Tango CRM is a comprehensive customer relationship management system designed to streamline business operations and enhance customer engagement. It consolidates contacts, tasks, emails, and documents into a single, user-friendly platform, enabling businesses to manage their customer interactions efficiently. With features like mobile accessibility and seamless email integration, Tango CRM ensures that critical information is always at your fingertips, facilitating improved communication and decision-making.
Key Features and Functionality:
- Contact Management: Store and access thousands of contacts, including suppliers and customers, in a centralized database.
- Task Planning: Assign tasks to yourself or delegate them to team members, ensuring no task is overlooked.
- Mobile Accessibility: Access tasks and schedules on your mobile device without the need for additional installations; tasks integrate directly into your phone's main calendar.
- Email Synchronization: Sync with various email platforms such as Gmail, Yahoo, Outlook, and Thunderbird to manage communications within the CRM.
- Email Marketing: Send bulk emails directly from the CRM, with the ability to segment customers based on specific criteria.
- Document Automation: Generate proposals and contracts swiftly using Word or Excel templates, with data automatically populated from the CRM.
- Document Search: Quickly locate documents by searching both descriptions and content within the CRM.
- Reporting: Generate up to ten reports simultaneously, utilizing various CRM fields to gain insights into business performance.
- Deadline Management: Monitor and manage task deadlines to ensure timely completion.
- Accounting Integration: Print invoices directly from the CRM and access financial data such as turnovers and payment histories.
- Inventory Management: Track product quantities, turnovers, and maintain detailed product information, including technical details and images.
- Internal News Sharing: Share updates and news with colleagues efficiently within the platform.
Primary Value and Solutions Provided:
Tango CRM addresses the challenge of managing diverse customer interactions and internal processes by offering an integrated solution that enhances productivity and collaboration. By centralizing contact information, streamlining task management, and automating routine processes, it reduces manual workload and minimizes errors. The mobile-friendly design ensures that users can access critical information anytime, anywhere, promoting flexibility and responsiveness. Additionally, features like email marketing and document automation empower businesses to maintain effective communication and generate essential documents swiftly, leading to improved customer relationships and operational efficiency.
