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SMALL BUSINESS CRM

Tactile CRM Review

Product Snapshot

Product Pricing
  • 30-day free trial
  • Solo – free for single users
  • Premium – $9 per user per month
  • Enterprise – $18 per user per month
Technology

Product is a SaaS solution and requires no additional hardware for installation.

Customer Focus

Easy and simple to use affordable Web-based CRM.

Select Customers

Contact vendor directly for case studies.

 

About Tactile CRM

Tactile CRM Tactile CRM is small business CRM software that enables users to track the people and companies users work with, any opportunities in the pipeline, and facilitates communication processes. The platform provides users with a shared address book, integrates with third-party email systems, and maintains a conversation and contact log.

The software provides users with a dashboard that displays multiple system status views including recent email, file, and note activities, tracks any recently viewed items and activities, and enables users to organize contacts with a tagging system, included company information, notes and emails, contact information and any additional information relevant to the contact. Additionally, the platform displays complete or incomplete activity statuses, manages all contact-related notes, emails and files, and provides users with visual overviews of the current sales pipeline as well as links to the graphing tools within the system.

About the Company

Tactile Solutions is headquartered in Oxford, UK.

 

Tactile CRM Key Features

  • Integrates with FreshBooks, CampaignMonitor, Zendesk, and Google Apps
  • Reminders and calendar tools
  • Tracks sales and potential sales with both new and existing clients
  • Tracks company-wide communication
  • Works with multiple third-party systems including invoicing, help desks and business card scanning

 

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