Keep customer and contact information together
Different team members may speak with the same customer. Keeping details, contacts and interaction history together helps prepare for the next conversation. Customer search helps locate the relevant record.
Connect conversations with delivered work
Customer relationships extend beyond sales conversations. Ongoing projects and support history are also part of the relationship. Reviewing them together helps the team give consistent information.
- Define shared naming and contact-data conventions.
- Check duplicates and record conversation context.
- Review customer-related projects and support work.
Make your requirements specific
Customer records, interaction tracking and sales automation are different needs. Try the intended workflow with a real example before purchasing. Confirm the scope of features not described on this page separately.
Frequently asked questions
Is Taklino CRM free?
The full CRM system is part of Full Package. Its scope differs from the free starter plan.