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.

Managing customers

Your appointments & bookings

taclia digital calendar with client appointments and bookings organized by time

Organize your schedule

taclia schedule view with planned tasks, follow-ups and meetings

Record expenses & incomes

taclia screen showing business expenses and payments record

Manage the team

taclia dashboard with team tasks, hours and activity information

Organize everything without losing opportunities

Avoid disorganization and close more Sales with a solid CRM.

Centralize all information in a single customer file.

No duplicates, no data loss, everything is always up to date.

Visualize which customer is at what stage of the sales process and who is managing it.

Centralize your sales

accessible from wherever you want

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

Designed for businesses looking for agile and practical solutions.

Available from a browser, tablet or mobile: work from where it works best for you.

No external settings or hidden features: access and use.

Organize your opportunities

Turn leads into loyal customers

Convert more with personalized tracking and real data.

View the status of each lead in real time.

Assign tasks and jobs to the right team member.

Use reports that help you improve your strategy with accurate data.

Optimize your funnel

Goodbye to paperwork and disorganization

Quickly digitize and manage your documents.

Create invoices and quotes in a few clicks, linked to each customer.

Send them by email or WhatsApp in a single click.

Store and view all your files in one place.

Eliminate paperwork

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.