Product
Discover how TokenTact makes customer relationship management simple and effective.
Core Features
Contact Management
Maintain a complete database of customers and prospects with detailed profiles and interaction history. Never lose track of important contacts again.
Sales Pipeline
Visualize your entire sales process with customizable pipelines. Track deals from lead to close and identify bottlenecks in your sales funnel.
Task Management
Create and assign tasks to team members, set deadlines, and track completion. Ensure nothing falls through the cracks with reminders and notifications.
Calendar & Scheduling
Manage appointments, meetings, and follow-ups in one place. Sync with your favorite calendar apps for seamless scheduling.
Email Integration
Connect your email accounts to track all communications with contacts. Send emails directly from TokenTact and see when recipients open them.
Reporting & Analytics
Generate powerful reports to track sales performance, team activities, and customer metrics. Make data-driven decisions with clear insights.
Advanced Features
Sales Automation
Automate repetitive tasks and workflows to save time
and ensure consistency in your sales process.
- Automated email sequences
- Lead scoring and qualification
- Workflow triggers and actions
- Task automation based on deal stages
Mobile Access
Access your CRM data anytime, anywhere with our
powerful mobile application.
- Available for iOS and Android
- Real-time data synchronization
- Offline mode for field sales
- Mobile-optimized interface
Integrations
Connect TokenTact with your favorite tools and
services for a seamless workflow.
- Email services (Gmail, Outlook)
- Calendar apps (Google Calendar, iCal)
- Marketing automation platforms
- Accounting software
Industry Solutions
Small Business
Affordable, easy-to-use CRM solutions tailored for small businesses with limited resources but ambitious growth plans.
Professional Services
Streamline client management, project tracking, and business development for consulting, legal, and accounting firms.
Real Estate
Manage property listings, client relationships, and transaction pipelines with specialized features for real estate professionals.
Technology
Track complex sales cycles, manage partner relationships, and streamline customer success for SaaS and technology companies.
Security & Compliance
Data Security
Your data is encrypted at rest and in transit using industry-standard protocols. We implement multiple layers of security to protect your sensitive information.
Role-Based Access
Control who has access to what information with granular permission settings. Assign roles to team members based on their responsibilities.
Privacy Compliance
TokenTact is designed to help you maintain compliance with privacy regulations including GDPR and PIPEDA, with features for consent management and data portability.
Data Backup
Automatic backups ensure your data is never lost. Our redundant systems and disaster recovery protocols provide peace of mind.
Ready to Try TokenTact?
Experience a CRM that works for you, not the other way around.