Software for professional service companies.

Maximise your productivity, reduce errors and improve customer satisfaction with our software for service companies.

Generate quotes and invoices in seconds.

Simplify your invoicing and budgeting process. Calculate in real time without complications or errors. Save time and streamline the financial management of your business with our software for professional services.

Optimise the organisation and control of your tasks.

Manage your calendar easily and assign tasks with ease to ensure smooth execution. With taclia, keep a detailed record of every service performed.

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Manage your clients and services.

With our software for service companies you can easily manage your customers and tasks. Access easily from anywhere in just a few seconds.

Charge your customers instantly with payment links.

Accessible from any device, select the rates for your services, choose the appropriate payment method and generate a personalised payment link to send directly to your client. All features are included in our App.

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Configure everything taclia for your business.

Fully customise our management software for service companies by adjusting the fields and information you need.

Also from the App.

Download the App for tablets and mobiles and access everything you need when you need it. Available for Android and iOS.

taclia app apple dispositivo

What is a CRM for services?

A CRM (Customer Relationship Management) for services is software designed to help businesses manage their relationships with customers, store all their useful information and improve customer service. It is especially useful for service companies that need to keep detailed track of their interactions with customers, and we invite you to read more about it in our article on differences between a CRM and an ERP.

What are the advantages of using a CRM for service companies?

The advantages of using a CRM for service companies include:

  • Improved organisation: Centralise your customer information in one place.
  • Increased efficiency: Manage all your tasks and facilitate customer management.
  • Improved customer service: Allows to offer a more personalised, easier and more efficient service.
  • Data analysis: Provides reports and analysis to help make informed decisions.

How to choose the best CRM for my service company?

To choose the best CRM for your service company, we recommend that you take into account:

  • Functionality: Make sure the CRM offers the features you need, such as contact management, interaction tracking and task management.
  • Usability: It should be intuitive and easy to use for all your employees.
  • Pricing: Evaluate the price of the CRM and whether it offers value for money.

Is it safe to use a CRM to manage customer information?

Yes, it is safe to use a CRM as long as the provider complies with data protection regulations and offers adequate security measures, such as encryption and regular backups.
We invite you to read our article on how to combat work-related stress.