Tatakoa CRM

Tatakoa CRM is a customer relationship management software designed to streamline sales, marketing, and customer service activities. According to the vendor, it caters to businesses of various sizes and is utilized by sales teams in industries like retail, manufacturing, and technology, marketing teams in e-commerce, hospitality, and healthcare, customer service departments in telecommunications, finance, and professional services, as well as business owners and managers across various industries seeking to enhance their customer relationship management practices.

Key Features

Sales Automation: According to the vendor, the software allows users to automate repetitive tasks, set up workflows, and streamline the sales process to potentially save time, increase productivity, and improve efficiency.

Contact Management: The vendor claims that the software enables users to easily store and organize contact information in a centralized location, keep detailed notes and documents associated with each contact, and customize information visibility for each user while potentially automating contact updates.

Mobile Access: The vendor states that the software provides mobile apps for iOS and Android, allowing users to access CRM data anytime, anywhere. This feature aims to ensure connectivity to contacts, tasks, and calendar for on-the-go decision-making.

Calendar and Reminders: According to the vendor, the software offers an integrated calendar to manage appointments, calls, and events. Users can set up notifications and reminders to stay on top of important activities and associate events with specific contacts or accounts for easy reference.

360-Degree Customer View: The vendor claims that the software provides a comprehensive understanding of each customer's interactions and history. Users can access all relevant information, including emails, documents, and campaign history, and utilize customer profiles to potentially personalize interactions and provide better service.

Sales Pipeline Management: According to the vendor, the software allows users to track and manage sales opportunities in a visual pipeline view. Users can monitor deal progress, identify sales process bottlenecks, and leverage real-time data for revenue forecasting and sales performance analysis.

Campaign Management: The vendor states that the software enables users to plan, execute, and track marketing campaigns within the CRM. Users can create targeted campaigns based on customer segments and preferences and measure campaign effectiveness to potentially make data-driven marketing decisions.

Knowledge Base: According to the vendor, the software allows users to create a centralized knowledge base with frequently asked questions and resources. This feature aims to empower customers and support teams to find answers quickly and potentially reduce support ticket volume while improving customer self-service.

Project Management: The vendor claims that the software provides project management capabilities to efficiently manage and track customer-related or internal projects. Users can assign tasks, set deadlines, and monitor progress within the CRM. Collaboration with team members and sharing project-related documents is also possible.

Reporting and Analytics: According to the vendor, the software offers the ability to generate custom reports and dashboards to gain insights into sales and marketing performance. Users can analyze key metrics such as conversion rates, revenue, and customer satisfaction to potentially make data-driven decisions and optimize processes for improved business outcomes.