Easy CRM for businesses.

taclia helps you centralize your contacts, track every sale, manage communications and improve service to your customers. All in one place. Prevent disorganization, missed opportunitiesnand unresolved issues in time. Start enjoying an extensive and efficient CRM now.

Manage and organize your clients in real time.

Check the status of your sales, access essential information, photos, files, reports and anything else you may need whenever you want.

The CRM manager that will not let you miss anything on your to-do list.

You can view tasks in list, funnel, or calendar format, so that you and your employees can instantly see what you need. On a browser, tablet, or mobile app.

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Respond to your customers instantly with the easiest management programme.

You can access all customer information and the status of all tasks and services in seconds. Implement professional sales management in your business effortlessly.

Create invoices and quotes from your CRM.

From taclia you can create all your documents in a few clicks and send them to your clients, without wasting time with spreadsheets, paperwork or emails.

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Manage all your customer relationships from one place.

Manage all your clients in a centralized way instead of having to search on other platforms, computer folders or WhatsApp messages.

taclia generates your sales reports for you.

taclia collects all information automatically so you don't waste time and can make the best decisions based on real and up-to-date data.

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What is a CRM?

A CRM (Customer Relationship Management) is software designed to help businesses manage their interactions and relationships with customers and potential customers. This type of system centralises customer information, simplifies sales and customer service processes, and facilitates internal communication.

What are the advantages of a CRM?

The advantages of using a CRM are:

  • Accessibility: Facilitates the use and understanding of the system.
  • Improved communication: Improve interaction with customers by managing communications.
  • Operational efficiency: Automates repetitive processes and improves task management.
  • Data centralisation: Gathers all customer information in one place, making it easy to access and update.
  • Customisation: Allows the software to be adapted to the specific needs of the business.

What is an online CRM?

An online CRM is a customer relationship management platform that is accessed and used via the internet. These systems are hosted in the cloud, which means they require no local installation and can be accessed from any device with an internet connection, be it a computer, tablet or mobile phone.

What are the advantages of an online CRM?

The advantages of using an online CRM are:

  • Accessibility: It can be accessed from anywhere and from any device with an internet connection.
  • Automatic update: Software updates are implemented automatically, without the need for user intervention.
  • Scalability: Easy to scale as your business grows.
  • Low initial cost: Generally lower initial costs than on-premise CRMs, with flexible subscription models: monthly or annual payments.

What features should a good CRM have?

A good CRM should have the following characteristics:

  • Interface: To facilitate understanding and use by users.
  • Contact management: Tools to organise and manage customer and prospect information.
  • Reporting and analysis: Ability to generate reports and analyse data to make informed decisions.
  • Ease of use: The interface should be easy to navigate and understand, allowing users to quickly access the information they need.

How to choose the best CRM for my business?

To choose the best CRM for your business, we recommend that you consider:

  • Business needs: Assess which features are essential for your business.
  • Ease of use: Make sure the CRM is intuitive and easy to use for your employees.
  • Pricing: Compare the prices and subscription model of different programmes on the market.
  • Support and training: Verify that the supplier offers support and training or demonstration options.
  • Opinions and reviews: Research the opinions of other users and companies similar to yours.

We recommend that you give our CRM and you will see how it meets each and every one of the above characteristics.