Last Updated on 7 years by RichBohn
This CRM Review examines Tactile CRM.
In-Depth CRM Review
7200 The Quorum
Oxford Business Park North
Oxford OX4 2JZ
CRM Category: Strategic Solution – Cloud
Sub-Category: Contact Manager
Seats: Small Business
About the Company:
omelett.es was setup in 2008 to offer independent consultancy services to organisations looking to build and improve their businesses.
The team has many decades of experience implementing, building and working with organisations to get their CRM systems right. It’s this knowledge we bring to our clients now.
We’ve even built complete CRM systems from the ground up, and still run Tactile CRM for small business that want a simple, self service contact and sales management solution.
Please get in touch with the UK’s leading independent CRM consultants if you have any questions or would like to find out more.
About the Product:
Easy Contact Management
Tactile CRM lets you easily record every email, telephone call, note, activity and meeting, so that you and your colleagues can quickly see every interaction.
Tactile CRM also lets you:
- Easily search contacts – organisations, people and recently viewed
- Set up activities to remind you of outstanding actions against each organisation, such as calling them back.
- Assign organisations and activities to other users with optional email notification.
- Share information on clients and contacts with others in your organisation by using our simple access control, or let everybody see everything.
- Categorise your contacts by status, source, classification, rating, industry
- Import and Export data from csv files, vCards, Google, Microsoft Outlook and more
- Download into Excel at the click of a button.
- Create mailing lists to send mail-merged letters or emails using the powerful tagging system.
- Work with the email client of your choice with its easy-to-use email integration – including Outlook, Mail.app and GMail.
- Remember Tactile CRM is an easy to use CRM sales tool that means even occasional users can get up and running without training on this simple web CRM.
For complete pricing details, please see:
For a proper demo of this CRM solution:
For a proper demo of this CRM solution, please see:
Rich’s Video Highlights of this CRM solution:
Rich’s View of Tactile CRM:
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If you are considering this program, you should also look at these other CRM solutions:
- Coming Soon!
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