Tact

Tact is a unified front-end that drives greater speed and discipline in your daily sales workflow. Featured in Forbes, Fortune, Gartner, Wall Street Journal and more, it makes CRM more human-friendly. Here’s why more than 10,000 users in over 65 countries use Tact:

• Personalized AI digital assistant with best-in-class user experience, feeling more like personal Apple, Google or Amazon products and less like clunky enterprise apps
• Unifies CRM with all your data and apps, both company-issued and personally stored on your device, for an all-in-one experience
• Natural and easy to user with text, touch, and chat interactions
• Integrated view of your personal and professional calendars, appointments, tasks and reminders
• Data entry on-the-fly with one-tap activity logging of emails, calls, and meetings to CRM accounts, contacts, leads, or opportunities. Data entry automation and auto-filling of fields based on context and usage
• Delivers actionable nudges and contextualized insights to you, no matter the location
• Daily agenda digest and pre-and-post meeting notifications so nothing slips through the cracks
• 360° customer profiles across CRM, email, internal legacy for a complete relationship history
• Business Card Scanning to quickly add new contacts both to your iPhone and to CRM
• Personal Productivity Tools Like Route Mapping to see nearby contacts (from CRM and your personal device) on maps
• Email and file tracking to improve sales message timing and outreach
• 100% offline availability—sync CRM leads, contacts, accounts, opportunities, tasks, events, and notes so they're always at your fingertips
• Support for CRM custom objects, MDM (Mobile Device Management) and MAM (Mobile Application Management) integration
• Support for CRM standard & custom field types, record types, and page layouts
• Administrative capabilities like user management, data control, consolidated billing, usage reports
• Tact helps customers improve CRM discipline and behavior: 222% increase in events and contacts created using Tact; 72% prefer the use of Tact over other solutions for data entry; 170% more pipeline, deals won and revenue over non-Tact users
• Named the first commercial digital sales assistant by Gartner, a Leader in G2 Customer Reviews, Ventana Research Digital Company of the Year, Stevie Gold Award for Best Relationship Management Solution

Recent changes:
New Features:
- Addition of filters to custom objects under customization.

UI Enhancements:
- Simplified onboarding screen to select the server region during the log-in process.
- Option to hide Notebook tab and disable local contacts’ sync under customization.