Your clients & jobs in one place. No chaos, no oversights.

The customer module helps you organize contacts, manage sales, and track projects without missing a detail.
Organize everything without losing opportunities

Avoid disorganization and close more Sales with a solid CRM.

Centralize your sales
sales crm
crm online
accessible from wherever you want

Simplify your day with an intuitive and hassle-free interface.

crm for sme
Organize your opportunities
customer management software
Turn leads into loyal customers

Convert more with personalized tracking and real data.

Optimize your funnel
customer management crm
crm for sales
Goodbye to paperwork and disorganization

Quickly digitize and manage your documents.

crm for business
Eliminate paperwork
crm for self-employed

FAQs of users.

What is CRM software and what is it for?

CRM (Customer Relationship Management) software allows you to centralize your customer information, follow up on contacts, create business tasks and improve the relationship with each customer.

What's the difference between an online CRM and a locally installed CRM?

An online CRM like taclia works in the cloud, which means you can access your data from anywhere and on any device. It requires no installation and is automatically updated at no additional cost.

Is taclia a CRM in English?

Yes. taclia is a CRM 100% in English, designed specifically for SMBs, freelancers and companies around the world. The interface, support and features are adapted to the English-speaking market.

Can I use taclia's CRM if I'm self-employed or have a small business?

Of course. taclia is a CRM designed for freelancers, SMBs and small teams that want a powerful but simple tool to manage their contacts, quotes, invoices and tasks.

What features does taclia's CRM have besides saving customer data?

taclia allows you to record tasks, quotes and invoices, assign managers, schedule follow-up and view the history of each customer clearly and quickly.

Is taclia an online CRM with mobile access?

Yes. You can access the CRM from the mobile app or browser. This way, you and your team can update contacts, add notes or view customer history from anywhere.

Can I segment my customers within the taclia CRM?

Yes. You can categorize customers by type, industry, business state or area, and apply custom filters to quickly find the information you need.

Is it difficult to start using taclia as a CRM?

No. taclia is designed so that anyone, without technical knowledge, can start using it in minutes. The initial setup process is simple and the support team is there for you at all times.

What are the advantages of using a CRM for SMBs compared to a spreadsheet?

A CRM for SMBs like taclia allows you to automate tasks, keep customer information up to date, avoid duplication and generate business reports with one click. It's much more efficient and secure than Excel.

Can taclia be used as a CRM integrated with other areas of the business?

Yes. You can connect the CRM with billing, tasks, waybills, expenses and collections, to have a 360º view of each customer All-in-One.

Do you need help? Contact us.

Live support

We are available to help you with whatever you need.

Learn step by step

Tutorials and videos to get started with taclia without complications.

Helpful resources

Tips and tools to improve the management of your business.