TactileCRM
The all-in-one solution to Sales, Customer Management,
Accounting and Bookkeeping.
Bring everything together with the TactileCRM
Work smarter and create more time to focus on your business. Spend less time entering data into multiple applications while keeping track of Sales, Customer Relationships, Projects and Accounts with one simple, intuitive Customer Relationship Management application.
Our software focusses on providing small to medium size businesses with an efficient, easy and simple way to deal with a sales lead, order and all the way through to invoice whilst keeping track of your accounts at the same time in an easy to understand manner. TactileCRM can even produce your regular management accounts, year end, VAT return and is the only CRM fully HMRC approved for MTD.
HMRC Recognised for Making Tax Digital
Take the stress out of Accounts and VAT Returns with TactileCRM
Recognised by HMRC, TactileCRM provides a full accounting platform enabling you to easily keep track of your business performance and finances, whilst also providing the ability to electronically submit your VAT Returns as required by HMRC. MTD (Making Tax Digital) has never been easier!
Convert more leads into sales
With automatic diaries, emails, texts and custom reminders, never forget a sales prospect again.
It can be easy to forget to make that call, send an e-mail or even a text! TactileCRM can automatically schedule and send details to customers, whilst the diary provides an intuitive way for you to see everything you (and your staff) need to do on any particular day.
TactileCRM core features
There's far too many to list, but here's the really important bits
Dashboards
See your business in picture. Multiple customisable dashboards to give you a quick, informative overview of every aspect of your business.
Full Accounting System
No need to purchase additional software to deal with your accounts, and more importantly, no need to enter information twice! Fully HMRC MTD compliant.
Document Creation
Create and send mass-emails, PDFs, SMS messages and more.
Automatic and Custom Diaries
Never forget to follow up on that conversation or send that reminder email again. Even better, let the Tactile CRM do it for you.
Bespoke to your business
TactileCRM can be tailored to your business with custom fields and templates, making our software ideal for everyone.
Extensions Included
Specific modules tailored to different industries are included at no extra cost. Building Company? Track labour. Estate Agent? Manage Works-Orders & Tenant Documentation. TactileCRM even works from your mobile!
It only takes an e-mail
Drop us your e-mail and we'll get back to you ASAP. Alternatively, you can call us any time on 01603 959083.