales. ### 28. Tact Review **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Enterprise (> 1000 emp.) **Reviewed Date:** August 07, 2018 **What do you like best about Tact?** I think the key word here is "intuitive". The app is so easy to use that any misgivings towards adoption based on a learning curve are unfounded. Easy to understand, easy to use, easy to adopt. **What do you dislike about Tact?** There are a few upcoming functionalities that aren't yet in place. **Recommendations to others considering Tact:** Take the time to review and understand every capability, it's TOGETHER that they'll have a significant impact on productivity. **What problems is Tact solving and how is that benefiting you?** As a leader, this allows me to easily stay in touch with my sellers, monitor their activity and jump in to help when needed. **Official Response from Erika Cruz:** > Thank you for your review! Your feedback is greatly appreciated. We're happy to hear that Tact helps you stay in touch with your team. We are excited for you to test out the upcoming functionalities. ### 29. Ok **Rating:** 2.5/5.0 stars **Reviewed by:** Rob R. | Enterprise (> 1000 emp.) **Reviewed Date:** August 07, 2018 **What do you like best about Tact?** Salesforce , and the opportunity part is the best. Love that I can keep my OPPs at reach easily **What do you dislike about Tact?** The interface is a little challenging, needs the call log, and the opp updates to be easier **What problems is Tact solving and how is that benefiting you?** Opps are easy to keep track of. **Official Response from Erika Cruz:** > Hi Rob, Thank you so much for your review! We appreciate your feedback. ### 30. Fast, easy, and reliable. **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Enterprise (> 1000 emp.) **Reviewed Date:** August 16, 2018 **What do you like best about Tact?** It is fast, reliable, and easy to use. It saves me so much time. **What do you dislike about Tact?** Not enough integration. I only wish that the app could do more. **What problems is Tact solving and how is that benefiting you?** Entering Trip reports is so quick and easy that I can enter them right when I get out of the meeting. Meaning it saves me time when I get home from having to do it, and the notes are more accurate since they are fresh in my mind. **Official Response from Erika Cruz:** > Hi there! Thank you for your review! we're happy to hear that Tact helps you save time. ### 31. Must to **Rating:** 3.5/5.0 stars **Reviewed by:** Canh T. | Sales Manager - Enterprise and Government Business, Computer Networking, Mid-Market (51-1000 emp.) **Reviewed Date:** August 21, 2018 **What do you like best about Tact?** Quickly and convenience for biz follow up **What do you dislike about Tact?** Take time to sync email and data, it should hide process **What problems is Tact solving and how is that benefiting you?** Remind all biz require ### 32. Good App **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Enterprise (> 1000 emp.) **Reviewed Date:** August 07, 2018 **What do you like best about Tact?** Steps to access the information I need are minimal. Very easy to complete the mundane tasks necessary for the job. **What do you dislike about Tact?** I would like to be able to open opportunities from the account overview page, not go out to opportunities. **What problems is Tact solving and how is that benefiting you?** I'm capturing more information from meetings, in part by inputting information immediately following, but also because Tact saves me time with mostly everything I need to capture being on one screen. **Official Response from Erika Cruz:** > Hi There, Thank you so much for your feedback. Our goal is to remove friction from your daily workflow. Glad to hear Tact has helped you capture more information and save time. ### 33. Why you need tact **Rating:** 5.0/5.0 stars **Reviewed by:** Brian M. | Enterprise (> 1000 emp.) **Reviewed Date:** August 07, 2018 **What do you like best about Tact?** Tact is amazing for remembering things, taking notes, and staying organized. It’s so simple that you’ll wonder why you haven’t always had it. Love the sfdc integrations. **What do you dislike about Tact?** Needed tact to show all sfdc deal ID’s. I’ve had an issue and it was rectified by the team. **What problems is Tact solving and how is that benefiting you?** I can operate at the speed I want to all from my mobile. It prompts me even when I forget things. **Official Response from Erika Cruz:** > Hi Brian, Thank you so much for your review. We really appreciate your feedback. Happy to hear that tact has helped you stay organized (even on the go!) ### 34. Love TACT **Rating:** 5.0/5.0 stars **Reviewed by:** Mariette L. | Regional Sales Director, Financial Services, Mid-Market (51-1000 emp.) **Reviewed Date:** August 08, 2018 **What do you like best about Tact?** Easy to use mobile app, and voice feature! **What do you dislike about Tact?** Syncing with Salesforce has not been consistently processing. **What problems is Tact solving and how is that benefiting you?** Documenting meeting notes on the road. Benefit of the voice feature **Official Response from Erika Cruz:** > Hi Mariette, Thank you so much for your review. We appreciate the feedback. Voice is one of our favorite features too! ### 35. Day to Day usage **Rating:** 3.5/5.0 stars **Reviewed by:** Zhi Yong Y. | Enterprise (> 1000 emp.) **Reviewed Date:** August 07, 2018 **What do you like best about Tact?** Updates can be made easily on the go. Increase productivity. **What do you dislike about Tact?** All my contacts were sync-ed, including my personal ones. **What problems is Tact solving and how is that benefiting you?** Ease of updates to accounts. Increased productivity. **Official Response from Erika Cruz:** > Hi Zhi, Thank you so much for your review! Happy to hear that Tact has helped increase productivity. Here is a quick article on how you can remove personal contacts: https://support.tact.ai/hc/en-us/articles/205839440-How-to-remove-a-contact-from-Tact We appreciate your feedback! ### 36. Best Sales App Ever Developed **Rating:** 5.0/5.0 stars **Reviewed by:** Shawn M. | Public Sector Account Manager, Computer Networking, Enterprise (> 1000 emp.) **Reviewed Date:** June 19, 2018 **What do you like best about Tact?** The geo locate function is by far my favorite part, but the whole application is amazing. **What do you dislike about Tact?** The opportunity entry feature could be a little easier but the developers are working on it. **Recommendations to others considering Tact:** None **What problems is Tact solving and how is that benefiting you?** I don’t have to wait to break out my laptop anymore I just use my phone now. **Official Response:** > Hi Shawn -- Thank you so much for leaving us a review! We really appreciate the feedback. ### 37. Single pane of glass experience **Rating:** 5.0/5.0 stars **Reviewed by:** Swapnil K. | Enterprise (> 1000 emp.) **Reviewed Date:** August 21, 2018 **What do you like best about Tact?** Tact gives you single pane of glass access for email and calendar and also helps to keep track of email communications and ease of historical data search **What do you dislike about Tact?** Nothing as such, bit battery consuming and sometimes slower response **What problems is Tact solving and how is that benefiting you?** Real time single pane of glass for email contacts and team collaboration ### 38. Simplified multiple tools while on the go **Rating:** 4.0/5.0 stars **Reviewed by:** Richard A. R. | Account Executive, Information Technology and Services, Enterprise (> 1000 emp.) **Reviewed Date:** August 21, 2018 **What do you like best about Tact?** I like the ease of scanning business cards while on the road. **What do you dislike about Tact?** the regular syncing of all the data seems to happen at the most in opportune time **What problems is Tact solving and how is that benefiting you?** I am able to submit trip reports, edit contacts and assign tasks and all will get synced to SFDC ### 39. Tact Review **Rating:** 2.5/5.0 stars **Reviewed by:** Verified User in Internet | Enterprise (> 1000 emp.) **Reviewed Date:** August 07, 2018 **What do you like best about Tact?** Ability to call and log calls from the app. Sync meetings with calendar and log to salesforce **What do you dislike about Tact?** Wish logging was done in a more automated fashion. I.e. after a meeting on my calendar automatically log activity to all attendees on invite. **What problems is Tact solving and how is that benefiting you?** 1. Accessing and editing pipeline on mobile 2. Syncung calendar to SFDC **Official Response from Erika Cruz:** > Thank you so much for your review! We appreciate the feedback. ### 40. Customer Success Manager **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Enterprise (> 1000 emp.) **Reviewed Date:** August 07, 2018 **What do you like best about Tact?** the way i can use TACT is simple and easy. **What do you dislike about Tact?** Some requested feedback is not in my scope of work. in the other words, i don't want to input feedback since it is not related to my PKI or role. **What problems is Tact solving and how is that benefiting you?** i could monitor and report directly on opportunities which i created. **Official Response from Erika Cruz:** > Thank you so much for your review! Happy to hear that Tact has been simple and easy. We appreciate your feedback. ### 41. Tact is the future!! **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Enterprise (> 1000 emp.) **Reviewed Date:** August 07, 2018 **What do you like best about Tact?** Being able to look up contacts and log calls etc all in one central, easy to use place. **What do you dislike about Tact?** There is currently no desktop version so writing full customer notes on your phone can be very time consuming **What problems is Tact solving and how is that benefiting you?** Logging customer calls and keeping notes. Allows myself and my managers to watch progress. **Official Response from Erika Cruz:** > Thank you for your review! Happy to hear that Tact has helped remove friction from your workday. The desktop version is coming soon and we can't wait! We appreciate your feedback. ### 42. Enhance user experience - Rohit **Rating:** 5.0/5.0 stars **Reviewed by:** Rohit J. | Enterprise (> 1000 emp.) **Reviewed Date:** August 07, 2018 **What do you like best about Tact?** Ensure it syncs with LinkedIn & Salesforce. Easy to manage tasks & opportunities. Add contacts & manage opportunities. **What do you dislike about Tact?** Some bits and pieces here and there while something new gets added. **What problems is Tact solving and how is that benefiting you?** Eliminates duplicate efforts for the sales team and simplifies tasks with a single touch. **Official Response from Erika Cruz:** > Hi Rohit, Thank you so much for your review! Happy to hear the LinkedIn and SalesForce integrations are beneficial for you. We also love minimizing dual work! ### 43. Very intelligent and efficient algorithm **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Chemicals | Mid-Market (51-1000 emp.) **Reviewed Date:** July 10, 2018 **What do you like best about Tact?** Tact’s AI-powered makes storing client information very easy. logs data from voice and SMS in your CRM and makes it accessible anywhere. It’s an impressive use of AI to free up your sales team for more sales. **What do you dislike about Tact?** Had a couple instances where software was not syncing automatically. Not sure if it is a recurring issue. **What problems is Tact solving and how is that benefiting you?** We are able to get back to clients quicker because all their information is easily accessible and available and there no chance of it getting lost. **Official Response:** > Thank you for leaving us a review! We appreciate and highly value customer feedback. We're super happy to hear that Tact is helping you free up your sales team so that you can make more sales. ### 44. productive **Rating:** 4.5/5.0 stars **Reviewed by:** Andrea S. | Business Development Executive, Information Technology and Services, Enterprise (> 1000 emp.) **Reviewed Date:** June 12, 2018 **What do you like best about Tact?** the fact that I can easily convert my activities into tasks in SFDC **What do you dislike about Tact?** it looks pretty old layout and still can't allow many actions (i.e. the opportunity function should be improved) **What problems is Tact solving and how is that benefiting you?** no business problem actually, but more operation problem **Official Response:** > Hi Andrea, thank you for your review! We’re happy to hear that Tact has helped you increase productivity by allowing you to easily convert activities into SFDC tasks. Our latest release updated our Opportunity tab which now allows you to create custom opportunity filters with the help of your Customer Success Manager. Hopefully this update can make the opportunities tab more useful for you. We would be happy to set up a quick call to gather more feedback on the exact functions you would like to see in the future. ### 45. Medical Sales **Rating:** 3.5/5.0 stars **Reviewed by:** Ryan Z. | Enterprise (> 1000 emp.) **Reviewed Date:** August 07, 2018 **What do you like best about Tact?** The convenience of logging calls in real time in conjunction with Salesforce **What do you dislike about Tact?** Often times my calls would not log properly in order for my boss to see the report in Salesforce **What problems is Tact solving and how is that benefiting you?** The ability to prioritize and organize sales calls **Official Response from Erika Cruz:** > Hi Ryan, Thank you so much for your review. Happy to hear that Tact has helped with prioritizing sales calls. ### 46. Tact review Ann **Rating:** 3.5/5.0 stars **Reviewed by:** Ann P. | sales enablement manager, Enterprise (> 1000 emp.) **Reviewed Date:** August 16, 2018 **What do you like best about Tact?** Calendar and enail, i like the fact that i do not need to go through VPN **What do you dislike about Tact?** Sometimes it takes quite long to refresh **What problems is Tact solving and how is that benefiting you?** Speeding up stakeholder contacts ### 47. Tact has saved a lot of my working time! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Staffing and Recruiting | Mid-Market (51-1000 emp.) **Reviewed Date:** August 17, 2018 **What do you like best about Tact?** Tact has an intuitive user interface, which helps to do your sales activities in organised way saving your time at the same moment. **What do you dislike about Tact?** they enterprise policy, so I can not subscribe for a month individually. **Recommendations to others considering Tact:** try it out now! **What problems is Tact solving and how is that benefiting you?** Tact helps to speed up sales process by automation of many activities based on putting data into sales force, calendar, e-mail box and phone contacts. ### 48. Trip Reports **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Enterprise (> 1000 emp.) **Reviewed Date:** August 07, 2018 **What do you like best about Tact?** Easy to submit and track trip reports and log activities **What do you dislike about Tact?** Synch errors, awaiting desktop version. Unable to modify location address due to SFDC logic. **What problems is Tact solving and how is that benefiting you?** Ease of submitting and tracking trip reports **Official Response from Erika Cruz:** > Thank you for your review. We appreciate your feedback. Glad to hear that Tact helps makes it easy to submit and track trip reports. ### 49. Tact.ai **Rating:** 2.5/5.0 stars **Reviewed by:** Verified User in Education Management | Small-Business (50 or fewer emp.) **Reviewed Date:** July 12, 2018 **What do you like best about Tact?** It’s a great new way to work and talk with your customers; which increases revenue growth, sales productivity and the customer experience. It can be used at most locations, like your office or car **What do you dislike about Tact?** When i first saw it i didnt know how to go about using it. But after researching i found it to be alot easier **Recommendations to others considering Tact:** Give it a try, It can really help make things easier **What problems is Tact solving and how is that benefiting you?** Makes communicating in different locations alot easier. Saves alot of time **Official Response:** > Thank you for leaving us a review! We highly value customer feedback. Would we be able to set up a call with you to discuss your concerns about the user interface? We’re happy to hear that you would recommend our platform to others. ### 50. Check out this amazing new tool for field reps on the go. **Rating:** 5.0/5.0 stars **Reviewed by:** Yoomie Y. | Territory Account Executive, Information Technology and Services, Small-Business (50 or fewer emp.) **Reviewed Date:** August 16, 2018 **What do you like best about Tact?** User friendly. Tons of useful information on the fly. **What do you dislike about Tact?** Check out this amazing new tool for field reps on the go! **What problems is Tact solving and how is that benefiting you?** No problem. ## Tact Discussions - [Can you recall me because i have some synchronisation failed when i want uprgade my opportunities](https://www.g2.com/discussions/can-you-recall-me-because-i-have-some-synchronisation-failed-when-i-want-uprgade-my-opportunities) - 1 comment, 1 upvote - [Is there any bug reporting, I have problem when typing in additional information](https://www.g2.com/discussions/is-there-any-bug-reporting-i-have-problem-when-typing-in-additional-information) - 1 comment, 1 upvote - [What is BYOK Encrypted Single-Tenant Mode?](https://www.g2.com/discussions/security-features-663e8dab-3e61-476d-ba3c-37dce3cbd7e1) - 1 comment, 1 upvote - [Does Tact provide any unique security features that go beyond industry standards?](https://www.g2.com/discussions/security-features-5ef07d66-e87d-4bc1-8805-9bf4929631bc) - 1 comment, 1 upvote - [Salesforce Custom Objects](https://www.g2.com/discussions/salesforce-custom-objects) - 1 comment, 1 upvote - [View Tact pricing details and edition comparison](https://www.g2.com/products/tact/reviews?section=pricing&secure%5Bexpires_at%5D=2026-05-15+06%3A10%3A57+-0500&secure%5Bsession_id%5D=045ed08b-0b16-430c-abf1-c82e0356226a&secure%5Btoken%5D=aac9b33024c4c4b0161d096d4520434230e8387df3a73b2f9e72fbffe17b323d&format=llm_user) ## Tact Features **Lead Facilitation** - Customer-facing Chatbot - Lead Qualification - Lead Follow-up - Meeting Scheduling **Agentic AI - Email Tracking** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making **Analytics** - Open Rates - Link Activity - Attachment Activity **Organization** - Opportunity and Pipeline Management - Data Entry - Integrations / APIs **Customizations** - Email Platform Integration - Email Scheduling - Notifications - Email Categorization - Templates **Performance Analysis** - Coaching - Peformance Tracking **Generative AI** - AI Text Generation **Sales Analysis** - ROI Forecasting - Sales Forecasting **Generative AI** - AI Text Generation - AI Text Summarization **Agentic AI - AI Sales Assistant** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making ## Top Tact Alternatives - [Clari](https://www.g2.com/products/clari/reviews) - 4.6/5.0 (5,493 reviews) - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) - 4.4/5.0 (13,160 reviews) - [Backstory](https://www.g2.com/products/people-ai-backstory/reviews) - 4.5/5.0 (607 reviews)